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

Thrive 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 Q3	$389K	Buy	639 +5	+0.8%	+$2.86K	0.05%	159
2026 Q2	$416K	Buy	634 +4	+0.6%	+$2.18K	0.05%	154
2026 Q1	$241K	Buy	630 +5	+0.8%	+$1.98K	0.04%	205
2025 Q4	$225K	Buy	625 +6	+1%	+$2.1K	0.03%	214
2025 Q3	$202K	Buy	+619	New	+$183K	0.03%	233

Other funds holding SMH

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $636M AUM 19.4% 1-Year Est. Return

Thrive Wealth Management's SMH Position: Q3 2026 in Review

Thrive Wealth Management increased its VanEck Semiconductor ETF (SMH) stake by 0.79% in Q3 2026, buying an estimated $2.86K and bringing the position to 639 shares worth $389K. The position accounts for 0.05% of the portfolio, ranked #159.

Thrive Wealth Management first reported a position in SMH in Q3 2025 and has held it in 5 quarters since. The position peaked at $416K in Q2 2026. 447 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Thrive Wealth Management held 639 shares of VanEck Semiconductor ETF worth $389K as of Q3 2026.
Thrive Wealth Management bought 5 VanEck Semiconductor ETF shares in Q3 2026, an estimated $2.86K.
VanEck Semiconductor ETF made up 0.05% of Thrive Wealth Management's portfolio in Q3 2026, its #159 holding.
Thrive Wealth Management first reported a position in VanEck Semiconductor ETF in Q3 2025 and has held it in 5 quarters since.
Thrive Wealth Management's VanEck Semiconductor ETF position peaked at $416K in Q2 2026.
447 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.