MWM
SMH icon

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

Mosley 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
2026
Q2 		$40.7K Hold
62
– – 0.01% 272
2026
Q1 		$20.2K Buy
+62
New +$24.6K 0.01% 255
2024
Q4 		$933K Buy
3,893
+693
+22% +$172K 0.58% 39
2024
Q3 		$809K Buy
+3,200
New +$778K 0.55% 37

Other funds holding SMH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
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
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mosley Wealth Management's SMH Position: Q2 2026 in Review

Mosley Wealth Management held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 62 shares worth $40.7K. The position accounts for 0.01% of the portfolio, ranked #272.

Mosley Wealth Management first reported a position in SMH in Q3 2024 and has held it in 4 quarters since. The position peaked at $933K in Q4 2024. 1,014 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Mosley Wealth Management held 62 shares of VanEck Semiconductor ETF worth $40.7K as of Q2 2026.
  • Mosley Wealth Management left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
  • VanEck Semiconductor ETF made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #272 holding.
  • Mosley Wealth Management first reported a position in VanEck Semiconductor ETF in Q3 2024 and has held it in 4 quarters since.
  • Mosley Wealth Management's VanEck Semiconductor ETF position peaked at $933K in Q4 2024.
  • 1,014 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.