Jaffetilchin Investment Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Jaffetilchin Investment Partners, LLC reported 427 stock positions worth $1.5 billion. Its top holding was iShares Core S&P Total U.S. (ITOT) at 6.3% of the portfolio, followed by Apple (AAPL, 4.8%) and VG Morningstar TS MKT ETF-US (VTI, 4.6%). Compared with Q1 2025, it opened 65 new positions, sold out of 41, added to 168 and reduced 168. The biggest buy was Microsoft (MSFT, shares +0%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q1 2026
- Location
- TAMPA, FL
- CIK
- 0001404652
- Portfolio Value
- $1.5B (Q2 2025)
- SEC Filing
- 0001404652-25-000004 ↗ filed Aug 12, 2025
Holdings Value
Holdings 427 stocks · $1.5B
| ITOT iShares Core S&P Total U.S. | 6.34% | 718,201 | $97.0M | Add +5.2% |
| AAPL Apple Inc. | 4.85% | 361,032 | $74.1M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 4.63% | 233,030 | $70.8M | Add +2.7% |
| NVDA Nvidia Corp. | 4.29% | 415,123 | $65.6M | Reduce -0.7% |
| SCHX Schwab US Large-Cap ETF | 4.09% | 2,558,273 | $62.5M | Add +0.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.77% | 202,141 | $57.7M | Add +0.1% |
| MSFT Microsoft Corp. | 2.66% | 81,713 | $40.6M | Add +0.2% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 2.56% | 522,108 | $39.1M | Add +1.2% |
| QQQ Invesco QQQ Trust Series 1 | 2.56% | 70,854 | $39.1M | Add +6.2% |
| SCHB Schwab US Broad Market ETF | 2.40% | 1,539,575 | $36.7M | Add +1.6% |
| AMZN Amazon.com Inc. | 2.18% | 151,617 | $33.3M | Add +4.9% |
| TSLA Tesla Inc. | 1.96% | 94,549 | $30.0M | Reduce -1.0% |
| DJAN FT Vest U.S. Equity Deep Buf | 1.92% | 728,608 | $29.4M | Add +0.9% |
| TFLO iShares Treasury Floating Ra | 1.76% | 531,336 | $26.9M | Add +0.5% |
| SHY iShares 1-3 Year Treasury Bo | 1.65% | 304,595 | $25.2M | Add +1.2% |
| META Meta Platforms Inc. Class A | 1.64% | 33,955 | $25.1M | Add +1.8% |
| EMLP First Trust North American E | 1.55% | 633,498 | $23.8M | Reduce -0.1% |
| VGSH Vanguard Short-Term Treasury | 1.39% | 362,471 | $21.3M | Add +0.5% |
| PFF iShares Preferred & Income S | 1.39% | 691,210 | $21.2M | Reduce -0.9% |
| BSJQ Invesco Bulletshares 2026 HY | 1.26% | 823,523 | $19.2M | Add +1.1% |
| GOOGL Alphabet Inc. Class A | 1.25% | 108,321 | $19.1M | Add +0.7% |
| VMBS Vanguard Mortgage-Backed Sec | 1.23% | 406,673 | $18.8M | Add +0.4% |
| SCHD Schwab US DVD Equity ETF | 1.06% | 609,311 | $16.1M | Add +18.2% |
| FTSM First Trust Enh Short Mat FD | 0.96% | 245,957 | $14.7M | Add +2.0% |
| JPM JPMorgan Chase & Co. | 0.89% | 46,924 | $13.6M | Add +6.5% |
| IWB iShares Russell 1000 ETF | 0.89% | 39,887 | $13.5M | Add +0.0% |
| LLY Eli Lilly & Co. | 0.88% | 17,335 | $13.5M | Add +15.7% |
| MLPA Global X MLP ETF | 0.73% | 222,177 | $11.2M | Reduce -1.3% |
