Jaffetilchin Investment Partners, LLC

Portfolio Overview

Jaffetilchin Investment Partners, LLC disclosed 461 positions worth $1.7B in its Form 13F-HR for Q1 2026, followed by $AAPL. During the quarter the fund opened 52 new positions and exited 43. The portfolio is most concentrated in Other (60.3% of disclosed assets). All figures are sourced directly from Jaffetilchin Investment Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1404652.

• ISHARES CORE S&P TOTAL U S STOCK MARKET ETF

  —

  Quality

  $95.7M671,625 sh
• 

  Apple Inc.

  $AAPL

  76.4#84

  Quality

  $83.9M330,621 sh

• SCHWAB U S LARGE-CAP ETF

  —

  Quality

  $66.1M2,576,470 sh

• VANGUARD TOTAL STOCK MARKET ETF

  —

  Quality

  $65.4M203,875 sh
• 

  NVIDIA CORP

  $NVDA

  85.9

  Quality

  $63.9M366,535 sh

• VANGUARD LARGE-CAP ETF

  —

  Quality

  $61.0M204,185 sh

• FT VEST US EQUITY DEEP BUFFER ETF - JANUARY

  —

  Quality

  $51.3M1,207,202 sh
• 

  INVESCO QQQ TRUST, SERIES 1

  $QQQ

  —

  Quality

  $42.3M73,275 sh

• FIDELITY TOTAL BOND ETF

  —

  Quality

  $38.1M835,374 sh

• SCHWAB U S BROAD MARKET ETF

  —

  Quality

  $33.9M1,351,921 sh

Company	Quality	Value	Shares
ISHARES CORE S&P TOTAL U S STOCK MARKET ETF	—	$95.7M	671,625
Apple Inc.$AAPL	76.4#84	$83.9M	330,621
SCHWAB U S LARGE-CAP ETF	—	$66.1M	2,576,470
VANGUARD TOTAL STOCK MARKET ETF	—	$65.4M	203,875
NVIDIA CORP$NVDA	85.9	$63.9M	366,535
VANGUARD LARGE-CAP ETF	—	$61.0M	204,185
FT VEST US EQUITY DEEP BUFFER ETF - JANUARY	—	$51.3M	1,207,202
INVESCO QQQ TRUST, SERIES 1$QQQ	—	$42.3M	73,275
FIDELITY TOTAL BOND ETF	—	$38.1M	835,374
SCHWAB U S BROAD MARKET ETF	—	$33.9M	1,351,921

Showing top 10 of 461 holdings.

Top Holdings — Jaffetilchin Investment Partners, LLC (Q1 2026)

