MGB Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

MGB Wealth Management’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	$1.84M	Sell	5,090 -268	-5%	-$94K	0.53%	43
2025 Q3	$1.74M	Sell	5,358 -341	-6%	-$101K	0.49%	42
2025 Q2	$1.59M	Sell	5,699 -160	-3%	-$37.1K	0.52%	44
2025 Q1	$1.24M	Buy	5,859 +480	+9%	+$115K	0.45%	58
2024 Q4	$1.31M	Buy	5,379 +988	+23%	+$245K	0.41%	49
2024 Q3	$1.08M	Sell	4,391 -180	-4%	-$43.8K	0.39%	62
2024 Q2	$1.25M	Sell	4,571 -166	-4%	-$38.9K	0.47%	52
2024 Q1	$1.07M	Buy	4,737 +105	+2%	+$21.1K	0.43%	61
2023 Q4	$810K	Buy	+4,632	New	+$725K	0.41%	67

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HIIFS

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MGB Wealth Management's SMH Position: Q4 2025 in Review

MGB Wealth Management reduced its VanEck Semiconductor ETF (SMH) stake by 5% in Q4 2025, selling an estimated $94K and leaving 5,090 shares worth $1.84M. The position accounts for 0.53% of the portfolio, ranked #43.

MGB Wealth Management first reported a position in SMH in Q4 2023 and has held it in 9 quarters since. 1,207 funds tracked by Wall St. Rank hold SMH as of Q4 2025.

MGB Wealth Management held 5,090 shares of VanEck Semiconductor ETF worth $1.84M as of Q4 2025.
MGB Wealth Management sold 268 VanEck Semiconductor ETF shares in Q4 2025, an estimated $94K.
VanEck Semiconductor ETF made up 0.53% of MGB Wealth Management's portfolio in Q4 2025, its #43 holding.
MGB Wealth Management first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 9 quarters since.
1,207 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.