Planning Strategies Inc.’s VanEck Semiconductor ETF SMH Stock Holding History

Planning Strategies Inc.’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	$93.1K	Buy	+142	New	+$77.5K	0.06%	106

Other funds holding SMH

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Planning Strategies Inc.'s SMH Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 142 shares worth $93.1K. The stake represents 0.06% of the portfolio and ranks #106 among its holdings.

591 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Planning Strategies Inc. held 142 shares of VanEck Semiconductor ETF worth $93.1K as of Q2 2026.
VanEck Semiconductor ETF was a new Planning Strategies Inc. position in Q2 2026.
VanEck Semiconductor ETF made up 0.06% of Planning Strategies Inc.'s portfolio in Q2 2026, its #106 holding.
591 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.