Jaffetilchin Investment Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 15, 2026), Jaffetilchin Investment Partners, LLC reported 453 stock positions worth $1.7 billion. Its top holding was iShares Core S&P Total U.S. (ITOT) at 6.4% of the portfolio, followed by Apple (AAPL, 5.4%) and VG Morningstar TS MKT ETF-US (VTI, 4.6%). Compared with Q3 2025, it opened 47 new positions, sold out of 30, added to 216 and reduced 172. The biggest buy was Alphabet Class A (GOOGL, shares +0%) and the biggest sale Nvidia (NVDA, shares −5%).
- Most Recent 13F
- Q1 2026
- Location
- TAMPA, FL
- CIK
- 0001404652
- Portfolio Value
- $1.7B (Q4 2025)
- SEC Filing
- 0001404652-26-000001 ↗ filed Jan 15, 2026
Holdings Value
Holdings 453 stocks · $1.7B
| ITOT iShares Core S&P Total U.S. | 6.42% | 738,358 | $109.8M | Add +1.8% |
| AAPL Apple Inc. | 5.41% | 340,107 | $92.5M | Reduce -1.6% |
| VTI VG Morningstar TS MKT ETF-US | 4.62% | 235,463 | $78.9M | Add +0.8% |
| SCHX Schwab US Large-Cap ETF | 4.04% | 2,570,082 | $69.2M | Add +0.3% |
| NVDA Nvidia Corp. | 4.02% | 368,226 | $68.7M | Reduce -5.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.75% | 203,639 | $64.1M | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 2.61% | 72,775 | $44.7M | Add +1.9% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 2.54% | 527,419 | $43.5M | Add +0.7% |
| SCHB Schwab US Broad Market ETF | 2.37% | 1,546,021 | $40.6M | Add +0.1% |
| TSLA Tesla Inc. | 2.34% | 88,915 | $40.0M | Reduce -3.6% |
| MSFT Microsoft Corp. | 2.23% | 78,804 | $38.1M | Reduce -2.6% |
| GOOGL Alphabet Inc. Class A | 1.97% | 107,345 | $33.6M | Add +0.1% |
| AMZN Amazon.com Inc. | 1.95% | 144,445 | $33.3M | Reduce -3.0% |
| DJAN FT Vest U.S. Equity Deep Buf | 1.89% | 743,937 | $32.3M | Add +1.1% |
| TFLO iShares Treasury Floating Ra | 1.68% | 569,683 | $28.7M | Add +0.6% |
| SHY iShares 1-3 Year Treasury Bo | 1.62% | 335,126 | $27.8M | Add +2.0% |
| EMLP First Trust North American E | 1.42% | 642,765 | $24.3M | Reduce -0.8% |
| PFF iShares Preferred & Income S | 1.38% | 763,604 | $23.6M | Add +1.4% |
| VGSH Vanguard Short-Term Treasury | 1.36% | 395,712 | $23.2M | Add +1.9% |
| META Meta Platforms Inc. Class A | 1.28% | 33,104 | $21.9M | Reduce -0.7% |
| BSJQ Invesco Bulletshares 2026 HY | 1.24% | 906,565 | $21.2M | Add +1.9% |
| VMBS Vanguard Mortgage-Backed Sec | 1.21% | 440,664 | $20.7M | Add +1.8% |
| LLY Eli Lilly & Co. | 1.17% | 18,675 | $20.1M | Reduce -1.6% |
| SCHD Schwab US DVD Equity ETF | 1.05% | 652,905 | $17.9M | Add +2.3% |
| FTSM First Trust Enh Short Mat FD | 0.91% | 260,457 | $15.6M | Add +6.0% |
| IWB iShares Russell 1000 ETF | 0.88% | 40,168 | $15.0M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.87% | 46,350 | $14.9M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 0.79% | 42,887 | $13.5M | Reduce -4.0% |
