Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Dean, Jacobson Financial Services, LLC (CIK 1869456) reported $162.8M across 21 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($53.7M, 33.02%), IEFA ($29.2M, 17.92%), SLYV ($27.5M, 16.89%), XLRE ($21.3M, 13.10%), CGDV ($9.5M, 5.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $53.7M | 33.02% | 82,635 | Added |
| 2 | IEFA | ISHARES TR | $29.2M | 17.92% | 322,221 | Added |
| 3 | SLYV | SPDR SERIES TRUST | $27.5M | 16.89% | 290,705 | Added |
| 4 | XLRE | SELECT SECTOR SPDR TR | $21.3M | 13.10% | 522,170 | New |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $9.5M | 5.86% | 224,250 | Added |
| 6 | CGGR | CAPITAL GROUP GROWTH ETF | $9.3M | 5.74% | 232,555 | Added |
| 7 | BIL | SPDR SERIES TRUST | $4.4M | 2.71% | 48,099 | Trimmed |
| 8 | JPST | J P MORGAN EXCHANGE TRADED F | $4.3M | 2.65% | 85,091 | Added |
| 9 | XOM | EXXON MOBIL CORP | $493,371 | 0.30% | 2,908 | Hold |
| 10 | AAPL | APPLE INC | $474,842 | 0.29% | 1,871 | Trimmed |
| 11 | AEM | AGNICO EAGLE MINES LTD | $313,401 | 0.19% | 1,544 | Trimmed |
| 12 | SGOV | ISHARES TR | $312,247 | 0.19% | 3,102 | Added |
| 13 | TCAF | T ROWE PRICE ETF INC | $269,148 | 0.17% | 7,562 | New |
| 14 | RECS | COLUMBIA ETF TR I | $255,825 | 0.16% | 6,563 | Hold |
| 15 | WMT | WALMART INC | $265,835 | 0.16% | 2,139 | Hold |
| 16 | TMSL | T ROWE PRICE ETF INC | $226,613 | 0.14% | 6,180 | Trimmed |
| 17 | AVGO | BROADCOM INC | $209,538 | 0.13% | 677 | New |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $200,785 | 0.12% | 419 | Hold |
| 19 | VOO | VANGUARD INDEX FDS | $200,776 | 0.12% | 336 | Added |
| 20 | FSCO | FS CREDIT OPPORTUNITIES CORP | $191,252 | 0.12% | 37,501 | Hold |
| 21 | SMRT | SMARTRENT INC | $26,094 | 0.02% | 17,396 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31