SFG
SMH icon

Seamount Financial Group’s VanEck Semiconductor ETF SMH Stock Holding History

Seamount Financial Group’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 		$934K Sell
1,424
-43
-3% -$23.5K 0.38% 61
2026
Q1 		$562K Sell
1,467
-18
-1% -$7.15K 0.25% 80
2025
Q4 		$535K Sell
1,485
-8
-0.5% -$2.81K 0.24% 81
2025
Q3 		$487K Sell
1,493
-12
-0.8% -$3.55K 0.23% 85
2025
Q2 		$420K Hold
1,505
– – 0.22% 84
2025
Q1 		$318K Buy
1,505
+135
+10% +$32.4K 0.22% 85
2024
Q4 		$332K Sell
1,370
-104
-7% -$25.8K 0.23% 80
2024
Q3 		$362K Sell
1,474
-759
-34% -$185K 0.27% 77
2024
Q2 		$582K Buy
2,233
+183
+9% +$42.9K 0.47% 55
2024
Q1 		$461K Sell
2,050
-17
-0.8% -$3.42K 0.4% 59
2023
Q4 		$361K Buy
+2,067
New +$324K 0.35% 64

Other funds holding SMH

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Seamount Financial Group's SMH Position: Q2 2026 in Review

Seamount Financial Group reduced its VanEck Semiconductor ETF (SMH) stake by 2.9% in Q2 2026, selling an estimated $23.5K and leaving 1,424 shares worth $934K. The position accounts for 0.38% of the portfolio, ranked #61.

Seamount Financial Group first reported a position in SMH in Q4 2023 and has held it in 11 quarters since. 487 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Seamount Financial Group held 1,424 shares of VanEck Semiconductor ETF worth $934K as of Q2 2026.
  • Seamount Financial Group sold 43 VanEck Semiconductor ETF shares in Q2 2026, an estimated $23.5K.
  • VanEck Semiconductor ETF made up 0.38% of Seamount Financial Group's portfolio in Q2 2026, its #61 holding.
  • Seamount Financial Group first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
  • 487 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.