Dean, Jacobson Financial Services, LLC

Q2 2025 13F Holdings

  • Location
    fort worth, TX
  • Num holdings

    15

  • Value ($000)

    $129,321

  • Date Filed
    08/14/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$48.98M
38 %

79,271

K
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
78468R663
$47.33M
37 %

515,922

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$26.26M
20 %

314,601

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$3.00M
2 %

59,146

---

TEXAS PACIFIC LAND CORPORATI

COM
88262P102
$934.90K
1 %

885

B
BKLC

BNY MELLON ETF TRUST

US LRG CP CORE
09661T107
$431.80K
0 %

3,646

A
AAPL

APPLE INC

COM
037833100
$394.13K
0 %

1,921

X
XOM

EXXON MOBIL CORP

COM
30231G102
$313.48K
0 %

2,908

S
SGOV

ISHARES TR

0-3 MNTH TREASRY
46436E718
$308.11K
0 %

3,060

F
FSCO

FS CREDIT OPPORTUNITIES CORP

COMMON STOCK
30290Y101
$272.25K
0 %

37,501

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