Jaffetilchin Investment Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Jaffetilchin Investment Partners, LLC reported 436 stock positions worth $1.7 billion. Its top holding was iShares Core S&P Total U.S. (ITOT) at 6.3% of the portfolio, followed by Apple (AAPL, 5.3%) and VG Morningstar TS MKT ETF-US (VTI, 4.6%). Compared with Q2 2025, it opened 40 new positions, sold out of 31, added to 189 and reduced 178. The biggest buy was Amplify Alternat Harvest ETF (MJ, shares +0%) and the biggest sale Amazon.com (AMZN, shares −2%).
- Most Recent 13F
- Q1 2026
- Location
- TAMPA, FL
- CIK
- 0001404652
- Portfolio Value
- $1.7B (Q3 2025)
- SEC Filing
- 0001404652-25-000007 ↗ filed Nov 13, 2025
Holdings Value
Holdings 436 stocks · $1.7B
| ITOT iShares Core S&P Total U.S. | 6.32% | 725,617 | $105.7M | Add +1.0% |
| AAPL Apple Inc. | 5.26% | 345,481 | $88.0M | Reduce -4.3% |
| VTI VG Morningstar TS MKT ETF-US | 4.59% | 233,596 | $76.7M | Add +0.2% |
| NVDA Nvidia Corp. | 4.34% | 388,789 | $72.5M | Reduce -6.3% |
| SCHX Schwab US Large-Cap ETF | 4.04% | 2,563,178 | $67.5M | Add +0.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.73% | 202,622 | $62.4M | Add +0.2% |
| QQQ Invesco QQQ Trust Series 1 | 2.57% | 71,444 | $42.9M | Add +0.8% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 2.53% | 523,934 | $42.3M | Add +0.3% |
| MSFT Microsoft Corp. | 2.51% | 80,899 | $41.9M | Reduce -1.0% |
| TSLA Tesla Inc. | 2.45% | 92,234 | $41.0M | Reduce -2.5% |
| SCHB Schwab US Broad Market ETF | 2.38% | 1,544,520 | $39.7M | Add +0.3% |
| AMZN Amazon.com Inc. | 1.96% | 148,862 | $32.7M | Reduce -1.8% |
| DJAN FT Vest U.S. Equity Deep Buf | 1.86% | 735,946 | $31.0M | Add +1.0% |
| TFLO iShares Treasury Floating Ra | 1.71% | 566,045 | $28.6M | Add +6.5% |
| SHY iShares 1-3 Year Treasury Bo | 1.63% | 328,475 | $27.3M | Add +7.8% |
| GOOGL Alphabet Inc. Class A | 1.56% | 107,235 | $26.1M | Reduce -1.0% |
| EMLP First Trust North American E | 1.49% | 648,081 | $24.8M | Add +2.3% |
| META Meta Platforms Inc. Class A | 1.46% | 33,324 | $24.5M | Reduce -1.9% |
| PFF iShares Preferred & Income S | 1.42% | 752,709 | $23.8M | Add +8.9% |
| VGSH Vanguard Short-Term Treasury | 1.37% | 388,182 | $22.8M | Add +7.1% |
| BSJQ Invesco Bulletshares 2026 HY | 1.25% | 889,853 | $20.8M | Add +8.1% |
| VMBS Vanguard Mortgage-Backed Sec | 1.22% | 432,791 | $20.3M | Add +6.4% |
| SCHD Schwab US DVD Equity ETF | 1.04% | 638,518 | $17.4M | Add +4.8% |
| FTSM First Trust Enh Short Mat FD | 0.88% | 245,612 | $14.7M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 0.88% | 46,511 | $14.7M | Reduce -0.9% |
| IWB iShares Russell 1000 ETF | 0.87% | 39,984 | $14.6M | Add +0.2% |
| LLY Eli Lilly & Co. | 0.87% | 18,988 | $14.5M | Add +9.5% |
| MLPA Global X MLP ETF | 0.68% | 235,254 | $11.4M | Add +5.9% |
