Managers / Q1 2026
FJ Investments, LLC
CIK 0001903573 · 185 SOUTH STATE STREET, SUITE 1300, SALT LAKE CITY, UT, 84111 · 385-775-5520
Reported Value
$1.5B
Q1 2026
Positions
6
Filings on Record
10
2019–present window
Filed
May 14, 2026
original filing
Summary
Fj Investments, Llc reported $1.5B in U.S.-listed holdings across 6 positions for Q1 2026.
The portfolio is heavily concentrated: VOO alone accounts for 49.2% of reported value.
The book was largely unchanged from Q4 2025.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 82.5% · $1.3B
- Common Stock · 17.5% · $268M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.5B | 6 | May 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.6B | 6 | Feb 5, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.5B | 6 | Nov 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.4B | 6 | Aug 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.1B | 5 | May 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.1B | 5 | Feb 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.0B | 5 | Nov 1, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.0B | 5 | Aug 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.1B | 6 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $2.1B | 438 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.