Dean, Jacobson Financial Services, LLC

Q1 2025 13F Holdings

  • Location
    fort worth, TX
  • Num holdings

    11

  • Value ($000)

    $130,034

  • Date Filed
    04/28/2025
  • Form type
    13F-HR
  • CIK
    0001869456
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$54.61M
42 %

97,621

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$25.04M
19 %

331,057

KRE
KRE

SPDR SER TR

BLOOMBERG 1-3 MO
78468R663
$24.61M
19 %

268,297

XLRE
XLRE

SELECT SECTOR SPDR TR

RL EST SEL SEC
81369Y860
$21.57M
17 %

515,347

JPST
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$1.53M
1 %

30,196

---

TEXAS PACIFIC LAND CORPORATI

COM
88262P102
$1.17M
1 %

885

AAPL
AAPL

APPLE INC

COM
037833100
$415.61K
0 %

1,871

XOM
XOM

EXXON MOBIL CORP

COM
30231G102
$345.85K
0 %

2,908

FSCO
FSCO

FS CREDIT OPPORTUNITIES CORP

COMMON STOCK
30290Y101
$297.45K
0 %

42,192

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$223.15K
0 %

419

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