Dean, Jacobson Financial Services, LLC
Dean, Jacobson Financial Services, LLC reported 22 positions worth $181.7M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: SPY (33.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $61.3M | 33.75% | 82,128 | — | — | |
| ▸ 2 | SLYV | SH | $31.5M | 17.32% | 288,425 | — | — | |
| ▸ 3 | IEFA | SH | $30.8M | 16.97% | 319,298 | — | — | |
| ▸ 4 | XLRE | SH | $23.2M | 12.79% | 527,828 | — | — | |
| ▸ 5 | CGDV | SH | $11.0M | 6.03% | 222,469 | — | — | |
| ▸ 6 | CGGR | SH | $10.9M | 5.99% | 230,594 | — | — | |
| ▸ 7 | JPST | SH | $4.5M | 2.46% | 88,571 | — | — | |
| ▸ 8 | BIL | SH | $4.4M | 2.43% | 48,252 | — | — | |
| ▸ 9 | SGOV | SH | $645.8K | 0.36% | 6,415 | — | — | |
| ▸ 10 | AAPL | SH | $541.4K | 0.30% | 1,871 | — | — |
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Frequently Asked Questions
What stocks does Dean, Jacobson Financial Services, LLC hold as of Q2 2026?
Dean, Jacobson Financial Services, LLC reported 22 positions worth $181.7M in its Q2 2026 13F filing. Largest positions: SPY (33.7%), SLYV (17.3%), IEFA (17.0%), XLRE (12.8%) and CGDV (6.0%).
What did Dean, Jacobson Financial Services, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Dean, Jacobson Financial Services, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.