Dean, Jacobson Financial Services, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, Dean, Jacobson Financial Services, LLC held in its portfolio 17 assets valued at $157,618,374 (i.e. $157.62M).

The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($55.34M), SPDR SERIES TRUST ($50.90M), and ISHARES TR ($28.61M).

The chart below shows the top 10 valuable assets, and the table below shows the top 17 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Dean, Jacobson Financial Services, LLC Portfolio

SPDR S&P 500 ETF TR

SPDR SERIES TRUST

ISHARES TR

CAPITAL GROUP GROWTH ETF

CAPITAL GROUP DIVIDEND VALUE

J P MORGAN EXCHANGE TRADED F

APPLE INC

EXXON MOBIL CORP

AGNICO EAGLE MINES LTD

ISHARES TR

Dean, Jacobson Financial Services, LLC - Stock Holdings in 13F Filings (SEC)

Items per page:

0 of 0

Name of Issuer	No. of Shares	Value ($)	Class
SPDR S&P 500 ETF TR	81156	55341806	TR UNIT
SPDR SERIES TRUST	558319	50902406	STATE STREET SPD
ISHARES TR	319760	28605714	CORE MSCI EAFE
CAPITAL GROUP GROWTH ETF	189216	8414425	SHS CREATION UNI
CAPITAL GROUP DIVIDEND VALUE	184177	8037487	SHS CREATION UNI
J P MORGAN EXCHANGE TRADED F	61102	3091142	ULTRA SHRT ETF
APPLE INC	2971	807696	COM
EXXON MOBIL CORP	2908	349949	COM
AGNICO EAGLE MINES LTD	2030	344146	COM
ISHARES TR	3060	307163	0-3 MNTH TREASRY
COLUMBIA ETF TR I	6563	268032	RESH ENHNC COR
WALMART INC	2139	238306	COM
FS CREDIT OPPORTUNITIES CORP	37501	236253	COMMON STOCK
T ROWE PRICE ETF INC	6300	226163	SMALL MID CAP
BERKSHIRE HATHAWAY INC DEL	419	210610	CL B NEW
VANGUARD INDEX FDS	322	201936	S&P 500 ETF SHS
SMARTRENT INC	17396	35140	COM CL A