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Dean, Jacobson Financial Services, LLC

Q1 2026 13F Holdings

  • Location
    fort worth, TX
  • Num holdings

    21

  • Value ($000)

    $162,767

  • Date Filed
    04/28/2026
  • 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 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$53.74M
33 %

82,635

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$29.17M
18 %

322,221

---

SPDR SERIES TRUST

STATE STREET SPD
78464A300
$27.49M
17 %

290,705

X
XLRE

SELECT SECTOR SPDR TR

STATE STREET REA
81369Y860
$21.32M
13 %

522,170

C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$9.54M
6 %

224,250

C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
14020G101
$9.35M
6 %

232,555

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R663
$4.41M
3 %

48,099

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$4.31M
3 %

85,091

X
XOM

EXXON MOBIL CORP

COM
30231G102
$493.37K
0 %

2,908

A
AAPL

APPLE INC

COM
037833100
$474.84K
0 %

1,871

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