Top 150 of 461 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	ISHARES CORE S&P TOTAL U S STOCK MARKET ETF	$95.7M	5.7%	-9%	—
2	$AAPL	Apple Inc.	$83.9M	5.0%	-3%	76.4
3	—	SCHWAB U S LARGE-CAP ETF	$66.1M	3.9%	+0%	—
4	—	VANGUARD TOTAL STOCK MARKET ETF	$65.4M	3.9%	-13%	—
5	$NVDA	NVIDIA CORP	$63.9M	3.8%	-0%	85.9
6	—	VANGUARD LARGE-CAP ETF	$61.0M	3.6%	+0%	—
7	—	FT VEST US EQUITY DEEP BUFFER ETF - JANUARY	$51.3M	3.1%	+62%	—
8	$QQQ	INVESCO QQQ TRUST, SERIES 1	$42.3M	2.5%	+1%	—
9	—	FIDELITY TOTAL BOND ETF	$38.1M	2.3%	NEW	—
10	—	SCHWAB U S BROAD MARKET ETF	$33.9M	2.0%	-13%	—
11	$TSLA	Tesla, Inc.	$32.8M	1.9%	-1%	53.9
12	—	STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF	$31.5M	1.9%	-24%	—
13	$GOOG	Alphabet Inc.	$30.4M	1.8%	-2%	78.2
14	$MSFT	MICROSOFT CORP	$30.4M	1.8%	+4%	79.8
15	$AMZN	AMAZON COM INC	$30.2M	1.8%	+0%	68.7
16	—	FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND	$27.8M	1.7%	-1%	—
17	—	ISHARES PREFERRED & INCOME SECURITIES ETF	$25.9M	1.5%	+12%	—
18	—	SCHWAB US DIVIDEND EQUITY ETF	$24.9M	1.5%	+24%	—
19	—	INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF	$23.7M	1.4%	+13%	—
20	—	VANGUARD MORTGAGE-BACKED SECURITIES ETF	$22.4M	1.3%	+8%	—
21	$META	Meta Platforms, Inc.	$19.3M	1.1%	+2%	79.6
22	—	VANGUARD VALUE ETF	$18.8M	1.1%	+606%	—
23	—	ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF	$18.7M	1.1%	NEW	—
24	$LLY	ELI LILLY & Co	$16.1M	1.0%	-6%	87.5
25	—	VANECK MORTGAGE REIT INCOME ETF	$15.0M	0.9%	+6922%	—
26	—	GLOBAL X MLP ETF	$14.7M	0.9%	+19%	—
27	$JPM	JPMORGAN CHASE & CO	$14.6M	0.9%	+7%	70.7
28	—	FIRST TRUST ENHANCED SHORT MATURITY ETF	$14.4M	0.9%	-8%	—
29	—	ISHARES RUSSELL 1000 ETF	$14.3M	0.8%	+0%	—
30	$LMT	LOCKHEED MARTIN CORP	$12.8M	0.8%	+2%	65.6
31	—	STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF	$12.6M	0.8%	+43%	—
32	$GOOGL	Alphabet Inc.	$11.8M	0.7%	-4%	78.2
33	$WT	WisdomTree, Inc.	$10.4M	0.6%	+0%	59.9
34	$JNJ	JOHNSON & JOHNSON	$9.5M	0.6%	-1%	69
35	—	ISHARES CORE S&P 500 ETF	$9.3M	0.6%	-2%	—
36	—	FIDELITY CORPORATE BOND ETF	$9.1M	0.5%	+64%	—
37	$GLD	SPDR GOLD TRUST	$9.1M	0.5%	-31%	—
38	$BRK.B	BERKSHIRE HATHAWAY INC	$9.1M	0.5%	+1%	73.8
39	—	JPMORGAN ULTRA-SHORT INCOME ETF	$8.8M	0.5%	+15%	—
40	—	ISHARES CORE MSCI EMERGING MARKETS ETF	$8.8M	0.5%	+182%	—
41	$AVGO	Broadcom Inc.	$8.4M	0.5%	+12%	84.5
42	$SHOP	SHOPIFY INC.	$7.8M	0.5%	+0%	64.9
43	—	STATE STREET ENERGY SELECT SECTOR SPDR ETF	$7.6M	0.5%	-4%	—
44	—	ISHARES 1-3 YEAR TREASURY BOND ETF	$7.4M	0.4%	-73%	—
45	—	ISHARES CORE MSCI EAFE ETF	$7.4M	0.4%	+373%	—
46	$CAT	CATERPILLAR INC	$7.0M	0.4%	+29%	66.5
47	—	VANGUARD S&P 500 ETF	$6.8M	0.4%	-2%	—
48	—	FIRST TRUST MULTI-MANAGER SMALL CAP OPPORTUNITIES ETF	$6.8M	0.4%	-5%	—
