MPS Loria Financial Planners’s VanEck Semiconductor ETF SMH Stock Holding History

MPS Loria Financial Planners’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	$1.59M	Hold	2,612	–	–	0.3%	25
2026 Q2	$1.71M	Sell	2,612 -130	-5%	-$70.9K	0.39%	22
2026 Q1	$1.05M	Hold	2,742	–	–	0.28%	27
2025 Q4	$987K	Buy	2,742 +6	+0.2%	+$2.1K	0.25%	27
2025 Q3	$893K	Hold	2,736	–	–	0.24%	28
2025 Q2	$763K	Buy	2,736 +15	+0.6%	+$3.48K	0.22%	30
2025 Q1	$575K	Hold	2,721	–	–	0.17%	36
2024 Q4	$659K	Buy	2,721 +416	+18%	+$103K	0.2%	32
2024 Q3	$566K	Buy	2,305 +349	+18%	+$84.9K	0.17%	37
2024 Q2	$510K	Buy	1,956 +325	+20%	+$76.2K	0.16%	39
2024 Q1	$367K	Hold	1,631	–	–	0.12%	53
2023 Q4	$285K	Buy	+1,631	New	+$255K	0.1%	65

Other funds holding SMH

AIC

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

IFG

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

WAS

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

RMC

Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

MPS Loria Financial Planners's SMH Position: Q3 2026 in Review

MPS Loria Financial Planners held its VanEck Semiconductor ETF (SMH) position steady in Q3 2026 at 2,612 shares worth $1.59M. The position accounts for 0.3% of the portfolio, ranked #25.

MPS Loria Financial Planners first reported a position in SMH in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.71M in Q2 2026. 187 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

MPS Loria Financial Planners held 2,612 shares of VanEck Semiconductor ETF worth $1.59M as of Q3 2026.
MPS Loria Financial Planners left its VanEck Semiconductor ETF share count unchanged in Q3 2026.
VanEck Semiconductor ETF made up 0.3% of MPS Loria Financial Planners's portfolio in Q3 2026, its #25 holding.
MPS Loria Financial Planners first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 12 quarters since.
MPS Loria Financial Planners's VanEck Semiconductor ETF position peaked at $1.71M in Q2 2026.
187 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on MPS Loria Financial Planners's 13F filing for Q3 2026, filed 14 Oct 2026.