SEC 13F Intelligence

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: Vanguard Index Fds alone accounts for 49.2% of reported value.

The book was largely unchanged from Q4 2025.

Portfolio Metrics

Turnover
+1.7%
vs prior filed quarter
Largest Position
+49.2%
Vanguard Index Fds

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

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: 82.5%Common Stock: 17.5%
  • ETP · 82.5% · $1.3B
  • Common Stock · 17.5% · $268M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
VANGUARD INDEX FDSHELD+6.8K2.12M$58M$1.3B
GOOGLALPHABET INCHELD+350507.8K$13M$146M
PARRPAR PAC HOLDINGS INCHELD+0991.1K+$27M$62M
AMZNAMAZON COM INCHELD+0146.1K$3M$30M
BRK/BBERKSHIRE HATHAWAY INC DELHELD+062.3K$1M$30M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

5 positions
#IssuerClass% PortfolioValueShares
1VANGUARD INDEX FDSS&P 500 ETF SHS82.50%$1.3B2.12M
2GOOGLALPHABET INChistory →CAP STK CL A9.52%$146M507.8K
3PARRPAR PAC HOLDINGS INChistory →COM NEW4.05%$62M991.1K
4AMZNAMAZON COM INChistory →COM1.98%$30M146.1K
5BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.95%$30M62.3K

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 ↗

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 ↗.