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Perennial Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Perennial 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
Q3 		$4.18M Buy
6,871
+1,700
+33% +$974K 0.63% 47
2026
Q2 		$3.39M Buy
+5,171
New +$2.82M 0.52% 58

Other funds holding SMH

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
RMC
Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Perennial Advisors's SMH Position: Q3 2026 in Review

Perennial Advisors increased its VanEck Semiconductor ETF (SMH) stake by 33% in Q3 2026, buying an estimated $974K and bringing the position to 6,871 shares worth $4.18M. The position accounts for 0.63% of the portfolio, ranked #47.

Perennial Advisors first reported a position in SMH in Q2 2026 and has held it in 2 quarters since. 174 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Perennial Advisors held 6,871 shares of VanEck Semiconductor ETF worth $4.18M as of Q3 2026.
  • Perennial Advisors bought 1,700 VanEck Semiconductor ETF shares in Q3 2026, an estimated $974K.
  • VanEck Semiconductor ETF made up 0.63% of Perennial Advisors's portfolio in Q3 2026, its #47 holding.
  • Perennial Advisors first reported a position in VanEck Semiconductor ETF in Q2 2026 and has held it in 2 quarters since.
  • 174 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Perennial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.