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Marathon Wealth Advisors LLC’s VanEck Semiconductor ETF SMH Stock Holding History

Marathon Wealth Advisors LLC’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 		$504K Buy
768
+233
+44% +$127K 0.17% 66
2026
Q1 		$205K Buy
+535
New +$212K 0.08% 72

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

Marathon Wealth Advisors LLC's SMH Position: Q2 2026 in Review

Marathon Wealth Advisors LLC increased its VanEck Semiconductor ETF (SMH) stake by 44% in Q2 2026, buying an estimated $127K and bringing the position to 768 shares worth $504K. The position accounts for 0.17% of the portfolio, ranked #66.

Marathon Wealth Advisors LLC first reported a position in SMH in Q1 2026 and has held it in 2 quarters since. 1,553 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Marathon Wealth Advisors LLC held 768 shares of VanEck Semiconductor ETF worth $504K as of Q2 2026.
  • Marathon Wealth Advisors LLC bought 233 VanEck Semiconductor ETF shares in Q2 2026, an estimated $127K.
  • VanEck Semiconductor ETF made up 0.17% of Marathon Wealth Advisors LLC's portfolio in Q2 2026, its #66 holding.
  • Marathon Wealth Advisors LLC first reported a position in VanEck Semiconductor ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,553 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Marathon Wealth Advisors LLC's 13F filing for Q2 2026, filed 11 Sep 2026.