Oakwell Private Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Oakwell Private 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	$537K	Hold	818	–	–	0.09%	55
2026 Q1	$314K	Hold	818	–	–	0.06%	68
2025 Q4	$295K	Hold	818	–	–	0.06%	65
2025 Q3	$267K	Hold	818	–	–	0.05%	67
2025 Q2	$228K	Buy	+818	New	+$190K	0.05%	69
2024 Q4	–	Sell	-818	Closed	-$201K	–	63
2024 Q3	$201K	Hold	818	–	–	0.06%	61
2024 Q2	$213K	Buy	+818	New	+$192K	0.06%	62

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

Oakwell Private Wealth Management's SMH Position: Q2 2026 in Review

Oakwell Private Wealth Management held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 818 shares worth $537K. The position accounts for 0.09% of the portfolio, ranked #55.

Oakwell Private Wealth Management first reported a position in SMH in Q2 2024 and has held it in 7 quarters since. 1,544 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Oakwell Private Wealth Management held 818 shares of VanEck Semiconductor ETF worth $537K as of Q2 2026.
Oakwell Private Wealth Management left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up 0.09% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #55 holding.
Oakwell Private Wealth Management first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 7 quarters since.
1,544 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.