Mather Group
SMH icon

Mather Group’s VanEck Semiconductor ETF SMH Stock Holding History

Mather Group’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 		$1.9M Sell
3,120
-725
-19% -$415K 0.02% 273
2026
Q2 		$2.52M Buy
3,845
+585
+18% +$319K 0.02% 239
2026
Q1 		$1.25M Buy
+3,260
New +$1.29M 0.01% 296
2025
Q2 		– Sell
-80
Closed -$16.9K – 1549
2025
Q1 		$16.9K Sell
80
-25
-24% -$5.99K ﹤0.01% 1129
2024
Q4 		$25.4K Buy
105
+80
+320% +$19.8K ﹤0.01% 1027
2024
Q3 		$6.14K Sell
25
-275
-92% -$66.9K ﹤0.01% 1266
2024
Q2 		$67.5K Buy
300
+265
+757% +$62.1K ﹤0.01% 918
2024
Q1 		$6.12K Buy
+35
New +$7.04K ﹤0.01% 1313

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
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
Blue Zone Wealth Advisors
Blue Zone Wealth Advisors Los Angeles, California $636M AUM 19.4% 1-Year Est. Return

Mather Group's SMH Position: Q3 2026 in Review

Mather Group reduced its VanEck Semiconductor ETF (SMH) stake by 19% in Q3 2026, selling an estimated $415K and leaving 3,120 shares worth $1.9M. The position accounts for 0.02% of the portfolio, ranked #273.

Mather Group first reported a position in SMH in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.52M in Q2 2026. 447 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Mather Group held 3,120 shares of VanEck Semiconductor ETF worth $1.9M as of Q3 2026.
  • Mather Group sold 725 VanEck Semiconductor ETF shares in Q3 2026, an estimated $415K.
  • VanEck Semiconductor ETF made up 0.02% of Mather Group's portfolio in Q3 2026, its #273 holding.
  • Mather Group first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 8 quarters since.
  • Mather Group's VanEck Semiconductor ETF position peaked at $2.52M in Q2 2026.
  • 447 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.