account_balance

Investment manager · 13F filer · SEC CIK 2109387

Ferguson Johnson Wealth Management Inc

Reported value$138Mas of Sep 30, 2026
Positions39 2 new, 1 sold out
Top 10 weight80.2%DFCF alone is 22%
FiledNov 536 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFCF Dimensional ETF Trust 22.3% Added +4%
DFAC Dimensional ETF Trust 10.2% Added +2%
AVIG American Centy ETF Tr 8.6% Added +4%
AVUV American Centy ETF Tr 7.4% Held
IWF iShares Tr 7.2% Held
AVSF American Centy ETF Tr 6.9% Added +4%
AVDE American Centy ETF Tr 5.3% Added +8%
DFAT Dimensional ETF Trust 4.6% Held
AVEM American Centy ETF Tr 3.9% Added +4%
BSV Vanguard Bd Index FDS 3.8% Added +3%
DFLV Dimensional ETF Trust 2.6% Added +9%
DIHP Dimensional ETF Trust 2.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 5, 2026, compared with the Jul 31, 2026 filing
add_circleNew
  • DFMC $235K
  • DEXC $207K
arrow_upwardAdded
  • DFLV +9%
  • AVDE +8%
  • DFAR +5%
  • VBK +4%
arrow_downwardTrimmed
  • AVGE −12%
  • AVLV −7%
  • MAR −3%
  • AAPL −3%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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