49	$WMT	Walmart Inc.	$6.8M	0.4%	-2%	60.2
50	$V	VISA INC.	$6.6M	0.4%	+4%	82.9
51	—	FIRST TRUST RISING DIVIDEND ACHIEVERS ETF	$5.7M	0.3%	+1%	—
52	$PLTR	Palantir Technologies Inc.	$5.5M	0.3%	+6%	84.6
53	—	FIRST TRUST NASDAQ CYBERSECURITY ETF	$5.4M	0.3%	+9%	—
54	$NEE	NEXTERA ENERGY INC	$5.3M	0.3%	-3%	64.6
55	—	F/M US TREASURY 3 MONTH BILL FUND	$5.3M	0.3%	+7%	—
56	$MA	Mastercard Inc	$5.3M	0.3%	+1%	85.1
57	—	AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF	$5.2M	0.3%	+7%	—
58	—	ISHARES U S TECHNOLOGY ETF	$5.2M	0.3%	-1%	—
59	$PG	PROCTER & GAMBLE Co	$5.2M	0.3%	-1%	64.6
60	—	STATE STREET SPDR S&P METALS & MINING ETF	$4.8M	0.3%	-16%	—
61	$COST	COSTCO WHOLESALE CORP /NEW	$4.7M	0.3%	+0%	66.2
62	—	ISHARES CORE S&P MID-CAP ETF	$4.7M	0.3%	-0%	—
63	$SPY	SPDR S&P 500 ETF TRUST	$4.6M	0.3%	-1%	—
64	—	ISHARES SEMICONDUCTOR ETF	$4.5M	0.3%	-4%	—
65	—	STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	$4.5M	0.3%	-2%	—
66	$HD	HOME DEPOT, INC.	$4.4M	0.3%	-2%	60.3
67	—	ISHARES CORE S&P SMALL CAP ETF	$4.4M	0.3%	+4%	—
68	$RTX	RTX Corp	$4.3M	0.3%	-1%	73.2
69	—	ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	$4.3M	0.3%	+0%	—
70	$MCD	MCDONALDS CORP	$4.2M	0.3%	-2%	69
71	$PANW	Palo Alto Networks Inc	$4.2M	0.3%	+14%	65.5
72	$IBIT	iShares Bitcoin Trust ETF	$4.1M	0.3%	-31%	—
73	—	STATE STREET MATERIALS SELECT SECTOR SPDR ETF	$4.1M	0.2%	+3%	—
74	—	STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF	$4.1M	0.2%	-0%	—
75	—	ISHARES RUSSELL 2000 ETF	$4.0M	0.2%	+2%	—
76	—	ISHARES AGENCY BOND ETF	$3.9M	0.2%	+10%	—
77	$RKLB	Rocket Lab Corp	$3.8M	0.2%	+4%	39.9
78	—	CLOUGH HEDGED EQUITY ETF	$3.8M	0.2%	+7%	—
79	$GE	GENERAL ELECTRIC CO	$3.8M	0.2%	-12%	73.8
80	$JCI	Johnson Controls International plc	$3.7M	0.2%	+1%	—
81	$BX	Blackstone Inc.	$3.7M	0.2%	+14%	74.4
82	—	ALERIAN MLP ETF	$3.7M	0.2%	+12%	—
83	$ABBV	AbbVie Inc.	$3.7M	0.2%	+67%	72.6
84	—	JPMORGAN EQUITY PREMIUM INCOME ETF	$3.5M	0.2%	+4%	—
85	—	FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF	$3.5M	0.2%	-57%	—
86	$KO	COCA COLA CO	$3.4M	0.2%	-1%	69.5
87	$BAC	BANK OF AMERICA CORP /DE/	$3.4M	0.2%	-22%	67.6
88	$VZ	VERIZON COMMUNICATIONS INC	$3.4M	0.2%	+31%	65.8
89	$ISRG	INTUITIVE SURGICAL INC	$3.4M	0.2%	+2%	79.9
90	$IVZ	Invesco Ltd.	$3.3M	0.2%	+6%	—
91	$CSCO	CISCO SYSTEMS, INC.	$3.3M	0.2%	-9%	70.3
92	—	FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND	$3.3M	0.2%	+70%	—
93	—	FIRST TRUST CLOUD COMPUTING ETF	$3.3M	0.2%	-7%	—
94	$XOM.R34088	EXXON MOBIL CORP	$3.2M	0.2%	+6%	57.9
95	$GEV	GE Vernova Inc.	$3.0M	0.2%	-11%	81.1
96	—	FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF	$2.9M	0.2%	NEW	—
97	$APA	APA Corp	$2.9M	0.2%	+47%	—
98	—	VANGUARD SHORT-TERM TREASURY ETF	$2.8M	0.2%	-88%	—
