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

Trueblood 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 Q2	$920K	Hold	1,403	–	–	0.32%	102
2026 Q1	$538K	Sell	1,403 -93	-6%	-$36.9K	0.21%	143
2025 Q4	$539K	Buy	1,496 +5	+0.3%	+$1.75K	0.21%	144
2025 Q3	$487K	Hold	1,491	–	–	0.19%	151
2025 Q2	$416K	Buy	1,491 +149	+11%	+$34.5K	0.17%	164
2025 Q1	$284K	Hold	1,342	–	–	0.13%	193
2024 Q4	$325K	Sell	1,342 -34	-2%	-$8.44K	0.16%	176
2024 Q3	$338K	Hold	1,376	–	–	0.17%	162
2024 Q2	$359K	Hold	1,376	–	–	0.2%	143
2024 Q1	$310K	Sell	1,376 -396	-22%	-$79.6K	0.18%	150
2023 Q4	$310K	Buy	+1,772	New	+$277K	0.19%	143

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

Trueblood Wealth Management's SMH Position: Q2 2026 in Review

Trueblood Wealth Management held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 1,403 shares worth $920K. The position accounts for 0.32% of the portfolio, ranked #102.

Trueblood Wealth Management first reported a position in SMH in Q4 2023 and has held it in 11 quarters since. 1,545 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Trueblood Wealth Management held 1,403 shares of VanEck Semiconductor ETF worth $920K as of Q2 2026.
Trueblood Wealth Management left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up 0.32% of Trueblood Wealth Management's portfolio in Q2 2026, its #102 holding.
Trueblood Wealth Management first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
1,545 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.