Ferguson Johnson Wealth Management Inc Q2 2026 Portfolio Activity
A detailed look at the investment strategy of Ferguson Johnson Wealth Management Inc during the second quarter of 2026, highlighting significant purchases and adjustments.
As part of its ongoing portfolio management for the period ending June 30th, 2026, Ferguson Johnson Wealth Management Inc made several notable changes to its holdings. The firm's primary focus appears to be on Dimensional Fund Trust and American Century ETF Trust products, which together constitute the vast majority of its portfolio allocations.
The most significant purchase during this quarter was a substantial increase in shares of ISHARES TR (IWF). The fund value rose by nearly $1,000 to reach its current allocation percentage of 7.18%, indicating strong confidence or strategic adjustment towards this Vanguard small-cap index fund.
Other major buying activities included significant additions to Dimensional Fund Trust's (DFCF), increasing its allocation from 22.58% previously, and a large purchase of American Century ETF Trust's (DFAE) which effectively doubled the position in this small-cap blend fund.
In contrast to these significant inflows, there was one clear sale or reduction: a decrease of 1.41% in shares of Dimensional Fund Trust's (DFAC). This ETF saw its share count drop by over 4,000 units during the quarter.
Additionally, the firm adjusted other positions slightly. For instance, Dimensional Fund Trust's (AVSF) allocation increased by 3.43%, while American Century ETF Trust's (AVDE) and (AVEM) funds also saw modest share growth. On the other hand, Dimensional Fund Trust's (DIHP) allocation decreased by 0.73%.
The portfolio maintains a heavy concentration in Dimensional and American Century funds (96.45%), with minor allocations to specific sectors like Technology, Consumer Cyclical, Financial Services, Communication Services, and Healthcare. Overall, the quarter saw more buying than selling activity by this investor.