| GLD SPDR Gold Shares | 0.71% | 30,770 | $12.2M | Reduce -0.7% |
| MLPA Global X MLP ETF | 0.65% | 230,065 | $11.1M | Reduce -2.2% |
| SHOP Shopify Inc. Class A | 0.61% | 65,304 | $10.5M | Add +7.1% |
| AIVL Wisdomtree US AI Enhanced Va | 0.60% | 89,862 | $10.3M | Add +0.5% |
| LMT Lockheed Martin Corp. | 0.59% | 20,704 | $10.0M | Reduce -2.1% |
| IVV iShares Core S&P 500 ETF | 0.58% | 14,479 | $9.9M | Add +1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.55% | 18,813 | $9.5M | Add +4.0% |
| TOTL SS Doubleline TR Tact ETF | 0.52% | 222,459 | $9.0M | Add +36.5% |
| AVGO Broadcom Inc. | 0.49% | 24,202 | $8.4M | Reduce -3.9% |
| JNJ Johnson & Johnson | 0.47% | 39,176 | $8.1M | Add +4.3% |
| IBIT iShares Bitcoin Trust ETF | 0.45% | 154,866 | $7.7M | Add +1.9% |
| JPST JPMorgan Ultra-Short Income | 0.45% | 151,854 | $7.7M | Add +18.7% |
| VOO Vanguard S&P 500 ETF | 0.43% | 11,715 | $7.3M | Reduce -1.3% |
| V Visa Inc. Class A | 0.43% | 20,940 | $7.3M | Reduce -0.0% |
| MMSC First Trust Multi-Manager SM | 0.42% | 299,412 | $7.2M | Add +0.9% |
| AIRR First Trust Rba American Ind | 0.42% | 72,734 | $7.2M | Reduce -0.0% |
| PLTR Palantir Technologies Inc. Class A | 0.37% | 35,679 | $6.3M | Reduce -10.4% |
| WMT Walmart Inc. | 0.36% | 55,374 | $6.2M | Add +1.6% |
| MA Mastercard Inc. Class A | 0.35% | 10,442 | $6.0M | Reduce -1.6% |
| IYW iShares Ustechnology ETF | 0.34% | 28,900 | $5.8M | Reduce 0.0% |
| XLE SS Energy Select Sector | 0.34% | 129,057 | $5.8M | Add +0.7% |
| RDVY First Trust Rising Dividend | 0.33% | 82,324 | $5.7M | Add +2.3% |
| FCOR Fidelity Corporate Bond ETF | 0.33% | 117,716 | $5.6M | Add +99.6% |
| CIBR First Trust Nasdaq Cybersecu | 0.33% | 78,603 | $5.6M | Reduce -1.2% |
| XME SS SPDR S&P Metals Mining | 0.32% | 53,178 | $5.5M | Reduce -0.0% |
| PG The Procter & Gamble Co. | 0.30% | 36,283 | $5.2M | Reduce -4.3% |
| TBIL F/M US Treasury 3 Month Bill | 0.29% | 100,353 | $5.0M | Add +8.3% |
| XLK SS Technology Select Sector | 0.29% | 34,753 | $5.0M | Reduce -3.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 90,069 | $5.0M | Add +0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 16,661 | $4.9M | Add +8.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.28% | 7,119 | $4.9M | Add +11.7% |
| DIVO Amplify CWP Enhan Divid ETF | 0.28% | 109,039 | $4.9M | Add +1.0% |
| NEE Nextera Energy Inc. | 0.28% | 59,462 | $4.8M | Reduce -1.3% |
| HD Home Depot Inc. | 0.27% | 13,637 | $4.7M | Add +0.9% |
| GE General Electric filed as GE AEROSPACE | 0.27% | 15,087 | $4.6M | Reduce -8.4% |
| IJH iShares Core S&P Midcap ETF | 0.27% | 69,877 | $4.6M | Add +0.0% |
| CAT Caterpillar Inc. | 0.26% | 7,691 | $4.4M | Reduce -0.9% |
| BX Blackstone Inc. | 0.26% | 28,397 | $4.4M | Add +18.6% |
| SOXX iShares Semiconductor ETF | 0.25% | 14,366 | $4.3M | Reduce -4.9% |
