Dean, Jacobson Financial Services, LLC

FORT WORTH, TX · CIK 1869456 · 13F filing filed 2026-07-29

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNaval Air Station Jrb, TX

$181.7m reported value +11.6% vs Q1 2026

22positions

98.4%in top 10

1 new 5 added 8 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	82,128	$61.3m33.75%	33.75%	Reduced -507	-507 -0.6%
2	SPDR SER TR S&P 600 SMCP VAL SLYV	SLYV	288,425	$31.5m17.32%	17.32%	Reduced -2.3k	-2,280 -0.8%
3	ISHARES TR CORE MSCI EAFE IEFA	IEFA	319,298	$30.8m16.97%	16.97%	Reduced -2.9k	-2,923 -0.9%
4	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	527,828	$23.2m12.79%	12.79%	Added +5.7k	+5,658 1.1%
5	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	222,469	$11.0m6.03%	6.03%	Reduced -1.8k	-1,781 -0.8%
6	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	230,594	$10.9m5.99%	5.99%	Reduced -2.0k	-1,961 -0.8%
7	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	88,571	$4.5m2.46%	2.46%	Added +3.5k	+3,480 4.1%
8	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	48,252	$4.4m2.43%	2.43%	Added +153	+153 0.3%
9	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	6,415	$645.8k0.36%	0.36%	Added +3.3k	+3,313 106.8%
10	APPLE INC COM AAPL	AAPL	1,871	$541.4k0.30%	0.30%	Unchanged
11	EXXON MOBIL CORP COM XOM	XOM	2,908	$397.6k0.22%	0.22%	Unchanged
12	PIMCO ETF TR ULTRA SHORT GOVT BILZ	BILZ	3,864	$390.0k0.21%	0.21%	New
13	T ROWE PRICE ETF INC CAP APPRECIATION TCAF	TCAF	7,590	$312.0k0.17%	0.17%	Added +28	+28 0.4%
14	COLUMBIA ETF TR I RESH ENHNC COR RECS	RECS	6,563	$284.0k0.16%	0.16%	Unchanged
15	BROADCOM INC COM AVGO	AVGO	677	$255.7k0.14%	0.14%	Unchanged
16	T ROWE PRICE ETF INC SMALL MID CAP TMSL	TMSL	5,775	$253.2k0.14%	0.14%	Reduced -405	-405 -6.5%
17	WALMART INC COM WMT	WMT	2,139	$242.3k0.13%	0.13%	Unchanged
18	AGNICO EAGLE MINES LTD COM AEM	AEM	1,544	$239.5k0.13%	0.13%	Unchanged
19	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	329	$226.0k0.12%	0.12%	Reduced -7	-7 -2.1%
20	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	419	$209.7k0.12%	0.12%	Unchanged
21	FS CREDIT OPPORTUNITIES CORP COMMON STOCK FSCO	FSCO	15,916	$79.4k0.04%	0.04%	Reduced -21.6k	-21,585 -57.6%
22	SMARTRENT INC COM CL A SMRT	SMRT	17,396	$20.7k0.01%	0.01%	Unchanged