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 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

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

Legacy Financial Strategies's SMH Position: Q2 2026 in Review

Legacy Financial Strategies increased its VanEck Semiconductor ETF (SMH) stake by 2.2% in Q2 2026, buying an estimated $217K and bringing the position to 18,874 shares worth $12.4M. The position accounts for 1.92% of the portfolio, ranked #11.

Legacy Financial Strategies first reported a position in SMH in Q1 2024 and has held it in 10 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Legacy Financial Strategies held 18,874 shares of VanEck Semiconductor ETF worth $12.4M as of Q2 2026.
Legacy Financial Strategies bought 398 VanEck Semiconductor ETF shares in Q2 2026, an estimated $217K.
VanEck Semiconductor ETF made up 1.92% of Legacy Financial Strategies's portfolio in Q2 2026, its #11 holding.
Legacy Financial Strategies first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.