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
1.7BPositions
461Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 95.7M | 5.7% | 671.6K | 167.97 | +20.5% |
| AAPL Apple Inc. | 83.9M | 5.0% | 330.6K | 309.35 | +36.9% |
| SCHX Schwab U.S. Large-Cap ETF | 66.1M | 3.9% | 2.6M | 30.21 | +19.6% |
| VTI Vanguard Morningstar Total Stock Market ETF | 65.4M | 3.9% | 203.9K | 378.24 | +20.5% |
| NVDA NVIDIA CORP | 63.9M | 3.8% | 366.5K | 214.72 | +22.4% |
| VV Vanguard Morningstar Large-Cap ETF | 61.0M | 3.6% | 204.2K | 352.60 | +19.8% |
| DJAN FT Vest U.S. Equity Deep Buffer ETF - January | 51.3M | 3.1% | 1.2M | 46.35 | +12.6% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 42.3M | 2.5% | 73.3K | 713.44 | +26.1% |
| FBND Fidelity Total Bond ETF | 38.1M | 2.3% | 835.4K | 44.90 | -2.1% |
| SCHB Schwab U.S. Broad Market ETF | 33.9M | 2.0% | 1.4M | 29.61 | +20.4% |
| TSLA Tesla, Inc. | 32.8M | 2.0% | 88.2K | 362.86 | +12.0% |
| SPTM State Street SPDR Portfolio S&P 1500 Composite | 31.5M | 1.9% | 398.4K | 92.94 | +20.2% |
| GOOGL Alphabet Inc. | 30.4M | 1.8% | 105.7K | 344.82 | +73.0% |
| MSFT MICROSOFT CORP | 30.4M | 1.8% | 82.0K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 30.2M | 1.8% | 144.9K | 258.63 | +15.6% |
| EMLP First Trust North American Energy Infrastructu | 27.8M | 1.7% | 637.5K | 43.72 | +15.2% |
| PFF iShares Preferred and Income Securities ETF | 25.9M | 1.5% | 855.4K | 30.46 | -3.2% |
| SCHD Schwab US Dividend Equity ETF | 24.9M | 1.5% | 810.3K | 35.11 | +27.6% |
| BSJQ Invesco BulletShares 2026 High Yield Corporate | 23.7M | 1.4% | 1.0M | 22.95 | -1.5% |
| VMBS Vanguard Mortgage-Backed Securities ETF | 22.4M | 1.3% | 477.4K | 46.15 | -0.4% |
| META Meta Platforms, Inc. | 19.3M | 1.1% | 33.7K | 549.90 | -26.5% |
| VTV Vanguard Morningstar Value ETF | 18.8M | 1.1% | 95.8K | 226.40 | +24.6% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond | 18.7M | 1.1% | 199.5K | 94.72 | +0.9% |
| LLY ELI LILLY & Co | 16.1M | 1.0% | 17.5K | 1,255.40 | +78.0% |
| MORT VanEck Mortgage REIT Income ETF | 15.0M | 0.9% | 1.5M | 9.90 | -8.3% |
| MLPA Global X MLP ETF | 14.7M | 0.9% | 272.7K | 56.38 | +13.8% |
| JPM JPMORGAN CHASE & CO | 14.6M | 0.9% | 49.7K | 351.58 | +20.3% |
| FTSM First Trust Enhanced Short Maturity ETF | 14.4M | 0.9% | 240.4K | 59.87 | -0.3% |
| IWB iShares Russell 1000 ETF | 14.3M | 0.9% | 40.2K | 419.69 | +19.8% |
| LMT LOCKHEED MARTIN CORP | 12.8M | 0.8% | 21.1K | 563.57 | +26.4% |
| TOTL State Street DoubleLine Total Return Tactical | 12.6M | 0.8% | 318.0K | 38.77 | -3.3% |
| GOOG Alphabet Inc. | 11.8M | 0.7% | 41.0K | 341.75 | +70.7% |
| AIVL WisdomTree U.S. AI Enhanced Value Fund | 10.4M | 0.6% | 90.1K | 134.26 | +17.8% |
| JNJ JOHNSON & JOHNSON | 9.5M | 0.6% | 38.8K | 270.24 | +51.1% |
| IVV iShares Core S&P 500 ETF | 9.3M | 0.6% | 14.2K | 769.31 | +20.0% |
| FCOR Fidelity Corporate Bond ETF | 9.1M | 0.5% | 193.4K | 46.17 | -2.8% |
| GLD SPDR GOLD TRUST | 9.1M | 0.5% | 21.1K | 423.36 | +37.3% |
| unmapped CUSIP 084670702 | 9.1M | 0.5% | 18.9K | — | — |
| JPST JPMorgan Ultra-Short Income ETF | 8.8M | 0.5% | 174.3K | 50.53 | -0.3% |
| IEMG iShares Core MSCI Emerging Markets ETF | 8.8M | 0.5% | 125.8K | 81.57 | +31.9% |
| AVGO Broadcom Inc. | 8.4M | 0.5% | 27.1K | 368.45 | +26.5% |
| SHOP SHOPIFY INC. | 7.8M | 0.5% | 65.6K | 149.25 | +8.7% |
| XLE State Street Energy Select Sector SPDR ETF | 7.6M | 0.5% | 123.8K | 63.64 | +48.3% |
| SHY iShares 1-3 Year Treasury Bond ETF | 7.4M | 0.4% | 89.8K | 82.00 | -0.9% |
| IEFA iShares Core MSCI EAFE ETF | 7.4M | 0.4% | 81.5K | 100.85 | +16.8% |
| CAT CATERPILLAR INC | 7.0M | 0.4% | 9.9K | 827.90 | +96.8% |
| VOO Vanguard S&P 500 ETF | 6.8M | 0.4% | 11.5K | 703.71 | +20.0% |
| MMSC First Trust Multi-Manager Small Cap Opportunit | 6.8M | 0.4% | 285.3K | 28.63 | +35.2% |
| WMT Walmart Inc. | 6.8M | 0.4% | 54.3K | 103.70 | +1.1% |
| V VISA INC. | 6.6M | 0.4% | 21.7K | 371.04 | +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 →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →
