SFMG Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

SFMG Wealth Advisors’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	$2.41M	Sell	3,676 -579	-14%	-$316K	0.15%	70
2026 Q1	$1.63M	Hold	4,255	–	–	0.11%	84
2025 Q4	$1.53M	Buy	4,255 +38	+0.9%	+$13.3K	0.1%	84
2025 Q3	$1.38M	Buy	4,217 +795	+23%	+$235K	0.1%	89
2025 Q2	$954K	Hold	3,422	–	–	0.07%	108
2025 Q1	$724K	Sell	3,422 -98	-3%	-$23.5K	0.06%	118
2024 Q4	$852K	Sell	3,520 -620	-15%	-$154K	0.07%	108
2024 Q3	$1.02M	Sell	4,140 -100	-2%	-$24.3K	0.08%	94
2024 Q2	$1.11M	Buy	4,240 +100	+2%	+$23.4K	0.1%	89
2024 Q1	$932K	Sell	4,140 -463	-10%	-$93.1K	0.08%	95
2023 Q4	$805K	Buy	4,603 +633	+16%	+$99.1K	0.07%	98
2023 Q3	$576K	Sell	3,970 -122	-3%	-$18.5K	0.06%	110
2023 Q2	$623K	Hold	4,092	–	–	0.06%	111
2023 Q1	$539K	Sell	4,092 -554	-12%	-$66.4K	0.06%	126
2022 Q4	$471K	Buy	4,646 +1,730	+59%	+$176K	0.05%	137
2022 Q3	$256K	Hold	2,916	–	–	0.03%	186
2022 Q2	$297K	Sell	2,916 -164	-5%	-$19K	0.03%	181
2022 Q1	$415K	Sell	3,080 -406	-12%	-$55.6K	0.04%	161
2021 Q4	$538K	Sell	3,486 -80	-2%	-$11.6K	0.05%	144
2021 Q3	$457K	Hold	3,566	–	–	0.05%	153
2021 Q2	$468K	Sell	3,566 -500	-12%	-$61.7K	0.05%	156
2021 Q1	$495K	Buy	+4,066	New	+$482K	0.06%	142

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

SFMG Wealth Advisors's SMH Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 14% in Q2 2026, selling an estimated $316K and leaving 3,676 shares worth $2.41M. The position accounts for 0.15% of the portfolio, ranked #70.

SFMG Wealth Advisors first reported a position in SMH in Q1 2021 and has held it in 22 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

SFMG Wealth Advisors held 3,676 shares of VanEck Semiconductor ETF worth $2.41M as of Q2 2026.
SFMG Wealth Advisors sold 579 VanEck Semiconductor ETF shares in Q2 2026, an estimated $316K.
VanEck Semiconductor ETF made up 0.15% of SFMG Wealth Advisors's portfolio in Q2 2026, its #70 holding.
SFMG Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q1 2021 and has held it in 22 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.