SAM
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Secure Asset Management’s VanEck Semiconductor ETF SMH Stock Holding History

Secure Asset 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 		$65.6K Sell
100
-100
-50% -$54.6K 0.01% 327
2026
Q1 		$2.4K Hold
200
– – ﹤0.01% 325
2025
Q4 		$72K Hold
200
– – 0.01% 338
2025
Q3 		$1.38K Hold
200
– – ﹤0.01% 312
2025
Q2 		$55.8K Buy
+200
New +$46.4K 0.01% 310
2025
Q1 		– Sell
-200
Closed -$1.22K – 358
2024
Q4 		$1.22K Hold
200
– – ﹤0.01% 320
2024
Q3 		$49.1K Hold
200
– – 0.01% 303
2024
Q2 		$52.1K Buy
+200
New +$46.9K 0.01% 280

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
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
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Secure Asset Management's SMH Position: Q2 2026 in Review

Secure Asset Management increased its VanEck Semiconductor ETF (SMH) stake by 30% in Q2 2026, buying an estimated $412K and bringing the position to 3,301 shares worth $2.16M. The position accounts for 0.3% of the portfolio, ranked #91.

Secure Asset Management first reported a position in SMH in Q1 2023 and has held it in 13 quarters since. 248 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Secure Asset Management held 3,301 shares of VanEck Semiconductor ETF worth $2.16M as of Q2 2026.
  • Secure Asset Management bought 756 VanEck Semiconductor ETF shares in Q2 2026, an estimated $412K.
  • VanEck Semiconductor ETF made up 0.3% of Secure Asset Management's portfolio in Q2 2026, its #91 holding.
  • Secure Asset Management first reported a position in VanEck Semiconductor ETF in Q1 2023 and has held it in 13 quarters since.
  • 248 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.