Red Door Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Red Door 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	$834K	Sell	1,271 -34	-3%	-$18.6K	0.08%	131
2026 Q1	$500K	Buy	1,305 +27	+2%	+$10.7K	0.05%	168
2025 Q4	$460K	Sell	1,278 -50	-4%	-$17.5K	0.05%	168
2025 Q3	$433K	Sell	1,328 -75	-5%	-$22.2K	0.05%	176
2025 Q2	$391K	Sell	1,403 -505	-26%	-$117K	0.05%	183
2025 Q1	$403K	Sell	1,908 -100	-5%	-$24K	0.06%	163
2024 Q4	$486K	Buy	+2,008	New	+$498K	0.07%	138
2022 Q1	–	Sell	-2,878	Closed	-$444K	–	159
2021 Q4	$444K	Hold	2,878	–	–	0.15%	103
2021 Q3	$369K	Hold	2,878	–	–	0.14%	109
2021 Q2	$377K	Buy	+2,878	New	+$355K	0.15%	105
2020 Q3	–	Sell	-638	Closed	-$48K	–	363
2020 Q2	$48K	Hold	638	–	–	0.04%	180
2020 Q1	$37K	Buy	+638	New	+$43K	0.04%	186

Other funds holding SMH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

RWM

Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MLCM

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Red Door Wealth Management's SMH Position: Q2 2026 in Review

Red Door Wealth Management reduced its VanEck Semiconductor ETF (SMH) stake by 2.6% in Q2 2026, selling an estimated $18.6K and leaving 1,271 shares worth $834K. The position accounts for 0.08% of the portfolio, ranked #131.

Red Door Wealth Management first reported a position in SMH in Q1 2020 and has held it in 12 quarters since. 282 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Red Door Wealth Management held 1,271 shares of VanEck Semiconductor ETF worth $834K as of Q2 2026.
Red Door Wealth Management sold 34 VanEck Semiconductor ETF shares in Q2 2026, an estimated $18.6K.
VanEck Semiconductor ETF made up 0.08% of Red Door Wealth Management's portfolio in Q2 2026, its #131 holding.
Red Door Wealth Management first reported a position in VanEck Semiconductor ETF in Q1 2020 and has held it in 12 quarters since.
282 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.