Strategic Financial Concepts’s VanEck Semiconductor ETF SMH Stock Holding History

Strategic Financial Concepts’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	$1.13M	Buy	+2,941	New	+$1.17M	0.28%	83
2025 Q4	–	Sell	-2,971	Closed	-$970K	–	272
2025 Q3	$970K	Buy	+2,971	New	+$880K	0.14%	81
2025 Q1	–	Sell	-827	Closed	-$200K	–	354
2024 Q4	$200K	Buy	+827	New	+$205K	0.04%	317
2024 Q3	–	Sell	-123,870	Closed	-$106K	–	659
2024 Q2	$106K	Buy	+123,870	New	+$29M	0.06%	177

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Strategic Financial Concepts's SMH Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in VanEck Semiconductor ETF (SMH) in Q1 2026: 2,941 shares worth $1.13M. The stake represents 0.28% of the portfolio and ranks #83 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in SMH as recently as Q3 2025.

Strategic Financial Concepts first reported a position in SMH in Q2 2024 and has held it in 4 quarters since. 1,296 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Strategic Financial Concepts held 2,941 shares of VanEck Semiconductor ETF worth $1.13M as of Q1 2026.
VanEck Semiconductor ETF was a new Strategic Financial Concepts position in Q1 2026.
VanEck Semiconductor ETF made up 0.28% of Strategic Financial Concepts's portfolio in Q1 2026, its #83 holding.
Strategic Financial Concepts first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 4 quarters since.
1,296 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.