Olistico Wealth’s VanEck Semiconductor ETF SMH Stock Holding History

Olistico Wealth’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	$15.8K	Buy	26 +8	+44%	+$4.58K	0.01%	233
2026 Q2	$11.8K	Sell	18 -13	-42%	-$7.09K	0.01%	239
2026 Q1	$11.9K	Sell	31 -90	-74%	-$35.7K	0.01%	245
2025 Q4	$43.6K	Buy	+121	New	+$42.5K	0.02%	169
2025 Q3	–	Sell	-124	Closed	-$34.6K	–	296
2025 Q2	$34.6K	Hold	124	–	–	0.02%	193
2025 Q1	$26.2K	Hold	124	–	–	0.02%	198
2024 Q4	$30K	Buy	124 +4	+3%	+$992	0.02%	190
2024 Q3	$29.5K	Buy	120 +1	+0.8%	+$243	0.02%	191
2024 Q2	$31K	Buy	+119	New	+$27.9K	0.02%	185

Other funds holding SMH

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

Olistico Wealth's SMH Position: Q3 2026 in Review

Olistico Wealth increased its VanEck Semiconductor ETF (SMH) stake by 44% in Q3 2026, buying an estimated $4.58K and bringing the position to 26 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #233.

Olistico Wealth first reported a position in SMH in Q2 2024 and has held it in 9 quarters since. The position peaked at $43.6K in Q4 2025. 92 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Olistico Wealth held 26 shares of VanEck Semiconductor ETF worth $15.8K as of Q3 2026.
Olistico Wealth bought 8 VanEck Semiconductor ETF shares in Q3 2026, an estimated $4.58K.
VanEck Semiconductor ETF made up 0.01% of Olistico Wealth's portfolio in Q3 2026, its #233 holding.
Olistico Wealth first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 9 quarters since.
Olistico Wealth's VanEck Semiconductor ETF position peaked at $43.6K in Q4 2025.
92 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.