SEC Form 13F

Dean, Jacobson Financial Services, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-30
Reported value$181,723,966
Positions22

Largest disclosed positions

IssuerTickerClassReported valueReported amount
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$61,330,47782,128
SPDR SERIES TRUSTSLYVST STR SP600SM C$31,470,068288,425
ISHARES TRIEFACORE MSCI EAFE$30,837,755319,298
SELECT SECTOR SPDR TRXLREST STR REAL ETF$23,240,273527,828
CAPITAL GROUP DIVIDEND VALUECGDVSHS CREAT UNIT$10,963,284222,469
CAPITAL GROUP GROWTH ETFCGGRSHS CREAT UNIT$10,884,042230,594
J P MORGAN EXCHANGE TRADED FJPSTULTRA SHRT ETF$4,479,01088,571
SPDR SERIES TRUSTBILST STR BLO 1 ETF$4,421,78548,252
ISHARES TRSGOV0-3 MTH TREASURY$645,7976,415
APPLE INCAAPLCOM$541,3931,871

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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