Ferguson Johnson Wealth Management Inc - Portfolio overview

Ferguson Johnson Wealth Management Inc has 34 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. DFCF - DIMENSIONAL ETF TRUST, 23.96%
2. DFAC - DIMENSIONAL ETF TRUST, 9.86%
3. AVIG - AMERICAN CENTY ETF TR, 9.16%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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