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

Maripau 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	$2.54M	Buy	3,886 +19	+0.5%	+$10.4K	0.91%	31
2026 Q1	$1.48M	Buy	3,867 +60	+2%	+$23.8K	0.65%	38
2025 Q4	$1.36M	Sell	3,807 -104	-3%	-$36.5K	0.63%	41
2025 Q3	$1.28M	Buy	3,911 +879	+29%	+$260K	0.64%	42
2025 Q2	$846K	Buy	3,032 +640	+27%	+$148K	0.43%	56
2025 Q1	$506K	Buy	2,392 +438	+22%	+$105K	0.29%	80
2024 Q4	$473K	Buy	+1,954	New	+$485K	0.28%	77
2024 Q3	–	Sell	-1,241	Closed	-$324K	–	118
2024 Q2	$324K	Buy	1,241 +291	+31%	+$68.2K	0.22%	89
2024 Q1	$214K	Buy	+950	New	+$191K	0.16%	127

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

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

Maripau Wealth Management increased its VanEck Semiconductor ETF (SMH) stake by 0.49% in Q2 2026, buying an estimated $10.4K and bringing the position to 3,886 shares worth $2.54M. The position accounts for 0.91% of the portfolio, ranked #31.

Maripau Wealth Management first reported a position in SMH in Q1 2024 and has held it in 9 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Maripau Wealth Management held 3,886 shares of VanEck Semiconductor ETF worth $2.54M as of Q2 2026.
Maripau Wealth Management bought 19 VanEck Semiconductor ETF shares in Q2 2026, an estimated $10.4K.
VanEck Semiconductor ETF made up 0.91% of Maripau Wealth Management's portfolio in Q2 2026, its #31 holding.
Maripau Wealth Management first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 9 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Maripau Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.