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 Q3	$1.22M	Buy	2,001 +273	+16%	+$156K	0.55%	29
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

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

RWM

Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $636M AUM 19.4% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Meriwether Wealth & Planning's SMH Position: Q3 2026 in Review

Meriwether Wealth & Planning increased its VanEck Semiconductor ETF (SMH) stake by 16% in Q3 2026, buying an estimated $156K and bringing the position to 2,001 shares worth $1.22M. The position accounts for 0.55% of the portfolio, ranked #29.

Meriwether Wealth & Planning first reported a position in SMH in Q2 2025 and has held it in 6 quarters since. 371 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Meriwether Wealth & Planning held 2,001 shares of VanEck Semiconductor ETF worth $1.22M as of Q3 2026.
Meriwether Wealth & Planning bought 273 VanEck Semiconductor ETF shares in Q3 2026, an estimated $156K.
VanEck Semiconductor ETF made up 0.55% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #29 holding.
Meriwether Wealth & Planning first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 6 quarters since.
371 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.