| AIVL Wisdomtree US AI Enhanced Va | 0.66% | 89,066 | $10.1M | Add +0.4% |
| GLD SPDR Gold Shares | 0.62% | 31,097 | $9.5M | Add +0.5% |
| LMT Lockheed Martin Corp. | 0.62% | 20,425 | $9.5M | Add +1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.62% | 19,361 | $9.4M | Reduce -0.6% |
| IBIT iShares Bitcoin Trust ETF | 0.61% | 152,227 | $9.3M | Add +1.1% |
| IVV iShares Core S&P 500 ETF | 0.58% | 14,251 | $8.8M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 0.54% | 46,287 | $8.2M | Reduce -1.9% |
| V Visa Inc. Class A | 0.49% | 20,996 | $7.5M | Add +0.5% |
| SHOP Shopify Inc. Class A | 0.46% | 61,003 | $7.0M | Add +0.3% |
| VOO Vanguard S&P 500 ETF | 0.45% | 12,069 | $6.9M | Add +0.0% |
| JPST JPMorgan Ultra-Short Income | 0.43% | 130,010 | $6.6M | Add +1.9% |
| AVGO Broadcom Inc. | 0.43% | 23,767 | $6.6M | Add +9.3% |
| PG The Procter & Gamble Co. | 0.41% | 39,290 | $6.3M | Reduce -17.6% |
| MMSC First Trust Multi-Manager SM | 0.40% | 296,289 | $6.1M | Add +38.9% |
| MA Mastercard Inc. Class A | 0.39% | 10,741 | $6.0M | Reduce -0.2% |
| CIBR First Trust Nasdaq Cybersecu | 0.39% | 79,390 | $6.0M | Reduce -4.7% |
| AIRR First Trust Rba American Ind | 0.39% | 73,419 | $6.0M | Add +1.1% |
| JNJ Johnson & Johnson | 0.38% | 37,598 | $5.7M | Add +3.6% |
| PLTR Palantir Technologies Inc. Class A | 0.36% | 40,909 | $5.6M | Add +14.6% |
| XLE SS Energy Select Sector | 0.36% | 64,085 | $5.4M | Add +0.9% |
| TOTL SS Doubleline TR Tact ETF | 0.34% | 131,414 | $5.3M | Add +41.0% |
| WMT Walmart Inc. | 0.34% | 52,961 | $5.2M | Add +32.7% |
| HD Home Depot Inc. | 0.33% | 13,904 | $5.1M | Add +13.0% |
| IYW iShares Ustechnology ETF | 0.33% | 28,900 | $5.0M | Reduce -0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 16,921 | $5.0M | Add +8.3% |
| PANW Palo Alto Networks Inc. | 0.32% | 24,052 | $4.9M | Reduce -0.4% |
| AXON Axon Enterprise Inc. | 0.32% | 5,938 | $4.9M | Add +11.7% |
| RDVY First Trust Rising Dividend | 0.31% | 76,570 | $4.8M | Add +55.9% |
| BA The Boeing Co. | 0.31% | 22,757 | $4.8M | Reduce -9.3% |
| XLK SS Technology Select Sector | 0.30% | 18,218 | $4.6M | Add +2.6% |
| COST Costco Wholesale Corp. | 0.30% | 4,594 | $4.5M | Add +6.9% |
| DIVO Amplify CWP Enhan Divid ETF | 0.30% | 106,336 | $4.5M | Reduce -0.1% |
| AGG iShares Core U.S. Aggregate | 0.29% | 44,127 | $4.4M | Add +0.3% |
| IJH iShares Core S&P Midcap ETF | 0.28% | 69,282 | $4.3M | Reduce -0.5% |
| NEE Nextera Energy Inc. | 0.28% | 61,591 | $4.3M | Reduce -0.2% |
| LISTED FD TR | 0.28% | 147,916 | $4.2M | Add +2.1% |
| MCD McDonald's Corp. | 0.28% | 14,485 | $4.2M | Reduce -9.8% |
| ISRG Intuitive Surgical Inc. | 0.27% | 7,661 | $4.2M | Reduce -1.8% |
| GE General Electric filed as GE AEROSPACE | 0.27% | 16,081 | $4.1M | Add +14.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.27% | 87,063 | $4.1M | Add +21.3% |
