Ferguson Johnson Wealth Management Inc
CIK: 0002109387SEC EDGAR →
Portfolio Value
$120.3M
Holdings
35
As of
Q4 2025
New Positions
35
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 661,532 | $28.2M | 23.41% |
| 2 | DIMENSIONAL ETF TRUST | 299,784 | $11.9M | 9.87% |
| 3 | AMERICAN CENTY ETF TR | 259,748 | $10.9M | 9.06% |
| 4 | ISHARES TR | 20,099 | $9.5M | 7.91% |
| 5 | AMERICAN CENTY ETF TR | 90,210 | $9.2M | 7.65% |
| 6 | AMERICAN CENTY ETF TR | 179,102 | $8.4M | 7.01% |
| 7 | AMERICAN CENTY ETF TR | 72,584 | $6.0M | 4.97% |
| 8 | DIMENSIONAL ETF TRUST | 98,240 | $5.8M | 4.86% |
| 9 | VANGUARD BD INDEX FDS | 60,728 | $4.8M | 3.98% |
| 10 | AMERICAN CENTY ETF TR | 54,200 | $4.2M | 3.47% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 28 | $116.2M | 96.7% |
| Technology | 3 | $2.2M | 1.9% |
| Consumer Cyclical | 2 | $758K | 0.6% |
| Unknown | 1 | $754K | 0.6% |
| Healthcare | 1 | $256K | 0.2% |