99	—	STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF	$2.8M	0.2%	+0%	—
100	—	ISHARES MSCI USA QUALITY FACTOR ETF	$2.8M	0.2%	-2%	—
101	$AMD	ADVANCED MICRO DEVICES INC	$2.8M	0.2%	+77%	79.8
102	$BA	BOEING CO	$2.8M	0.2%	+1%	61.6
103	$DAL	DELTA AIR LINES, INC.	$2.7M	0.2%	+17%	57.5
104	$GS	GOLDMAN SACHS GROUP INC	$2.6M	0.2%	+0%	73.5
105	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$2.6M	0.2%	-35%	70
106	$FDX	FEDEX CORP	$2.5M	0.1%	-1%	60.3
107	—	FIRST TRUST CAPITAL STRENGTH ETF	$2.5M	0.1%	+0%	—
108	$PM	Philip Morris International Inc.	$2.5M	0.1%	-0%	75.9
109	$DUK	Duke Energy CORP	$2.5M	0.1%	-2%	56.4
110	$T	AT&T INC.	$2.5M	0.1%	-4%	65.7
111	$QCOM	QUALCOMM INC/DE	$2.4M	0.1%	-2%	70.5
112	$NEM	NEWMONT Corp /DE/	$2.4M	0.1%	-1%	86.8
113	—	FT VEST U S EQUITY DEEP BUFFER ETF - SEPTEMBER	$2.4M	0.1%	+0%	—
114	$LNC	LINCOLN NATIONAL CORP	$2.4M	0.1%	-2%	64.5
115	$AXON	AXON ENTERPRISE, INC.	$2.3M	0.1%	-1%	56.6
116	$MRK	Merck & Co., Inc.	$2.3M	0.1%	-3%	59.9
117	—	INVESCO BLOOMBERG PRICING POWER ETF	$2.3M	0.1%	+0%	—
118	$DG	DOLLAR GENERAL CORP	$2.3M	0.1%	-0%	59.5
119	$IVZ	Invesco Ltd.	$2.3M	0.1%	+4%	—
120	$UNH	UNITEDHEALTH GROUP INC	$2.3M	0.1%	-25%	62.7
121	—	ISHARES TREASURY FLOATING RATE BOND ETF	$2.2M	0.1%	-92%	—
122	$CVX	CHEVRON CORP	$2.2M	0.1%	+5%	62.8
123	$SPG	SIMON PROPERTY GROUP INC.	$2.2M	0.1%	-0%	76.7
124	$GNRC	GENERAC HOLDINGS INC.	$2.2M	0.1%	-3%	54.4
125	$IVZ	Invesco Ltd.	$2.1M	0.1%	+5%	—
126	—	ISHARES CORE HIGH DIVIDEND ETF	$2.0M	0.1%	-0%	—
127	—	ISHARES CORE U S AGGREGATE BOND ETF	$2.0M	0.1%	+28%	—
128	$MU	MICRON TECHNOLOGY INC	$1.9M	0.1%	+135%	86.2
129	$DIS	Walt Disney Co	$1.9M	0.1%	-7%	60.1
130	$NFLX	NETFLIX INC	$1.9M	0.1%	-30%	78.8
131	$WFC	WELLS FARGO & COMPANY/MN	$1.9M	0.1%	+1%	61.8
132	$UNP	UNION PACIFIC CORP	$1.8M	0.1%	-4%	69.7
133	—	VANGUARD GROWTH ETF	$1.8M	0.1%	+1%	—
134	$CRWD	CrowdStrike Holdings, Inc.	$1.8M	0.1%	+9%	67.7
135	—	ISHARES RUSSELL 3000 ETF	$1.8M	0.1%	-1%	—
136	—	VANGUARD DIVIDEND APPRECIATION ETF	$1.7M	0.1%	-4%	—
137	$PFE	PFIZER INC	$1.7M	0.1%	+22%	62
138	$DE	DEERE & CO	$1.7M	0.1%	+1%	55.4
139	—	ISHARES RUSSELL 1000 GROWTH ETF	$1.7M	0.1%	+0%	—
140	$MO	ALTRIA GROUP, INC.	$1.6M	0.1%	+33%	67.4
141	$PEP	PEPSICO INC	$1.6M	0.1%	-4%	63.4
142	—	ISHARES S&P 500 VALUE ETF	$1.5M	0.1%	-1%	—
143	—	VANGUARD MEGA CAP GROWTH ETF	$1.5M	0.1%	-12%	—
144	$CEF	Sprott Physical Gold & Silver Trust	$1.5M	0.1%	-1%	—
145	—	ISHARES FLOATING RATE BOND ETF	$1.5M	0.1%	-0%	—
146	—	VANGUARD HIGH DIVIDEND YIELD INDEX ETF	$1.5M	0.1%	+7%	—
147	$SLV	iShares Silver Trust	$1.5M	0.1%	+8%	—
148	$LDOS	Leidos Holdings, Inc.	$1.5M	0.1%	-4%	65.4
149	$SYF	Synchrony Financial	$1.5M	0.1%	-2%	64
150	—	VANGUARD REAL ESTATE ETF	$1.5M	0.1%	+5%	—