FJ Investments, LLC — 13F Holdings & Portfolio
CIK 1903573 · latest 13F-HR filed 2026-08-06
FJ Investments, LLC manages $1.84B in 13F-reported U.S. long-equity assets across 7 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (47.20%), VOO (31.44%), GOOGL (9.86%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 0, added to 3, and trimmed 1.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SALT LAKE CITY, UT 84111
$1.84B
Long-equity book
7
Distinct positions
2026-06-30
Filed 2026-08-06
+1 / −0 / ↑3 / ↓1
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$183.0M +14.5%
- ALPHABET INC$35.6M +24.4%
- AMAZON COM INC$4.4M +14.4%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VOO | 922908363 | $869.3M | 47.20% | 1,265,716 | SH |
| 2 | VANGUARD INDEX FDS | VOO | 922908363 | $579.0M | 31.44% | 842,980 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $181.6M | 9.86% | 508,140 | SH |
| 4 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $90.2M | 4.90% | 1,550,014 | SH |
| 5 | PAR PAC HOLDINGS INC | PARR | 69888T207 | $55.6M | 3.02% | 991,107 | SH |
| 6 | AMAZON COM INC | AMZN | 023135106 | $34.8M | 1.89% | 146,071 | SH |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $31.2M | 1.69% | 62,288 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-06 | $1.84B | 7 | 0000912282-26-001041 |
| 2026-03-31 | 2026-05-14 | $1.53B | 6 | 0000912282-26-000713 |
| 2025-12-31 | 2026-02-05 | $1.58B | 6 | 0000912282-26-000261 |
| 2025-09-30 | 2025-11-12 | $1.55B | 6 | 0000912282-25-001226 |