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Leo Wealth LLC’s VanEck Semiconductor ETF SMH Stock Holding History

Leo Wealth LLC’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
Q1 		$483K Buy
1,261
+4
+0.3% +$1.59K 0.04% 277
2025
Q4 		$453K Buy
+1,257
New +$441K 0.03% 275

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Leo Wealth LLC's SMH Position: Q1 2026 in Review

Leo Wealth LLC increased its VanEck Semiconductor ETF (SMH) stake by 0.32% in Q1 2026, buying an estimated $1.59K and bringing the position to 1,261 shares worth $483K. The position accounts for 0.04% of the portfolio, ranked #277.

Leo Wealth LLC first reported a position in SMH in Q4 2025 and has held it in 2 quarters since. 1,302 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

  • Leo Wealth LLC held 1,261 shares of VanEck Semiconductor ETF worth $483K as of Q1 2026.
  • Leo Wealth LLC bought 4 VanEck Semiconductor ETF shares in Q1 2026, an estimated $1.59K.
  • VanEck Semiconductor ETF made up 0.04% of Leo Wealth LLC's portfolio in Q1 2026, its #277 holding.
  • Leo Wealth LLC first reported a position in VanEck Semiconductor ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,302 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.