Legacy Financial Strategies’s VanEck Semiconductor ETF SMH Stock Holding History

Legacy Financial Strategies’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	$12M	Buy	19,666 +792	+4%	+$454K	1.95%	11
2026 Q2	$12.4M	Buy	18,874 +398	+2%	+$217K	1.92%	11
2026 Q1	$7.08M	Buy	18,476 +1,096	+6%	+$435K	1.28%	13
2025 Q4	$6.26M	Buy	17,380 +3,271	+23%	+$1.15M	1.11%	13
2025 Q3	$4.6M	Buy	14,109 +9,976	+241%	+$2.95M	0.83%	17
2025 Q2	$1.15M	Buy	4,133 +2,567	+164%	+$595K	0.23%	55
2025 Q1	$331K	Sell	1,566 -1,293	-45%	-$310K	0.07%	84
2024 Q4	$700K	Buy	2,859 +1,471	+106%	+$365K	0.15%	63
2024 Q3	$341K	Buy	1,388 +180	+15%	+$43.8K	0.08%	83
2024 Q2	$326K	Buy	1,208 +150	+14%	+$35.2K	0.08%	70
2024 Q1	$238K	Buy	+1,058	New	+$213K	0.06%	81

Other funds holding SMH

RWM

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

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

AIC

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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

RMC

Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Legacy Financial Strategies's SMH Position: Q3 2026 in Review

Legacy Financial Strategies increased its VanEck Semiconductor ETF (SMH) stake by 4.2% in Q3 2026, buying an estimated $454K and bringing the position to 19,666 shares worth $12M. The position accounts for 1.95% of the portfolio, ranked #11.

Legacy Financial Strategies first reported a position in SMH in Q1 2024 and has held it in 11 quarters since. The position peaked at $12.4M in Q2 2026. 231 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Legacy Financial Strategies held 19,666 shares of VanEck Semiconductor ETF worth $12M as of Q3 2026.
Legacy Financial Strategies bought 792 VanEck Semiconductor ETF shares in Q3 2026, an estimated $454K.
VanEck Semiconductor ETF made up 1.95% of Legacy Financial Strategies's portfolio in Q3 2026, its #11 holding.
Legacy Financial Strategies first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 11 quarters since.
Legacy Financial Strategies's VanEck Semiconductor ETF position peaked at $12.4M in Q2 2026.
231 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Legacy Financial Strategies's 13F filing for Q3 2026, filed 15 Oct 2026.