Liberty Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Liberty Wealth Management’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	$270K	Hold	704	–	–	0.03%	220
2026 Q1	$270K	Sell	704 -289	-29%	-$115K	0.03%	220
2025 Q4	$357K	Buy	+993	New	+$348K	0.05%	169
2024 Q4	–	Sell	-1,446	Closed	-$355K	–	238
2024 Q3	$355K	Sell	1,446 -380	-21%	-$92.4K	0.06%	147
2024 Q2	$476K	Buy	1,826 +38	+2%	+$8.91K	0.09%	115
2024 Q1	$402K	Buy	+1,788	New	+$359K	0.08%	117

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

Liberty Wealth Management's SMH Position: Q2 2026 in Review

Liberty Wealth Management held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 704 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #220.

Liberty Wealth Management first reported a position in SMH in Q1 2024 and has held it in 6 quarters since. The position peaked at $476K in Q2 2024. 1,556 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Liberty Wealth Management held 704 shares of VanEck Semiconductor ETF worth $270K as of Q2 2026.
Liberty Wealth Management left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up 0.03% of Liberty Wealth Management's portfolio in Q2 2026, its #220 holding.
Liberty Wealth Management first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 6 quarters since.
Liberty Wealth Management's VanEck Semiconductor ETF position peaked at $476K in Q2 2024.
1,556 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.