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Portfolio (Quarterly) Guide ↗

Dean, Jacobson Financial Services, LLC

· CIK 0001869456
13F Portfolio $182M AUM 22 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 3 Added 8 Reduced
Page 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 82,128.0 $61.3M 33.75% -507.0 -0.6% $746.77 +3.0%
2 SLYV SPDR SERIES TRUST 288,425.0 $31.5M 17.32% -2K -0.8% $109.11 +0.5%
3 IEFA ISHARES TR 319,298.0 $30.8M 16.97% -3K -0.9% $96.58 +4.0%
4 XLRE SELECT SECTOR SPDR TR 527,828.0 $23.2M 12.79% +6K +1.1% $44.03 +1.0%
5 CGDV CAPITAL GROUP DIVIDEND VALUE 222,469.0 $11.0M 6.03% -2K -0.8% $49.28 +2.2%
6 CGGR CAPITAL GROUP GROWTH ETF 230,594.0 $10.9M 5.99% -2K -0.8% $47.20 -0.4%
7 J P MORGAN EXCHANGE TRADED F 88,571.0 $4.5M 2.46% +3K +4.1% $50.57
8 BIL SPDR SERIES TRUST 48,252.0 $4.4M 2.43% $91.64 +0.0%
9 SGOV ISHARES TR 6,415.0 $646K 0.35% +3K +106.8% $100.67 +0.0%
10 AAPL APPLE INC Technology 1,871.0 $541K 0.30% $289.36 +10.5%
11 XOM EXXON MOBIL CORP Energy 2,908.0 $398K 0.22% $136.72 +14.6%
12 BILZ PIMCO ETF TR 3,864.0 $390K 0.21% NEW $100.93 -0.0%
13 TCAF T ROWE PRICE EXCHANGE-TRADED 7,590.0 $312K 0.17% $41.10 +4.2%
14 RECS COLUMBIA ETF TR I 6,563.0 $284K 0.16% $43.28 +4.8%
15 AVGO BROADCOM INC Technology 677.0 $256K 0.14% $377.75 -2.4%
16 TMSL T ROWE PRICE EXCHANGE-TRADED 5,775.0 $253K 0.14% -405.0 -6.5% $43.85 -2.3%
17 WMT WALMART INC Consumer Defensive 2,139.0 $242K 0.13% $113.26 -9.0%
18 AEM AGNICO EAGLE MINES LTD Basic Materials 1,544.0 $240K 0.13% $155.13 +33.0%
19 VOO VANGUARD INDEX FDS 329.0 $226K 0.12% -7.0 -2.1% $686.81 +3.0%
20 BERKSHIRE HATHAWAY INC DEL 419.0 $210K 0.12% $500.39
Page 1 of 2  ·  22 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 97.3%
Technology 1.3%
Energy 0.6%
Basic Materials 0.4%
Consumer Defensive 0.4%