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Semus Wealth Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Semus Wealth Partners’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 		$649K Hold
989
– – 0.31% 56
2026
Q1 		$379K Sell
989
-30
-3% -$11.9K 0.21% 74
2025
Q4 		$367K Buy
1,019
+2
+0.2% +$702 0.2% 75
2025
Q3 		$332K Hold
1,017
– – 0.19% 80
2025
Q2 		$284K Hold
1,017
– – 0.18% 87
2025
Q1 		$215K Sell
1,017
-402
-28% -$96.4K 0.15% 100
2024
Q4 		$344K Sell
1,419
-34
-2% -$8.44K 0.23% 74
2024
Q3 		$357K Buy
1,453
+240
+20% +$58.4K 0.25% 78
2024
Q2 		$316K Buy
1,213
+34
+3% +$7.97K 0.24% 78
2024
Q1 		$265K Sell
1,179
-103
-8% -$20.7K 0.22% 96
2023
Q4 		$224K Buy
+1,282
New +$201K 0.18% 111

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

Semus Wealth Partners's SMH Position: Q2 2026 in Review

Semus Wealth Partners held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 989 shares worth $649K. The position accounts for 0.31% of the portfolio, ranked #56.

Semus Wealth Partners first reported a position in SMH in Q4 2023 and has held it in 11 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Semus Wealth Partners held 989 shares of VanEck Semiconductor ETF worth $649K as of Q2 2026.
  • Semus Wealth Partners left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
  • VanEck Semiconductor ETF made up 0.31% of Semus Wealth Partners's portfolio in Q2 2026, its #56 holding.
  • Semus Wealth Partners first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.