EdgeMarket › What Jaffetilchin Investment Partners, Llc reported owning

What Jaffetilchin Investment Partners, Llc reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

1.7B

Positions

461

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
ITOT
iShares Core S&P Total U.S. Stock Market ETF
95.7M5.7%671.6K167.97+20.5%
AAPL
Apple Inc.
83.9M5.0%330.6K309.35+36.9%
SCHX
Schwab U.S. Large-Cap ETF
66.1M3.9%2.6M30.21+19.6%
VTI
Vanguard Morningstar Total Stock Market ETF
65.4M3.9%203.9K378.24+20.5%
NVDA
NVIDIA CORP
63.9M3.8%366.5K214.72+22.4%
VV
Vanguard Morningstar Large-Cap ETF
61.0M3.6%204.2K352.60+19.8%
DJAN
FT Vest U.S. Equity Deep Buffer ETF - January
51.3M3.1%1.2M46.35+12.6%
QQQ
INVESCO QQQ TRUST, SERIES 1
42.3M2.5%73.3K713.44+26.1%
FBND
Fidelity Total Bond ETF
38.1M2.3%835.4K44.90-2.1%
SCHB
Schwab U.S. Broad Market ETF
33.9M2.0%1.4M29.61+20.4%
TSLA
Tesla, Inc.
32.8M2.0%88.2K362.86+12.0%
SPTM
State Street SPDR Portfolio S&P 1500 Composite
31.5M1.9%398.4K92.94+20.2%
GOOGL
Alphabet Inc.
30.4M1.8%105.7K344.82+73.0%
MSFT
MICROSOFT CORP
30.4M1.8%82.0K483.24-4.4%
AMZN
AMAZON COM INC
30.2M1.8%144.9K258.63+15.6%
EMLP
First Trust North American Energy Infrastructu
27.8M1.7%637.5K43.72+15.2%
PFF
iShares Preferred and Income Securities ETF
25.9M1.5%855.4K30.46-3.2%
SCHD
Schwab US Dividend Equity ETF
24.9M1.5%810.3K35.11+27.6%
BSJQ
Invesco BulletShares 2026 High Yield Corporate
23.7M1.4%1.0M22.95-1.5%
VMBS
Vanguard Mortgage-Backed Securities ETF
22.4M1.3%477.4K46.15-0.4%
META
Meta Platforms, Inc.
19.3M1.1%33.7K549.90-26.5%
VTV
Vanguard Morningstar Value ETF
18.8M1.1%95.8K226.40+24.6%
EMB
iShares J.P. Morgan USD Emerging Markets Bond
18.7M1.1%199.5K94.72+0.9%
LLY
ELI LILLY & Co
16.1M1.0%17.5K1,255.40+78.0%
MORT
VanEck Mortgage REIT Income ETF
15.0M0.9%1.5M9.90-8.3%
MLPA
Global X MLP ETF
14.7M0.9%272.7K56.38+13.8%
JPM
JPMORGAN CHASE & CO
14.6M0.9%49.7K351.58+20.3%
FTSM
First Trust Enhanced Short Maturity ETF
14.4M0.9%240.4K59.87-0.3%
IWB
iShares Russell 1000 ETF
14.3M0.9%40.2K419.69+19.8%
LMT
LOCKHEED MARTIN CORP
12.8M0.8%21.1K563.57+26.4%
TOTL
State Street DoubleLine Total Return Tactical
12.6M0.8%318.0K38.77-3.3%
GOOG
Alphabet Inc.
11.8M0.7%41.0K341.75+70.7%
AIVL
WisdomTree U.S. AI Enhanced Value Fund
10.4M0.6%90.1K134.26+17.8%
JNJ
JOHNSON & JOHNSON
9.5M0.6%38.8K270.24+51.1%
IVV
iShares Core S&P 500 ETF
9.3M0.6%14.2K769.31+20.0%
FCOR
Fidelity Corporate Bond ETF
9.1M0.5%193.4K46.17-2.8%
GLD
SPDR GOLD TRUST
9.1M0.5%21.1K423.36+37.3%
unmapped CUSIP 0846707029.1M0.5%18.9K
JPST
JPMorgan Ultra-Short Income ETF
8.8M0.5%174.3K50.53-0.3%
IEMG
iShares Core MSCI Emerging Markets ETF
8.8M0.5%125.8K81.57+31.9%
AVGO
Broadcom Inc.
8.4M0.5%27.1K368.45+26.5%
SHOP
SHOPIFY INC.
7.8M0.5%65.6K149.25+8.7%
XLE
State Street Energy Select Sector SPDR ETF
7.6M0.5%123.8K63.64+48.3%
SHY
iShares 1-3 Year Treasury Bond ETF
7.4M0.4%89.8K82.00-0.9%
IEFA
iShares Core MSCI EAFE ETF
7.4M0.4%81.5K100.85+16.8%
CAT
CATERPILLAR INC
7.0M0.4%9.9K827.90+96.8%
VOO
Vanguard S&P 500 ETF
6.8M0.4%11.5K703.71+20.0%
MMSC
First Trust Multi-Manager Small Cap Opportunit
6.8M0.4%285.3K28.63+35.2%
WMT
Walmart Inc.
6.8M0.4%54.3K103.70+1.1%
V
VISA INC.
6.6M0.4%21.7K371.04+7.9%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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