SSWM
SMH icon

Sheets Smith Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Sheets Smith 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
Q3 		– Sell
-550
Closed -$361K – 413
2026
Q2 		$361K Buy
+550
New +$300K 0.04% 333

Other funds holding SMH

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
RWM
Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
RMC
Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return

Sheets Smith Wealth Management's SMH Position: Q3 2026 in Review

Sheets Smith Wealth Management sold out of VanEck Semiconductor ETF (SMH) in Q3 2026, closing a stake of 550 shares — an estimated $361K sold.

Sheets Smith Wealth Management first reported a position in SMH in Q2 2026 and held it in 1 quarter. The position peaked at $361K in Q2 2026. 276 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Sheets Smith Wealth Management reported no remaining VanEck Semiconductor ETF position as of Q3 2026 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 550 VanEck Semiconductor ETF shares in Q3 2026, an estimated $361K.
  • Sheets Smith Wealth Management first reported a position in VanEck Semiconductor ETF in Q2 2026 and held it in 1 quarter.
  • Sheets Smith Wealth Management's VanEck Semiconductor ETF position peaked at $361K in Q2 2026.
  • 276 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.