Ferguson Johnson Wealth Management Inc

ROCKVILLE, MD · CIK 2109387 · 13F filing filed 2026-07-31

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$137.2m reported value +11.3% vs Q1 2026

38positions

80.6%in top 10

4 new 21 added 5 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	733,815	$31.0m22.58%	22.58%	Added +34.6k	+34,553 4.9%
2	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	308,320	$13.7m9.97%	9.97%	Reduced -4.4k	-4,411 -1.4%
3	AMERICAN CENTY ETF TR AVANTIS CORE FI AVIG	AVIG	288,554	$11.9m8.71%	8.71%	Added +16.8k	+16,772 6.2%
4	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	88,162	$11.0m8.02%	8.02%	Added +21	+21 0.0%
5	ISHARES TR RUS 1000 GRW ETF IWF	IWF	79,322	$9.8m7.18%	7.18%	Reduced -2	-2 0.0%
6	AMERICAN CENTY ETF TR AVANTIS SHFXDINC AVSF	AVSF	198,305	$9.2m6.73%	6.73%	Added +6.6k	+6,585 3.4%
7	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	96,606	$6.8m4.92%	4.92%	Reduced -602	-602 -0.6%
8	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	74,726	$6.7m4.86%	4.86%	Added +1.5k	+1,452 2.0%
9	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	54,727	$5.3m3.85%	3.85%	Added +1.1k	+1,095 2.0%
10	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	66,656	$5.2m3.79%	3.79%	Added +3.8k	+3,751 6.0%
11	DIMENSIONAL ETF TRUST INTL HIGH PROFIT DIHP	DIHP	100,741	$3.4m2.51%	2.51%	Added +6.6k	+6,606 7.0%
12	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	81,283	$3.2m2.34%	2.34%	Added +19.7k	+19,685 32.0%
13	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	53,901	$2.9m2.12%	2.12%	Added +3.8k	+3,796 7.6%
14	DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E		92,655	$2.4m1.77%	1.77%	Added +6.2k	+6,155 7.1%
15	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	53,460	$2.1m1.56%	1.56%	Added +5.0k	+4,960 10.2%
16	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	5,285	$1.9m1.41%	1.41%	Added +701	+701 15.3%
17	APPLE INC COM AAPL	AAPL	5,266	$1.5m1.11%	1.11%	Added +130	+130 2.5%
18	AMERICAN CENTY ETF TR AVANTIS ALL EQT AVGE	AVGE	10,954	$1.1m0.79%	0.79%	Added +3.6k	+3,589 48.7%
19	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	1	$748.0k0.55%	0.55%	Unchanged
20	SPDR SER TR S&P DIVID ETF SDY	SDY	4,887	$743.0k0.54%	0.54%	Unchanged
21	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	16,142	$594.0k0.43%	0.43%	Added +769	+769 5.0%
22	AMAZON COM INC COM AMZN	AMZN	2,210	$526.0k0.38%	0.38%	Added +5	+5 0.2%
23	DIMENSIONAL ETF TRUST WORLD EQUITY ETF DFAW	DFAW	5,991	$495.0k0.36%	0.36%	Added +67	+67 1.1%
24	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	1,883	$463.0k0.34%	0.34%	Unchanged
25	MICROSOFT CORP COM MSFT	MSFT	1,186	$442.0k0.32%	0.32%	Added +106	+106 9.8%
26	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	6,695	$368.0k0.27%	0.27%	Unchanged
27	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	3,949	$360.0k0.26%	0.26%	Added +46	+46 1.2%
28	ISHARES TR U.S. REAL ES ETF IYR	IYR	3,514	$359.0k0.26%	0.26%	Added +7	+7 0.2%
29	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	2,289	$359.0k0.26%	0.26%	Reduced -92	-92 -3.9%
30	MARRIOTT INTL INC NEW CL A MAR	MAR	946	$350.0k0.26%	0.26%	Reduced -31	-31 -3.2%
31	ISHARES TR IBONDS 27 ETF IBDS	IBDS	13,452	$325.0k0.24%	0.24%	Unchanged
32	ISHARES TR IBDS DEC28 ETF IBDT	IBDT	12,210	$308.0k0.22%	0.22%	Unchanged
33	ISHARES TR IBONDS DEC2026 IBDR	IBDR	12,593	$305.0k0.22%	0.22%	Unchanged
34	ALPHABET INC CAP STK CL A GOOGL	GOOGL	760	$271.0k0.20%	0.20%	New
35	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	6,369	$256.0k0.19%	0.19%	New
36	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	6,500	$221.0k0.16%	0.16%	New
37	ALPHABET INC CAP STK CL C GOOG	GOOG	604	$213.0k0.16%	0.16%	New
38	DANAHER CORPORATION COM DHR	DHR	1,073	$204.0k0.15%	0.15%	Unchanged