LongView Wealth Management
SMH icon

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

LongView 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
Q3 		$412K Buy
676
+51
+8% +$29.2K 0.1% 144
2026
Q2 		$410K Buy
625
+99
+19% +$54K 0.11% 143
2026
Q1 		$238K Buy
+526
New +$209K 0.06% 223

Other funds holding SMH

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Rezny Wealth Management
Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

LongView Wealth Management's SMH Position: Q3 2026 in Review

LongView Wealth Management increased its VanEck Semiconductor ETF (SMH) stake by 8.2% in Q3 2026, buying an estimated $29.2K and bringing the position to 676 shares worth $412K. The position accounts for 0.1% of the portfolio, ranked #144.

LongView Wealth Management first reported a position in SMH in Q1 2026 and has held it in 3 quarters since. 527 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • LongView Wealth Management held 676 shares of VanEck Semiconductor ETF worth $412K as of Q3 2026.
  • LongView Wealth Management bought 51 VanEck Semiconductor ETF shares in Q3 2026, an estimated $29.2K.
  • VanEck Semiconductor ETF made up 0.1% of LongView Wealth Management's portfolio in Q3 2026, its #144 holding.
  • LongView Wealth Management first reported a position in VanEck Semiconductor ETF in Q1 2026 and has held it in 3 quarters since.
  • 527 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.