Seros Financial’s VanEck Semiconductor ETF SMH Stock Holding History

Seros Financial’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 Q3	$1.78M	Buy	2,919 +134	+5%	+$76.8K	0.9%	18
2026 Q2	$1.83M	Buy	2,785 +359	+15%	+$196K	0.95%	19
2026 Q1	$930K	Buy	2,426 +370	+18%	+$147K	0.59%	23
2025 Q4	$740K	Buy	2,056 +329	+19%	+$115K	0.43%	28
2025 Q3	$564K	Buy	1,727 +276	+19%	+$81.7K	0.34%	32
2025 Q2	$405K	Buy	1,451 +211	+17%	+$48.9K	0.26%	36
2025 Q1	$250K	Buy	+1,240	New	+$297K	0.19%	46

Other funds holding SMH

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Seros Financial's SMH Position: Q3 2026 in Review

Seros Financial increased its VanEck Semiconductor ETF (SMH) stake by 4.8% in Q3 2026, buying an estimated $76.8K and bringing the position to 2,919 shares worth $1.78M. The position accounts for 0.9% of the portfolio, ranked #18.

Seros Financial first reported a position in SMH in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.83M in Q2 2026. 527 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Seros Financial held 2,919 shares of VanEck Semiconductor ETF worth $1.78M as of Q3 2026.
Seros Financial bought 134 VanEck Semiconductor ETF shares in Q3 2026, an estimated $76.8K.
VanEck Semiconductor ETF made up 0.9% of Seros Financial's portfolio in Q3 2026, its #18 holding.
Seros Financial first reported a position in VanEck Semiconductor ETF in Q1 2025 and has held it in 7 quarters since.
Seros Financial's VanEck Semiconductor ETF position peaked at $1.83M in Q2 2026.
527 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Seros Financial's 13F filing for Q3 2026, filed 21 Oct 2026.