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Jaffetilchin Investment Partners 13F Portfolio

Portfolio Manager
Jaffetilchin Investment Partners, LLC
Performance
+2.15% (2025 Q4)
AUM (13F)
$1.68B
# of Holdings
461
Performance Rank
Allocation (Top 20)
52.46%
Latest filing
Q1 2026

Jaffetilchin Investment Partners, LLC Holdings Map

Top 50 Jaffetilchin Investment Partners, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ITOT
ISHARES CORE S&P TOTAL U S STOCK MARKET ETF
5.69%671.6K$95.7M
-9.04%(-66.73K)
2025-Q1: 682.5K shares2025-Q2: 718.2K shares2025-Q3: 725.6K shares2025-Q4: 738.4K shares2026-Q1: 671.6K shares
$88.39(+84.64%)
2026-03-31
AAPL
APPLE INC COM
4.99%330.6K$83.9M
-2.79%(-9.49K)
2025-Q1: 361.5K shares2025-Q2: 361.0K shares2025-Q3: 345.5K shares2025-Q4: 340.1K shares2026-Q1: 330.6K shares
$94.53(+215.45%)
2026-03-31
SCHX
SCHWAB U S LARGE-CAP ETF
3.93%2.58M$66.1M
+0.25%(+6.39K)
2025-Q1: 2.55M shares2025-Q2: 2.56M shares2025-Q3: 2.56M shares2025-Q4: 2.57M shares2026-Q1: 2.58M shares
$15.08(+95.08%)
2026-03-31
VTI
VANGUARD TOTAL STOCK MARKET ETF
3.89%203.9K$65.4M
-13.42%(-31.59K)
2025-Q1: 226.8K shares2025-Q2: 233.0K shares2025-Q3: 233.6K shares2025-Q4: 235.5K shares2026-Q1: 203.9K shares
$198.27(+85.30%)
2026-03-31
NVDA
NVIDIA CORPORATION COM
3.8%366.5K$63.9M
-0.46%(-1.69K)
2025-Q1: 418.1K shares2025-Q2: 415.1K shares2025-Q3: 388.8K shares2025-Q4: 368.2K shares2026-Q1: 366.5K shares
$18.46(+1176.80%)
2026-03-31
VV
VANGUARD LARGE-CAP ETF
3.63%204.2K$61.0M
+0.27%(+546)
2025-Q1: 202.0K shares2025-Q2: 202.1K shares2025-Q3: 202.6K shares2025-Q4: 203.6K shares2026-Q1: 204.2K shares
$170.33(+101.92%)
2026-03-31
DJAN
FT VEST US EQUITY DEEP BUFFER ETF - JANUARY
3.06%1.21M$51.3M
+62.27%(+463.26K)
2025-Q1: 722.1K shares2025-Q2: 728.6K shares2025-Q3: 735.9K shares2025-Q4: 743.9K shares2026-Q1: 1.21M shares
$40.26(+12.39%)
2026-03-31
QQQ
INVESCO QQQ TRUST SERIES I
2.52%73.3K$42.3M
+0.69%(+500)
2025-Q1: 66.7K shares2025-Q2: 70.9K shares2025-Q3: 71.4K shares2025-Q4: 72.8K shares2026-Q1: 73.3K shares
$300.13(+139.83%)
2026-03-31
FBND
FIDELITY TOTAL BOND ETF
2.27%835.4K$38.1M
+18345.00%(+830.85K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 4.5K shares2026-Q1: 835.4K shares
$45.83(-0.72%)
2026-03-31
SCHB
SCHWAB U S BROAD MARKET ETF
2.02%1.35M$33.9M
-12.55%(-194.10K)
2025-Q1: 1.52M shares2025-Q2: 1.54M shares2025-Q3: 1.54M shares2025-Q4: 1.55M shares2026-Q1: 1.35M shares
$16.07(+79.14%)
2026-03-31

About Jaffetilchin Investment Partners, LLCโ€™s portfolio

Jaffetilchin Investment Partners, LLC reports $1.68B in US-listed equity holdings across 461 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (5.7%), AAPL (5.0%) and SCHX (3.9%). The top 20 holdings account for 52.46% of reported assets. Its disclosed equity book has returned +87.00% on a three-year cumulative basis. Figures reflect the Q1 2026 filing.

Portfolio concentration

Portfolio concentration
ITOT โ€” 7.9% ($95.66M)AAPL โ€” 6.9% ($83.91M)SCHX โ€” 5.5% ($66.06M)VTI โ€” 5.4% ($65.41M)NVDA โ€” 5.3% ($63.92M)VV โ€” 5.0% ($61.02M)DJAN โ€” 4.2% ($51.34M)QQQ โ€” 3.5% ($42.29M)FBND โ€” 3.1% ($38.11M)SCHB โ€” 2.8% ($33.93M)Other โ€” 50.3% ($609.58M)
50%in top 10
  • ITOT7.9%
  • AAPL6.9%
  • SCHX5.5%
  • VTI5.4%
  • NVDA5.3%
  • VV5.0%
  • DJAN4.2%
  • QQQ3.5%
  • FBND3.1%
  • SCHB2.8%
  • Other50.3%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
1
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF1.1%
Added to
29
FBNDFIDELITY TOTAL BOND ETF+18345.0%
DJANFT VEST US EQUITY DEEP BUFFER ETF - JANUARY+62.3%
VTVVANGUARD VALUE ETF+606.3%
MORTVANECK MORTGAGE REIT INCOME ETF+6921.8%
+25 more
Trimmed
20
SHYISHARES 1-3 YEAR TREASURY BOND ETF-73.2%
SPTMSTATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF-24.5%
VTIVANGUARD TOTAL STOCK MARKET ETF-13.4%
ITOTISHARES CORE S&P TOTAL U S STOCK MARKET ETF-9.0%
+16 more

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Source filings

Holdings on this page are parsed from Jaffetilchin Investment Partners, LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1404652). View Jaffetilchin Investment Partners, LLCโ€™s 13F filings on SEC

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