Dean Jacobson Financial Services 13F Portfolio Q3 2025

Dean, Jacobson Financial Services, LLC (CIK: 0001869456) is a financial institution headquartered at 3112 W. 4Th Street, , Fort Worth, Texas 76107. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-09-30), the institution manages a portfolio valued at $137,631,169, comprising 16 distinct securities. Over its filing history, it has submitted 17 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Top Buys

Q3 2025

No buy transactions available for this period

Top Sells

Q3 2025

No sell transactions available for this period

Stocks/ETFs

+6.43%

$137.63 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
SPDR S&P 500 ETF Trust ETF-SPY	80,398	$53,559,297	38.92%	▲ 1,127	Add 1.4%
iShares Core MSCI EAFE ETF ETF-IEFA	317,465	$27,717,850	20.14%	▲ 2,864	Add 0.9%
SPDR S&P 600 Small Cap Value ETF ETF-SLYV	276,773	$24,535,968	17.83%	▲ 276,773	New Buy
SPDR Bloomberg 1-3 Month T-Bill ETF ETF-BIL	266,795	$24,478,519	17.79%	▼ 249,127	Reduce -48.3%
JPMorgan Ultra-Short Income ETF ETF-JPST	67,013	$3,399,554	2.47%	▲ 7,867	Add 13.3%
Texas Pacific Land Corporation TPL	2,655	$826,271	0.60%
Capital Group Growth ETF ETF-CGGR	10,941	$480,531	0.35%	▲ 10,941	New Buy
Apple Inc. AAPL	1,871	$476,412	0.35%	▼ 50	Reduce -2.6%
Agnico Eagle Mines Limited AEM	2,030	$342,177	0.25%
Exxon Mobil Corporation XOM	2,908	$327,878	0.24%

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Dean, Jacobson Financial Services, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Dean, Jacobson Financial Services, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 16 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Stocks ETFs

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CALL PUT

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Dean, Jacobson Financial Services, LLC Quarterly 13F Statistics

📊 Discover detailed insights into Dean, Jacobson Financial Services, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Dean, Jacobson Financial Services, LLC's All 13F Filings

📑 This section lists all SEC Form 13F filings submitted by Dean, Jacobson Financial Services, LLC, a registered institutional investment manager. Since 2013, we have tracked a total of 0 filings submitted by this firm.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Dean, Jacobson Financial Services, LLC 13F Filings, Portfolio & Analysis

Dean, Jacobson Financial Services, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q3 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2025)

Historical Portfolio Charts

Dean, Jacobson Financial Services, LLC's Portfolio

Dean, Jacobson Financial Services, LLC Quarterly 13F Statistics

Dean, Jacobson Financial Services, LLC's All 13F Filings