13F Filings History of Dean, Jacobson Financial Services, LLC

Latest 13F report
Q4 2025 - 03 Feb 2026
Value $
$157,618,374
Signature - Title
Jeffrey Schmeltekopf - Chief Compliance Officer
Location
Fort Worth, TX
Summary
This page shows a list of all the recent 13F filings made by Dean, Jacobson Financial Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Dean, Jacobson Financial Services, LLC reported 18 stock holdings with total value $157,618,374 as of Q4 2025. Top holdings included SPY, IEFA, SLYV, BIL, and CGGR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 18 $157,618,374 +$18,568,402 -$1,127,462 +$17,440,940 SPY, IEFA, SLYV, BIL, CGGR 13F-HR 03 Feb 2026, 10:21
Q3 2025 16 $137,631,169 +$26,904,774 -$23,750,986 +$3,153,788 SPY, IEFA, SLYV, BIL, JPST 13F-HR 09 Dec 2025, 10:50
Q2 2025 15 $129,320,701 +$25,589,793 -$34,312,574 -$8,722,781 SPY, BIL, IEFA, JPST, TPL 13F-HR 14 Aug 2025, 11:26
Q1 2025 11 $130,034,314 +$26,582,904 -$27,381,948 -$799,044 SPY, IEFA, BIL, XLRE, JPST 13F-HR 25 Apr 2025, 19:30
Q4 2024 9 $130,935,120 +$2,350,257 -$1,750,551 +$599,706 SPY, SLYV, IEFA, XLRE, TPL 13F-HR 22 Jan 2025, 18:04
Q3 2024 16 $133,239,976 +$1,251,803 -$2,531,105 -$1,279,302 SPY, IEFA, SLYV, XLRE, TPL 13F-HR 24 Oct 2024, 18:11
Q2 2024 12 $123,924,098 +$762,117 -$340,165 +$421,952 SPY, IEFA, SLYV, XLRE, TPL 13F-HR 09 Aug 2024, 19:30
Q1 2024 13 $123,453,587 +$1,286,045 -$508,112 +$777,933 SPY, SLYV, IEFA, XLRE, TPL 13F-HR 19 Apr 2024, 12:44
Q4 2023 10 $117,126,626 +$21,258,568 -$22,220,724 -$962,156 SPY, SLYV, IEFA, XLRE, TPL 13F-HR 07 Feb 2024, 17:41
Q3 2023 14 $108,239,281 +$21,672,715 -$21,459,925 +$212,790 SPY, IEFA, SLYV, BIL, AHCO 13F-HR 13 Oct 2023, 21:16
Q2 2023 12 $110,460,953 +$1,221,103 -$1,134,636 +$86,467 SPY, BIL, IEFA, FSCO, TPL 13F-HR 26 Jul 2023, 20:41
Q1 2023 10 $106,780,956 +$105,261,880 $0 +$105,261,880 BIL, SPY, IEFA, TPL, AAPL 13F-HR 15 May 2023, 11:50
Q4 2022 5 $1,636,789 +$154,297 $0 +$154,297 TPL, XOM, FSK, AAPL, FSCO 13F-HR 23 Jan 2023, 21:38
Q3 2022 4 $1,259,000 +$6,094 $0 +$6,094 TPL, FSK, AAPL, XOM 13F-HR 14 Oct 2022, 17:14
Q2 2022 4 $1,195,000 +$5,357 -$21,571,820 -$21,566,463 TPL, FSK, AAPL, XOM 13F-HR 03 Aug 2022, 17:51
Q1 2022 6 $22,829,000 +$342,208 -$93,727,803 -$93,385,595 XLRE, TPL, FSK, SPY, AAPL 13F-HR 02 May 2022, 17:03
Q4 2021 7 $120,196,000 $0 $0 $0 SPY, SLYV, XLRE, IEFA, TPL Restatement 16 Feb 2022, 09:39