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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Total Wealth Planning & Management's SMH Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its VanEck Semiconductor ETF (SMH) stake by 11% in Q1 2026, selling an estimated $35.3K and leaving 735 shares worth $282K. The position accounts for 0.21% of the portfolio, ranked #167.

Total Wealth Planning & Management first reported a position in SMH in Q2 2025 and has held it in 3 quarters since. The position peaked at $297K in Q4 2025. 1,297 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

  • Total Wealth Planning & Management held 735 shares of VanEck Semiconductor ETF worth $282K as of Q1 2026.
  • Total Wealth Planning & Management sold 89 VanEck Semiconductor ETF shares in Q1 2026, an estimated $35.3K.
  • VanEck Semiconductor ETF made up 0.21% of Total Wealth Planning & Management's portfolio in Q1 2026, its #167 holding.
  • Total Wealth Planning & Management first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 3 quarters since.
  • Total Wealth Planning & Management's VanEck Semiconductor ETF position peaked at $297K in Q4 2025.
  • 1,297 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.