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 Q2	$2.31M	Buy	3,521 +580	+20%	+$316K	0.69%	40
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	-406	Closed	-$106K	–	659
2024 Q2	$106K	Buy	+406	New	+$95.2K	0.06%	177

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

Strategic Financial Concepts's SMH Position: Q2 2026 in Review

Strategic Financial Concepts increased its VanEck Semiconductor ETF (SMH) stake by 20% in Q2 2026, buying an estimated $316K and bringing the position to 3,521 shares worth $2.31M. The position accounts for 0.69% of the portfolio, ranked #40.

Strategic Financial Concepts first reported a position in SMH in Q2 2024 and has held it in 5 quarters since. 1,551 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Strategic Financial Concepts held 3,521 shares of VanEck Semiconductor ETF worth $2.31M as of Q2 2026.
Strategic Financial Concepts bought 580 VanEck Semiconductor ETF shares in Q2 2026, an estimated $316K.
VanEck Semiconductor ETF made up 0.69% of Strategic Financial Concepts's portfolio in Q2 2026, its #40 holding.
Strategic Financial Concepts first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 5 quarters since.
1,551 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.