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Two West Capital Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Two West Capital 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
Q2 		$560K Sell
1,002
-39
-4% -$21.3K 0.28% 57
2026
Q1 		$520K Buy
1,041
+243
+30% +$96.5K 0.28% 62
2025
Q4 		$287K Buy
+798
New +$280K 0.17% 82

Other funds holding SMH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
RWM
Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Two West Capital Advisors's SMH Position: Q2 2026 in Review

Two West Capital Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 3.7% in Q2 2026, selling an estimated $21.3K and leaving 1,002 shares worth $560K. The position accounts for 0.28% of the portfolio, ranked #57.

Two West Capital Advisors first reported a position in SMH in Q4 2025 and has held it in 3 quarters since. 484 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Two West Capital Advisors held 1,002 shares of VanEck Semiconductor ETF worth $560K as of Q2 2026.
  • Two West Capital Advisors sold 39 VanEck Semiconductor ETF shares in Q2 2026, an estimated $21.3K.
  • VanEck Semiconductor ETF made up 0.28% of Two West Capital Advisors's portfolio in Q2 2026, its #57 holding.
  • Two West Capital Advisors first reported a position in VanEck Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
  • 484 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.