| TBIL F/M US Treasury 3 Month Bill | 0.27% | 82,310 | $4.1M | Reduce -2.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 6,368 | $3.9M | Add +3.7% |
| SKYY First Trust Cloud Computing | 0.26% | 32,241 | $3.9M | Add +0.1% |
| SOXX iShares Semiconductor ETF | 0.25% | 15,895 | $3.8M | Reduce -2.1% |
| BX Blackstone Inc. | 0.24% | 24,917 | $3.7M | Reduce -2.6% |
| XME SS SPDR S&P Metals Mining | 0.24% | 54,010 | $3.6M | Add +1.1% |
| IXUS iShares Core Intl Stock ETF | 0.24% | 46,517 | $3.6M | Add +3.1% |
| NFLX Netflix Inc. | 0.23% | 2,640 | $3.5M | Add +37.1% |
| XLB SS Materials Select Sector | 0.22% | 38,894 | $3.4M | Add +1.0% |
| IWM iShares Russell 2000 ETF | 0.22% | 15,692 | $3.4M | Add +1.8% |
| QCOM Qualcomm Inc. | 0.21% | 20,410 | $3.3M | Reduce -4.0% |
| PM Philip Morris International | 0.21% | 17,718 | $3.2M | Add +11.7% |
| IJR iShares Core S&P Small-Cap E | 0.21% | 28,775 | $3.1M | Add +3.0% |
| JCI Johnson Controls Internation | 0.21% | 29,771 | $3.1M | Reduce -1.2% |
| JEPI JPMorgan Equity Premium Inco | 0.20% | 53,824 | $3.1M | Add +6.9% |
| RTX RTX Corp. | 0.20% | 20,901 | $3.1M | Add +18.3% |
| CAT Caterpillar Inc. | 0.20% | 7,830 | $3.0M | Reduce -26.9% |
| AMLP Alerian MLP ETF | 0.20% | 61,191 | $3.0M | Add +2.7% |
| KO The Coca-Cola Co. | 0.19% | 42,055 | $3.0M | Reduce -1.3% |
| UNH Unitedhealth Group Inc. | 0.19% | 9,342 | $2.9M | Reduce -25.8% |
| CSCO Cisco Systems Inc. | 0.19% | 41,757 | $2.9M | Add +16.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 23,006 | $2.9M | Reduce -29.8% |
| QUAL iShares MSCI USA Quality Fac | 0.19% | 15,482 | $2.8M | Reduce -1.5% |
| T AT&T Inc. | 0.18% | 92,712 | $2.7M | Reduce -0.3% |
| XOP SS SPDR S&P Og Exp & Prod | 0.17% | 21,151 | $2.7M | Reduce -12.7% |
| ORCL Oracle Corp. | 0.17% | 12,038 | $2.6M | Add +389.8% |
| GEV GE Vernova Inc. | 0.17% | 4,920 | $2.6M | Reduce -0.5% |
| IEMG iShares Core MSCI Emerging | 0.16% | 41,618 | $2.5M | Add +1.6% |
| RSP Invesco S&P 500 Equal Weight | 0.16% | 13,741 | $2.5M | Add +154.2% |
| LNC Lincoln National Corp. | 0.16% | 71,883 | $2.5M | Reduce -1.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.16% | 57,920 | $2.5M | Reduce -0.5% |
| FTCS First Trust Capital Strength | 0.16% | 26,991 | $2.5M | Add +1.8% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -0.1% | 4.85% | −0.98 |
| UNH Unitedhealth Group Inc. | Reduce -25.8% | 0.19% | −0.29 |
| PG The Procter & Gamble Co. | Reduce -17.6% | 0.41% | −0.18 |
| EMLP First Trust North American E | Reduce -0.1% | 1.55% | −0.17 |
| PFF iShares Preferred & Income S | Reduce -0.9% | 1.39% | −0.17 |
| BAX Baxter International Inc. | Sold out | 0.00% | −0.14 |