| GLD SPDR Gold Shares | 0.66% | 30,996 | $11.0M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 0.65% | 44,665 | $10.9M | Reduce -3.5% |
| LMT Lockheed Martin Corp. | 0.63% | 21,147 | $10.6M | Add +3.5% |
| AIVL Wisdomtree US AI Enhanced Va | 0.61% | 89,434 | $10.2M | Add +0.4% |
| IBIT iShares Bitcoin Trust ETF | 0.59% | 151,986 | $9.9M | Reduce -0.2% |
| IVV iShares Core S&P 500 ETF | 0.57% | 14,209 | $9.5M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.54% | 18,082 | $9.1M | Reduce -6.6% |
| SHOP Shopify Inc. Class A | 0.54% | 60,996 | $9.1M | Reduce -0.0% |
| AVGO Broadcom Inc. | 0.50% | 25,187 | $8.3M | Add +6.0% |
| VOO Vanguard S&P 500 ETF | 0.44% | 11,872 | $7.3M | Reduce -1.6% |
| PLTR Palantir Technologies Inc. Class A | 0.43% | 39,801 | $7.3M | Reduce -2.7% |
| V Visa Inc. Class A | 0.43% | 20,949 | $7.2M | Reduce -0.2% |
| AIRR First Trust Rba American Ind | 0.42% | 72,758 | $7.0M | Reduce -0.9% |
| JNJ Johnson & Johnson | 0.42% | 37,568 | $7.0M | Reduce -0.1% |
| MMSC First Trust Multi-Manager SM | 0.41% | 296,719 | $6.9M | Add +0.1% |
| TOTL SS Doubleline TR Tact ETF | 0.40% | 162,981 | $6.6M | Add +24.0% |
| JPST JPMorgan Ultra-Short Income | 0.39% | 127,892 | $6.5M | Reduce -1.6% |
| CIBR First Trust Nasdaq Cybersecu | 0.36% | 79,569 | $6.0M | Add +0.2% |
| MA Mastercard Inc. Class A | 0.36% | 10,613 | $6.0M | Reduce -1.2% |
| PG The Procter & Gamble Co. | 0.35% | 37,925 | $5.8M | Reduce -3.5% |
| XLE SS Energy Select Sector | 0.34% | 64,069 | $5.7M | Reduce -0.0% |
| IYW iShares Ustechnology ETF | 0.34% | 28,901 | $5.7M | Add +0.0% |
| WMT Walmart Inc. | 0.34% | 54,509 | $5.6M | Add +2.9% |
| HD Home Depot Inc. | 0.33% | 13,512 | $5.5M | Reduce -2.8% |
| RDVY First Trust Rising Dividend | 0.32% | 80,485 | $5.4M | Add +5.1% |
| PANW Palo Alto Networks Inc. | 0.30% | 24,930 | $5.1M | Add +3.6% |
| XLK SS Technology Select Sector | 0.30% | 17,914 | $5.0M | Reduce -1.7% |
| GE General Electric filed as GE AEROSPACE | 0.30% | 16,480 | $5.0M | Add +2.5% |
| XME SS SPDR S&P Metals Mining | 0.30% | 53,195 | $5.0M | Reduce -1.5% |
| BA The Boeing Co. | 0.30% | 22,927 | $4.9M | Add +0.8% |
| DIVO Amplify CWP Enhan Divid ETF | 0.29% | 107,970 | $4.8M | Add +1.5% |
| TBIL F/M US Treasury 3 Month Bill | 0.28% | 92,639 | $4.6M | Add +12.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 89,231 | $4.6M | Add +2.5% |
| IJH iShares Core S&P Midcap ETF | 0.27% | 69,846 | $4.6M | Add +0.8% |
| NEE Nextera Energy Inc. | 0.27% | 60,222 | $4.5M | Reduce -2.2% |
| AGG iShares Core U.S. Aggregate | 0.27% | 44,274 | $4.4M | Add +0.3% |
| MCD McDonald's Corp. | 0.26% | 14,365 | $4.4M | Reduce -0.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 15,391 | $4.3M | Reduce -9.0% |
