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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
Q3 		$259K Buy
425
+100
+31% +$57.3K 0.08% 163
2026
Q2 		$213K Buy
+325
New +$177K 0.1% 143

Other funds holding SMH

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
RMC
Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

LifeGoal Wealth Advisors's SMH Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its VanEck Semiconductor ETF (SMH) stake by 31% in Q3 2026, buying an estimated $57.3K and bringing the position to 425 shares worth $259K. The position accounts for 0.08% of the portfolio, ranked #163.

LifeGoal Wealth Advisors first reported a position in SMH in Q2 2026 and has held it in 2 quarters since. 135 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • LifeGoal Wealth Advisors held 425 shares of VanEck Semiconductor ETF worth $259K as of Q3 2026.
  • LifeGoal Wealth Advisors bought 100 VanEck Semiconductor ETF shares in Q3 2026, an estimated $57.3K.
  • VanEck Semiconductor ETF made up 0.08% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #163 holding.
  • LifeGoal Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q2 2026 and has held it in 2 quarters since.
  • 135 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.