MWP
SMH icon

Meriwether Wealth & Planning’s VanEck Semiconductor ETF SMH Stock Holding History

Meriwether 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 		$1.13M Buy
1,728
+478
+38% +$261K 0.56% 30
2026
Q1 		$479K Buy
1,250
+7
+0.6% +$2.78K 0.26% 64
2025
Q4 		$448K Buy
1,243
+57
+5% +$20K 0.25% 70
2025
Q3 		$387K Hold
1,186
– – 0.22% 74
2025
Q2 		$331K Buy
+1,186
New +$275K 0.21% 81

Other funds holding SMH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
RWM
Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 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
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
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Meriwether Wealth & Planning's SMH Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its VanEck Semiconductor ETF (SMH) stake by 38% in Q2 2026, buying an estimated $261K and bringing the position to 1,728 shares worth $1.13M. The position accounts for 0.56% of the portfolio, ranked #30.

Meriwether Wealth & Planning first reported a position in SMH in Q2 2025 and has held it in 5 quarters since. 248 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Meriwether Wealth & Planning held 1,728 shares of VanEck Semiconductor ETF worth $1.13M as of Q2 2026.
  • Meriwether Wealth & Planning bought 478 VanEck Semiconductor ETF shares in Q2 2026, an estimated $261K.
  • VanEck Semiconductor ETF made up 0.56% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #30 holding.
  • Meriwether Wealth & Planning first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 5 quarters since.
  • 248 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.