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Sulzberger Capital Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Sulzberger Capital Advisors’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 		$394K Hold
600
– – 0.38% 37
2026
Q1 		$230K Hold
600
– – 0.23% 48
2025
Q4 		$216K Buy
+600
New +$211K 0.22% 50

Other funds holding SMH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
RWM
Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Sulzberger Capital Advisors's SMH Position: Q2 2026 in Review

Sulzberger Capital Advisors held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 600 shares worth $394K. The position accounts for 0.38% of the portfolio, ranked #37.

Sulzberger Capital Advisors first reported a position in SMH in Q4 2025 and has held it in 3 quarters since. 248 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Sulzberger Capital Advisors held 600 shares of VanEck Semiconductor ETF worth $394K as of Q2 2026.
  • Sulzberger Capital Advisors left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
  • VanEck Semiconductor ETF made up 0.38% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #37 holding.
  • Sulzberger Capital Advisors first reported a position in VanEck Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
  • 248 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.