Ferguson Johnson Wealth Management Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$123K
Q ending 2026-03-31
Prior quarter
$120K
Q ending 2025-12-31
Change
+2.5% QoQ
Positions
34
reported holdings
Largest positions
All 34 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFCF | Shares | $30K | 699K |
| Dimensional Etf Trust | DFAC | Shares | $12K | 313K |
| American Centy Etf Tr | AVIG | Shares | $11K | 272K |
| American Centy Etf Tr | AVUV | Shares | $10K | 88K |
| American Centy Etf Tr | AVSF | Shares | $9K | 192K |
| Ishares Tr | IWF | Shares | $8K | 20K |
| American Centy Etf Tr | AVDE | Shares | $6K | 73K |
| Dimensional Etf Trust | DFAT | Shares | $6K | 97K |
| Vanguard Bd Index Fds | BSV | Shares | $5K | 63K |
| American Centy Etf Tr | AVEM | Shares | $4K | 54K |
| Dimensional Etf Trust | DIHP | Shares | $3K | 94K |
| Dimensional Etf Trust | DFIV | Shares | $3K | 50K |
| Dimensional Etf Trust | DFLV | Shares | $2K | 62K |
| Dimensional Etf Trust | DFAR | Shares | $2K | 87K |
| Dimensional Etf Trust | DISV | Shares | $2K | 49K |
| Vanguard Index Fds | VBK | Shares | $1K | 5K |
| Apple Inc | AAPL | Shares | $1K | 5K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $718 | 1 |
| Spdr Series Trust | SDY | Shares | $713 | 5K |
| American Centy Etf Tr | AVGE | Shares | $648 | 7K |
| Dimensional Etf Trust | DFAX | Shares | $522 | 15K |
| Amazon Com Inc | AMZN | Shares | $459 | 2K |
| Dimensional Etf Trust | DFAW | Shares | $437 | 6K |
| Microsoft Corp | MSFT | Shares | $399 | 1K |
| Vanguard Index Fds | VXF | Shares | $387 | 2K |
| Ishares Tr | IYR | Shares | $331 | 4K |
| Vanguard Intl Equity Index F | VT | Shares | $329 | 2K |
| Ishares Tr | IBDS | Shares | $326 | 13K |
| Dimensional Etf Trust | DFUV | Shares | $324 | 7K |
| Marriott Intl Inc New | MAR | Shares | $319 | 977 |
| American Centy Etf Tr | AVLV | Shares | $314 | 4K |
| Ishares Tr | IBDT | Shares | $309 | 12K |
| Ishares Tr | IBDR | Shares | $305 | 13K |
| Danaher Corp Del | DHR | Shares | $203 | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.