PCG Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

PCG Wealth Advisors’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	$8.99M	Buy	13,707 +1,447	+12%	+$790K	2.01%	9
2026 Q1	$4.7M	Buy	12,260 +954	+8%	+$379K	1.19%	22
2025 Q4	$4.07M	Buy	11,306 +479	+4%	+$168K	1.15%	28
2025 Q3	$3.53M	Buy	10,827 +1,925	+22%	+$570K	1.03%	32
2025 Q2	$2.48M	Buy	8,902 +1,936	+28%	+$449K	1.27%	25
2025 Q1	$1.47M	Buy	6,966 +1,463	+27%	+$351K	0.51%	60
2024 Q4	$1.33M	Buy	5,503 +383	+7%	+$95K	0.49%	61
2024 Q3	$1.26M	Buy	5,120 +781	+18%	+$190K	0.48%	61
2024 Q2	$1.13M	Buy	4,339 +738	+20%	+$173K	0.49%	55
2024 Q1	$810K	Buy	3,601 +987	+38%	+$198K	0.39%	55
2023 Q4	$457K	Buy	2,614 +549	+27%	+$85.9K	0.26%	63
2023 Q3	$299K	Buy	+2,065	New	+$313K	0.2%	76

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

PCG Wealth Advisors's SMH Position: Q2 2026 in Review

PCG Wealth Advisors increased its VanEck Semiconductor ETF (SMH) stake by 12% in Q2 2026, buying an estimated $790K and bringing the position to 13,707 shares worth $8.99M. The position accounts for 2.01% of the portfolio, ranked #9.

PCG Wealth Advisors first reported a position in SMH in Q3 2023 and has held it in 12 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

PCG Wealth Advisors held 13,707 shares of VanEck Semiconductor ETF worth $8.99M as of Q2 2026.
PCG Wealth Advisors bought 1,447 VanEck Semiconductor ETF shares in Q2 2026, an estimated $790K.
VanEck Semiconductor ETF made up 2.01% of PCG Wealth Advisors's portfolio in Q2 2026, its #9 holding.
PCG Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q3 2023 and has held it in 12 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.