Lantern Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Lantern Wealth Advisors’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	$662K	Buy	+1,009	New	+$551K	0.3%	82
2026 Q1	–	Sell	-642	Closed	-$231K	–	188
2025 Q4	$231K	Buy	642 +2	+0.3%	+$702	0.12%	144
2025 Q3	$209K	Sell	640 -656	-51%	-$194K	0.11%	147
2025 Q2	$361K	Buy	+1,296	New	+$301K	0.22%	100
2024 Q4	$257K	Buy	1,060 +4	+0.4%	+$992	0.17%	111
2024 Q3	$259K	Sell	1,056 -1	-0.1%	-$243	0.18%	106
2024 Q2	$276K	Buy	+1,057	New	+$248K	0.2%	97

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

Lantern Wealth Advisors's SMH Position: Q2 2026 in Review

Lantern Wealth Advisors opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 1,009 shares worth $662K. The stake represents 0.3% of the portfolio and ranks #82 among its holdings. This is a return to the name: Lantern Wealth Advisors previously reported a position in SMH as recently as Q4 2025.

Lantern Wealth Advisors first reported a position in SMH in Q2 2024 and has held it in 7 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Lantern Wealth Advisors held 1,009 shares of VanEck Semiconductor ETF worth $662K as of Q2 2026.
VanEck Semiconductor ETF was a new Lantern Wealth Advisors position in Q2 2026.
VanEck Semiconductor ETF made up 0.3% of Lantern Wealth Advisors's portfolio in Q2 2026, its #82 holding.
Lantern Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 7 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.