Next Level Wealth Planning’s VanEck Semiconductor ETF SMH Stock Holding History

Next Level Wealth Planning’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	$181K	Buy	+298	New	+$171K	0.07%	79

Other funds holding SMH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

Next Level Wealth Planning's SMH Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in VanEck Semiconductor ETF (SMH) in Q3 2026: 298 shares worth $181K. The stake represents 0.07% of the portfolio and ranks #79 among its holdings.

947 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Next Level Wealth Planning held 298 shares of VanEck Semiconductor ETF worth $181K as of Q3 2026.
VanEck Semiconductor ETF was a new Next Level Wealth Planning position in Q3 2026.
VanEck Semiconductor ETF made up 0.07% of Next Level Wealth Planning's portfolio in Q3 2026, its #79 holding.
947 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.