| SKYY First Trust Cloud Computing | 0.26% | 32,216 | $4.3M | Reduce -0.1% |
| COST Costco Wholesale Corp. | 0.26% | 4,613 | $4.3M | Add +0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 6,376 | $4.2M | Add +0.1% |
| MJ Amplify Alternat Harvest ETF | 0.25% | 110,197 | $4.1M | Add +0.0% |
| SOXX iShares Semiconductor ETF | 0.25% | 15,110 | $4.1M | Reduce -4.9% |
| BX Blackstone Inc. | 0.24% | 23,937 | $4.1M | Reduce -3.9% |
| AXON Axon Enterprise Inc. | 0.24% | 5,595 | $4.0M | Reduce -5.8% |
| IXUS iShares Core Intl Stock ETF | 0.23% | 47,173 | $3.9M | Add +1.4% |
| LISTED FD TR | 0.23% | 133,508 | $3.8M | Reduce -9.7% |
| IJR iShares Core S&P Small-Cap E | 0.23% | 32,215 | $3.8M | Add +11.9% |
| IWM iShares Russell 2000 ETF | 0.23% | 15,730 | $3.8M | Add +0.2% |
| CAT Caterpillar Inc. | 0.22% | 7,765 | $3.7M | Reduce -0.8% |
| RTX RTX Corp. | 0.22% | 21,747 | $3.6M | Add +4.0% |
| UNH Unitedhealth Group Inc. | 0.21% | 10,392 | $3.6M | Add +11.2% |
| XLB SS Materials Select Sector | 0.21% | 39,281 | $3.5M | Add +1.0% |
| ISRG Intuitive Surgical Inc. | 0.20% | 7,325 | $3.3M | Reduce -4.4% |
| QCOM Qualcomm Inc. | 0.19% | 19,580 | $3.3M | Reduce -4.1% |
| NFLX Netflix Inc. | 0.19% | 2,715 | $3.3M | Add +2.8% |
| JEPI JPMorgan Equity Premium Inco | 0.19% | 56,125 | $3.2M | Add +4.3% |
| JCI Johnson Controls Internation | 0.19% | 28,581 | $3.1M | Reduce -4.0% |
| ORCL Oracle Corp. | 0.18% | 10,857 | $3.1M | Reduce -9.8% |
| RSP Invesco S&P 500 Equal Weight | 0.18% | 15,695 | $3.0M | Add +14.2% |
| QUAL iShares MSCI USA Quality Fac | 0.18% | 15,223 | $3.0M | Reduce -1.7% |
| GEV GE Vernova Inc. | 0.18% | 4,801 | $3.0M | Reduce -2.4% |
| AGZ iShares Agency Bond ETF | 0.17% | 26,441 | $2.9M | Add +25.9% |
| AMLP Alerian MLP ETF | 0.17% | 61,434 | $2.9M | Add +0.4% |
| XOP SS SPDR S&P Og Exp & Prod | 0.17% | 21,572 | $2.9M | Add +2.0% |
| FCOR Fidelity Corporate Bond ETF | 0.17% | 58,972 | $2.8M | Add +238.0% |
| KO The Coca-Cola Co. | 0.17% | 42,315 | $2.8M | Add +0.6% |
| IEMG iShares Core MSCI Emerging | 0.17% | 42,072 | $2.8M | Add +1.1% |
| LNC Lincoln National Corp. | 0.17% | 68,652 | $2.8M | Reduce -4.5% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.16% | 58,146 | $2.7M | Add +0.4% |
| FTCS First Trust Capital Strength | 0.16% | 28,220 | $2.6M | Add +4.5% |
| PM Philip Morris International | 0.15% | 15,516 | $2.5M | Reduce -12.4% |
Portfolio Sells Q2 2025 → Q3 2025
| AMZN Amazon.com Inc. | Reduce -1.8% | 1.96% | −0.22 |
| META Meta Platforms Inc. Class A | Reduce -1.9% | 1.46% | −0.17 |
| MSFT Microsoft Corp. | Reduce -1.0% | 2.51% | −0.15 |
| FTSM First Trust Enh Short Mat FD | Reduce -0.1% | 0.88% | −0.08 |
| AXON Axon Enterprise Inc. | Reduce -5.8% | 0.24% | −0.08 |
| ISRG Intuitive Surgical Inc. | Reduce -4.4% | 0.20% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.6% | 0.54% | −0.07 |
