Ferguson Johnson Wealth Management Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Ferguson Johnson Wealth Management Inc held in its portfolio 35 assets valued at $120,251 (i.e. $120.25K).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($28.15K), DIMENSIONAL ETF TRUST ($11.87K), and AMERICAN CENTY ETF TR ($10.89K).
The chart below shows the top 10 valuable assets, and the table below shows the top 35 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Ferguson Johnson Wealth Management Inc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 661532 | 28154 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 299784 | 11868 | US CORE EQUITY 2 |
| AMERICAN CENTY ETF TR | 259748 | 10889 | AVANTIS CORE FI |
| ISHARES TR | 20099 | 9512 | RUS 1000 GRW ETF |
| AMERICAN CENTY ETF TR | 90210 | 9199 | US SML CP VALU |
| AMERICAN CENTY ETF TR | 179102 | 8433 | AVANTIS SHFXDINC |
| AMERICAN CENTY ETF TR | 72584 | 5975 | INTL EQT ETF |
| DIMENSIONAL ETF TRUST | 98240 | 5849 | US TARGETED VLU |
| VANGUARD BD INDEX FDS | 60728 | 4785 | SHORT TRM BOND |
| AMERICAN CENTY ETF TR | 54200 | 4174 | AVANTIS EMGMKT |
| DIMENSIONAL ETF TRUST | 95698 | 3030 | INTL HIGH PROFIT |
| DIMENSIONAL ETF TRUST | 52513 | 2620 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 51842 | 1969 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 57397 | 1963 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 80139 | 1835 | US REAL ESTATE E |
| APPLE INC | 5190 | 1411 | COM |
| VANGUARD INDEX FDS | 4477 | 1352 | SML CP GRW ETF |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754 | CL A |
| SPDR SERIES TRUST | 4887 | 680 | STATE STREET SPD |
| MICROSOFT CORP | 1290 | 623 | COM |
| AMERICAN CENTY ETF TR | 6410 | 550 | AVANTIS ALL EQT |
| AMAZON COM INC | 2325 | 536 | COM |
| DIMENSIONAL ETF TRUST | 14889 | 487 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 5939 | 439 | WORLD EQUITY ETF |
| VANGUARD INDEX FDS | 1886 | 394 | EXTEND MKT ETF |
| ISHARES TR | 3501 | 328 | U.S. REAL ES ETF |
| ISHARES TR | 13452 | 326 | IBONDS 27 ETF |
| DIMENSIONAL ETF TRUST | 6695 | 311 | US MKTWIDE VALUE |
| ISHARES TR | 12210 | 310 | IBDS DEC28 ETF |
| ISHARES TR | 12593 | 305 | IBONDS DEC2026 |
| AMERICAN CENTY ETF TR | 3879 | 293 | US LARGE CAP VLU |
| DANAHER CORPORATION | 1120 | 256 | COM |
| CHIPOTLE MEXICAN GRILL INC | 6000 | 222 | COM |
| ORACLE CORP | 1105 | 215 | COM |
| BLACKSTONE INC | 1324 | 204 | COM |
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