Center for Wealth Management Advisory SMH β€” VANECK ETF TRUST

Ownership history in Center for Wealth Management Advisory  Β·  1 quarter on record

AI Ownership Summary

Center for Wealth Management Advisory reported VANECK ETF TRUST (SMH) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 4.54% in 2026 Q1. The latest visible filing shows SMH at 4.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SMH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Center for Wealth Management Advisory's position in VANECK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SMH was reported at 4.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.54% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Center for Wealth Management Advisory held SMH β€” position size vs. price
% of Fund (quarterly)    SMH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 17,107 β€” β€” 4.54% $6.2M 2026-04-10 $436.88

FAQ About Center for Wealth Management Advisory and SMH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Center for Wealth Management Advisory reported owning SMH?

Center for Wealth Management Advisory reported SMH across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported SMH position in Center for Wealth Management Advisory's portfolio?

The largest reported portfolio weight for SMH was 4.54% in 2026 Q1.

What is the latest reported SMH position on this page?

The most recent filing on this page is 2026 Q1, when Center for Wealth Management Advisory reported 17,107 shares, equal to 4.54% of portfolio, with an estimated market value of $6.2M.

What does the chart on this SMH ownership page compare?

The chart compares Center for Wealth Management Advisory's quarterly SMH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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