Jaffetilchin Investment Partners, Llc Portfolio Stock Holdings
Jaffetilchin Investment Partners, Llc disclosed 461 stock positions valued at approximately $1.7 billion in its latest SEC 13F filing. The largest holdings include ISHARES CORE S&P TOTAL U S STOCK MARKET ETF, APPLE INC COM, and SCHWAB U S LARGE-CAP ETF. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 461
- Portfolio Value
- $1.7B
Holdings by Sector
Jaffetilchin Investment Partners, Llc Portfolio Holdings in Q1 2026
444 holdings in the latest reporting period.
Page 1 of 5
| 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 |
| STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | TOTL | Other | 0.75% | 318,012 | +95,553 | +42.95% | $12,634,614 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 0.70% | 41,024 | -1,863 | -4.34% | $11,768,073 |
| WISDOMTREE U S AI ENHANCED VALUE FUND | AIVL | Other | 0.62% | 90,139 | +277 | +0.31% | $10,429,928 |
| JOHNSON & JOHNSON COM | JNJ | Healthcare | 0.56% | 38,788 | -388 | -0.99% | $9,481,356 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 0.55% | 14,219 | -260 | -1.80% | $9,288,128 |
| FIDELITY CORPORATE BOND ETF | FCOR | Other | 0.54% | 193,421 | +75,705 | +64.31% | $9,115,938 |
| SPDR GOLD SHARES | GLD | Other | 0.54% | 21,091 | -9,679 | -31.46% | $9,075,196 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 0.54% | 18,909 | +96 | +0.51% | $9,060,989 |
| JPMORGAN ULTRA-SHORT INCOME ETF | JPST | Other | 0.52% | 174,308 | +22,454 | +14.79% | $8,821,703 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | Other | 0.52% | 125,776 | +81,195 | +182.13% | $8,772,885 |
| BROADCOM INC COM | AVGO | Technology | 0.50% | 27,066 | +2,864 | +11.83% | $8,377,276 |
| SHOPIFY INC CL A SUB VTG SHS | SHOP | Technology | 0.46% | 65,597 | +293 | +0.45% | $7,781,173 |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | XLE | Other | 0.45% | 123,814 | -5,243 | -4.06% | $7,584,859 |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | Other | 0.44% | 89,845 | -245,281 | -73.19% | $7,418,466 |
| ISHARES CORE MSCI EAFE ETF | IEFA | Other | 0.44% | 81,506 | +64,266 | +372.77% | $7,378,701 |
| CATERPILLAR INC COM | CAT | Industrials | 0.42% | 9,934 | +2,243 | +29.16% | $7,038,127 |
| VANGUARD S&P 500 ETF | VOO | Other | 0.41% | 11,463 | -252 | -2.15% | $6,849,891 |
| WALMART INC COM | WMT | Consumer Defensive | 0.40% | 54,328 | -1,046 | -1.89% | $6,751,893 |
| VISA INC COM CL A | V | Financial Services | 0.39% | 21,684 | +744 | +3.55% | $6,553,871 |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | RDVY | Other | 0.34% | 83,285 | +961 | +1.17% | $5,686,705 |
| PALANTIR TECHNOLOGIES INC CL A | PLTR | Technology | 0.33% | 37,812 | +2,133 | +5.98% | $5,531,212 |
| FIRST TRUST NASDAQ CYBERSECURITY ETF | CIBR | Other | 0.32% | 85,861 | +7,258 | +9.23% | $5,381,798 |
| NEXTERA ENERGY INC COM | NEE | Utilities | 0.32% | 57,419 | -2,043 | -3.44% | $5,333,092 |
| F/M US TREASURY 3 MONTH BILL FUND | TBIL | Other | 0.32% | 106,883 | +6,530 | +6.51% | $5,329,171 |
| MASTERCARD INCORPORATED CL A | MA | Financial Services | 0.31% | 10,533 | +91 | +0.87% | $5,262,891 |
| AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | DIVO | Other | 0.31% | 116,838 | +7,799 | +7.15% | $5,240,201 |
| ISHARES U S TECHNOLOGY ETF | IYW | Other | 0.31% | 28,755 | -145 | -0.50% | $5,216,794 |
| PROCTER & GAMBLE CO COM | PG | Consumer Defensive | 0.31% | 35,831 | -452 | -1.25% | $5,175,434 |
| STATE STREET SPDR S&P METALS & MINING ETF | XME | Other | 0.29% | 44,488 | -8,690 | -16.34% | $4,805,126 |
| COSTCO WHOLESALE CORPORATION COM | COST | Consumer Defensive | 0.28% | 4,752 | +4 | +0.08% | $4,735,322 |
| ISHARES CORE S&P MID-CAP ETF | IJH | Other | 0.28% | 69,827 | -50 | -0.07% | $4,715,390 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 0.27% | 7,053 | -66 | -0.93% | $4,586,634 |
