Jaffetilchin Investment Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Jaffetilchin Investment Partners, LLC reported 461 stock positions worth $1.7 billion. Its top holding was iShares Core S&P Total U.S. (ITOT) at 5.7% of the portfolio, followed by Apple (AAPL, 5.0%) and Schwab US Large-Cap ETF (SCHX, 3.9%). Compared with Q4 2025, it opened 52 new positions, sold out of 44, added to 202 and reduced 183. The biggest buy was Fidelity Total Bond ETF (FBND, shares +18345%) and the biggest sale iShares Treasury Floating Ra (TFLO, shares −92%).
- Most Recent 13F
- Q1 2026
- Location
- TAMPA, FL
- CIK
- 0001404652
- Portfolio Value
- $1.7B (Q1 2026)
- SEC Filing
- 0001404652-26-000003 ↗ filed May 13, 2026
Holdings Value
Holdings 461 stocks · $1.7B
| ITOT iShares Core S&P Total U.S. | 5.69% | 671,625 | $95.7M | Reduce -9.0% |
| AAPL Apple Inc. | 4.99% | 330,621 | $83.9M | Reduce -2.8% |
| SCHX Schwab US Large-Cap ETF | 3.93% | 2,576,470 | $66.1M | Add +0.3% |
| VTI VG Morningstar TS MKT ETF-US | 3.89% | 203,875 | $65.4M | Reduce -13.4% |
| NVDA Nvidia Corp. | 3.80% | 366,535 | $63.9M | Reduce -0.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.63% | 204,185 | $61.0M | Add +0.3% |
| DJAN FT Vest U.S. Equity Deep Buf | 3.06% | 1,207,202 | $51.3M | Add +62.3% |
| QQQ Invesco QQQ Trust Series 1 | 2.52% | 73,275 | $42.3M | Add +0.7% |
| FBND Fidelity Total Bond ETF | 2.27% | 835,374 | $38.1M | Add +18345.0% |
| SCHB Schwab US Broad Market ETF | 2.02% | 1,351,921 | $33.9M | Reduce -12.6% |
| TSLA Tesla Inc. | 1.95% | 88,179 | $32.8M | Reduce -0.8% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.87% | 398,442 | $31.5M | Reduce -24.4% |
| GOOGL Alphabet Inc. Class A | 1.81% | 105,686 | $30.4M | Reduce -1.6% |
| MSFT Microsoft Corp. | 1.81% | 82,003 | $30.4M | Add +4.1% |
| AMZN Amazon.com Inc. | 1.80% | 144,873 | $30.2M | Add +0.3% |
| EMLP First Trust North American E | 1.66% | 637,494 | $27.8M | Reduce -0.8% |
| PFF iShares Preferred & Income S | 1.54% | 855,355 | $25.9M | Add +12.0% |
| SCHD Schwab US DVD Equity ETF | 1.48% | 810,346 | $24.9M | Add +24.1% |
| BSJQ Invesco Bulletshares 2026 HY | 1.41% | 1,021,704 | $23.7M | Add +12.7% |
| VMBS Vanguard Mortgage-Backed Sec | 1.33% | 477,418 | $22.4M | Add +8.3% |
| META Meta Platforms Inc. Class A | 1.15% | 33,675 | $19.3M | Add +1.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.12% | 95,838 | $18.8M | Add +606.3% |
| EMB iShares JP Morgan Usd Emergi | 1.11% | 199,452 | $18.7M | New |
| LLY Eli Lilly & Co. | 0.96% | 17,545 | $16.1M | Reduce -6.0% |
| MORT Vaneck Mortgage REIT Income | 0.89% | 1,459,195 | $15.0M | Add +6921.8% |
| MLPA Global X MLP ETF | 0.87% | 272,694 | $14.7M | Add +18.5% |
| JPM JPMorgan Chase & Co. | 0.87% | 49,723 | $14.6M | Add +7.3% |
| FTSM First Trust Enh Short Mat FD | 0.86% | 240,449 | $14.4M | Reduce -7.7% |
| IWB iShares Russell 1000 ETF | 0.85% | 40,216 | $14.3M | Add +0.1% |
