National Wealth Management Group’s VanEck Semiconductor ETF SMH Stock Holding History

National Wealth Management Group’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	$359K	Buy	+548	New	+$299K	0.11%	151

Other funds holding SMH

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

National Wealth Management Group's SMH Position: Q2 2026 in Review

National Wealth Management Group opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 548 shares worth $359K. The stake represents 0.11% of the portfolio and ranks #151 among its holdings.

428 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

National Wealth Management Group held 548 shares of VanEck Semiconductor ETF worth $359K as of Q2 2026.
VanEck Semiconductor ETF was a new National Wealth Management Group position in Q2 2026.
VanEck Semiconductor ETF made up 0.11% of National Wealth Management Group's portfolio in Q2 2026, its #151 holding.
428 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.