TWM
SMH icon

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

Todd 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 		$4.73M Sell
7,764
-85
-1% -$48.7K 3.61% 6
2026
Q2 		$5.15M Buy
7,849
+22
+0.3% +$12K 3.9% 6
2026
Q1 		$3M Buy
7,827
+115
+1% +$45.7K 2.73% 9
2025
Q4 		$2.78M Buy
+7,712
New +$2.71M 2.51% 11

Other funds holding SMH

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Rezny Wealth Management
Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

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

Todd Wealth Management reduced its VanEck Semiconductor ETF (SMH) stake by 1.1% in Q3 2026, selling an estimated $48.7K and leaving 7,764 shares worth $4.73M. The position accounts for 3.61% of the portfolio, ranked #6.

Todd Wealth Management first reported a position in SMH in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.15M in Q2 2026. 648 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Todd Wealth Management held 7,764 shares of VanEck Semiconductor ETF worth $4.73M as of Q3 2026.
  • Todd Wealth Management sold 85 VanEck Semiconductor ETF shares in Q3 2026, an estimated $48.7K.
  • VanEck Semiconductor ETF made up 3.61% of Todd Wealth Management's portfolio in Q3 2026, its #6 holding.
  • Todd Wealth Management first reported a position in VanEck Semiconductor ETF in Q4 2025 and has held it in 4 quarters since.
  • Todd Wealth Management's VanEck Semiconductor ETF position peaked at $5.15M in Q2 2026.
  • 648 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.