DOSSIER · 13F-HR · Q1 2026

Ferguson Johnson Wealth Management Inc

$123M in tracked AUM across 34 positions as of Q1 2026.

FJ
CIK 0002109387 · last filed Mar 31, 2026
Total AUM
$123M
as of Q1 2026
Holdings
34
positions
Whale Score
64
64
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Ferguson Johnson Wealth Management Inc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFCF
DIMENSIONAL ETF TRUST
$30M699K24.0%
02
DFAC
DIMENSIONAL ETF TRUST
$12M313K9.9%
03
AVIG
AMERICAN CENTY ETF TR
$11M272K9.2%
04
AVUV
AMERICAN CENTY ETF TR
$10M88K7.9%
05
AVSF
AMERICAN CENTY ETF TR
$9M192K7.3%
06
IWF
ISHARES TR
$8M20K6.9%
07
AVDE
AMERICAN CENTY ETF TR
$6M73K5.0%
08
DFAT
DIMENSIONAL ETF TRUST
$6M97K4.9%
09
BSV
VANGUARD BD INDEX FDS
$5M63K4.0%
10
AVEM
AMERICAN CENTY ETF TR
$4M54K3.5%

Filing history

2026Q1Mar 31
$123M 2.5%
34 positionsView →
2025Q4Dec 31
$120M
35 positionsView →