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WESPAC Advisors SoCal’s VanEck Semiconductor ETF SMH Stock Holding History

WESPAC Advisors SoCal’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 		$31.5M Sell
48,055
-13,102
-21% -$7.15M 5.63% 1
2026
Q1 		$23.4M Sell
61,157
-9,347
-13% -$3.71M 4.99% 1
2025
Q4 		$25.4M Buy
70,504
+2,251
+3% +$790K 5.12% 1
2025
Q3 		$22.3M Buy
68,253
+2,433
+4% +$720K 4.52% 1
2025
Q2 		$18.4M Sell
65,820
-900
-1% -$209K 4.1% 2
2025
Q1 		$14.1M Sell
66,720
-9,477
-12% -$2.27M 3.68% 5
2024
Q4 		$18.5M Buy
76,197
+4,946
+7% +$1.23M 4.17% 3
2024
Q3 		$17.5M Buy
71,251
+74
+0.1% +$18K 4.05% 4
2024
Q2 		$18.6M Sell
71,177
-64
-0.1% -$15K 4.66% 3
2024
Q1 		$16M Buy
71,241
+8,338
+13% +$1.68M 4.19% 6
2023
Q4 		$11M Buy
+62,903
New +$9.85M 3.2% 8

Other funds holding SMH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

WESPAC Advisors SoCal's SMH Position: Q2 2026 in Review

WESPAC Advisors SoCal reduced its VanEck Semiconductor ETF (SMH) stake by 21% in Q2 2026, selling an estimated $7.15M and leaving 48,055 shares worth $31.5M. The position accounts for 5.63% of the portfolio, ranked #1.

WESPAC Advisors SoCal first reported a position in SMH in Q4 2023 and has held it in 11 quarters since. 340 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • WESPAC Advisors SoCal held 48,055 shares of VanEck Semiconductor ETF worth $31.5M as of Q2 2026.
  • WESPAC Advisors SoCal sold 13,102 VanEck Semiconductor ETF shares in Q2 2026, an estimated $7.15M.
  • VanEck Semiconductor ETF made up 5.63% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #1 holding.
  • WESPAC Advisors SoCal first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
  • 340 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.