| MCD McDonald's Corp. | 0.25% | 13,982 | $4.3M | Reduce -2.7% |
| PANW Palo Alto Networks Inc. | 0.25% | 22,833 | $4.2M | Reduce -8.4% |
| SKYY First Trust Cloud Computing | 0.24% | 32,208 | $4.2M | Reduce -0.0% |
| IXUS iShares Core Intl Stock ETF | 0.24% | 49,482 | $4.2M | Add +4.9% |
| RTX RTX Corp. | 0.24% | 22,404 | $4.1M | Add +3.0% |
| COST Costco Wholesale Corp. | 0.24% | 4,748 | $4.1M | Add +2.9% |
| ISRG Intuitive Surgical Inc. | 0.24% | 7,150 | $4.0M | Reduce -2.4% |
| IJR iShares Core S&P Small-Cap E | 0.24% | 33,611 | $4.0M | Add +4.3% |
| RKLB Rocket Lab Corp. | 0.23% | 56,954 | $4.0M | Add +199.1% |
| IWM iShares Russell 2000 ETF | 0.23% | 15,786 | $3.9M | Add +0.4% |
| UNH Unitedhealth Group Inc. | 0.22% | 11,218 | $3.7M | Add +8.0% |
| XLB SS Materials Select Sector | 0.21% | 79,671 | $3.6M | Add +1.4% |
| CSCO Cisco Systems Inc. | 0.21% | 46,788 | $3.6M | Add +28.0% |
| AGZ iShares Agency Bond ETF | 0.21% | 32,505 | $3.6M | Add +22.9% |
| JEPI JPMorgan Equity Premium Inco | 0.20% | 59,427 | $3.4M | Add +5.9% |
| JCI Johnson Controls Internation | 0.20% | 28,260 | $3.4M | Reduce -1.1% |
| LISTED FD TR | 0.20% | 122,812 | $3.4M | Reduce -8.0% |
| QCOM Qualcomm Inc. | 0.19% | 19,297 | $3.3M | Reduce -1.4% |
| MJ Amplify Alternat Harvest ETF | 0.19% | 109,124 | $3.3M | Reduce -1.0% |
| KO The Coca-Cola Co. | 0.19% | 45,887 | $3.2M | Add +8.4% |
| RSP Invesco S&P 500 Equal Weight | 0.18% | 16,406 | $3.1M | Add +4.5% |
| AXON Axon Enterprise Inc. | 0.18% | 5,505 | $3.1M | Reduce -1.6% |
| LNC Lincoln National Corp. | 0.18% | 67,917 | $3.0M | Reduce -1.1% |
| IEMG iShares Core MSCI Emerging | 0.18% | 44,581 | $3.0M | Add +6.0% |
| QUAL iShares MSCI USA Quality Fac | 0.17% | 15,068 | $3.0M | Reduce -1.0% |
| BA The Boeing Co. | 0.17% | 13,734 | $3.0M | Reduce -40.1% |
| AMLP Alerian MLP ETF | 0.17% | 62,531 | $2.9M | Add +1.8% |
| XOP SS SPDR S&P Og Exp & Prod | 0.17% | 22,430 | $2.8M | Add +4.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.16% | 58,433 | $2.7M | Add +0.5% |
| GS Goldman Sachs Group Inc. | 0.16% | 3,094 | $2.7M | Reduce -1.4% |
| NFLX Netflix Inc. | 0.15% | 27,867 | $2.6M | Add +2.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.15% | 13,569 | $2.6M | Add +5.7% |
| DG Dollar General Corp. | 0.15% | 19,407 | $2.6M | Reduce -0.8% |
Portfolio Sells Q3 2025 → Q4 2025
| NVDA Nvidia Corp. | Reduce -5.3% | 4.02% | −0.32 |
| MSFT Microsoft Corp. | Reduce -2.6% | 2.23% | −0.28 |
| META Meta Platforms Inc. Class A | Reduce -0.7% | 1.28% | −0.19 |
| AGG iShares Core U.S. Aggregate | Reduce -64.5% | 0.09% | −0.17 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.13 |
| BA The Boeing Co. | Reduce -40.1% | 0.17% | −0.12 |
| TSLA Tesla Inc. | Reduce -3.6% | 2.34% | −0.12 |
| CAVA Cava Group Inc. | Sold out | 0.00% | −0.09 |