| MLPA Global X MLP ETF | Reduce -1.3% | 0.73% | −0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.6% | 0.62% | −0.14 |
| DHDG FT US Eqty Q 2.5-15 Buff ETF | Sold out | 0.00% | −0.13 |
| PFE Pfizer Inc. | Reduce -69.9% | 0.04% | −0.13 |
| CBRL Cracker Barrel Old Country | Sold out | 0.00% | −0.12 |
| UNP Union Pacific Corp. | Reduce -35.5% | 0.13% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -33.5% | 0.11% | −0.09 |
| MCD McDonald's Corp. | Reduce -9.8% | 0.28% | −0.09 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.09 |
| HAS Hasbro Inc. | Reduce -82.2% | 0.02% | −0.07 |
| APA Apa Corp. | Sold out | 0.00% | −0.06 |
| UPS United Parcel Service Class B | Reduce -67.9% | 0.02% | −0.06 |
| BTO John Hancock Financial Opp | Sold out | 0.00% | −0.06 |
| MMM 3M Co. | Sold out | 0.00% | −0.06 |
| CAT Caterpillar Inc. | Reduce -26.9% | 0.20% | −0.06 |
| XOP SS SPDR S&P Og Exp & Prod | Reduce -12.7% | 0.17% | −0.06 |
| APO Apollo Global Management Inc. | Reduce -40.5% | 0.07% | −0.05 |
| COP Conocophillips | Sold out | 0.00% | −0.05 |
| CVX Chevron Corp. | Reduce -15.5% | 0.10% | −0.05 |
| DG Dollar General Corp. | Reduce -36.3% | 0.15% | −0.05 |
| LEG Leggett & Platt Inc. | Sold out | 0.00% | −0.05 |
| C Citigroup Inc. | Sold out | 0.00% | −0.05 |
| WSC Willscot Holdings Corp. | Sold out | 0.00% | −0.05 |
| MJ Amplify Alternat Harvest ETF | Reduce -12.4% | 0.13% | −0.05 |
| DIS The Walt Disney Co. | Reduce -29.8% | 0.19% | −0.05 |
| AMGN Amgen Inc. | Reduce -23.6% | 0.07% | −0.05 |
| NEE Nextera Energy Inc. | Reduce -0.2% | 0.28% | −0.04 |
| CINF Cincinnati Financial Corp. | Sold out | 0.00% | −0.04 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -2.5% | 0.27% | −0.04 |
| ABBV Abbvie Inc. | Reduce -5.0% | 0.11% | −0.04 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -0.2% | 0.39% | −0.03 |
| PEP Pepsico Inc. | Reduce -5.3% | 0.10% | −0.03 |
| BXSL Blackstone Secured Lending F | Sold out | 0.00% | −0.03 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.03 |
| ITCI Intra-Cellular Therapies Inc. | Sold out | 0.00% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -1.4% | 0.16% | −0.03 |
| CNP Centerpoint Energy Inc. | Sold out | 0.00% | −0.03 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -22.6% | 0.07% | −0.03 |
| ADBE Adobe Inc. | Reduce -49.5% | 0.02% | −0.03 |
| FSK FS KKR Capital Corp. | Sold out | 0.00% | −0.03 |
| LNC Lincoln National Corp. | Reduce -1.7% | 0.16% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -2.7% | 0.10% | −0.03 |
| KO The Coca-Cola Co. | Reduce -1.3% | 0.19% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +0.2% | 2.66% | +0.44 |
| ITOT iShares Core S&P Total U.S. | Add +5.2% | 6.34% | +0.30 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.2% | 2.56% | +0.29 |