| LMT Lockheed Martin Corp. | 0.76% | 21,121 | $12.8M | Add +2.0% |
| TOTL SS Doubleline TR Tact ETF | 0.75% | 318,012 | $12.6M | Add +43.0% |
| GOOG Alphabet Inc. Class C | 0.70% | 41,024 | $11.8M | Reduce -4.3% |
| AIVL Wisdomtree US AI Enhanced Va | 0.62% | 90,139 | $10.4M | Add +0.3% |
| JNJ Johnson & Johnson | 0.56% | 38,788 | $9.5M | Reduce -1.0% |
| IVV iShares Core S&P 500 ETF | 0.55% | 14,219 | $9.3M | Reduce -1.8% |
| FCOR Fidelity Corporate Bond ETF | 0.54% | 193,421 | $9.1M | Add +64.3% |
| GLD SPDR Gold Shares | 0.54% | 21,091 | $9.1M | Reduce -31.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.54% | 18,909 | $9.1M | Add +0.5% |
| JPST JPMorgan Ultra-Short Income | 0.52% | 174,308 | $8.8M | Add +14.8% |
| IEMG iShares Core MSCI Emerging | 0.52% | 125,776 | $8.8M | Add +182.1% |
| AVGO Broadcom Inc. | 0.50% | 27,066 | $8.4M | Add +11.8% |
| SHOP Shopify Inc. Class A | 0.46% | 65,597 | $7.8M | Add +0.5% |
| XLE SS Energy Select Sector | 0.45% | 123,814 | $7.6M | Reduce -4.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.44% | 89,845 | $7.4M | Reduce -73.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.44% | 81,506 | $7.4M | Add +372.8% |
| CAT Caterpillar Inc. | 0.42% | 9,934 | $7.0M | Add +29.2% |
| VOO Vanguard S&P 500 ETF | 0.41% | 11,463 | $6.8M | Reduce -2.1% |
| MMSC First Trust Multi-Manager SM | 0.40% | 285,312 | $6.8M | Reduce -4.7% |
| WMT Walmart Inc. | 0.40% | 54,328 | $6.8M | Reduce -1.9% |
| V Visa Inc. Class A | 0.39% | 21,684 | $6.6M | Add +3.5% |
| RDVY First Trust Rising Dividend | 0.34% | 83,285 | $5.7M | Add +1.2% |
| PLTR Palantir Technologies Inc. Class A | 0.33% | 37,812 | $5.5M | Add +6.0% |
| CIBR First Trust Nasdaq Cybersecu | 0.32% | 85,861 | $5.4M | Add +9.2% |
| NEE Nextera Energy Inc. | 0.32% | 57,419 | $5.3M | Reduce -3.4% |
| TBIL F/M US Treasury 3 Month Bill | 0.32% | 106,883 | $5.3M | Add +6.5% |
| MA Mastercard Inc. Class A | 0.31% | 10,533 | $5.3M | Add +0.9% |
| DIVO Amplify CWP Enhan Divid ETF | 0.31% | 116,838 | $5.2M | Add +7.2% |
| IYW iShares Ustechnology ETF | 0.31% | 28,755 | $5.2M | Reduce -0.5% |
| PG The Procter & Gamble Co. | 0.31% | 35,831 | $5.2M | Reduce -1.3% |
| XME SS SPDR S&P Metals Mining | 0.29% | 44,488 | $4.8M | Reduce -16.3% |
| COST Costco Wholesale Corp. | 0.28% | 4,752 | $4.7M | Add +0.1% |
| IJH iShares Core S&P Midcap ETF | 0.28% | 69,827 | $4.7M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 7,053 | $4.6M | Reduce -0.9% |
| SOXX iShares Semiconductor ETF | 0.27% | 13,789 | $4.5M | Reduce -4.0% |
| XLK SS Technology Select Sector | 0.27% | 34,086 | $4.5M | Reduce -1.9% |
| HD Home Depot Inc. | 0.26% | 13,348 | $4.4M | Reduce -2.1% |
| IJR iShares Core S&P Small-Cap E | 0.26% | 35,042 | $4.4M | Add +4.3% |
| RTX RTX Corp. | 0.26% | 22,289 | $4.3M | Reduce -0.5% |
| IXUS iShares Core Intl Stock ETF | 0.26% | 49,514 | $4.3M | Add +0.1% |
| MCD McDonald's Corp. | 0.25% | 13,644 | $4.2M | Reduce -2.4% |
