McAdam LLC
SMH icon

McAdam LLC’s VanEck Semiconductor ETF SMH Stock Holding History

McAdam LLC’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 		$405K Buy
665
+87
+15% +$49.8K 0.02% 322
2026
Q2 		$379K Buy
+578
New +$315K 0.01% 325
2025
Q4 		– Sell
-680
Closed -$222K – 438
2025
Q3 		$222K Buy
+680
New +$201K 0.01% 367

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

McAdam LLC's SMH Position: Q3 2026 in Review

McAdam LLC increased its VanEck Semiconductor ETF (SMH) stake by 15% in Q3 2026, buying an estimated $49.8K and bringing the position to 665 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #322.

McAdam LLC first reported a position in SMH in Q3 2025 and has held it in 3 quarters since. 469 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • McAdam LLC held 665 shares of VanEck Semiconductor ETF worth $405K as of Q3 2026.
  • McAdam LLC bought 87 VanEck Semiconductor ETF shares in Q3 2026, an estimated $49.8K.
  • VanEck Semiconductor ETF made up 0.02% of McAdam LLC's portfolio in Q3 2026, its #322 holding.
  • McAdam LLC first reported a position in VanEck Semiconductor ETF in Q3 2025 and has held it in 3 quarters since.
  • 469 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.