Ferguson Johnson Wealth Management Inc
•CIK: 2109387•Filing: Q4 2025
**Ferguson Johnson Wealth Management Inc.** manages $120M across a portfolio of 35 positions. The firm exhibits a notable concentration in specialized assets, with DFCF representing the largest holding at $28.2M. Further significant allocations include DFAC ($11.9M), AVIG ($10.9M), and IWF ($9.5M). This structure suggests a focused, high-conviction approach within its investment mandate.
Total AUM
$120.3M
QoQ Performance
N/A
Positions
14
Top 10 Concentration
82.2%
Latest Filing
Q4 2025
Top Holdings Allocation
DFCF
DFAC
AVIG
IWF
AVUV
AVSF
DFCF23.4%
DFAC9.9%
AVIG9.1%
IWF7.9%
AVUV7.6%
AVSF7.0%
AVDE5.0%
DFAT4.9%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other96.7%
Technology1.9%
Consumer0.6%
Financial0.6%
Healthcare0.2%