TruWealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

TruWealth Advisors’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	$5.35M	Buy	13,942 +73	+0.5%	+$29K	0.26%	64
2025 Q4	$4.99M	Buy	13,869 +312	+2%	+$109K	0.24%	65
2025 Q3	$4.42M	Sell	13,557 -93,960	-87%	-$27.8M	0.22%	64
2025 Q2	$30M	Buy	107,517 +2,211	+2%	+$513K	1.65%	18
2025 Q1	$22.3M	Buy	105,306 +4,987	+5%	+$1.2M	1.34%	24
2024 Q4	$24.3M	Buy	100,319 +2,797	+3%	+$694K	1.46%	21
2024 Q3	$23.9M	Buy	97,522 +4,780	+5%	+$1.16M	1.47%	22
2024 Q2	$24.2M	Buy	92,742 +38,044	+70%	+$8.92M	1.61%	20
2024 Q1	$12.3M	Buy	+54,698	New	+$11M	0.86%	35

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

TruWealth Advisors's SMH Position: Q1 2026 in Review

TruWealth Advisors increased its VanEck Semiconductor ETF (SMH) stake by 0.53% in Q1 2026, buying an estimated $29K and bringing the position to 13,942 shares worth $5.35M. The position accounts for 0.26% of the portfolio, ranked #64.

TruWealth Advisors first reported a position in SMH in Q1 2024 and has held it in 9 quarters since. The position peaked at $30M in Q2 2025. 1,302 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

TruWealth Advisors held 13,942 shares of VanEck Semiconductor ETF worth $5.35M as of Q1 2026.
TruWealth Advisors bought 73 VanEck Semiconductor ETF shares in Q1 2026, an estimated $29K.
VanEck Semiconductor ETF made up 0.26% of TruWealth Advisors's portfolio in Q1 2026, its #64 holding.
TruWealth Advisors first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 9 quarters since.
TruWealth Advisors's VanEck Semiconductor ETF position peaked at $30M in Q2 2025.
1,302 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.