
DEAN, JACOBSON FINANCIAL SERVICES, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | FSCO | 38K | $236.25K |
![]() | SMRT | 17K | $35.14K |
![]() | AAPL | 3K | $807.70K |
![]() | XOM | 3K | $349.95K |
![]() | WMT | 2K | $238.31K |
![]() | AEM | 2K | $344.15K |
![]() | BRK-B | 419 | $210.61K |

FS Credit Opportunities Corp.
FSCO
Shares Held
38K
Value
$236.25K

SmartRent, Inc.
SMRT
Shares Held
17K
Value
$35.14K

Apple Inc.
AAPL
Shares Held
3K
Value
$807.70K

Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$349.95K

Walmart Inc.
WMT
Shares Held
2K
Value
$238.31K

Agnico Eagle Mines Limited
AEM
Shares Held
2K
Value
$344.15K

Berkshire Hathaway Inc.
BRK-B
Shares Held
419
Value
$210.61K
