Stiles Financial Services’s VanEck Semiconductor ETF SMH Stock Holding History

Stiles Financial Services’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	$649K	Buy	1,066 +52	+5%	+$29.8K	0.17%	109
2026 Q2	$665K	Buy	1,014 +55	+6%	+$30K	0.17%	108
2026 Q1	$368K	Buy	959 +114	+13%	+$45.3K	0.11%	136
2025 Q4	$304K	Buy	845 +129	+18%	+$45.3K	0.09%	148
2025 Q3	$234K	Buy	+716	New	+$212K	0.07%	164

Other funds holding SMH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Stiles Financial Services's SMH Position: Q3 2026 in Review

Stiles Financial Services increased its VanEck Semiconductor ETF (SMH) stake by 5.1% in Q3 2026, buying an estimated $29.8K and bringing the position to 1,066 shares worth $649K. The position accounts for 0.17% of the portfolio, ranked #109.

Stiles Financial Services first reported a position in SMH in Q3 2025 and has held it in 5 quarters since. The position peaked at $665K in Q2 2026. 1,069 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Stiles Financial Services held 1,066 shares of VanEck Semiconductor ETF worth $649K as of Q3 2026.
Stiles Financial Services bought 52 VanEck Semiconductor ETF shares in Q3 2026, an estimated $29.8K.
VanEck Semiconductor ETF made up 0.17% of Stiles Financial Services's portfolio in Q3 2026, its #109 holding.
Stiles Financial Services first reported a position in VanEck Semiconductor ETF in Q3 2025 and has held it in 5 quarters since.
Stiles Financial Services's VanEck Semiconductor ETF position peaked at $665K in Q2 2026.
1,069 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.