KFA Private Wealth Group’s VanEck Semiconductor ETF SMH Stock Holding History

KFA Private Wealth 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 Q3	$282K	Sell	463 -56	-11%	-$32.1K	0.07%	125
2026 Q2	$340K	Sell	519 -521	-50%	-$284K	0.08%	108
2026 Q1	$399K	Buy	1,040 +44	+4%	+$17.5K	0.1%	99
2025 Q4	$359K	Sell	996 -2	-0.2%	-$702	0.09%	106
2025 Q3	$326K	Sell	998 -113	-10%	-$33.5K	0.09%	100
2025 Q2	$310K	Sell	1,111 -38	-3%	-$8.81K	0.1%	100
2025 Q1	$243K	Buy	+1,149	New	+$275K	0.09%	101

Other funds holding SMH

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

MLCM

M & L Capital Management London, United Kingdom $482M AUM 107.4% 1-Year Est. Return

KFA Private Wealth Group's SMH Position: Q3 2026 in Review

KFA Private Wealth Group reduced its VanEck Semiconductor ETF (SMH) stake by 11% in Q3 2026, selling an estimated $32.1K and leaving 463 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #125.

KFA Private Wealth Group first reported a position in SMH in Q1 2025 and has held it in 7 quarters since. The position peaked at $399K in Q1 2026. 520 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

KFA Private Wealth Group held 463 shares of VanEck Semiconductor ETF worth $282K as of Q3 2026.
KFA Private Wealth Group sold 56 VanEck Semiconductor ETF shares in Q3 2026, an estimated $32.1K.
VanEck Semiconductor ETF made up 0.07% of KFA Private Wealth Group's portfolio in Q3 2026, its #125 holding.
KFA Private Wealth Group first reported a position in VanEck Semiconductor ETF in Q1 2025 and has held it in 7 quarters since.
KFA Private Wealth Group's VanEck Semiconductor ETF position peaked at $399K in Q1 2026.
520 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.