| ARKW ARK Next Generation Technolo | Reduce -72.8% | 0.02% | −0.08 |
| PLTR Palantir Technologies Inc. Class A | Reduce -10.4% | 0.37% | −0.06 |
| EMLP First Trust North American E | Reduce -0.8% | 1.42% | −0.06 |
| PANW Palo Alto Networks Inc. | Reduce -8.4% | 0.25% | −0.06 |
| AXON Axon Enterprise Inc. | Reduce -1.6% | 0.18% | −0.06 |
| MJ Amplify Alternat Harvest ETF | Reduce -1.0% | 0.19% | −0.06 |
| GPZ Vaneck Alt Asset Manager ETF | Sold out | 0.00% | −0.05 |
| RMT Royce Micro-Cap Trust Inc. | Sold out | 0.00% | −0.05 |
| ARKG ARK Genomic Revolution ETF | Reduce -68.4% | 0.02% | −0.05 |
| LMT Lockheed Martin Corp. | Reduce -2.1% | 0.59% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -4.3% | 0.30% | −0.04 |
| VLY Valley National Bancorp | Reduce -58.4% | 0.04% | −0.04 |
| RVT Royce Small-Cap Trust Inc. | Sold out | 0.00% | −0.04 |
| BTG B2GOLD Corp. | Reduce -71.8% | 0.01% | −0.04 |
| NTAP Netapp Inc. | Sold out | 0.00% | −0.04 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -1.2% | 0.33% | −0.03 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -1.3% | 0.09% | −0.03 |
| B Barrick Mining Corp. | Reduce -76.7% | 0.01% | −0.03 |
| LISTED FD TR | Reduce -8.0% | 0.20% | −0.03 |
| FYLD Cambria Foreign Shareholder | Sold out | 0.00% | −0.03 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.03 |
| MLPA Global X MLP ETF | Reduce -2.2% | 0.65% | −0.03 |
| GEV GE Vernova Inc. | Reduce -19.8% | 0.15% | −0.03 |
| HUM Humana Inc. | Sold out | 0.00% | −0.03 |
| DFII FT Vest BTC Stra & TR in ETF | Sold out | 0.00% | −0.03 |
| GNRC Generac Holdings Inc. | Reduce -2.2% | 0.09% | −0.03 |
| KTOS Kratos Defense & Security | Reduce -46.9% | 0.02% | −0.03 |
| GE General Electric | Reduce -8.4% | 0.27% | −0.02 |
| RF Regions Financial Corp. | Reduce -49.9% | 0.02% | −0.02 |
| CLX Clorox Company | Reduce -52.0% | 0.01% | −0.02 |
| MHK Mohawk Industries Inc. | Reduce -2.8% | 0.09% | −0.02 |
| SOFI Sofi Technologies Inc. | Reduce -18.9% | 0.08% | −0.02 |
| T AT&T Inc. | Reduce -0.8% | 0.13% | −0.02 |
| SOUN Soundhound AI Inc. Class A | Sold out | 0.00% | −0.02 |
| TDVI FT Vest Technology Dividend | Reduce -25.0% | 0.05% | −0.02 |
| CNH CNH Industrial NV | Reduce -20.0% | 0.04% | −0.02 |
| GVAL Cambria Global Value ETF | Reduce -23.4% | 0.08% | −0.02 |
| USHY iShares Broad Usd High Yield | Sold out | 0.00% | −0.02 |
| FPX First Trust US Equity Opport | Reduce -44.6% | 0.02% | −0.02 |
| O Realty Income Corp. | Reduce -11.4% | 0.08% | −0.02 |
| F Ford Motor Co. | Sold out | 0.00% | −0.02 |
| VLUE iShares MSCI USA Value Facto | Sold out | 0.00% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOGL Alphabet Inc. Class A | Add +0.1% | 1.97% | +0.40 |
| RKLB Rocket Lab Corp. | Add +199.1% | 0.23% | +0.18 |
| FCOR Fidelity Corporate Bond ETF | Add +99.6% | 0.33% | +0.16 |
