LifeGoal Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

LifeGoal 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	$213K	Buy	+325	New	+$177K	0.1%	143

Other funds holding SMH

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

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

LifeGoal Wealth Advisors opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 325 shares worth $213K. The stake represents 0.1% of the portfolio and ranks #143 among its holdings.

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

LifeGoal Wealth Advisors held 325 shares of VanEck Semiconductor ETF worth $213K as of Q2 2026.
VanEck Semiconductor ETF was a new LifeGoal Wealth Advisors position in Q2 2026.
VanEck Semiconductor ETF made up 0.1% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #143 holding.
745 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

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