Ferguson Johnson Wealth Management
Ferguson Johnson Wealth Management reported 38 stocks worth $137K in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are DFCF (22.6%), Dimensional ETF Trust (10.0%) and AVIG (8.7%). Compared with Q1 2026, the fund opened new positions in GOOGL, DFAE and CMG, added to DFCF, AVIG and IWF and trimmed VT and MAR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFCF Dimensional Core Fixed | $31K | 22.6% | 734K | +35K (+5%) | 3 of 3 | |
| 2 | DIMENSIONAL ETF TRUST | $14K | 10.0% | 308K | −4,411 (−1%) | 3 of 3 | |
| 3 |  AVIG American Centy ETF TR | $12K | 8.7% | 289K | +17K (+6%) | 3 of 3 | |
| 4 |  AVUV American Centy ETF TR | $11K | 8.0% | 88K | No change | 3 of 3 | |
| 5 |  IWF Ishares TR | $10K | 7.2% | 79K | +59K (+300%) | 3 of 3 | |
| 6 |  AVSF American Centy ETF TR | $9K | 6.7% | 198K | +6,585 (+3%) | 3 of 3 | |
| 7 | DIMENSIONAL U S TARGETED | $7K | 4.9% | 97K | −602 (−1%) | 3 of 3 | |
| 8 |  AVDE American Centy ETF TR | $7K | 4.9% | 75K | +1,452 (+2%) | 3 of 3 | |
| 9 |  AVEM American Centy ETF TR | $5K | 3.9% | 55K | +1,095 (+2%) | 3 of 3 | |
| 10 |  BSV Vanguard Short-Term Bond ETF | $5K | 3.8% | 67K | +3,751 (+6%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 31, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Ferguson Johnson Wealth Management 13F FAQ
What does Ferguson Johnson Wealth Management own?
Ferguson Johnson Wealth Management reported 38 stocks worth $137K in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are DFCF (22.6%), Dimensional ETF Trust (10.0%) and AVIG (8.7%). The table above lists every position in the filing (the top 10 without an account).
What did Ferguson Johnson Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 21 added to, 4 trimmed and 0 sold out. New positions include GOOGL, DFAE and CMG.
When will Ferguson Johnson Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Ferguson Johnson Wealth Management's portfolio worth?
The Q2 2026 filing reports $137K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.