Segment Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Segment 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	$8.01M	Buy	+12,211	New	+$6.66M	0.42%	61

Other funds holding SMH

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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

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

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

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

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

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

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

Segment Wealth Management's SMH Position: Q2 2026 in Review

Segment Wealth Management opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 12,211 shares worth $8.01M. The stake represents 0.42% of the portfolio and ranks #61 among its holdings.

330 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Segment Wealth Management held 12,211 shares of VanEck Semiconductor ETF worth $8.01M as of Q2 2026.
VanEck Semiconductor ETF was a new Segment Wealth Management position in Q2 2026.
VanEck Semiconductor ETF made up 0.42% of Segment Wealth Management's portfolio in Q2 2026, its #61 holding.
330 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.