SEC 13F Intelligence

Managers / Q2 2025 · view latest →

FJ Investments, LLC

CIK 0001903573 · 185 SOUTH STATE STREET, SUITE 1300, SALT LAKE CITY, UT, 84111 · 385-775-5520

Reported Value
$1.4B
Q2 2025
Positions
6
Filings on Record
10
2019–present window
Filed
Aug 7, 2025
original filing

Summary

Fj Investments, Llc reported $1.4B in U.S.-listed holdings across 6 positions for Q2 2025.

The portfolio is heavily concentrated: Vanguard Index Fds alone accounts for 50.3% of reported value.

Compared with Q1 2025, the fund opened 1 new position and exited 0.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $2.1BQ4 ’23Q1 ’24: $1.1BQ2 ’24: $1.0BQ2 ’24Q3 ’24: $1.0BQ4 ’24: $1.1BQ4 ’24Q1 ’25: $1.1BQ2 ’25: $1.4BQ2 ’25Q3 ’25: $1.5BQ4 ’25: $1.6BQ4 ’25Q1 ’26: $1.5Bfilingsflow.com

Portfolio Composition

By security type
ETP: 87.4%Common Stock: 12.6%
  • ETP · 87.4% · $1.2B
  • Common Stock · 12.6% · $178M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.5B6May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.6B6Feb 5, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.5B6Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.4B6Aug 7, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.1B5May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.1B5Feb 6, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.0B5Nov 1, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.0B5Aug 8, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.1B6May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$2.1B438Feb 14, 202413F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • CALL TO ACTION FOUNDATION028-23880

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 ↗.