Dean, Jacobson Financial Services, LLC Portfolio Holdings

Dean, Jacobson Financial Services, LLC

  • $129 Million
  • Q2 2025

Dean, Jacobson Financial Services, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $129 Million distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $49M, Spdr Bloomberg 1 3 Month T Bil with a value of $47.3M, Ishares Tr with a value of $26.3M, Jp Morgan ETF Tr Ultra Short I with a value of $3M, and Texas Pacific Land Corp with a value of $934K.

Examining the 13F form we can see an decrease of $690K in the current position value, from $130M to 129M.

Below you can find more details about Dean, Jacobson Financial Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $129 Million
ETFs: $127 Million
Energy: $1.25 Million
Technology: $614,000
Basic Materials: $241,000
Financial Services: $213,000
Consumer Defensive: $209,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $129 Million
  • Prior Value $130 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
Track This Portfolio

Track Dean, Jacobson Financial Services, LLC Portfolio

Follow Dean, Jacobson Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dean, Jacobson Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dean, Jacobson Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email