StackStone Wealth’s VanEck Semiconductor ETF SMH Stock Holding History

StackStone Wealth’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	$3.87M	Buy	+6,362	New	+$3.64M	0.38%	65

Other funds holding SMH

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

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

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 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

StackStone Wealth's SMH Position: Q3 2026 in Review

StackStone Wealth opened a new position in VanEck Semiconductor ETF (SMH) in Q3 2026: 6,362 shares worth $3.87M. The stake represents 0.38% of the portfolio and ranks #65 among its holdings.

648 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

StackStone Wealth held 6,362 shares of VanEck Semiconductor ETF worth $3.87M as of Q3 2026.
VanEck Semiconductor ETF was a new StackStone Wealth position in Q3 2026.
VanEck Semiconductor ETF made up 0.38% of StackStone Wealth's portfolio in Q3 2026, its #65 holding.
648 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.