Jaffetilchin Investment Partners, LLC
Sector Allocation
- Other60.8%$1.1B
- Technology18.5%$348.9M
- Financials5.8%$110.3M
- Consumer Discretionary4.6%$86.3M
- Industrials3.7%$69.7M
- Healthcare2.7%$51.5M
- Consumer Staples1.6%$29.8M
- Energy0.7%$13.5M
- Utilities0.6%$11.2M
- Communication Services0.5%$9.0M
AUM History
13fpro.ai/research/fund/jaffetilchin-investment-partners-llc-1404652
Conviction and streaks
Stable · top 10 = 36.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$111.1M
AAPL
$94.2M- SCHWAB$76.0M
- VANGUARD$70.4M
- VANGUARD$69.5M
NVDA
$67.7M- FT$55.8M
QQQ
$54.4M- FIDELITY$40.6M
- SCHWAB$39.6M
TSLA
$36.9MGOOGL
$36.8M- STATE$36.4M
AMZN
$34.4MMSFT
$31.3M- FIRST$27.6M
- SCHWAB$26.5M
- ISHARES$26.1M
- INVESCO$23.3M
- VANGUARD$22.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/jaffetilchin-investment-partners-llc-1404652
Jaffetilchin Investment Partners, LLC 13F holdings — Q2 2026
$1.9B portfolio (+12.2% QoQ) · 489 holdings · Q2 2026 13F · top 10 are 36% of the stock portfolio
- 1
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF - ETF
$111.1M
5.9% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy— $94.2M
5.0% of stocks
-2%This quarter+1.3%Since filed10+ qtrsHeld- 3
SCHWAB U.S. LARGE-CAP ETF - ETF
$76.0M
4.0% of stocks
+0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD LARGE-CAP ETF - ETF
$70.4M
3.7% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD TOTAL STOCK MARKET ETF - ETF
$69.5M
3.7% of stocks
-8%This quarter—Since filed—HeldAIQuality—Est. buy— $67.7M
3.6% of stocks
-8%This quarter-0.2%Since filed10+ qtrsHeld- 7
FT VEST US EQUITY DEEP BUFFER ETF - JANUARY - ETF
$55.8M
3.0% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $54.4M
2.9% of stocks
+0.8%This quarter-0.8%Since filed10+ qtrsHeld- 9
FIDELITY TOTAL BOND ETF - ETF
$40.6M
2.1% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
SCHWAB U.S. BROAD MARKET ETF - ETF
$39.6M
2.1% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF - ETF | $111.1M | 5.9% | +0.7% | — | — | — | — | |
| 2 | $94.2M | 5.0% | -2% | +1.3% | 10+ qtrsTrimmed 4 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | SCHWAB U.S. LARGE-CAP ETF - ETF | $76.0M | 4.0% | +0.2% | — | — | — | — | |
| 4 | VANGUARD LARGE-CAP ETF - ETF | $70.4M | 3.7% | +0.3% | — | — | — | — | |
| 5 | VANGUARD TOTAL STOCK MARKET ETF - ETF | $69.5M | 3.7% | -8% | — | — | — | — | |
| 6 | $67.7M | 3.6% | -8% | -0.2% | 10+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | FT VEST US EQUITY DEEP BUFFER ETF - JANUARY - ETF | $55.8M | 3.0% | +2% | — | — | — | — | |
| 8 | $54.4M | 2.9% | +0.8% | -0.8% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | FIDELITY TOTAL BOND ETF - ETF | $40.6M | 2.1% | +7% | — | — | — | — | |
| 10 | SCHWAB U.S. BROAD MARKET ETF - ETF | $39.6M | 2.1% | +1% | — | — | — | — |
All holdings — Jaffetilchin Investment Partners, LLC (Q2 2026)
489 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Tesla, Inc. | Consumer Discretionary | $36.9M | 2.0% | 88K | -0.5% | 10+ qtrs | 51.5 | 13F | |
| 12 | Alphabet Inc. | Technology | $36.8M | 1.9% | 103K | -3% | 10+ qtrsTrimmed 2 qtrs in a row | 77.7 | 13F | |
| 13 | — | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF - ETFetf/fund | — | $36.4M | 1.9% | 400K | +0.5% | — | — | 13F |
