SWM
SMH icon

Sterling Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Sterling 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
Q1 		$220K Hold
574
– – 0.06% 103
2025
Q4 		$207K Sell
574
-40
-7% -$14K 0.06% 105
2025
Q3 		$200K Buy
+614
New +$182K 0.06% 109

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Sterling Wealth Management's SMH Position: Q1 2026 in Review

Sterling Wealth Management held its VanEck Semiconductor ETF (SMH) position steady in Q1 2026 at 574 shares worth $220K. The position accounts for 0.06% of the portfolio, ranked #103.

Sterling Wealth Management first reported a position in SMH in Q3 2025 and has held it in 3 quarters since. 1,296 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

  • Sterling Wealth Management held 574 shares of VanEck Semiconductor ETF worth $220K as of Q1 2026.
  • Sterling Wealth Management left its VanEck Semiconductor ETF share count unchanged in Q1 2026.
  • VanEck Semiconductor ETF made up 0.06% of Sterling Wealth Management's portfolio in Q1 2026, its #103 holding.
  • Sterling Wealth Management first reported a position in VanEck Semiconductor ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,296 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.