Dean, Jacobson Financial Services, LLC

Portfolio Overview

Dean, Jacobson Financial Services, LLC manages a concentrated portfolio valued at approximately $136.07 million as of the report date September 30, 2025. The portfolio experienced positive growth of 6.3% over the quarter, increasing from $127.95 million. The firm employs a highly streamlined strategy with a low number of total holdings (11), indicating a preference for a focused approach rather than broad diversification across individual securities. The portfolio is heav...