Weaver Consulting Group’s VanEck Semiconductor ETF SMH Stock Holding History

Weaver Consulting Group’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	$521K	Buy	856 +2	+0.2%	+$1.15K	0.1%	173
2026 Q2	$560K	Buy	854 +8	+0.9%	+$4.36K	0.11%	158
2026 Q1	$324K	Hold	846	–	–	0.08%	188
2025 Q4	$305K	Hold	846	–	–	0.07%	191
2025 Q3	$276K	Buy	846 +1	+0.1%	+$296	0.07%	208
2025 Q2	$236K	Buy	+845	New	+$196K	0.07%	217

Other funds holding SMH

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $636M AUM 19.4% 1-Year Est. Return

Weaver Consulting Group's SMH Position: Q3 2026 in Review

Weaver Consulting Group increased its VanEck Semiconductor ETF (SMH) stake by 0.23% in Q3 2026, buying an estimated $1.15K and bringing the position to 856 shares worth $521K. The position accounts for 0.1% of the portfolio, ranked #173.

Weaver Consulting Group first reported a position in SMH in Q2 2025 and has held it in 6 quarters since. The position peaked at $560K in Q2 2026. 447 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Weaver Consulting Group held 856 shares of VanEck Semiconductor ETF worth $521K as of Q3 2026.
Weaver Consulting Group bought 2 VanEck Semiconductor ETF shares in Q3 2026, an estimated $1.15K.
VanEck Semiconductor ETF made up 0.1% of Weaver Consulting Group's portfolio in Q3 2026, its #173 holding.
Weaver Consulting Group first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 6 quarters since.
Weaver Consulting Group's VanEck Semiconductor ETF position peaked at $560K in Q2 2026.
447 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.