StockDriftsStockDriftsTop 38 Ferguson Johnson Wealth Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFCF | DIMENSIONAL ETF TRUST | 22.58% | 733.8K | $31.0M | +4.94%(+34.55K) | $42.62(-2.78%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 9.97% | 308.3K | $13.7M | -1.41%(-4.41K) | $39.09(+17.80%) | 2026-06-30 | |
| AVIG | AMERICAN CENTY ETF TR | 8.71% | 288.6K | $11.9M | +6.17%(+16.77K) | $41.96(-2.56%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 8.02% | 88.2K | $11.0M | +0.02%(+21) | $100.76(+27.19%) | 2026-06-30 | |
| IWF | ISHARES TR | 7.18% | 79.3K | $9.8M | -0.00%(-2) | $117.71(+4.82%) | 2026-06-30 | |
| AVSF | AMERICAN CENTY ETF TR | 6.73% | 198.3K | $9.2M | +3.43%(+6.58K) | $47.12(-1.55%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 4.92% | 96.6K | $6.8M | -0.62%(-602) | $58.88(+22.89%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 4.86% | 74.7K | $6.7M | +1.98%(+1.45K) | $80.74(+16.82%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 3.85% | 54.7K | $5.3M | +2.04%(+1.09K) | $76.29(+22.77%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 3.79% | 66.7K | $5.2M | +5.96%(+3.75K) | $78.81(-1.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.38% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.06% |
Ferguson Johnson Wealth Management Inc reports $137.15M in US-listed equity holdings across 38 positions in its most recent 13F filing. Its largest disclosed positions are DFCF (22.6%), DFAC (10.0%) and AVIG (8.7%). The top 20 holdings account for 95.31% of reported assets. Its disclosed equity book has returned +6.38% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ferguson Johnson Wealth Management Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2109387). View Ferguson Johnson Wealth Management Inc’s 13F filings on SEC