Simon Quick Advisors
SMH icon

Simon Quick Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Simon Quick 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
Q3 		$686K Buy
1,127
+1
+0.1% +$573 0.03% 253
2026
Q2 		$739K Hold
1,126
– – 0.03% 228
2026
Q1 		$432K Buy
1,126
+67
+6% +$26.6K 0.02% 261
2025
Q4 		$381K Buy
+1,059
New +$372K 0.02% 280

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
Rezny Wealth Management
Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Simon Quick Advisors's SMH Position: Q3 2026 in Review

Simon Quick Advisors increased its VanEck Semiconductor ETF (SMH) stake by 0.09% in Q3 2026, buying an estimated $573 and bringing the position to 1,127 shares worth $686K. The position accounts for 0.03% of the portfolio, ranked #253.

Simon Quick Advisors first reported a position in SMH in Q4 2025 and has held it in 4 quarters since. The position peaked at $739K in Q2 2026. 565 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Simon Quick Advisors held 1,127 shares of VanEck Semiconductor ETF worth $686K as of Q3 2026.
  • Simon Quick Advisors bought 1 VanEck Semiconductor ETF share in Q3 2026, an estimated $573.
  • VanEck Semiconductor ETF made up 0.03% of Simon Quick Advisors's portfolio in Q3 2026, its #253 holding.
  • Simon Quick Advisors first reported a position in VanEck Semiconductor ETF in Q4 2025 and has held it in 4 quarters since.
  • Simon Quick Advisors's VanEck Semiconductor ETF position peaked at $739K in Q2 2026.
  • 565 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.