HAG
SMH icon

HF Advisory Group’s VanEck Semiconductor ETF SMH Stock Holding History

HF Advisory Group’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$570K Sell
870
-178
-17% -$97.1K 0.18% 128
2026
Q1 		$402K Sell
1,048
-226
-18% -$89.7K 0.14% 131
2025
Q4 		$459K Sell
1,274
-113
-8% -$39.6K 0.16% 131
2025
Q3 		$453K Buy
1,387
+5
+0.4% +$1.48K 0.17% 132
2025
Q2 		$385K Buy
1,382
+146
+12% +$33.9K 0.15% 132
2025
Q1 		$261K Buy
1,236
+19
+2% +$4.55K 0.11% 139
2024
Q4 		$295K Buy
1,217
+32
+3% +$7.94K 0.14% 137
2024
Q3 		$291K Buy
1,185
+193
+19% +$46.9K 0.14% 142
2024
Q2 		$258K Sell
992
-29
-3% -$6.8K 0.13% 145
2024
Q1 		$230K Buy
+1,021
New +$205K 0.13% 148

Other funds holding SMH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
RWM
Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

HF Advisory Group's SMH Position: Q2 2026 in Review

HF Advisory Group reduced its VanEck Semiconductor ETF (SMH) stake by 17% in Q2 2026, selling an estimated $97.1K and leaving 870 shares worth $570K. The position accounts for 0.18% of the portfolio, ranked #128.

HF Advisory Group first reported a position in SMH in Q1 2024 and has held it in 10 quarters since. 248 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • HF Advisory Group held 870 shares of VanEck Semiconductor ETF worth $570K as of Q2 2026.
  • HF Advisory Group sold 178 VanEck Semiconductor ETF shares in Q2 2026, an estimated $97.1K.
  • VanEck Semiconductor ETF made up 0.18% of HF Advisory Group's portfolio in Q2 2026, its #128 holding.
  • HF Advisory Group first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
  • 248 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.