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Dean, Jacobson Financial Services, LLC

Q4 2025 13F Holdings

  • Location
    fort worth, TX
  • Num holdings

    18

  • Value ($000)

    $157,618

  • Date Filed
    02/03/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$55.34M
35 %

81,156

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$28.61M
18 %

319,760

---

SPDR SERIES TRUST

STATE STREET SPD
78464A300
$25.93M
17 %

285,071

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R663
$24.97M
16 %

273,248

C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
14020G101
$8.41M
5 %

189,216

C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$8.04M
5 %

184,177

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$3.09M
2 %

61,102

A
AAPL

APPLE INC

COM
037833100
$807.7K
1 %

2,971

X
XOM

EXXON MOBIL CORP

COM
30231G102
$349.95K
0 %

2,908

A
AEM

AGNICO EAGLE MINES LTD

COM
008474108
$344.15K
0 %

2,030

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