Dean, Jacobson Financial Services, LLC — 13F holdings

Dean, Jacobson Financial Services, LLC reported 22 holdings worth $182M in its 13F filing for Q2 2026, filed July 29, 2026.

Largest positions

1. SPY SPDR S&P 500 ETF TR — $61.3M (33.7%)
2. SLYV SPDR SERIES TRUST — $31.5M (17.3%)
3. IEFA ISHARES TR — $30.8M (17.0%)
4. XLRE SELECT SECTOR SPDR TR — $23.2M (12.8%)
5. CGDV CAPITAL GROUP DIVIDEND VALUE — $11.0M (6.0%)
6. CGGR CAPITAL GROUP GROWTH ETF — $10.9M (6.0%)
7. JPST J P MORGAN EXCHANGE TRADED F — $4.48M (2.5%)
8. BIL SPDR SERIES TRUST — $4.42M (2.4%)
9. SGOV ISHARES TR — $646K (0.4%)
10. AAPL APPLE INC — $541K (0.3%)