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

Smith Salley 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 Q2	$205K	Sell	313 -504	-62%	-$275K	0.01%	268
2026 Q1	$313K	Buy	817 +61	+8%	+$24.2K	0.02%	220
2025 Q4	$272K	Buy	756 +2	+0.3%	+$702	0.01%	234
2025 Q3	$246K	Hold	754	–	–	0.01%	241
2025 Q2	$210K	Buy	+754	New	+$175K	0.01%	250

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

Smith Salley Wealth Management's SMH Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its VanEck Semiconductor ETF (SMH) stake by 62% in Q2 2026, selling an estimated $275K and leaving 313 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #268.

Smith Salley Wealth Management first reported a position in SMH in Q2 2025 and has held it in 5 quarters since. The position peaked at $313K in Q1 2026. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Smith Salley Wealth Management held 313 shares of VanEck Semiconductor ETF worth $205K as of Q2 2026.
Smith Salley Wealth Management sold 504 VanEck Semiconductor ETF shares in Q2 2026, an estimated $275K.
VanEck Semiconductor ETF made up 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #268 holding.
Smith Salley Wealth Management first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 5 quarters since.
Smith Salley Wealth Management's VanEck Semiconductor ETF position peaked at $313K in Q1 2026.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.