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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, exited 45, added to 148, and trimmed 135.

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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • FIDELITY TOTAL BOND ETF$37.9M +18176.8%
  • FT VEST US EQUITY DEEP BUFFER ETF - JANUARY$19.0M +59.0%
  • VANGUARD VALUE ETF$16.2M +625.6%
  • VANECK MORTGAGE REIT INCOME ETF$14.8M +6754.8%
  • SCHWAB US DIVIDEND EQUITY ETF$7.0M +38.8%
Show all 148 →

Top Trims

  • ISHARES TREASURY FLOATING RATE BOND ETF-$26.5M -92.2%
  • VANGUARD SHORT-TERM TREASURY ETF-$20.4M -87.8%
  • ISHARES 1-3 YEAR TREASURY BOND ETF-$20.3M -73.3%
  • ISHARES CORE S&P TOTAL U S STOCK MARKET ETF-$14.1M -12.9%
  • VANGUARD TOTAL STOCK MARKET ETF-$13.5M -17.1%
Show all 135 →

New Positions

  • ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF$18.7M
  • FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF$2.9M
  • TEMPLETON EMERGING MARKETS DEBT ETF$1.1M
  • FIRST TRUST ENERGY ALPHADEX FUND$664.7K
  • DIAMONDBACK ENERGY INC COM$633.4K
Show all 53 →

Exited Positions

  • CAMBRIA GLOBAL VALUE ETF$1.4M
  • CVS HEALTH CORP COM$1.0M
  • KKR & CO INC COM$974.6K
  • FT VEST TECHNOLOGY DIVIDEND TARGET INCOME ETF$887.3K
  • FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF$865.1K
Show all 45 →
All Holdings

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