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
2025 Q4	–	Sell	-680	Closed	-$222K	–	438
2025 Q3	$222K	Buy	+680	New	+$201K	0.01%	367

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

McAdam LLC's SMH Position: Q4 2025 in Review

McAdam LLC sold out of VanEck Semiconductor ETF (SMH) in Q4 2025, closing a stake of 680 shares — an estimated $222K sold.

McAdam LLC first reported a position in SMH in Q3 2025 and held it in 1 quarter. The position peaked at $222K in Q3 2025. 1,206 funds tracked by Wall St. Rank hold SMH as of Q4 2025.

McAdam LLC reported no remaining VanEck Semiconductor ETF position as of Q4 2025 after selling out during the quarter.
McAdam LLC sold 680 VanEck Semiconductor ETF shares in Q4 2025, an estimated $222K.
McAdam LLC first reported a position in VanEck Semiconductor ETF in Q3 2025 and held it in 1 quarter.
McAdam LLC's VanEck Semiconductor ETF position peaked at $222K in Q3 2025.
1,206 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2025.

Based on McAdam LLC's 13F filing for Q4 2025, filed 13 Feb 2026.