Dean, Jacobson Financial Services, LLC - Portfolio Stock Holdings
Dean, Jacobson Financial Services, LLC disclosed 22 stock positions in a recent SEC 13F filing. $181,724,266 of stock holdings were filed, with the largest holdings including SPY, SLYV, and IEFA. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $519,412,773 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
22Est. Stock Holding Value:
$181,724,266Top Stock Holdings By Sector
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Portfolio Stock Holdings - Dean, Jacobson Financial Services, LLC
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% of Portfolio
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