| ISHARES SEMICONDUCTOR ETF | SOXX | Other | 0.27% | 13,789 | -577 | -4.02% | $4,532,039 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | XLK | Other | 0.27% | 34,086 | -667 | -1.92% | $4,530,035 |
| HOME DEPOT INC COM | HD | Consumer Cyclical | 0.26% | 13,348 | -289 | -2.12% | $4,389,957 |
| ISHARES CORE S&P SMALL CAP ETF | IJR | Other | 0.26% | 35,042 | +1,431 | +4.26% | $4,356,027 |
| RTX CORPORATION COM | RTX | Industrials | 0.26% | 22,289 | -115 | -0.51% | $4,299,586 |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | Other | 0.26% | 49,514 | +32 | +0.06% | $4,289,930 |
| MCDONALDS CORP COM | MCD | Consumer Cyclical | 0.25% | 13,644 | -338 | -2.42% | $4,240,554 |
| PALO ALTO NETWORKS INC COM | PANW | Technology | 0.25% | 25,996 | +3,163 | +13.85% | $4,167,719 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.25% | 107,414 | -47,452 | -30.64% | $4,126,846 |
| STATE STREET MATERIALS SELECT SECTOR SPDR ETF | XLB | Other | 0.24% | 81,875 | +2,204 | +2.77% | $4,091,274 |
| STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | XOP | Other | 0.24% | 22,320 | -110 | -0.49% | $4,058,506 |
| ISHARES RUSSELL 2000 ETF | IWM | Other | 0.24% | 16,097 | +311 | +1.97% | $3,991,963 |
| ISHARES AGENCY BOND ETF | AGZ | Other | 0.23% | 35,690 | +3,185 | +9.80% | $3,915,583 |
| GE AEROSPACE COM NEW | GE | Industrials | 0.22% | 13,251 | -1,836 | -12.17% | $3,760,279 |
| JOHNSON CTLS INTL PLC SHS | JCI | Industrials | 0.22% | 28,477 | +217 | +0.77% | $3,729,126 |
| BLACKSTONE INC COM | BX | Financial Services | 0.22% | 32,343 | +3,946 | +13.90% | $3,719,150 |
| ALERIAN MLP ETF | AMLP | Other | 0.22% | 70,282 | +7,751 | +12.40% | $3,699,666 |
| ABBVIE INC COM | ABBV | Healthcare | 0.22% | 16,974 | +6,817 | +67.12% | $3,691,717 |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | Other | 0.21% | 62,004 | +2,577 | +4.34% | $3,514,393 |
| FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | AIRR | Other | 0.21% | 31,241 | -41,493 | -57.05% | $3,460,828 |
| COCA COLA CO COM | KO | Consumer Defensive | 0.20% | 45,252 | -635 | -1.38% | $3,441,378 |
| BANK OF AMER CORP COM | BAC | Financial Services | 0.20% | 70,526 | -19,543 | -21.70% | $3,438,167 |
| VERIZON COMMUNICATIONS INC COM | VZ | Communication Services | 0.20% | 67,168 | +15,882 | +30.97% | $3,371,852 |
| INTUITIVE SURGICAL INC COM NEW | ISRG | Healthcare | 0.20% | 7,302 | +152 | +2.13% | $3,366,158 |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | Other | 0.20% | 17,310 | +904 | +5.51% | $3,322,155 |
| CISCO SYS INC COM | CSCO | Technology | 0.20% | 42,721 | -4,067 | -8.69% | $3,314,746 |
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | FDL | Other | 0.20% | 64,730 | +26,668 | +70.06% | $3,288,262 |
| FIRST TRUST CLOUD COMPUTING ETF | SKYY | Other | 0.20% | 30,028 | -2,180 | -6.77% | $3,283,888 |
| EXXON MOBIL CORP COM | XOM | Energy | 0.19% | 18,690 | +1,011 | +5.72% | $3,170,983 |
| GE VERNOVA INC COM | GEV | Utilities | 0.18% | 3,412 | -441 | -11.45% | $2,977,945 |
| FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | ROBT | Other | 0.17% | 62,029 | +62,029 | +100.00% | $2,863,271 |
| APA CORPORATION COM | APA | Energy | 0.17% | 67,376 | +21,605 | +47.20% | $2,859,446 |
| VANGUARD SHORT-TERM TREASURY ETF | VGSH | Other | 0.17% | 48,450 | -347,262 | -87.76% | $2,836,250 |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | SPSM | Other | 0.17% | 58,634 | +201 | +0.34% | $2,833,192 |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | Other | 0.17% | 14,724 | -344 | -2.28% | $2,824,120 |
| ADVANCED MICRO DEVICES INC COM | AMD | Technology | 0.17% | 13,823 | +6,004 | +76.79% | $2,811,971 |
| BOEING CO COM | BA | Industrials | 0.16% | 13,863 | +129 | +0.94% | $2,759,200 |
| DELTA AIR LINES INC COM NEW | DAL | Industrials | 0.16% | 41,124 | +5,899 | +16.75% | $2,733,908 |