Jaffetilchin Investment Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on May 13, 2026, Jaffetilchin Investment Partners, Llc disclosed 445 stock positions valued at approximately $1.68B as of quarter-end March 31, 2026. The largest holdings include ISHARES CORE S&P TOTAL U S STOCK MARKET ETF, APPLE INC COM, and SCHWAB U S LARGE-CAP ETF.
- Report Period
- March 31, 2026
- No. of Stocks
- 445
- Portfolio Value
- $1.68B
Holdings by Sector
Jaffetilchin Investment Partners, Llc Portfolio Holdings in Q1 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL U S STOCK MARKET ETF | ITOT | Other | 5.69% | 671,625 | -66,733 | -9.04% | $95,659,536 |
| APPLE INC COM | AAPL | Technology | 4.99% | 330,621 | -9,486 | -2.79% | $83,908,308 |
| SCHWAB U S LARGE-CAP ETF | SCHX | Other | 3.93% | 2,576,470 | +6,388 | +0.25% | $66,060,679 |
| VANGUARD TOTAL STOCK MARKET ETF | VTI | Other | 3.89% | 203,875 | -31,588 | -13.42% | $65,405,121 |
| NVIDIA CORPORATION COM | NVDA | Technology | 3.80% | 366,535 | -1,691 | -0.46% | $63,923,697 |
| VANGUARD LARGE-CAP ETF | VV | Other | 3.63% | 204,185 | +546 | +0.27% | $61,020,710 |
| FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | DJAN | Other | 3.06% | 1,207,202 | +463,265 | +62.27% | $51,342,301 |
| INVESCO QQQ TRUST SERIES I | QQQ | Other | 2.52% | 73,275 | +500 | +0.69% | $42,293,114 |
| FIDELITY TOTAL BOND ETF | FBND | Other | 2.27% | 835,374 | +830,845 | +18345.00% | $38,109,770 |
| SCHWAB U S BROAD MARKET ETF | SCHB | Other | 2.02% | 1,351,921 | -194,100 | -12.55% | $33,933,210 |
| TESLA INC COM | TSLA | Consumer Cyclical | 1.95% | 88,179 | -736 | -0.83% | $32,780,521 |
| STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | SPTM | Other | 1.87% | 398,442 | -128,977 | -24.45% | $31,500,787 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 1.81% | 105,686 | -1,659 | -1.55% | $30,391,003 |
| MICROSOFT CORP COM | MSFT | Technology | 1.81% | 82,003 | +3,199 | +4.06% | $30,355,011 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 1.80% | 144,873 | +428 | +0.30% | $30,172,638 |
| FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | EMLP | Other | 1.66% | 637,494 | -5,271 | -0.82% | $27,832,991 |
| ISHARES PREFERRED & INCOME SECURITIES ETF | PFF | Other | 1.54% | 855,355 | +91,751 | +12.02% | $25,934,362 |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Other | 1.48% | 810,346 | +157,441 | +24.11% | $24,861,429 |
| INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | BSJQ | Other | 1.41% | 1,021,704 | +115,139 | +12.70% | $23,677,994 |
| VANGUARD MORTGAGE-BACKED SECURITIES ETF | VMBS | Other | 1.33% | 477,418 | +36,754 | +8.34% | $22,414,791 |
| META PLATFORMS INC CL A | META | Communication Services | 1.15% | 33,675 | +571 | +1.72% | $19,266,401 |
| VANGUARD VALUE ETF | VTV | Other | 1.12% | 95,838 | +82,269 | +606.30% | $18,803,368 |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | EMB | Other | 1.11% | 199,452 | +199,452 | +100.00% | $18,734,499 |
| ELI LILLY & CO COM | LLY | Healthcare | 0.96% | 17,545 | -1,130 | -6.05% | $16,137,390 |
| VANECK MORTGAGE REIT INCOME ETF | MORT | Other | 0.89% | 1,459,195 | +1,438,414 | +6921.77% | $14,971,344 |
| GLOBAL X MLP ETF | MLPA | Other | 0.87% | 272,694 | +42,629 | +18.53% | $14,690,023 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 0.87% | 49,723 | +3,373 | +7.28% | $14,626,534 |
| FIRST TRUST ENHANCED SHORT MATURITY ETF | FTSM | Other | 0.86% | 240,449 | -20,008 | -7.68% | $14,374,043 |
| ISHARES RUSSELL 1000 ETF | IWB | Other | 0.85% | 40,216 | +48 | +0.12% | $14,339,383 |
| LOCKHEED MARTIN CORP COM | LMT | Industrials | 0.76% | 21,121 | +417 | +2.01% | $12,765,148 |
Showing 30 of 445 holdings in the latest reporting period.