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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
2025
Q1 		– Sell
-6,400
Closed -$1.55M – 759
2024
Q4 		$1.55M Buy
+6,400
New +$1.59M 0.04% 181

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.