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CIK: 0001869456
Total reported value
$181.7M
$181.7M
18 檔
78.8%
At the close of Q4 2025, Dean, Jacobson Financial Services, LLC disclosed equity holdings valued at approximately $181.7M, spread across 18 reported holdings.
In Q4 2025, Dean, Jacobson Financial Services, LLC displayed an active expansion posture, initiating 3 new positions and adding to 7 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 35.11% | +0.73% | +0.94% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 18.15% | -0.95% | +0.72% | |
| 3 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 16.45% | +0.43% | +3.00% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 15.84% | -0.28% | +2.42% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-Other | 5.34% | +0.25% | +1629.42% | |
| 6 | CGDV | Cap Group Dividend Value | ETF-Other | 5.10% | +0.17% | — | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.96% | -0.19% | -8.82% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 0.51% | +0.01% | +58.79% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 0.22% | -0.08% | — | |
| 10 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.22% | -0.06% | — | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.19% | +0.17% | — | |
| 12 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.17% | — | +0.06% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 0.15% | -0.03% | — | |
| 14 | FSCO | Fs Credit Opportunities CORP | Stock-Other | 0.15% | -0.08% | — | |
| 15 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-Other | 0.14% | — | -0.94% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.13% | — | — | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | — | — | |
| 18 | SMRT | Smartrent Inc | Stock-Other | 0.02% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGGR | Cap Group Growth Equity | +5% | +1629.42% | Add |
| 2 | AAPL | Apple Inc | +0.2% | +58.79% | Add |
| 3 | WMT | Walmart Inc | 0% | — | Unchanged |
| 4 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 5 | RECS | Columbia Resear Enh Cor ETF | 0% | +0.06% | Add |
| 6 | TMSL | T.rowe Prc Small-mid Cap ETF | 0% | -0.94% | Trim |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 8 | AEM | Agnico Eagle Mines LTD | 0% | — | Unchanged |
| 9 | SGOV | Ishares 0-3 Month Treasury B | 0% | — | Unchanged |
| 10 | FSCO | Fs Credit Opportunities CORP | 0% | — | Unchanged |
| 11 | JPST | Jpmorgan Ultra-short Income | -0.5% | -8.82% | Trim |
| 12 | SLYV | Ss Spdr S&p 600 Sc Val ETF | -1.4% | +3.00% | Add |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -2% | +2.42% | Add |
| 14 | IEFA | Ishares Core Msci Eafe ETF | -2% | +0.72% | Add |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | -3.8% | +0.94% | Add |
| 16 | CGDV | Cap Group Dividend Value | — | NEW | New buy |
| 17 | TPL | Texas Pacific Land CORP | — | EXIT | Sold out |
| 18 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 19 | SMRT | Smartrent Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Dean, Jacobson Financial Services, LLC reported a total U.S. public equity portfolio value of $181.7M across 18 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, IEFA, SLYV) accounted for 78.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
CGDV
市值: $8.0M
Top Position Liquidated / Trimmed
TPL
前期市值: $826.3K
During Q4 2025, Dean, Jacobson Financial Services, LLC's top holdings by market value included SPY (35.1%)、IEFA (18.1%)、SLYV (16.4%). The largest single position, SPY, represented 35.1% of total portfolio value.
In Q4 2025, Dean, Jacobson Financial Services, LLC made 13 total portfolio adjustments, initiating 3 new buys, adding to 7 positions, trimming 2 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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