| TOTL SS Doubleline TR Tact ETF | Add +36.5% | 0.52% | +0.13 |
| ITOT iShares Core S&P Total U.S. | Add +1.8% | 6.42% | +0.10 |
| UPS United Parcel Service Class B | Add +192.8% | 0.11% | +0.08 |
| KHC The Kraft Heinz Co. | New | 0.08% | +0.08 |
| SHOP Shopify Inc. Class A | Add +7.1% | 0.61% | +0.07 |
| CSCO Cisco Systems Inc. | Add +28.0% | 0.21% | +0.06 |
| JPST JPMorgan Ultra-Short Income | Add +18.7% | 0.45% | +0.06 |
| JNJ Johnson & Johnson | Add +4.3% | 0.47% | +0.06 |
| NXXT Nextnrg Inc. | New | 0.05% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.9% | 2.61% | +0.05 |
| SDVD FT Vest Smid Rising Dividend | Add +304.1% | 0.05% | +0.04 |
| IRDM Iridium Communications Inc. | New | 0.04% | +0.04 |
| KQQQ Kurv Tech Titans Select ETF | New | 0.04% | +0.04 |
| NEXT Nextdecade Corp. | New | 0.04% | +0.04 |
| AGZ iShares Agency Bond ETF | Add +22.9% | 0.21% | +0.03 |
| AMD Advanced Micro Devices | Add +17.8% | 0.10% | +0.03 |
| DJAN FT Vest U.S. Equity Deep Buf | Add +1.1% | 1.89% | +0.03 |
| FTSM First Trust Enh Short Mat FD | Add +6.0% | 0.91% | +0.03 |
| APA Apa Corp. | Add +91.8% | 0.07% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +11.7% | 0.28% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.8% | 4.62% | +0.03 |
| KMI Kinder Morgan Inc. | New | 0.03% | +0.03 |
| IBM Intl Business Machines Corp. | Add +8.3% | 0.29% | +0.03 |
| CVS CVS Health Corp. | Add +82.6% | 0.06% | +0.03 |
| WMT Walmart Inc. | Add +1.6% | 0.36% | +0.02 |
| XOM Exxon Mobil Corp. | Add +19.1% | 0.12% | +0.02 |
| KBWB Invesco KBW Bank ETF | New | 0.02% | +0.02 |
| MRK Merck & Co. Inc. | Add +0.9% | 0.12% | +0.02 |
| FTGC First Trust Global Tactical | New | 0.02% | +0.02 |
| EWC iShares MSCI Canada ETF | New | 0.02% | +0.02 |
| AOR iShares Core 60/40 Balanced | New | 0.02% | +0.02 |
| XLV SS Health Care Select Sector | Add +57.5% | 0.05% | +0.02 |
| RTX RTX Corp. | Add +3.0% | 0.24% | +0.02 |
| OWL Blue Owl Capital Inc. | New | 0.02% | +0.02 |
| PATH Uipath Inc. Class A | New | 0.02% | +0.02 |
| BXSL Blackstone Secured Lending F | New | 0.02% | +0.02 |
| FDRR Fidelity Div ETF Rise Rates | Add +59.6% | 0.05% | +0.02 |
| EEM iShares MSCI Emerging Market | New | 0.02% | +0.02 |
| KO The Coca-Cola Co. | Add +8.4% | 0.19% | +0.02 |
| FDL First Trust Morn DVD Lead Inc. | Add +25.1% | 0.10% | +0.02 |
| LBRT Liberty Energy Inc. | New | 0.02% | +0.02 |
| MSDL Morgan Stanley Direct Lendin | New | 0.02% | +0.02 |
| ETN Eaton Corp. PLC | Add +103.7% | 0.05% | +0.02 |
| FHDG Ftequity Qrtrly DYN Buff ETF | New | 0.02% | +0.02 |
| NAMS Newamsterdam Pharma Co. NV | New | 0.02% | +0.02 |
| MSFY Kurv YLD Prem STR MSFT ETF | New | 0.02% | +0.02 |
| SHOC Shoc US Semicon Equity ETF | New | 0.02% | +0.02 |
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 |