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Ferguson Johnson Wealth Management

Latest statistics and disclosures from Ferguson Johnson Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002109387

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Positions held by Ferguson Johnson Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Ferguson Johnson Wealth Management

Ferguson Johnson Wealth Management holds 35 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Core Fixed Incom (DFCF)	23.4	$28M	662k	42.56	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	9.9	$12M	300k	39.59	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	9.1	$11M	260k	41.92	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	7.9	$9.5M	20k	473.26	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	7.6	$9.2M	90k	101.97	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	7.0	$8.4M	179k	47.08	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	5.0	$6.0M	73k	82.32	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	4.9	$5.8M	98k	59.54	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.0	$4.8M	61k	78.79	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.5	$4.2M	54k	77.01	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	2.5	$3.0M	96k	31.66	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.2	$2.6M	53k	49.89	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.6	$2.0M	52k	37.98	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	1.6	$2.0M	57k	34.20	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.5	$1.8M	80k	22.90	View chart
Apple (AAPL)	1.2	$1.4M	5.2k	271.87	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.1	$1.4M	4.5k	301.99	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.6	$754k	1.00	754000.00	View chart
Spdr Series Trust State Street Spd (SDY)	0.6	$680k	4.9k	139.14	View chart
Microsoft Corporation (MSFT)	0.5	$623k	1.3k	482.95	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.5	$550k	6.4k	85.80	View chart
Amazon (AMZN)	0.4	$536k	2.3k	230.54	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.4	$487k	15k	32.71	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.4	$439k	5.9k	73.92	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$394k	1.9k	208.91	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.3	$328k	3.5k	93.69	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.3	$326k	14k	24.23	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$311k	6.7k	46.45	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.3	$310k	12k	25.39	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.3	$305k	13k	24.22	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$293k	3.9k	75.53	View chart
Danaher Corporation (DHR)	0.2	$256k	1.1k	228.57	View chart
Chipotle Mexican Grill (CMG)	0.2	$222k	6.0k	37.00	View chart
Oracle Corporation (ORCL)	0.2	$215k	1.1k	194.57	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$204k	1.3k	154.08	View chart

Past Filings by Ferguson Johnson Wealth Management

SEC 13F filings are viewable for Ferguson Johnson Wealth Management going back to 2025

Ferguson Johnson Wealth Management 2025 Q4 filed Feb. 6, 2026

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