In a $500,000 position in the VanEck Semiconductor ETF (SMH), about $87,743 is tied to NVIDIA, based on a June 30, 2026 filing that showed NVIDIA at 17.55% of the fund. Taiwan Semiconductor Manufacturing (TSM) was next at 9.29%, and the fund holds just 25 equity positions, with the five largest making up 43.88%. The article notes that weights in this sector shift quickly, so current exposure may differ. It also compares SMH with the SPDR S&P Semiconductor ETF (XSD), which gives each holding a similar weight and held NVIDIA at 2.1%. SMH's adjusted price rose 1,815.17% over ten years through October 12, 2026, while NVIDIA gained 13,856.12%, and the article suggests investors add up their NVIDIA exposure across all accounts.
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