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Total Wealth Planning & Management’s VanEck Semiconductor ETF SMH Stock Holding History

Total Wealth Planning & 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
Q2 		$500K Buy
762
+27
+4% +$14.7K 0.34% 101
2026
Q1 		$282K Sell
735
-89
-11% -$35.3K 0.21% 167
2025
Q4 		$297K Buy
+824
New +$289K 0.22% 161
2025
Q2 		$233K Buy
+835
New +$194K 0.19% 181

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

Total Wealth Planning & Management's SMH Position: Q2 2026 in Review

Total Wealth Planning & Management increased its VanEck Semiconductor ETF (SMH) stake by 3.7% in Q2 2026, buying an estimated $14.7K and bringing the position to 762 shares worth $500K. The position accounts for 0.34% of the portfolio, ranked #101.

Total Wealth Planning & Management first reported a position in SMH in Q2 2025 and has held it in 4 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Total Wealth Planning & Management held 762 shares of VanEck Semiconductor ETF worth $500K as of Q2 2026.
  • Total Wealth Planning & Management bought 27 VanEck Semiconductor ETF shares in Q2 2026, an estimated $14.7K.
  • VanEck Semiconductor ETF made up 0.34% of Total Wealth Planning & Management's portfolio in Q2 2026, its #101 holding.
  • Total Wealth Planning & Management first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.