| DOW Dow Inc. | Reduce -79.1% | 0.01% | −0.07 |
| IBM Intl Business Machines Corp. | Reduce -9.0% | 0.26% | −0.07 |
| KNG FT Vest S&P 500 DVD Arst TRG | Reduce -57.9% | 0.04% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -3.5% | 0.35% | −0.06 |
| PM Philip Morris International | Reduce -12.4% | 0.15% | −0.06 |
| V Visa Inc. Class A | Reduce -0.2% | 0.43% | −0.06 |
| TEI Templeton Emrg MKTS Inc. | Sold out | 0.00% | −0.06 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.05 |
| LISTED FD TR | Reduce -9.7% | 0.23% | −0.05 |
| DIS The Walt Disney Co. | Reduce -8.7% | 0.14% | −0.04 |
| JPST JPMorgan Ultra-Short Income | Reduce -1.6% | 0.39% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -12.5% | 0.15% | −0.04 |
| FMC FMC Corp. | Sold out | 0.00% | −0.04 |
| MSFY Kurv YLD Prem STR MSFT ETF | Sold out | 0.00% | −0.04 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.03 |
| DG Dollar General Corp. | Reduce -5.5% | 0.12% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -1.2% | 0.36% | −0.03 |
| ARCC Ares Capital Corp. | Reduce -6.6% | 0.11% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.03 |
| EYLD Cambria Emerg Shrhldr Yield | Sold out | 0.00% | −0.03 |
| YJUN FT Vest Int Eq Modt ETF-June | Sold out | 0.00% | −0.03 |
| IRDM Iridium Communications Inc. | Sold out | 0.00% | −0.03 |
| ABNB Airbnb Inc. Class A | Reduce -0.6% | 0.13% | −0.03 |
| T AT&T Inc. | Reduce -4.2% | 0.15% | −0.03 |
| CNH CNH Industrial NV | Reduce -5.3% | 0.06% | −0.02 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.02 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.02 |
| BR Broadridge Financial Solutio | Sold out | 0.00% | −0.02 |
| BROS Dutch Bros Inc. Class A | Reduce -33.1% | 0.02% | −0.02 |
| DE Deere & Co. | Reduce -2.0% | 0.08% | −0.02 |
| IGV iShares Expanded Tech-Softwa | Sold out | 0.00% | −0.02 |
| FTGC First Trust Global Tactical | Sold out | 0.00% | −0.02 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.02 |
| FCG First Trust Natural Gas ETF | Sold out | 0.00% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -5.3% | 0.14% | −0.02 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −0.02 |
| IBIT iShares Bitcoin Trust ETF | Reduce -0.2% | 0.59% | −0.02 |
| TEM Tempus AI Inc. Class A | Sold out | 0.00% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -4.1% | 0.19% | −0.02 |
| JCI Johnson Controls Internation | Reduce -4.0% | 0.19% | −0.02 |
| PWR Quanta Services Inc. | Reduce -23.8% | 0.06% | −0.02 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.02 |
| EE Excelerate Energy Inc. Class A | Sold out | 0.00% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| MJ Amplify Alternat Harvest ETF | Add +0.0% | 0.25% | +0.12 |
| FCOR Fidelity Corporate Bond ETF | Add +238.0% | 0.17% | +0.12 |
