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Jaffetilchin Investment Partners, LLC — 13F Holdings & Portfolio

CIK 1404652 · latest 13F-HR filed 2026-05-13

Backtest portfolio

Jaffetilchin Investment Partners, LLC manages $1.68B in 13F-reported U.S. long-equity assets across 461 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are ITOT (5.69%), AAPL (4.99%), SCHX (3.93%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 53 new positions and exited 45; 148 existing positions rose in reported value and 135 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$1.68B

Long-equity book

Holdings
461

Distinct positions

Period
2026-03-31

Filed 2026-05-13

Q/Q Activity
+53 / −45 / ↑148 / ↓135

vs 2025-12-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q1 26
ITOT5.7% · -9%AAPL5.0% · -3%SCHX3.9% · +0%VTI3.9% · -13%NVDA3.8% · -0%VV3.6% · +0%DJAN3.1% · +62%QQQ2.5% · +1%FBND2.3% · +18345%SCHB2.0% · -13%TSLA2.0% · -1%SPTM1.9% · -24%GOOGL1.8% · -2%MSFT1.8% · +4%AMZN1.8% · +0%EMLP1.7% · -1%PFF1.5% · +12%SCHD1.5% · +24%BSJQ1.4% · +13%VMBS1.3% · +8%META1.1% · +2%VTV1.1% · +606%EMB1.1% · newLLY1.0% · -6%MORT0.9% · +6922%MLPA0.9% · +18%JPM0.9% · +7%FTSM0.9% · -8%IWB0.9% · +0%LMT0.8% · +2%TOTL0.8% · +43%GOOG0.7% · -4%AIVL0.6% · +0%JNJ0.6% · -1%IVV0.6% · -2%FCOR0.5% · +64%GLD0.5% · -32%BRK.B0.5% · +0%JPST0.5% · +15%IEMG0.5% · +182%AVGO0.5% · +12%SHOP0.5% · +0%XLE0.5% · -4%SHY0.4% · -73%IEFA0.4% · +373%CAT0.4% · +29%VOO0.4% · -2%MMSC0.4% · -5%WMT0.4% · -2%V0.4% · +4%RDVY0.3% · +1%PLTR0.3% · +6%CIBR0.3% · +9%NEE0.3% · -3%TBIL0.3% · +6%MA0.3% · +1%DIVO0.3% · +7%IYW0.3% · -0%PG0.3% · -1%XME0.3% · -16%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q4 25 → Q1 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 35.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Jaffetilchin Investment Partners, LLC Holdings (2026-03-31)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES CORE S&P TOTAL U S STOCK MARKET ETF ITOT 464287150 $95.7M 5.69% 671,625 SH
2 APPLE INC COM AAPL 037833100 $83.9M 4.99% 330,621 SH
3 SCHWAB U S LARGE-CAP ETF SCHX 808524201 $66.1M 3.93% 2,576,470 SH
4 VANGUARD TOTAL STOCK MARKET ETF VTI 922908769 $65.4M 3.89% 203,875 SH
5 NVIDIA CORPORATION COM NVDA 67066G104 $63.9M 3.80% 366,535 SH
6 VANGUARD LARGE-CAP ETF VV 922908637 $61.0M 3.63% 204,185 SH
7 FT VEST US EQUITY DEEP BUFFER ETF - JANUARY DJAN 33740F631 $51.3M 3.06% 1,207,202 SH
8 INVESCO QQQ TRUST SERIES I QQQ 46090E103 $42.3M 2.52% 73,275 SH
9 FIDELITY TOTAL BOND ETF FBND 316188309 $38.1M 2.27% 835,374 SH
10 SCHWAB U S BROAD MARKET ETF SCHB 808524102 $33.9M 2.02% 1,351,921 SH
11 TESLA INC COM TSLA 88160R101 $32.8M 1.95% 88,179 SH
12 STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF SPTM 78464A805 $31.5M 1.87% 398,442 SH
13 ALPHABET INC CAP STK CL A GOOGL 02079K305 $30.4M 1.81% 105,686 SH
