Ferguson Johnson Wealth Management Inc
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Ferguson Johnson Wealth Management Inc reported 35 stock positions worth $120.3 million. Its top holding was Dimensional Core Fixed (DFCF) at 23.4% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 9.9%) and Avantis Core Fixed Income (AVIG, 9.1%).
- Most Recent 13F
- Q2 2026
- Location
- ROCKVILLE, MD
- CIK
- 0002109387
- Portfolio Value
- $120.3M (Q4 2025)
- SEC Filing
- 0002109387-26-000001 ↗ filed Feb 6, 2026
Holdings Value
Holdings 35 stocks · $120.3M
| DFCF Dimensional Core Fixed Inc. | 23.41% | 661,532 | $28.2M | — |
| DFAC Dimensional US Core Equity 2 | 9.87% | 299,784 | $11.9M | — |
| AVIG Avantis Core Fixed Income | 9.06% | 259,748 | $10.9M | — |
| IWF iShares Russell 1000 Growth | 7.91% | 20,099 | $9.5M | — |
| AVUV Avantis US Small Cap Value | 7.65% | 90,210 | $9.2M | — |
| AVSF Avantis Short-Term Fixed Inc. | 7.01% | 179,102 | $8.4M | — |
| AVDE Avantis International Equity | 4.97% | 72,584 | $6.0M | — |
| DFAT Dimensional US Target Value | 4.86% | 98,240 | $5.8M | — |
| BSV Vanguard Short-Term Bond ETF | 3.98% | 60,728 | $4.8M | — |
| AVEM Avantis Emerging Markets Eq | 3.47% | 54,200 | $4.2M | — |
| DIHP Dimensional International Hi | 2.52% | 95,698 | $3.0M | — |
| DFIV Dimensional International Va | 2.18% | 52,513 | $2.6M | — |
| DISV Dimensional International SM | 1.64% | 51,842 | $2.0M | — |
| DFLV Dim US Large Cap Value ETF | 1.63% | 57,397 | $2.0M | — |
| DFAR Dimensional US Real Est ETF | 1.53% | 80,139 | $1.8M | — |
| AAPL Apple Inc. | 1.17% | 5,190 | $1.4M | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.12% | 4,477 | $1.4M | — |
| BRK.A Berkshire Hathaway Inc. Class A | 0.63% | 1 | $754K | — |
| SDY SS SPDR S&P Dividend ETF | 0.57% | 4,887 | $680K | — |
| MSFT Microsoft Corp. | 0.52% | 1,290 | $623K | — |
| AVGE Avantis All Eqty Mrkts ETF | 0.46% | 6,410 | $550K | — |
| AMZN Amazon.com Inc. | 0.45% | 2,325 | $536K | — |
| DFAX Dimensional World Ex US Core | 0.41% | 14,889 | $487K | — |
| DFAW Dimensional World Eqty ETF | 0.37% | 5,939 | $439K | — |
| VXF Vanguard Extended Market ETF | 0.33% | 1,886 | $394K | — |
| IYR iShares US Real Estate ETF | 0.27% | 3,501 | $328K | — |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.27% | 13,452 | $326K | — |
| DFUV Dimensional US Marketwide Va | 0.26% | 6,695 | $311K | — |
| IBDT iShares Ibonds Dec 2028 ETF | 0.26% | 12,210 | $310K | — |
| IBDR iShares Ibonds Dec 2026 Term | 0.25% | 12,593 | $305K | — |
| AVLV Avantis US Large Cap Value | 0.24% | 3,879 | $293K | — |
| DHR Danaher Corp. | 0.21% | 1,120 | $256K | — |
| CMG Chipotle Mexican Grill Inc. | 0.18% | 6,000 | $222K | — |
| ORCL Oracle Corp. | 0.18% | 1,105 | $215K | — |
| BX Blackstone Inc. | 0.17% | 1,324 | $204K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.