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CIK: 0002109387
Total reported value
$137.2M
$137.2M
35 檔
50.8%
As reported in its official Q4 2025 Form 13F filing, Ferguson Johnson Wealth Management Inc's tracked investment portfolio stood at $137.2M with 35 total positions.
During Q4 2025, Ferguson Johnson Wealth Management Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 23.41% | -1.38% | — | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 9.87% | +0.11% | — | |
| 3 | AVIG | Avantis Core Fixed Income | ETF-Other | 9.06% | -0.45% | — | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.91% | +0.32% | — | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 7.65% | +0.12% | — | |
| 6 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 7.01% | -0.55% | — | |
| 7 | AVDE | Avantis International Equity | ETF-Other | 4.97% | -0.18% | — | |
| 8 | DFAT | Dimensional US Target Value | ETF-Other | 4.86% | -0.01% | — | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.98% | -0.21% | — | |
| 10 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.47% | +0.34% | — | |
| 11 | DIHP | Dimensional International Hi | ETF-Other | 2.52% | +0.05% | — | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 2.18% | -0.03% | — | |
| 13 | DISV | Dimensional International Sm | ETF-Other | 1.64% | +0.01% | — | |
| 14 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.63% | +0.56% | — | |
| 15 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.53% | +0.11% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.17% | +0.05% | — | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.12% | +0.29% | — | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.63% | -0.03% | — | |
| 19 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.57% | -0.04% | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | — | — | |
| 21 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.46% | +0.26% | — | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | +0.01% | — | |
| 23 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.40% | +0.01% | — | |
| 24 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.37% | +0.01% | — | |
| 25 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.33% | +0.03% | — | |
| 26 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.27% | -0.01% | — | |
| 27 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.27% | -0.02% | — | |
| 28 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.26% | +0.01% | — | |
| 29 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.26% | -0.03% | — | |
| 30 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.25% | -0.03% | — | |
| 31 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.24% | +0.01% | — | |
| 32 | DHR | Danaher CORP | Stock-Healthcare | 0.21% | -0.01% | — | |
| 33 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.18% | +0.16% | NEW | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.18% | — | — | |
| 35 | BX | Blackstone Inc | Stock-Financials | 0.17% | — | — |
According to official SEC Form 13F filings, Ferguson Johnson Wealth Management Inc reported a total U.S. public equity portfolio value of $137.2M across 35 disclosed positions in Q4 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFCF, DFAC, AVIG) accounted for 50.8% of total reported equity market value during Q4 2025.
During Q4 2025, Ferguson Johnson Wealth Management Inc's top holdings by market value included DFCF (23.4%)、DFAC (9.9%)、AVIG (9.1%). The largest single position, DFCF, represented 23.4% of total portfolio value.
In Q4 2025, Ferguson Johnson Wealth Management Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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