Dean, Jacobson Financial Services, LLC: 13F holdings
CIK 18694562026Q2
| Positions | 22 |
|---|
| Reported value | $181.7m |
|---|
| Filed | 2026-07-29 |
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Change since last quarter
| Positions | 22 (+1 vs prior quarter) |
|---|
| Reported value | $181.7m (+11.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 82,128 | $61.3m | 33.7% |
| SLYV SPDR SERIES TRUST | 288,425 | $31.5m | 17.3% |
| IEFA ISHARES TR | 319,298 | $30.8m | 17.0% |
| XLRE SELECT SECTOR SPDR TR | 527,828 | $23.2m | 12.8% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 222,469 | $11.0m | 6.0% |
| CGGR CAPITAL GROUP GROWTH ETF | 230,594 | $10.9m | 6.0% |
| JPST J P MORGAN EXCHANGE TRADED F | 88,571 | $4.5m | 2.5% |
| BIL SPDR SERIES TRUST | 48,252 | $4.4m | 2.4% |
| SGOV ISHARES TR | 6,415 | $645,797 | 0.4% |
| AAPL APPLE INC | 1,871 | $541,393 | 0.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1869456")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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