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

Moulton 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	$3.16M	Buy	5,076 +1,469	+41%	+$802K	2.08%	11
2026 Q1	$1.41M	Sell	3,607 -3,841	-52%	-$1.53M	0.96%	30
2025 Q4	$2.78M	Sell	7,448 -1,484	-17%	-$521K	2.64%	8
2025 Q3	$2.92M	Buy	+8,932	New	+$2.64M	2.12%	11

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

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

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

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

Moulton Wealth Management increased its VanEck Semiconductor ETF (SMH) stake by 41% in Q2 2026, buying an estimated $802K and bringing the position to 5,076 shares worth $3.16M. The position accounts for 2.08% of the portfolio, ranked #11.

Moulton Wealth Management first reported a position in SMH in Q3 2025 and has held it in 4 quarters since. 281 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Moulton Wealth Management held 5,076 shares of VanEck Semiconductor ETF worth $3.16M as of Q2 2026.
Moulton Wealth Management bought 1,469 VanEck Semiconductor ETF shares in Q2 2026, an estimated $802K.
VanEck Semiconductor ETF made up 2.08% of Moulton Wealth Management's portfolio in Q2 2026, its #11 holding.
Moulton Wealth Management first reported a position in VanEck Semiconductor ETF in Q3 2025 and has held it in 4 quarters since.
281 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.