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

Strategic Financial Group’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 		$3.4M Buy
+5,578
New +$3.2M 3.29% 10

Other funds holding SMH

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Strategic Financial Group's SMH Position: Q3 2026 in Review

Strategic Financial Group opened a new position in VanEck Semiconductor ETF (SMH) in Q3 2026: 5,578 shares worth $3.4M. The stake represents 3.29% of the portfolio and ranks #10 among its holdings.

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

  • Strategic Financial Group held 5,578 shares of VanEck Semiconductor ETF worth $3.4M as of Q3 2026.
  • VanEck Semiconductor ETF was a new Strategic Financial Group position in Q3 2026.
  • VanEck Semiconductor ETF made up 3.29% of Strategic Financial Group's portfolio in Q3 2026, its #10 holding.
  • 59 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Strategic Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.