| META Meta Platforms Inc. Class A | Add +1.8% | 1.64% | +0.24 |
| AMZN Amazon.com Inc. | Add +4.9% | 2.18% | +0.18 |
| AVGO Broadcom Inc. | Add +9.3% | 0.43% | +0.16 |
| ORCL Oracle Corp. | Add +389.8% | 0.17% | +0.15 |
| PLTR Palantir Technologies Inc. Class A | Add +14.6% | 0.36% | +0.15 |
| AXON Axon Enterprise Inc. | Add +11.7% | 0.32% | +0.12 |
| MMSC First Trust Multi-Manager SM | Add +38.9% | 0.40% | +0.12 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.7% | 4.63% | +0.11 |
| RDVY First Trust Rising Dividend | Add +55.9% | 0.31% | +0.11 |
| JPM JPMorgan Chase & Co. | Add +6.5% | 0.89% | +0.11 |
| NFLX Netflix Inc. | Add +37.1% | 0.23% | +0.10 |
| IBIT iShares Bitcoin Trust ETF | Add +1.1% | 0.61% | +0.10 |
| RSP Invesco S&P 500 Equal Weight | Add +154.2% | 0.16% | +0.10 |
| UBER Uber Technologies Inc. | Add +315.6% | 0.12% | +0.09 |
| DAL Delta Air Lines Inc. | New | 0.09% | +0.09 |
| WMT Walmart Inc. | Add +32.7% | 0.34% | +0.08 |
| ARKW ARK Next Generation Technolo | New | 0.08% | +0.08 |
| PWR Quanta Services Inc. | New | 0.07% | +0.07 |
| TOTL SS Doubleline TR Tact ETF | Add +41.0% | 0.34% | +0.07 |
| KKR KKR & Co. Inc. | New | 0.07% | +0.07 |
| TDVI FT Vest Technology Dividend | New | 0.07% | +0.07 |
| DELL Dell Technologies -C | New | 0.07% | +0.07 |
| GE General Electric | Add +14.0% | 0.27% | +0.07 |
| ARKG ARK Genomic Revolution ETF | New | 0.07% | +0.07 |
| TEI Templeton Emrg MKTS Inc. | New | 0.06% | +0.06 |
| VHT Vanguard Health Care ETF | New | 0.06% | +0.06 |
| NOW ServiceNow Inc. | New | 0.06% | +0.06 |
| NRG NRG Energy Inc. | New | 0.06% | +0.06 |
| FCOR Fidelity Corporate Bond ETF | New | 0.05% | +0.05 |
| BAC Bank of America Corp. | Add +21.3% | 0.27% | +0.05 |
| TGT Target Corp. | Add +312.1% | 0.06% | +0.05 |
| GVAL Cambria Global Value ETF | New | 0.04% | +0.04 |
| IBM Intl Business Machines Corp. | Add +8.3% | 0.33% | +0.04 |
| KNG FT Vest S&P 500 DVD Arst TRG | Add +96.6% | 0.10% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +0.7% | 1.25% | +0.04 |
| FMC FMC Corp. | New | 0.04% | +0.04 |
| JPLD JPMorgan Ltd. Duration ETF | New | 0.04% | +0.04 |
| STRL Sterling Infrastructure Inc. | New | 0.04% | +0.04 |
| DOW Dow Inc. | Add +171.0% | 0.08% | +0.04 |
| FJUN FT Vest US Equity Buff ETF-J | New | 0.04% | +0.04 |
| MSFY Kurv YLD Prem STR MSFT ETF | New | 0.04% | +0.04 |
| SHOP Shopify Inc. Class A | Add +0.3% | 0.46% | +0.04 |
| XLK SS Technology Select Sector | Add +2.6% | 0.30% | +0.04 |
| FYLD Cambria Foreign Shareholder | New | 0.03% | +0.03 |
| DFII FT Vest BTC Stra & TR in ETF | New | 0.03% | +0.03 |
| SCHB Schwab US Broad Market ETF | Add +1.6% | 2.40% | +0.03 |
| AIRR First Trust Rba American Ind | Add +1.1% | 0.39% | +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 |