Dean, Jacobson Financial Services, LLC
Net seller this quarter
$182M
9
-$486K
34.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPY | $61.3M | 33.75% | Not reported | -0.6% | Q4 2021 |
 AAPL | $541K | 0.30% | 0.00% | Not reported | Q4 2021 |
 XOM | $398K | 0.22% | 0.00% | Not reported | Q1 2022 |
 AVGO | $256K | 0.14% | 0.00% | Not reported | Q1 2026 |
 WMT | $242K | 0.13% | 0.00% | Not reported | Q2 2025 |
 AEM | $240K | 0.13% | 0.00% | Not reported | Q1 2025 |
 BRK.B | $210K | 0.12% | Not reported | Not reported | Q1 2025 |
 FSCO | $79.4K | 0.04% | Not reported | -57.6% | Q4 2022 |
 SMRT | $20.7K | 0.01% | 0.01% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| SPY | $53.7M | 33.02% | Not reported | +1.8% | Q4 2021 |
| XOM | $493K | 0.30% | 0.00% | Not reported | Q1 2022 |
| AAPL | $475K | 0.29% | 0.00% | -37.0% | Q4 2021 |
| AEM | $313K | 0.19% | 0.00% | -23.9% | Q1 2025 |
| WMT | $266K | 0.16% | 0.00% | Not reported | Q2 2025 |
| AVGO | $210K | 0.13% | 0.00% | New | Q1 2026 |
| BRK.B | $201K | 0.12% | Not reported | Not reported | Q1 2025 |
| FSCO | $191K | 0.12% | Not reported | Not reported | Q4 2022 |
| SMRT | $26.1K | 0.02% | 0.01% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| SPY | $55.3M | 35.11% | Not reported | +0.9% | Q4 2021 |
| AAPL | $808K | 0.51% | 0.00% | +58.8% | Q4 2021 |
| XOM | $350K | 0.22% | 0.00% | Not reported | Q1 2022 |
| AEM | $344K | 0.22% | 0.00% | Not reported | Q1 2025 |
| WMT | $238K | 0.15% | 0.00% | Not reported | Q2 2025 |
| FSCO | $236K | 0.15% | Not reported | Not reported | Q4 2022 |
| BRK.B | $211K | 0.13% | Not reported | Not reported | Q1 2025 |
| SMRT | $35.1K | 0.02% | 0.01% | New | Q4 2025 |
| Q3 2025 | |||||
| SPY | $53.6M | 38.92% | Not reported | +1.4% | Q4 2021 |
 TPL | $826K | 0.60% | 0.00% | Not reported | Q4 2021 |
| AAPL | $476K | 0.35% | 0.00% | -2.6% | Q4 2021 |
| AEM | $342K | 0.25% | 0.00% | Not reported | Q1 2025 |
| XOM | $328K | 0.24% | 0.00% | Not reported | Q1 2022 |
| FSCO | $259K | 0.19% | Not reported | Not reported | Q4 2022 |
| WMT | $220K | 0.16% | 0.00% | Not reported | Q2 2025 |
| BRK.B | $211K | 0.15% | Not reported | -4.6% | Q1 2025 |