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Savvy Advisors Inc’s VanEck Semiconductor ETF SMH Stock Holding History

Savvy Advisors Inc’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
Q1 		$257K Buy
+672
New +$267K 0.01% 946
2025
Q3 		– Sell
-1,549
Closed -$432K – 844
2025
Q2 		$432K Buy
+1,549
New +$359K 0.03% 389

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Savvy Advisors Inc's SMH Position: Q1 2026 in Review

Savvy Advisors Inc opened a new position in VanEck Semiconductor ETF (SMH) in Q1 2026: 672 shares worth $257K. The stake represents 0.01% of the portfolio and ranks #946 among its holdings. This is a return to the name: Savvy Advisors Inc previously reported a position in SMH as recently as Q2 2025.

Savvy Advisors Inc first reported a position in SMH in Q2 2025 and has held it in 2 quarters since. The position peaked at $432K in Q2 2025. 1,297 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

  • Savvy Advisors Inc held 672 shares of VanEck Semiconductor ETF worth $257K as of Q1 2026.
  • VanEck Semiconductor ETF was a new Savvy Advisors Inc position in Q1 2026.
  • VanEck Semiconductor ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #946 holding.
  • Savvy Advisors Inc first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 2 quarters since.
  • Savvy Advisors Inc's VanEck Semiconductor ETF position peaked at $432K in Q2 2025.
  • 1,297 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.