14 MICROSOFT CORP COM MSFT 594918104 $30.4M 1.81% 82,003 SH
15 AMAZON COM INC COM AMZN 023135106 $30.2M 1.80% 144,873 SH
16 FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND EMLP 33738D101 $27.8M 1.66% 637,494 SH
17 ISHARES PREFERRED & INCOME SECURITIES ETF PFF 464288687 $25.9M 1.54% 855,355 SH
18 SCHWAB US DIVIDEND EQUITY ETF SCHD 808524797 $24.9M 1.48% 810,346 SH
19 INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF BSJQ 46138J635 $23.7M 1.41% 1,021,704 SH
20 VANGUARD MORTGAGE-BACKED SECURITIES ETF VMBS 92206C771 $22.4M 1.33% 477,418 SH
21 META PLATFORMS INC CL A META 30303M102 $19.3M 1.15% 33,675 SH
22 VANGUARD VALUE ETF VTV 922908744 $18.8M 1.12% 95,838 SH
23 ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF EMB 464288281 $18.7M 1.11% 199,452 SH
24 ELI LILLY & CO COM LLY 532457108 $16.1M 0.96% 17,545 SH
25 VANECK MORTGAGE REIT INCOME ETF MORT 92189F452 $15.0M 0.89% 1,459,195 SH
26 GLOBAL X MLP ETF MLPA 37954Y343 $14.7M 0.87% 272,694 SH
27 JPMORGAN CHASE & CO COM JPM 46625H100 $14.6M 0.87% 49,723 SH
28 FIRST TRUST ENHANCED SHORT MATURITY ETF FTSM 33739Q408 $14.4M 0.86% 240,449 SH
29 ISHARES RUSSELL 1000 ETF IWB 464287622 $14.3M 0.85% 40,216 SH
30 LOCKHEED MARTIN CORP COM LMT 539830109 $12.8M 0.76% 21,121 SH
31 STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF TOTL 78467V848 $12.6M 0.75% 318,012 SH
32 ALPHABET INC CAP STK CL C GOOG 02079K107 $11.8M 0.70% 41,024 SH
33 WISDOMTREE U S AI ENHANCED VALUE FUND AIVL 97717W406 $10.4M 0.62% 90,139 SH
34 JOHNSON & JOHNSON COM JNJ 478160104 $9.5M 0.56% 38,788 SH
35 ISHARES CORE S&P 500 ETF IVV 464287200 $9.3M 0.55% 14,219 SH
36 FIDELITY CORPORATE BOND ETF FCOR 316188101 $9.1M 0.54% 193,421 SH
37 SPDR GOLD SHARES GLD 78463V107 $9.1M 0.54% 21,091 SH
38 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $9.1M 0.54% 18,909 SH
39 JPMORGAN ULTRA-SHORT INCOME ETF JPST 46641Q837 $8.8M 0.52% 174,308 SH
40 ISHARES CORE MSCI EMERGING MARKETS ETF IEMG 46434G103 $8.8M 0.52% 125,776 SH
41 BROADCOM INC COM AVGO 11135F101 $8.4M 0.50% 27,066 SH
42 SHOPIFY INC CL A SUB VTG SHS SHOP 82509L107 $7.8M 0.46% 65,597 SH
43 STATE STREET ENERGY SELECT SECTOR SPDR ETF XLE 81369Y506 $7.6M 0.45% 123,814 SH
44 ISHARES 1-3 YEAR TREASURY BOND ETF SHY 464287457 $7.4M 0.44% 89,845 SH
45 ISHARES CORE MSCI EAFE ETF IEFA 46432F842 $7.4M 0.44% 81,506 SH
46 CATERPILLAR INC COM CAT 149123101 $7.0M 0.42% 9,934 SH
47 VANGUARD S&P 500 ETF VOO 922908363 $6.8M 0.41% 11,463 SH
48 FIRST TRUST MULTI-MANAGER SMALL CAP OPPORTUNITIES ETF MMSC 33740U794 $6.8M 0.40% 285,312 SH
49 WALMART INC COM WMT 931142103 $6.8M 0.40% 54,328 SH
50 VISA INC COM CL A V 92826C839 $6.6M 0.39% 21,684 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-13 $1.68B 461 0001404652-26-000003
2025-12-31 2026-01-15 $1.71B 453 0001404652-26-000001
2025-09-30 2025-11-13 $1.67B 436 0001404652-25-000007