Tempus Wealth Planning’s VanEck Semiconductor ETF SMH Stock Holding History

Tempus Wealth Planning’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	$737K	Sell	1,123 -4	-0.4%	-$2.18K	0.14%	156
2026 Q1	$432K	Sell	1,127 -15	-1%	-$5.96K	0.1%	181
2025 Q4	$411K	Sell	1,142 -58	-5%	-$20.4K	0.09%	190
2025 Q3	$392K	Buy	1,200 +40	+3%	+$11.8K	0.09%	200
2025 Q2	$324K	Hold	1,160	–	–	0.08%	202
2025 Q1	$245K	Buy	+1,160	New	+$278K	0.07%	223

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

Tempus Wealth Planning's SMH Position: Q2 2026 in Review

Tempus Wealth Planning reduced its VanEck Semiconductor ETF (SMH) stake by 0.35% in Q2 2026, selling an estimated $2.18K and leaving 1,123 shares worth $737K. The position accounts for 0.14% of the portfolio, ranked #156.

Tempus Wealth Planning first reported a position in SMH in Q1 2025 and has held it in 6 quarters since. 1,545 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Tempus Wealth Planning held 1,123 shares of VanEck Semiconductor ETF worth $737K as of Q2 2026.
Tempus Wealth Planning sold 4 VanEck Semiconductor ETF shares in Q2 2026, an estimated $2.18K.
VanEck Semiconductor ETF made up 0.14% of Tempus Wealth Planning's portfolio in Q2 2026, its #156 holding.
Tempus Wealth Planning first reported a position in VanEck Semiconductor ETF in Q1 2025 and has held it in 6 quarters since.
1,545 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.