| PANW Palo Alto Networks Inc. | 0.25% | 25,996 | $4.2M | Add +13.8% |
| IBIT iShares Bitcoin Trust ETF | 0.25% | 107,414 | $4.1M | Reduce -30.6% |
| XLB SS Materials Select Sector | 0.24% | 81,875 | $4.1M | Add +2.8% |
| XOP SS SPDR S&P Og Exp & Prod | 0.24% | 22,320 | $4.1M | Reduce -0.5% |
| IWM iShares Russell 2000 ETF | 0.24% | 16,097 | $4.0M | Add +2.0% |
| AGZ iShares Agency Bond ETF | 0.23% | 35,690 | $3.9M | Add +9.8% |
| RKLB Rocket Lab Corp. | 0.23% | 59,115 | $3.8M | Add +3.8% |
| LISTED FD TR | 0.22% | 131,687 | $3.8M | Add +7.2% |
| GE General Electric filed as GE AEROSPACE | 0.22% | 13,251 | $3.8M | Reduce -12.2% |
| JCI Johnson Controls Internation | 0.22% | 28,477 | $3.7M | Add +0.8% |
| BX Blackstone Inc. | 0.22% | 32,343 | $3.7M | Add +13.9% |
| AMLP Alerian MLP ETF | 0.22% | 70,282 | $3.7M | Add +12.4% |
| ABBV Abbvie Inc. | 0.22% | 16,974 | $3.7M | Add +67.1% |
| JEPI JPMorgan Equity Premium Inco | 0.21% | 62,004 | $3.5M | Add +4.3% |
| AIRR First Trust Rba American Ind | 0.21% | 31,241 | $3.5M | Reduce -57.0% |
| KO The Coca-Cola Co. | 0.20% | 45,252 | $3.4M | Reduce -1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 70,526 | $3.4M | Reduce -21.7% |
| VZ Verizon Communications Inc. | 0.20% | 67,168 | $3.4M | Add +31.0% |
| ISRG Intuitive Surgical Inc. | 0.20% | 7,302 | $3.4M | Add +2.1% |
| RSP Invesco S&P 500 Equal Weight | 0.20% | 17,310 | $3.3M | Add +5.5% |
| CSCO Cisco Systems Inc. | 0.20% | 42,721 | $3.3M | Reduce -8.7% |
| FDL First Trust Morn DVD Lead Inc. | 0.20% | 64,730 | $3.3M | Add +70.1% |
| SKYY First Trust Cloud Computing | 0.20% | 30,028 | $3.3M | Reduce -6.8% |
| XOM Exxon Mobil Corp. | 0.19% | 18,690 | $3.2M | Add +5.7% |
| GEV GE Vernova Inc. | 0.18% | 3,412 | $3.0M | Reduce -11.4% |
| ROBT First Trust Nasdaq Artificia | 0.17% | 62,029 | $2.9M | New |
| APA Apa Corp. | 0.17% | 67,376 | $2.9M | Add +47.2% |
| VGSH Vanguard Short-Term Treasury | 0.17% | 48,450 | $2.8M | Reduce -87.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.17% | 58,634 | $2.8M | Add +0.3% |
| QUAL iShares MSCI USA Quality Fac | 0.17% | 14,724 | $2.8M | Reduce -2.3% |
Portfolio Sells Q4 2025 → Q1 2026
| TFLO iShares Treasury Floating Ra | Reduce -92.2% | 0.13% | −1.55 |
| VGSH Vanguard Short-Term Treasury | Reduce -87.8% | 0.17% | −1.19 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -73.2% | 0.44% | −1.18 |
| ITOT iShares Core S&P Total U.S. | Reduce -9.0% | 5.69% | −0.73 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -13.4% | 3.89% | −0.72 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -24.4% | 1.87% | −0.67 |
| AAPL Apple Inc. | Reduce -2.8% | 4.99% | −0.41 |
| TSLA Tesla Inc. | Reduce -0.8% | 1.95% | −0.39 |
| SCHB Schwab US Broad Market ETF | Reduce -12.6% | 2.02% | −0.35 |
| LLY Eli Lilly & Co. | Reduce -6.0% | 0.96% | −0.21 |
| NVDA Nvidia Corp. | Reduce -0.5% | 3.80% | −0.21 |
| AIRR First Trust Rba American Ind | Reduce -57.0% | 0.21% | −0.21 |
