Ferguson Johnson Wealth Management Inc

Est. AUM

$123.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$29.5M	699262	23.96%	SOLE
2	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$12.2M	312731	9.86%	SOLE
3	AMERICAN CENTY ETF TR	AVANTIS CORE FI	$11.3M	271782	9.16%	SOLE
4	AMERICAN CENTY ETF TR	US SML CP VALU	$9.7M	88141	7.90%	SOLE
5	AMERICAN CENTY ETF TR	AVANTIS SHFXDINC	$9.0M	191720	7.28%	SOLE
6	ISHARES TR	RUS 1000 GRW ETF	$8.5M	19831	6.86%	SOLE
7	AMERICAN CENTY ETF TR	INTL EQT ETF	$6.2M	73274	5.04%	SOLE
8	DIMENSIONAL ETF TRUST	US TARGETED VLU	$6.1M	97208	4.93%	SOLE
9	VANGUARD BD INDEX FDS	SHORT TRM BOND	$4.9M	62905	4.00%	SOLE
10	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$4.3M	53632	3.51%	SOLE
11	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$3.0M	94135	2.46%	SOLE
12	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$2.6M	50105	2.15%	SOLE
13	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$2.2M	61598	1.78%	SOLE
14	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$2.0M	86500	1.66%	SOLE
15	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$1.9M	48500	1.55%	SOLE
16	VANGUARD INDEX FDS	SML CP GRW ETF	$1.4M	4584	1.12%	SOLE
17	APPLE INC	COM	$1.3M	5136	1.06%	SOLE
18	BERKSHIRE HATHAWAY INC DEL	CL A	$718K	1	0.58%	SOLE
19	SPDR SERIES TRUST	STATE STREET SPD	$713K	4887	0.58%	SOLE
20	AMERICAN CENTY ETF TR	AVANTIS ALL EQT	$648K	7365	0.53%	SOLE
21	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$522K	15373	0.42%	SOLE
22	AMAZON COM INC	COM	$459K	2205	0.37%	SOLE
23	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$437K	5924	0.35%	SOLE
24	MICROSOFT CORP	COM	$399K	1080	0.32%	SOLE
25	VANGUARD INDEX FDS	EXTEND MKT ETF	$387K	1883	0.31%	SOLE
26	ISHARES TR	U.S. REAL ES ETF	$331K	3507	0.27%	SOLE
27	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$329K	2381	0.27%	SOLE
28	ISHARES TR	IBONDS 27 ETF	$326K	13452	0.26%	SOLE
29	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$324K	6695	0.26%	SOLE
30	MARRIOTT INTL INC NEW	CL A	$319K	977	0.26%	SOLE
31	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$314K	3903	0.25%	SOLE
32	ISHARES TR	IBDS DEC28 ETF	$309K	12210	0.25%	SOLE
33	ISHARES TR	IBONDS DEC2026	$305K	12593	0.25%	SOLE
34	DANAHER CORP DEL	COM	$203K	1073	0.16%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.