Momentum Wealth Planning, LLC / SMH
Momentum Wealth Planning, LLC’s Vaneck Etf Trust Position
Does Momentum Wealth Planning, LLC own Vaneck Etf Trust (SMH)? Not currently — the last reported position was 28.2K shares worth $9M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$9M
Q3 2025
Shares
28.2K
% of Portfolio
+7.16%
Quarters Held
1
position exited
Position History SMH
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 28.2K | $9M | +7.16% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Momentum Wealth Planning, LLC’s full portfolio or all institutional holders of SMH.