Dean, Jacobson Financial Services, LLC
Dean, Jacobson Financial Services, LLC reported 22 holdings worth US$182M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
Dean, Jacobson Financial Services, LLC reported 22 holdings worth US$182M as of Jun 30, 2026. Largest: Apple Inc, Exxon Mobil Corporation and Broadcom Inc. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 22
- Value as reported
- US$182M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 1,871 | US$541K | 0.30% |
| Exxon Mobil Corporation | 2,908 | US$398K | 0.22% |
| Broadcom Inc. | 677 | US$256K | 0.14% |
| Walmart Inc. | 2,139 | US$242K | 0.13% |
| Agnico Eagle Mines Limited | 1,544 | US$240K | 0.13% |
| Berkshire Hathaway Inc. | 419 | US$210K | 0.12% |
| Smartrent, Inc. | 17,396 | US$20,701 | 0.01% |