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Dean, Jacobson Financial Services, LLC

Q3 2025 13F Holdings

  • Location
    fort worth, TX
  • Num holdings

    16

  • Value ($000)

    $137,631

  • Date Filed
    12/09/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$53.56M
39 %

80,398

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$27.72M
20 %

317,465

---

SPDR SERIES TRUST

S&P 600 SMCP VAL
78464A300
$24.54M
18 %

276,773

K
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
78468R663
$24.48M
18 %

266,795

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$3.4M
3 %

67,013

---

TEXAS PACIFIC LAND CORPORATI

COM
88262P102
$826.27K
1 %

885

C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
14020G101
$480.53K
0 %

10,941

A
AAPL

APPLE INC

COM
037833100
$476.41K
0 %

1,871

A
AEM

AGNICO EAGLE MINES LTD

COM
008474108
$342.18K
0 %

2,030

X
XOM

EXXON MOBIL CORP

COM
30231G102
$327.88K
0 %

2,908

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