Meredith Wealth Planning’s VanEck Semiconductor ETF SMH Stock Holding History

Meredith Wealth Planning’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	$981K	Hold	1,496	–	–	0.23%	38
2026 Q1	$574K	Hold	1,496	–	–	0.16%	43
2025 Q4	$539K	Hold	1,496	–	–	0.16%	42
2025 Q3	$488K	Sell	1,496 -9	-0.6%	-$2.67K	0.15%	44
2025 Q2	$420K	Buy	1,505 +9	+0.6%	+$2.09K	0.15%	42
2025 Q1	$316K	Hold	1,496	–	–	0.14%	39
2024 Q4	$362K	Buy	+1,496	New	+$371K	0.16%	38

Other funds holding SMH

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Meredith Wealth Planning's SMH Position: Q2 2026 in Review

Meredith Wealth Planning held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 1,496 shares worth $981K. The position accounts for 0.23% of the portfolio, ranked #38.

Meredith Wealth Planning first reported a position in SMH in Q4 2024 and has held it in 7 quarters since. 745 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Meredith Wealth Planning held 1,496 shares of VanEck Semiconductor ETF worth $981K as of Q2 2026.
Meredith Wealth Planning left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up 0.23% of Meredith Wealth Planning's portfolio in Q2 2026, its #38 holding.
Meredith Wealth Planning first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
745 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.