| IBIT iShares Bitcoin Trust ETF | Reduce -30.6% | 0.25% | −0.20 |
| GLD SPDR Gold Shares | Reduce -31.5% | 0.54% | −0.17 |
| MJ Amplify Alternat Harvest ETF | Reduce -88.5% | 0.02% | −0.17 |
| GOOGL Alphabet Inc. Class A | Reduce -1.6% | 1.81% | −0.16 |
| IBM Intl Business Machines Corp. | Reduce -35.1% | 0.16% | −0.13 |
| ORCL Oracle Corp. | Reduce -52.9% | 0.05% | −0.09 |
| GOOG Alphabet Inc. Class C | Reduce -4.3% | 0.70% | −0.09 |
| BAC Bank of America Corp. | Reduce -21.7% | 0.20% | −0.09 |
| GVAL Cambria Global Value ETF | Sold out | 0.00% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -25.3% | 0.13% | −0.08 |
| UBER Uber Technologies Inc. | Reduce -64.1% | 0.04% | −0.08 |
| UPS United Parcel Service Class B | Reduce -66.0% | 0.04% | −0.08 |
| SOFI Sofi Technologies Inc. | Reduce -71.8% | 0.01% | −0.07 |
| CRM Salesforce Inc. | Reduce -51.4% | 0.04% | −0.07 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.06 |
| FTSM First Trust Enh Short Mat FD | Reduce -7.7% | 0.86% | −0.06 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.06 |
| ARCC Ares Capital Corp. | Reduce -46.9% | 0.05% | −0.06 |
| TDVI FT Vest Technology Dividend | Sold out | 0.00% | −0.05 |
| SDVD FT Vest Smid Rising Dividend | Sold out | 0.00% | −0.05 |
| NXXT Nextnrg Inc. | Reduce -94.8% | 0.00% | −0.05 |
| SKYY First Trust Cloud Computing | Reduce -6.8% | 0.20% | −0.05 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.05 |
| GE General Electric | Reduce -12.2% | 0.22% | −0.05 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -1.7% | 0.15% | −0.05 |
| AXON Axon Enterprise Inc. | Reduce -1.0% | 0.14% | −0.05 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.04 |
| NFLX Netflix Inc. | Reduce -30.2% | 0.11% | −0.04 |
| LNC Lincoln National Corp. | Reduce -2.3% | 0.14% | −0.04 |
| XME SS SPDR S&P Metals Mining | Reduce -16.3% | 0.29% | −0.04 |
| VLY Valley National Bancorp | Sold out | 0.00% | −0.04 |
| SMAY FT Vest U.S. Small Cap Moder | Reduce -73.7% | 0.01% | −0.03 |
| KHC The Kraft Heinz Co. | Reduce -35.2% | 0.05% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -1.8% | 0.55% | −0.03 |
| DIS The Walt Disney Co. | Reduce -6.7% | 0.11% | −0.03 |
| IYW iShares Ustechnology ETF | Reduce -0.5% | 0.31% | −0.03 |
| FXH First Trust Health Care Alph | Sold out | 0.00% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| FBND Fidelity Total Bond ETF | Add +18345.0% | 2.27% | +2.26 |
| DJAN FT Vest U.S. Equity Deep Buf | Add +62.3% | 3.06% | +1.17 |
| EMB iShares JP Morgan Usd Emergi | New | 1.11% | +1.11 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +606.3% | 1.12% | +0.97 |
| MORT Vaneck Mortgage REIT Income | Add +6921.8% | 0.89% | +0.88 |
| SCHD Schwab US DVD Equity ETF | Add +24.1% | 1.48% | +0.43 |
| IEFA iShares Core MSCI Eafe ETF | Add +372.8% | 0.44% | +0.35 |
| IEMG iShares Core MSCI Emerging | Add +182.1% | 0.52% | +0.35 |
| TOTL SS Doubleline TR Tact ETF | Add +43.0% | 0.75% | +0.23 |
