MFG
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Merit Financial Group’s VanEck Semiconductor ETF SMH Stock Holding History

Merit Financial 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
Q2 		$2.3M Buy
+3,500
New +$1.91M 0.01% 694

Other funds holding SMH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RWM
Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Merit Financial Group's SMH Position: Q2 2026 in Review

Merit Financial Group reduced its VanEck Semiconductor ETF (SMH) stake by 0.65% in Q2 2026, selling an estimated $148K and leaving 41,345 shares worth $27.1M. The position accounts for 0.17% of the portfolio, ranked #108.

Merit Financial Group first reported a position in SMH in Q2 2022 and has held it in 16 quarters since. 346 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Merit Financial Group held 41,345 shares of VanEck Semiconductor ETF worth $27.1M as of Q2 2026.
  • Merit Financial Group sold 271 VanEck Semiconductor ETF shares in Q2 2026, an estimated $148K.
  • VanEck Semiconductor ETF made up 0.17% of Merit Financial Group's portfolio in Q2 2026, its #108 holding.
  • Merit Financial Group first reported a position in VanEck Semiconductor ETF in Q2 2022 and has held it in 16 quarters since.
  • 346 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.