Dean, Jacobson Financial Services, LLC - Portfolio overview

Dean, Jacobson Financial Services, LLC has 25 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Technology.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 32.65%
2. IEFA - ISHARES TR, 17.73%
3. SLYV - SPDR SERIES TRUST, 16.71%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.