DEAN, JACOBSON FINANCIAL SERVICES, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FSCO | 38K | $191.25K |
 | SMRT | 17K | $26.09K |
 | XOM | 3K | $493.37K |
 | WMT | 2K | $265.83K |
 | AAPL | 2K | $474.84K |
 | AEM | 2K | $313.40K |
 | AVGO | 677 | $209.54K |
 | BRK-B | 419 | $200.78K |
FS Credit Opportunities Corp.
FSCO
Shares Held
38K
Value
$191.25K
SmartRent, Inc.
SMRT
Shares Held
17K
Value
$26.09K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$493.37K
Walmart Inc.
WMT
Shares Held
2K
Value
$265.83K
Apple Inc.
AAPL
Shares Held
2K
Value
$474.84K
Agnico Eagle Mines Limited
AEM
Shares Held
2K
Value
$313.40K
Broadcom Inc.
AVGO
Shares Held
677
Value
$209.54K
Berkshire Hathaway Inc.
BRK-B
Shares Held
419
Value
$200.78K