TCFG Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

TCFG Wealth Management’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	$815K	Buy	2,125 +10	+0.5%	+$3.97K	0.3%	81
2025 Q4	$762K	Buy	2,115 +5	+0.2%	+$1.75K	0.3%	84
2025 Q3	$689K	Hold	2,110	–	–	0.27%	93
2025 Q2	$588K	Buy	2,110 +50	+2%	+$11.6K	0.27%	104
2025 Q1	$436K	Hold	2,060	–	–	0.22%	115
2024 Q4	$499K	Hold	2,060	–	–	0.25%	99
2024 Q3	$506K	Buy	+2,060	New	+$501K	0.25%	95

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

TCFG Wealth Management's SMH Position: Q1 2026 in Review

TCFG Wealth Management increased its VanEck Semiconductor ETF (SMH) stake by 0.47% in Q1 2026, buying an estimated $3.97K and bringing the position to 2,125 shares worth $815K. The position accounts for 0.3% of the portfolio, ranked #81.

TCFG Wealth Management first reported a position in SMH in Q3 2024 and has held it in 7 quarters since. 1,302 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

TCFG Wealth Management held 2,125 shares of VanEck Semiconductor ETF worth $815K as of Q1 2026.
TCFG Wealth Management bought 10 VanEck Semiconductor ETF shares in Q1 2026, an estimated $3.97K.
VanEck Semiconductor ETF made up 0.3% of TCFG Wealth Management's portfolio in Q1 2026, its #81 holding.
TCFG Wealth Management first reported a position in VanEck Semiconductor ETF in Q3 2024 and has held it in 7 quarters since.
1,302 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.