Arkolith/Funds/Dean, Jacobson Financial Services, LLC

Dean, Jacobson Financial Services, LLC

CIK 1869456
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Dean, Jacobson Financial Services, LLC holds a concentrated book of 22 stocks worth $181.7M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Pimco Ultra SHRT Govt Active and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 34% of the equity book.

Opened
13
bought for the first time
Added to
5
already held, bought more
Trimmed
8
sold some, still holds it
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
87%
Top 10 holdings
98%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

1% mapped to company sectors

ETF / fund or unclassified
99%
Information Technology
0%
Energy
0%
Consumer Discretionary
0%
Materials
0%
Financials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Dean, Jacobson Financial Services, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY34 / 22$346.2B
ROYAL BANK OF CANADA34 / 22$104.0B
WELLS FARGO & COMPANY/MN34 / 22$97.7B
LPL Financial LLC34 / 22$58.3B
OSAIC HOLDINGS, INC.34 / 22$11.5B
Integrated Wealth Concepts LLC34 / 22$3.3B
IFP Advisors, Inc34 / 22$797.4M
UBS Group AG33 / 22$87.1B

Ranked by how many of Dean, Jacobson Financial Services, LLC's top 22 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

22 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$61.3M82.1K
33.7%
−0.6%
Reduced · −507 sh
2SPDR Series Trust
ST STR SP600SM C
$31.5M288.4K
17.3%
−0.8%
Reduced · −2K sh
3Ishares TR
CORE MSCI EAFE
$30.8M319.3K
17.0%
−0.9%
Reduced · −3K sh
4Select Sector SPDR TR
ST STR REAL ETF
$23.2M527.8K
12.8%
+1.1%
Added · +6K sh
5Capital Group Dividend Value
SHS CREAT UNIT
$11.0M222.5K
6.0%
−0.8%
Reduced · −2K sh
6Capital Group Growth ETF
SHS CREAT UNIT
$10.9M230.6K
6.0%
−0.8%
Reduced · −2K sh
7J P Morgan Exchange Traded F
ULTRA SHRT ETF
$4.5M88.6K
2.5%
+4.1%
Added · +3K sh
8SPDR Series Trust
ST STR BLO 1 ETF
$4.4M48.3K
2.4%
+0.3%
Added · +153 sh
9Ishares TR
0-3 MTH TREASURY
$646K6.4K
0.4%
+107%
Added · +3K sh
10Apple Inc
COM
$541K1.9K
0.3%
Held
11Exxon Mobil Corp
COM
$398K2.9K
0.2%
Held
12Pimco ETF TR
ULTR SH GO AC FD
$390K3.9K
0.2%
New
New position
13T Rowe Price Exchange-Traded
CAP APPRECIATION
$312K7.6K
0.2%
+0.4%
Added · +28 sh
14Columbia ETF TR I
RESH ENHNC COR
$284K6.6K
0.2%
Held
15Broadcom Inc
COM
$256K677
0.1%
Held
16T Rowe Price Exchange-Traded
SMALL MID CAP
$253K5.8K
0.1%
−6.5%
Reduced · −405 sh
17Walmart Inc
COM
$242K2.1K
0.1%
Held
18Agnico Eagle Mines Ltd
COM
$240K1.5K
0.1%
Held
19Vanguard Index FDS
S&P 500 ETF SHS
$226K329
0.1%
−2.1%
Reduced · −7 sh
20Berkshire Hathaway Inc Del
CL B NEW
$210K419
0.1%
Held
21FS Credit Opportunities Corp
COMMON STOCK
$79K15.9K
0.0%
−58%
Reduced · −22K sh
22Smartrent Inc
COM CL A
$21K17.4K
0.0%
Held
Showing all 22 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 202622$181.7M13F-HR
Q1 2026Mar 31, 2026Apr 28, 202621$162.8M13F-HR
Q4 2025Dec 31, 2025Feb 3, 202618$157.6M13F-HR
Q3 2025Sep 30, 2025Dec 9, 202516$137.6M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202515$129.3M13F-HR
Q1 2025Mar 31, 2025Apr 28, 202511$130.0M13F-HR
Q4 2024Dec 31, 2024Jan 23, 20259$130.9M13F-HR
Q3 2024Sep 30, 2024Oct 25, 202416$133.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.