Dean, Jacobson Financial Services, LLC Top Holdings and 13F Report (2026) About Dean, Jacobson Financial Services, LLCInvestment ActivityDean, Jacobson Financial Services, LLC has $162.77 million in total holdings as of March 31, 2026.Dean, Jacobson Financial Services, LLC owns shares of 21 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 17.32% of the portfolio was purchased this quarter.About 12.91% of the portfolio was sold this quarter.This quarter, Dean, Jacobson Financial Services, LLC has purchased 18 new stocks and bought additional shares in 8 stocks.Dean, Jacobson Financial Services, LLC sold shares of 4 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $53,741,024iShares Core MSCI EAFE ETF $29,170,631SPDR S&P 600 Small Cap Value ETF $27,494,933Real Estate Select Sector SPDR Fund $21,320,195Capital Group Dividend Value ETF $9,539,618 Largest New Holdings this Quarter 81369Y860 - Real Estate Select Sector SPDR Fund $21,320,195 Holding87283Q867 - T. Rowe Price Capital Appreciation Equity ETF $269,148 Holding11135F101 - Broadcom $209,538 Holding Largest Purchases this Quarter Real Estate Select Sector SPDR Fund 522,170 shares (about $21.32M)Capital Group Growth ETF 43,339 shares (about $1.74M)Capital Group Dividend Value ETF 40,073 shares (about $1.70M)JPMorgan Ultra-Short Income ETF 23,989 shares (about $1.21M)SPDR S&P 500 ETF Trust 1,479 shares (about $961.86K) Largest Sales this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 225,149 shares (about $20.63M)Apple 1,100 shares (about $279.17K)Agnico Eagle Mines 486 shares (about $98.65K)T. Rowe Price Small-Mid Cap ETF 120 shares (about $4.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDean, Jacobson Financial Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$53,741,024$961,856 â–²1.8%82,63533.0%FinanceIEFAiShares Core MSCI EAFE ETF$29,170,631$222,794 â–²0.8%322,22117.9%ETFSLYVSPDR S&P 600 Small Cap Value ETF$27,494,933$532,865 â–²2.0%290,70516.9%ETFXLREReal Estate Select Sector SPDR Fund$21,320,195$21,320,195 â–²New Holding522,17013.1%ETFCGDVCapital Group Dividend Value ETF$9,539,618$1,704,710 â–²21.8%224,2505.9%ETFCGGRCapital Group Growth ETF$9,346,407$1,741,798 â–²22.9%232,5555.7%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$4,407,775$20,632,573 â–¼-82.4%48,0992.7%ETFJPSTJPMorgan Ultra-Short Income ETF$4,306,430$1,214,076 â–²39.3%85,0912.6%ETFXOMExxonMobil$493,3710.0%2,9080.3%EnergyAAPLApple$474,842$279,170 â–¼-37.0%1,8710.3%Computer and TechnologyAEMAgnico Eagle Mines$313,401$98,648 â–¼-23.9%1,5440.2%Basic MaterialsSGOViShares 0-3 Month Treasury Bond ETF$312,247$4,228 â–²1.4%3,1020.2%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$269,148$269,148 â–²New Holding7,5620.2%ETFWALMART INC$265,8350.0%2,1390.2%COMRECSColumbia Research Enhanced Core ETF$255,8250.0%6,5630.2%ETFTMSLT. Rowe Price Small-Mid Cap ETF$226,613$4,400 â–¼-1.9%6,1800.1%ETFAVGOBroadcom$209,538$209,538 â–²New Holding6770.1%Computer and TechnologyBRK.BBerkshire Hathaway$200,7850.0%4190.1%FinanceVOOVanguard S&P 500 ETF$200,776$8,366 â–²4.3%3360.1%ETFFSCOFS Credit Opportunities$191,2520.0%37,5010.1%Financial ServicesSMRTSmartRent$26,0940.0%17,3960.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. 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