Dean, Jacobson Financial Services, LLC Q3 2025 Filing
Filed December 9, 2025
Portfolio Value
$137.6B
Holdings
16
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 80,398 | $53.6B | 38.92% | |
| 2 | AQLTISHARES TR | 317,465 | $27.7B | 20.14% | |
| 3 | SLYVSPDR SERIES TRUST | 276,773 | $24.5B | 17.83% | |
| 4 | BILSPDR SERIES TRUST | 266,795 | $24.5B | 17.79% | |
| 5 | JPSTJ P MORGAN EXCHANGE TRADED F | 67,013 | $3.4B | 2.47% | |
| 6 | TPLTEXAS PACIFIC LAND CORPORATI | 885 | $826.3M | 0.60% | |
| 7 | CGGRCAPITAL GROUP GROWTH ETF | 10,941 | $480.5M | 0.35% | |
| 8 | AAPLAPPLE INC | 1,871 | $476.4M | 0.35% | |
| 9 | AEMAGNICO EAGLE MINES LTD | 2,030 | $342.2M | 0.25% | |
| 10 | XOMEXXON MOBIL CORP | 2,908 | $327.9M | 0.24% | |
| 11 | SGOVISHARES TR | 3,060 | $308.1M | 0.22% | |
| 12 | RECSCOLUMBIA ETF TR I | 6,559 | $264.7M | 0.19% | |
| 13 | FSCOFS CREDIT OPPORTUNITIES CORP | 37,501 | $259.1M | 0.19% | |
| 14 | TMSLT ROWE PRICE ETF INC | 6,360 | $223.7M | 0.16% | |
| 15 | WMTWALMART INC | 2,139 | $220.4M | 0.16% | |
| 16 | BRK/BBERKSHIRE HATHAWAY INC DEL | 419 | $210.6M | 0.15% |