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Dean, Jacobson Financial Services, LLC

Q2 2026 13F Holdings

  • Location
    fort worth, TX
  • Num holdings

    22

  • Value ($000)

    $181,724

  • Date Filed
    07/29/2026
  • 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 Q2 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
$61.33M
34 %

82,128

---

SPDR SERIES TRUST

ST STR SP600SM C
78464A300
$31.47M
17 %

288,425

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$30.84M
17 %

319,298

X
XLRE

SELECT SECTOR SPDR TR

ST STR REAL ETF
81369Y860
$23.24M
13 %

527,828

C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREAT UNIT
14020W106
$10.96M
6 %

222,469

C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREAT UNIT
14020G101
$10.88M
6 %

230,594

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$4.48M
3 %

88,571

K
KRE

SPDR SERIES TRUST

ST STR BLO 1 ETF
78468R663
$4.42M
2 %

48,252

S
SGOV

ISHARES TR

0-3 MTH TREASURY
46436E718
$645.8K
0 %

6,415

A
AAPL

APPLE INC

COM
037833100
$541.39K
0 %

1,871

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