LHWM
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Lake Hills Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Lake Hills Wealth Management’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
2025
Q4 		– Sell
-20,252
Closed -$6.61M – 71
2025
Q3 		$6.61M Buy
+20,252
New +$6M 3.53% 6

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lake Hills Wealth Management's SMH Position: Q4 2025 in Review

Lake Hills Wealth Management sold out of VanEck Semiconductor ETF (SMH) in Q4 2025, closing a stake of 20,252 shares — an estimated $6.61M sold.

Lake Hills Wealth Management first reported a position in SMH in Q3 2025 and held it in 1 quarter. The position peaked at $6.61M in Q3 2025. 1,206 funds tracked by Wall St. Rank hold SMH as of Q4 2025.

  • Lake Hills Wealth Management reported no remaining VanEck Semiconductor ETF position as of Q4 2025 after selling out during the quarter.
  • Lake Hills Wealth Management sold 20,252 VanEck Semiconductor ETF shares in Q4 2025, an estimated $6.61M.
  • Lake Hills Wealth Management first reported a position in VanEck Semiconductor ETF in Q3 2025 and held it in 1 quarter.
  • Lake Hills Wealth Management's VanEck Semiconductor ETF position peaked at $6.61M in Q3 2025.
  • 1,206 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2025.

Based on Lake Hills Wealth Management's 13F filing for Q4 2025, filed 7 Jan 2026.