FJ Investments, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), FJ Investments, LLC reported 5 stock positions worth $1.1 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 79.8% of the portfolio, followed by Alphabet Class A (GOOGL, 6.6%) and Amazon.com (AMZN, 4.6%). Compared with Q4 2023, it sold out of 422 and reduced 4. The biggest sale was an exit from Apple (AAPL).

Most Recent 13F
Q2 2026
Location
Salt Lake City, UT
CIK
0001903573
Portfolio Value
$1.1B (Q1 2024)
SEC Filing
0000950123-24-005158 ↗ filed May 15, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.1B $1.1B Q1 2024 Q2 2024: $1.0B Q2 2024 Q3 2024: $1.0B Q3 2024 Q4 2024: $1.1B Q4 2024 Q1 2025: $1.1B Q1 2025 Q2 2025: $1.4B Q2 2025 Q3 2025: $1.5B Q3 2025 Q4 2025: $1.6B Q4 2025 Q1 2026: $1.5B Q1 2026 Q2 2026: $1.8B Q2 2026

Holdings 5 stocks · $1.1B
VOO Vanguard S&P 500 ETF 79.81% 1,902,884 $914.7M Reduce -8.1%
GOOGL Alphabet Inc. Class A 6.63% 503,730 $76.0M Reduce -14.9%
AMZN Amazon.com Inc. 4.60% 292,141 $52.7M Reduce -42.6%
BRK.B Berkshire Hathaway Inc. Class B 4.57% 124,575 $52.4M Reduce -27.2%
ACWI iShares MSCI Acwi ETF 4.39% 457,202 $50.4M No change

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Sold out 0.00% −3.13
MSFT Microsoft Corp. Sold out 0.00% −3.10
VGT Vanguard Info Tech ETF Sold out 0.00% −2.89
NVDA Nvidia Corp. Sold out 0.00% −1.51
META Meta Platforms Inc. Class A Sold out 0.00% −0.97
GOOG Alphabet Inc. Class C Sold out 0.00% −0.73
JPM JPMorgan Chase & Co. Sold out 0.00% −0.61
UNH Unitedhealth Group Inc. Sold out 0.00% −0.60
AVGO Broadcom Inc. Sold out 0.00% −0.57
LLY Eli Lilly & Co. Sold out 0.00% −0.56
V Visa Inc. Class A Sold out 0.00% −0.52
HD Home Depot Inc. Sold out 0.00% −0.43
TSLA Tesla Inc. Sold out 0.00% −0.41
COST Costco Wholesale Corp. Sold out 0.00% −0.36
ACN Accenture PLC Class A Sold out 0.00% −0.35
MRK Merck & Co. Inc. Sold out 0.00% −0.34
ABBV Abbvie Inc. Sold out 0.00% −0.34
ADBE Adobe Inc. Sold out 0.00% −0.34
CVX Chevron Corp. Sold out 0.00% −0.32
LIN Linde PLC Sold out 0.00% −0.32
AMD Advanced Micro Devices Sold out 0.00% −0.29
BAC Bank of America Corp. Sold out 0.00% −0.29
KO The Coca-Cola Co. Sold out 0.00% −0.28
WMT Walmart Inc. Sold out 0.00% −0.27
MCD McDonald's Corp. Sold out 0.00% −0.27
NFLX Netflix Inc. Sold out 0.00% −0.27
NEE Nextera Energy Inc. Sold out 0.00% −0.26
INTC Intel Corp. Sold out 0.00% −0.26
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.25
CRM Salesforce Inc. Sold out 0.00% −0.25
ABT Abbott Laboratories Sold out 0.00% −0.24
CMCSA Comcast Corp. Class A Sold out 0.00% −0.23
MA Mastercard Inc. Class A Sold out 0.00% −0.22
WFC Wells Fargo & Co. Sold out 0.00% −0.22
DIS The Walt Disney Co. Sold out 0.00% −0.20
INTU Intuit Inc. Sold out 0.00% −0.20
QCOM Qualcomm Inc. Sold out 0.00% −0.20
VZ Verizon Communications Inc. Sold out 0.00% −0.20
TXN Texas Instruments Inc. Sold out 0.00% −0.19
AMGN Amgen Inc. Sold out 0.00% −0.19
DHR Danaher Corp. Sold out 0.00% −0.19
CAT Caterpillar Inc. Sold out 0.00% −0.19
UNP Union Pacific Corp. Sold out 0.00% −0.19
BA The Boeing Co. Sold out 0.00% −0.18
IBM Intl Business Machines Corp. Sold out 0.00% −0.18
PM Philip Morris International Sold out 0.00% −0.18
SPGI S&P Global Inc. Sold out 0.00% −0.18
NOW ServiceNow Inc. Sold out 0.00% −0.18
COP Conocophillips Sold out 0.00% −0.17
HON Honeywell International Inc. Sold out 0.00% −0.17

Portfolio Buys Q4 2023 → Q1 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 6$1.8BVOO, GOOGL, VGSH, PARR, AMZN
Q1 2026 5$1.5BVOO, GOOGL, PARR, AMZN, BRK.B
Q4 2025 5$1.6BVOO, GOOGL, PARR, AMZN, BRK.B
Q3 2025 5$1.5BVOO, GOOGL, PARR, AMZN, BRK.B
Q2 2025 5$1.4BVOO, GOOGL, AMZN, BRK.B, PARR
Q1 2025 4$1.1BVOO, GOOGL, BRK.B, AMZN
Q4 2024 4$1.1BVOO, GOOGL, AMZN, BRK.B
Q3 2024 4$1.0BVOO, GOOGL, BRK.B, AMZN
Q2 2024 4$1.0BVOO, GOOGL, AMZN, BRK.B
Q1 2024 5$1.1BVOO, GOOGL, AMZN, BRK.B, ACWI