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Plan A Wealth’s VanEck Semiconductor ETF SMH Stock Holding History

Plan A 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
Q2 		$262K Buy
+400
New +$218K 0.11% 140

Other funds holding SMH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Plan A Wealth's SMH Position: Q2 2026 in Review

Plan A Wealth opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 400 shares worth $262K. The stake represents 0.11% of the portfolio and ranks #140 among its holdings.

1,239 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Plan A Wealth held 400 shares of VanEck Semiconductor ETF worth $262K as of Q2 2026.
  • VanEck Semiconductor ETF was a new Plan A Wealth position in Q2 2026.
  • VanEck Semiconductor ETF made up 0.11% of Plan A Wealth's portfolio in Q2 2026, its #140 holding.
  • 1,239 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.