| MLPA Global X MLP ETF | Add +18.5% | 0.87% | +0.22 |
| FCOR Fidelity Corporate Bond ETF | Add +64.3% | 0.54% | +0.21 |
| LMT Lockheed Martin Corp. | Add +2.0% | 0.76% | +0.17 |
| BSJQ Invesco Bulletshares 2026 HY | Add +12.7% | 1.41% | +0.17 |
| ROBT First Trust Nasdaq Artificia | New | 0.17% | +0.17 |
| CAT Caterpillar Inc. | Add +29.2% | 0.42% | +0.16 |
| PFF iShares Preferred & Income S | Add +12.0% | 1.54% | +0.16 |
| VMBS Vanguard Mortgage-Backed Sec | Add +8.3% | 1.33% | +0.12 |
| APA Apa Corp. | Add +47.2% | 0.17% | +0.10 |
| FDL First Trust Morn DVD Lead Inc. | Add +70.1% | 0.20% | +0.10 |
| ABBV Abbvie Inc. | Add +67.1% | 0.22% | +0.08 |
| VZ Verizon Communications Inc. | Add +31.0% | 0.20% | +0.08 |
| JPST JPMorgan Ultra-Short Income | Add +14.8% | 0.52% | +0.08 |
| MU Micron Technology Inc. | Add +134.8% | 0.11% | +0.07 |
| AMD Advanced Micro Devices | Add +76.8% | 0.17% | +0.07 |
| TEMD TMPL Emerg MRKT Debt ETF | New | 0.07% | +0.07 |
| XOM Exxon Mobil Corp. | Add +5.7% | 0.19% | +0.06 |
| LRCX Lam Research Corp. | Add +189.9% | 0.08% | +0.06 |
| AMLP Alerian MLP ETF | Add +12.4% | 0.22% | +0.05 |
| COST Costco Wholesale Corp. | Add +0.1% | 0.28% | +0.04 |
| CVX Chevron Corp. | Add +5.3% | 0.13% | +0.04 |
| FXN First Trust Energy Alphadex | New | 0.04% | +0.04 |
| FANG Diamondback Energy Inc. | New | 0.04% | +0.04 |
| MO Altria Group Inc. | Add +32.7% | 0.10% | +0.03 |
| XLI SS Industrial Select Sector | Add +62.0% | 0.08% | +0.03 |
| DFEB FT Vest U.S. Equity Deep Buf | New | 0.03% | +0.03 |
| XLB SS Materials Select Sector | Add +2.8% | 0.24% | +0.03 |
| GLDI UBS AG Et GL SHR Covr Class ETN | Add +117.0% | 0.06% | +0.03 |
| SFEB FT Vest US SC MB ETF-Usd Inc. | New | 0.03% | +0.03 |
| PFE Pfizer Inc. | Add +22.3% | 0.10% | +0.03 |
| QMFE FT NDQ100 Mod Buff ETF - Feb | New | 0.03% | +0.03 |
| FNV Franco-Nevada Corp. | New | 0.03% | +0.03 |
| BXSL Blackstone Secured Lending F | Add +157.9% | 0.05% | +0.03 |
| RIO Rio Tinto PLC-Spon ADR | Add +72.8% | 0.06% | +0.03 |
| DIVO Amplify CWP Enhan Divid ETF | Add +7.2% | 0.31% | +0.03 |
| SHLD Global X Defense Tech ETF | New | 0.03% | +0.03 |
| LISTED FD TR | Add +7.2% | 0.22% | +0.03 |
| INCM Franklin Income Focus ETF | New | 0.03% | +0.03 |
| EBAY eBay Inc. | New | 0.03% | +0.03 |
| AGG iShares Core U.S. Aggregate | Add +27.8% | 0.12% | +0.03 |
| FMAT Fidelity MSCI Materials Indx | New | 0.03% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 461 | $1.7B | ITOT, AAPL, SCHX, VTI, NVDA |
| Q4 2025 | 453 | $1.7B | ITOT, AAPL, VTI, SCHX, NVDA |
| Q3 2025 | 436 | $1.7B | ITOT, AAPL, VTI, NVDA, SCHX |
| Q2 2025 | 427 | $1.5B | ITOT, AAPL, VTI, NVDA, SCHX |
| Q1 2025 | 403 | $1.4B | ITOT, AAPL, VTI, SCHX, VV |
| Q4 2024 | 382 | $1.4B | AAPL, ITOT, VTI, SCHX, NVDA |
| Q3 2024 | 1,344 | $1.3B | AAPL, ITOT, VTI, SCHX, VV |
| Q2 2024 | 346 | $1.2B | ITOT, AAPL, VTI, NVDA, SCHX |
| Q1 2024 | 362 | $1.1B | ITOT, VTI, AAPL, SCHX, VV |