Ferguson Johnson Wealth Management Inc Top Holdings and 13F Report (2026) About Ferguson Johnson Wealth Management IncInvestment ActivityFerguson Johnson Wealth Management Inc has $123.23 thousand in total holdings as of March 31, 2026.Ferguson Johnson Wealth Management Inc owns shares of 34 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 3.65% of the portfolio was purchased this quarter.About 1.24% of the portfolio was sold this quarter.This quarter, Ferguson Johnson Wealth Management Inc has purchased 35 new stocks and bought additional shares in 13 stocks.Ferguson Johnson Wealth Management Inc sold shares of 13 stocks and completely divested from 3 stocks this quarter.Largest Holdings Dimensional Core Fixed Income ETF $29,522Dimensional U.S. Core Equity 2 ETF $12,152Avantis Core Fixed Income ETF $11,289Avantis U.S. Small Cap Value ETF $9,736Avantis Short-Term Fixed Income ETF $8,972 Largest New Holdings this Quarter 922042742 - Vanguard Total World Stock ETF $329 Holding571903202 - Marriott International $319 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 37,730 shares (about $1.59K)Avantis Short-Term Fixed Income ETF 12,618 shares (about $590.49)Dimensional U.S. Core Equity 2 ETF 12,947 shares (about $503.09)Avantis Core Fixed Income ETF 12,034 shares (about $499.86)Vanguard Total World Stock ETF 2,381 shares (about $329.00) Largest Sales this Quarter Avantis U.S. Small Cap Value ETF 2,069 shares (about $228.54)Dimensional International Small Cap Value ETF 3,342 shares (about $131.75)Dimensional International Value ETF 2,408 shares (about $127.07)iShares Russell 1000 Growth ETF 268 shares (about $114.26)Microsoft 210 shares (about $77.58) Sector Allocation Over TimeMap of 500 Largest Holdings ofFerguson Johnson Wealth Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFCFDimensional Core Fixed Income ETF$29,522$1,593 â–²5.7%699,26224.0%ETFDFACDimensional U.S. Core Equity 2 ETF$12,152$503 â–²4.3%312,7319.9%ETFAVIGAvantis Core Fixed Income ETF$11,289$500 â–²4.6%271,7829.2%ETFAVUVAvantis U.S. Small Cap Value ETF$9,736$229 â–¼-2.3%88,1417.9%ETFAVSFAvantis Short-Term Fixed Income ETF$8,972$590 â–²7.0%191,7207.3%ETFIWFiShares Russell 1000 Growth ETF$8,455$114 â–¼-1.3%19,8316.9%ETFAVDEAvantis International Equity ETF$6,216$59 â–²1.0%73,2745.0%ETFDFATDimensional U.S. Targeted Value ETF$6,070$64 â–¼-1.1%97,2084.9%ETFBSVVanguard Short-Term Bond ETF$4,932$171 â–²3.6%62,9054.0%ETFAVEMAvantis Emerging Markets Equity ETF$4,321$46 â–¼-1.0%53,6323.5%ETFDIHPDimensional International High Profitability ETF$3,033$50 â–¼-1.6%94,1352.5%ETFDFIVDimensional International Value ETF$2,644$127 â–¼-4.6%50,1052.1%ETFDFLVDimensional US Large Cap Value ETF$2,199$150 â–²7.3%61,5981.8%ETFDFARDimensional US Real Estate ETF$2,045$150 â–²7.9%86,5001.7%ETFDISVDimensional International Small Cap Value ETF$1,912$132 â–¼-6.4%48,5001.6%ETFVBKVanguard Small-Cap Growth ETF$1,385$32 â–²2.4%4,5841.1%ETFAAPLApple$1,303$14 â–¼-1.0%5,1361.1%Computer and TechnologyBRK.ABerkshire Hathaway$7180.0%10.6%FinanceSDYSPDR S&P Dividend ETF$7130.0%4,8870.6%ETFAVGEAvantis All Equity Markets ETF$648$84 â–²14.9%7,3650.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$522$16 â–²3.3%15,3730.4%ETFAMZNAmazon.com$459$25 â–¼-5.2%2,2050.4%Retail/WholesaleDIMENSIONAL ETF TRUST$437$1 â–¼-0.3%5,9240.4%WORLD EQUITY ETFMSFTMicrosoft$399$78 â–¼-16.3%1,0800.3%Computer and TechnologyVXFVanguard Extended Market ETF$387$1 â–¼-0.2%1,8830.3%ETFIYRiShares U.S. Real Estate ETF$331$1 â–²0.2%3,5070.3%ETFVTVanguard Total World Stock ETF$329$329 â–²New Holding2,3810.3%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$3260.0%13,4520.3%ETFDFUVDimensional US Marketwide Value ETF$3240.0%6,6950.3%ETFMARMarriott International$319$319 â–²New Holding9770.3%Consumer DiscretionaryAVLVAvantis U.S. Large Cap Value ETF$314$2 â–²0.6%3,9030.3%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$3090.0%12,2100.3%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$3050.0%12,5930.2%ETFDHRDanaher$203$9 â–¼-4.2%1,0730.2%MedicalCMGChipotle Mexican Grill$0$222 â–¼-100.0%00.0%Retail/WholesaleORCLOracle$0$215 â–¼-100.0%00.0%Computer and TechnologyBXBlackstone$0$204 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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