MFS
SMH icon

Madrona Financial Services’s VanEck Semiconductor ETF SMH Stock Holding History

Madrona Financial Services’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 		$13.9M Buy
21,240
+282
+1% +$154K 2.57% 15
2026
Q1 		$8.04M Sell
20,958
-5,303
-20% -$2.11M 1.76% 20
2025
Q4 		$9.46M Sell
26,261
-581
-2% -$204K 2.02% 16
2025
Q3 		$8.76M Sell
26,842
-100
-0.4% -$29.6K 1.93% 16
2025
Q2 		$7.51M Sell
26,942
-925
-3% -$214K 1.8% 16
2025
Q1 		$5.89M Buy
27,867
+13,271
+91% +$3.18M 1.62% 16
2024
Q4 		$3.53M Buy
14,596
+12,030
+469% +$2.98M 0.96% 28
2024
Q3 		$630K Buy
2,566
+1,196
+87% +$291K 0.18% 49
2024
Q2 		$357K Buy
+1,370
New +$321K 0.11% 63

Other funds holding SMH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
RWM
Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Madrona Financial Services's SMH Position: Q2 2026 in Review

Madrona Financial Services increased its VanEck Semiconductor ETF (SMH) stake by 1.3% in Q2 2026, buying an estimated $154K and bringing the position to 21,240 shares worth $13.9M. The position accounts for 2.57% of the portfolio, ranked #15.

Madrona Financial Services first reported a position in SMH in Q2 2024 and has held it in 9 quarters since. 298 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Madrona Financial Services held 21,240 shares of VanEck Semiconductor ETF worth $13.9M as of Q2 2026.
  • Madrona Financial Services bought 282 VanEck Semiconductor ETF shares in Q2 2026, an estimated $154K.
  • VanEck Semiconductor ETF made up 2.57% of Madrona Financial Services's portfolio in Q2 2026, its #15 holding.
  • Madrona Financial Services first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 9 quarters since.
  • 298 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.