Tyler-Stone Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Tyler-Stone 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
2025 Q2	$445K	Sell	1,596 -100	-6%	-$23.2K	0.07%	207
2025 Q1	$359K	Sell	1,696 -906	-35%	-$217K	0.06%	221
2024 Q4	$630K	Sell	2,602 -465	-15%	-$115K	0.11%	166
2024 Q3	$753K	Buy	3,067 +1,485	+94%	+$361K	0.14%	136
2024 Q2	$413K	Buy	1,582 +278	+21%	+$65.2K	0.17%	117
2024 Q1	$293K	Buy	1,304 +974	+295%	+$196K	0.13%	150
2023 Q4	$57.8K	Hold	330	–	–	0.03%	337
2023 Q3	$48K	Buy	330 +80	+32%	+$12.1K	0.03%	351
2023 Q2	$38K	Buy	+250	New	+$33.8K	0.02%	378

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Tyler-Stone Wealth Management's SMH Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its VanEck Semiconductor ETF (SMH) stake by 5.9% in Q2 2025, selling an estimated $23.2K and leaving 1,596 shares worth $445K. The position accounts for 0.07% of the portfolio, ranked #207.

Tyler-Stone Wealth Management first reported a position in SMH in Q2 2023 and has held it in 9 quarters since. The position peaked at $753K in Q3 2024. 1,017 funds tracked by Wall St. Rank hold SMH as of Q2 2025.

Tyler-Stone Wealth Management held 1,596 shares of VanEck Semiconductor ETF worth $445K as of Q2 2025.
Tyler-Stone Wealth Management sold 100 VanEck Semiconductor ETF shares in Q2 2025, an estimated $23.2K.
VanEck Semiconductor ETF made up 0.07% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #207 holding.
Tyler-Stone Wealth Management first reported a position in VanEck Semiconductor ETF in Q2 2023 and has held it in 9 quarters since.
Tyler-Stone Wealth Management's VanEck Semiconductor ETF position peaked at $753K in Q3 2024.
1,017 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.