Dean, Jacobson Financial Services, LLC
Q2 2025 13F Holdings
- Locationfort worth, TX
- Num holdings
15
- Value ($000)
$129,321
- Date Filed08/14/2025
- Form type13F-HR
- CIK0001869456
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $48.98M | 38 % | 79,271 | ||
KRE SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 | $47.33M | 37 % | 515,922 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $26.26M | 20 % | 314,601 | ||
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 | ||
BKLC BNY MELLON ETF TRUST | US LRG CP CORE | 09661T107 | $431.80K | 0 % | 3,646 | ||
AAPL APPLE INC | COM | 037833100 | $394.13K | 0 % | 1,921 | ||
XOM EXXON MOBIL CORP | COM | 30231G102 | $313.48K | 0 % | 2,908 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $308.11K | 0 % | 3,060 | ||
FSCO FS CREDIT OPPORTUNITIES CORP | COMMON STOCK | 30290Y101 | $272.25K | 0 % | 37,501 |
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