| AVGO Broadcom Inc. | Add +6.0% | 0.50% | +0.07 |
| CAVA Cava Group Inc. | Add +372.8% | 0.09% | +0.06 |
| GVAL Cambria Global Value ETF | Add +135.3% | 0.10% | +0.06 |
| DAL Delta Air Lines Inc. | Add +47.7% | 0.14% | +0.05 |
| TOTL SS Doubleline TR Tact ETF | Add +24.0% | 0.40% | +0.05 |
| GPZ Vaneck Alt Asset Manager ETF | New | 0.05% | +0.05 |
| FDL First Trust Morn DVD Lead Inc. | Add +179.7% | 0.08% | +0.05 |
| SLVR Sprott SLVR Miner & PHY SLVR | New | 0.05% | +0.05 |
| B Barrick Mining Corp. | New | 0.05% | +0.05 |
| BTG B2GOLD Corp. | Add +339.0% | 0.06% | +0.05 |
| OBIL F/M US Treasury 12 Month Bil | New | 0.04% | +0.04 |
| MU Micron Technology Inc. | New | 0.04% | +0.04 |
| VLY Valley National Bancorp | Add +75.6% | 0.08% | +0.04 |
| RMT Royce Micro-Cap Trust Inc. | Add +314.6% | 0.05% | +0.04 |
| NTAP Netapp Inc. | New | 0.04% | +0.04 |
| PFF iShares Preferred & Income S | Add +8.9% | 1.42% | +0.04 |
| APA Apa Corp. | New | 0.03% | +0.03 |
| CRWV Coreweave Inc. Class A | New | 0.03% | +0.03 |
| RVT Royce Small-Cap Trust Inc. | Add +289.0% | 0.04% | +0.03 |
| CVS CVS Health Corp. | New | 0.03% | +0.03 |
| GILD Gilead Sciences Inc. | New | 0.03% | +0.03 |
| HUM Humana Inc. | New | 0.03% | +0.03 |
| PFE Pfizer Inc. | Add +67.2% | 0.07% | +0.03 |
| GIS General Mills Inc. | New | 0.03% | +0.03 |
| GE General Electric | Add +2.5% | 0.30% | +0.03 |
| RF Regions Financial Corp. | Add +99.6% | 0.05% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +11.2% | 0.21% | +0.02 |
| AGZ iShares Agency Bond ETF | Add +25.9% | 0.17% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +11.9% | 0.23% | +0.02 |
| COPX Global X Copper Miners ETF | New | 0.02% | +0.02 |
| SOUN Soundhound AI Inc. Class A | New | 0.02% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +59.8% | 0.05% | +0.02 |
| VXUS Vanguard Total Intl Stock | New | 0.02% | +0.02 |
| NBR Nabors Industries Ltd. | New | 0.02% | +0.02 |
| BXMT Blackstone Mortgage Tru Class A | New | 0.02% | +0.02 |
| RTX RTX Corp. | Add +4.0% | 0.22% | +0.02 |
| F Ford Motor Co. | New | 0.02% | +0.02 |
| AGNC AGNC Investment Corp. | New | 0.02% | +0.02 |
| ARKW ARK Next Generation Technolo | Add +12.2% | 0.10% | +0.02 |
| HOOD Robinhood Markets Inc. Class A | New | 0.02% | +0.02 |
| C Citigroup Inc. | New | 0.02% | +0.02 |
| STOT SS DL St Dur TR Tact ETF | New | 0.02% | +0.02 |
| CLX Clorox Company | Add +78.8% | 0.04% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | Add +14.2% | 0.18% | +0.01 |
| GDXJ Vaneck Junior Gold Miners | New | 0.01% | +0.01 |
| CHI Calamos Convert Opport & Inc. | New | 0.01% | +0.01 |
| UAMY United States Antimony Corp. | New | 0.01% | +0.01 |
| CEF Sprott Physical Gold and Sil | Add +10.2% | 0.07% | +0.01 |
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 |