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 $181.7M across 22 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($61.3M, 33.75%), SLYV ($31.5M, 17.32%), IEFA ($30.8M, 16.97%), XLRE ($23.2M, 12.79%), CGDV ($11.0M, 6.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $61.3M | 33.75% | 82,128 | Trimmed |
| 2 | SLYV | SPDR SERIES TRUST | $31.5M | 17.32% | 288,425 | Trimmed |
| 3 | IEFA | ISHARES TR | $30.8M | 16.97% | 319,298 | Trimmed |
| 4 | XLRE | SELECT SECTOR SPDR TR | $23.2M | 12.79% | 527,828 | Added |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $11.0M | 6.03% | 222,469 | Trimmed |
| 6 | CGGR | CAPITAL GROUP GROWTH ETF | $10.9M | 5.99% | 230,594 | Trimmed |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | $4.5M | 2.46% | 88,571 | Added |
| 8 | BIL | SPDR SERIES TRUST | $4.4M | 2.43% | 48,252 | Added |
| 9 | SGOV | ISHARES TR | $645,797 | 0.36% | 6,415 | Added |
| 10 | AAPL | APPLE INC | $541,393 | 0.30% | 1,871 | Hold |
| 11 | XOM | EXXON MOBIL CORP | $397,581 | 0.22% | 2,908 | Hold |
| 12 | BILZ | PIMCO ETF TR | $389,994 | 0.21% | 3,864 | New |
| 13 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $311,971 | 0.17% | 7,590 | Added |
| 14 | RECS | COLUMBIA ETF TR I | $284,046 | 0.16% | 6,563 | Hold |
| 15 | AVGO | BROADCOM INC | $255,737 | 0.14% | 677 | Hold |
| 16 | TMSL | T ROWE PRICE EXCHANGE-TRADED | $253,225 | 0.14% | 5,775 | Trimmed |
| 17 | AEM | AGNICO EAGLE MINES LTD | $239,521 | 0.13% | 1,544 | Hold |
| 18 | WMT | WALMART INC | $242,263 | 0.13% | 2,139 | Hold |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $209,664 | 0.12% | 419 | Hold |
| 20 | VOO | VANGUARD INDEX FDS | $225,960 | 0.12% | 329 | Trimmed |
| 21 | FSCO | FS CREDIT OPPORTUNITIES CORP | $79,419 | 0.04% | 15,916 | Trimmed |
| 22 | SMRT | SMARTRENT INC | $20,701 | 0.01% | 17,396 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30