LWA
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Ledgewood Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Ledgewood 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 		$262K Buy
+400
New +$218K 0.14% 62

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

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

Ledgewood Wealth Advisors opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 400 shares worth $262K. The stake represents 0.14% of the portfolio and ranks #62 among its holdings.

248 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Ledgewood Wealth Advisors held 400 shares of VanEck Semiconductor ETF worth $262K as of Q2 2026.
  • VanEck Semiconductor ETF was a new Ledgewood Wealth Advisors position in Q2 2026.
  • VanEck Semiconductor ETF made up 0.14% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • 248 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.