VFA
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Valeo Financial Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Valeo Financial 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
Q3 		$1.16M Buy
1,903
+56
+3% +$32.1K 0.02% 276
2026
Q2 		$1.21M Sell
1,847
-476
-20% -$260K 0.03% 271
2026
Q1 		$891K Buy
2,323
+290
+14% +$115K 0.02% 291
2025
Q4 		$732K Buy
2,033
+2
+0.1% +$702 0.02% 373
2025
Q3 		$663K Hold
2,031
– – 0.02% 399
2025
Q2 		$567K Sell
2,031
-20
-1% -$4.64K 0.01% 421
2025
Q1 		$434K Sell
2,051
-84
-4% -$20.1K 0.01% 447
2024
Q4 		$517K Buy
2,135
+447
+26% +$111K 0.01% 403
2024
Q3 		$414K Sell
1,688
-2
-0.1% -$486 0.01% 455
2024
Q2 		$441K Sell
1,690
-21
-1% -$4.92K 0.01% 425
2024
Q1 		$356K Buy
1,711
+4
+0.2% +$804 0.01% 455
2023
Q4 		$299K Buy
+1,707
New +$267K 0.01% 488
2021
Q2 		– Sell
-492
Closed -$60K – 1613
2021
Q1 		$60K Buy
492
+410
+500% +$48.6K ﹤0.01% 798
2020
Q4 		$9K Buy
+82
New +$8.13K ﹤0.01% 1227
2020
Q3 		– Sell
-20
Closed -$2K – 2073
2020
Q2 		$2K Sell
20
-16
-44% -$1.1K ﹤0.01% 1797
2020
Q1 		$2K Buy
36
+16
+80% +$1.08K ﹤0.01% 1576
2019
Q4 		$1K Hold
20
– – ﹤0.01% 1569
2019
Q3 		$1K Hold
20
– – ﹤0.01% 1486
2019
Q2 		$1K Sell
20
-80
-80% -$4.35K ﹤0.01% 1493
2019
Q1 		$5K Buy
+100
New +$4.95K ﹤0.01% 1195
2018
Q3 		– Sell
-300
Closed -$16K – 1854
2018
Q2 		$16K Hold
300
– – ﹤0.01% 829
2018
Q1 		$16K Buy
+300
New +$15.8K ﹤0.01% 798

Other funds holding SMH

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

Valeo Financial Advisors's SMH Position: Q3 2026 in Review

Valeo Financial Advisors increased its VanEck Semiconductor ETF (SMH) stake by 3% in Q3 2026, buying an estimated $32.1K and bringing the position to 1,903 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #276.

Valeo Financial Advisors first reported a position in SMH in Q1 2018 and has held it in 22 quarters since. The position peaked at $1.21M in Q2 2026. 85 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Valeo Financial Advisors held 1,903 shares of VanEck Semiconductor ETF worth $1.16M as of Q3 2026.
  • Valeo Financial Advisors bought 56 VanEck Semiconductor ETF shares in Q3 2026, an estimated $32.1K.
  • VanEck Semiconductor ETF made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #276 holding.
  • Valeo Financial Advisors first reported a position in VanEck Semiconductor ETF in Q1 2018 and has held it in 22 quarters since.
  • Valeo Financial Advisors's VanEck Semiconductor ETF position peaked at $1.21M in Q2 2026.
  • 85 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.