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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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