| 14 | AMAZON COM INC | Consumer Discretionary | $34.4M | 1.8% | 144K | -0.4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | MICROSOFT CORP | Technology | $31.3M | 1.7% | 84K | +2% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND - ETFetf/fund | — | $27.6M | 1.5% | 635K | -0.4% | — | — | 13F |
| 17 | — | SCHWAB US DIVIDEND EQUITY ETF - ETFetf/fund | — | $26.5M | 1.4% | 837K | +3% | — | — | 13F |
| 18 | — | ISHARES PREFERRED & INCOME SECURITIES ETF - ETFpreferred | — | $26.1M | 1.4% | 857K | +0.2% | — | — | 13F |
| 19 | — | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF - ETFnote | — | $23.3M | 1.2% | 1.02M | -0.6% | — | — | 13F |
| 20 | — | VANGUARD MORTGAGE-BACKED SECURITIES ETF - ETFetf/fund | — | $22.0M | 1.2% | 470K | -2% | — | — | 13F |
| 21 | — | VANGUARD VALUE ETF - ETFetf/fund | — | $21.6M | 1.1% | 99K | +3% | — | — | 13F |
| 22 | ELI LILLY & Co | Healthcare | $20.8M | 1.1% | 17K | -1% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF - ETFnote | — | $19.4M | 1.0% | 201K | +0.8% | — | — | 13F |
| 24 | Meta Platforms, Inc. | Technology | $18.4M | 1.0% | 33K | -3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | ISHARES RUSSELL 1000 ETF - ETFetf/fund | — | $16.5M | 0.9% | 40K | +0.2% | — | — | 13F |
| 26 | $JPM | JPMORGAN CHASE & CO | Financials | $16.5M | 0.9% | 50K | +1% | |||
| 27 | — | VANECK MORTGAGE REIT INCOME ETF - ETF | — | $14.9M | 0.8% | 1.44M | -1% | |||
| 28 | — | GLOBAL X MLP ETF - ETF | — | $14.5M | 0.8% | 274K | +0.3% | |||
| 29 | $GOOG | Alphabet Inc. | Technology | $14.5M | 0.8% | 41K | +0.1% | |||
| 30 | — | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF - ETF | — | $13.8M | 0.7% | 351K | +10% | |||
| 31 | — | FIRST TRUST ENHANCED SHORT MATURITY ETF - ETF | — | $12.9M | 0.7% | 216K | -10% | |||
| 32 | $WT | WisdomTree, Inc. | Financials | $11.9M | 0.6% | 91K | +0.4% | |||
| 33 | — | ISHARES CORE S&P 500 ETF - ETF | — | $10.8M | 0.6% | 14K | +2% | |||
| 34 | $AVGO | Broadcom Inc. | Technology | $10.7M | 0.6% | 28K | +5% | |||
| 35 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - ETF | — | $10.6M | 0.6% | 128K | +2% | |||
| 36 | — | ISHARES 1-3 YEAR TREASURY BOND ETF - ETF | — | $10.6M | 0.6% | 129K | +44% | |||
| 37 | $CAT | CATERPILLAR INC | Industrials | $10.6M | 0.6% | 9,942 | +0.1% | |||
| 38 | — | FIDELITY CORPORATE BOND ETF - ETF | — | $10.4M | 0.6% | 220K | +14% | |||
| 39 | $JNJ | JOHNSON & JOHNSON | Healthcare | $10.1M | 0.5% | 40K | +3% | |||
| 40 | $LMT | LOCKHEED MARTIN CORP | Industrials | $9.9M | 0.5% | 19K | -8% | |||
| 41 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $9.6M | 0.5% | 19K | +1% | |||
| 42 | — | JPMORGAN ULTRA-SHORT INCOME ETF - ETF | — | $9.2M | 0.5% | 183K | +5% | |||
| 43 | $PANW | Palo Alto Networks Inc | Technology | $8.6M | 0.5% | 25K | -3% | |||
| 44 | — | FIRST TRUST MULTI-MANAGER SMALL CAP OPPORTUNITIES ETF - ETF | — | $8.4M | 0.4% | 283K | -0.7% | |||
| 45 | — | VANGUARD S&P 500 ETF - ETF | — | $8.3M | 0.4% | 12K | +6% | |||
| 46 | $GLD | SPDR GOLD TRUST | Financials | $8.3M | 0.4% | 23K | +7% | |||
| 47 | — | ISHARES SEMICONDUCTOR ETF - ETF | — | $8.3M | 0.4% | 13K | -7% | |||
| 48 | — | ISHARES CORE MSCI EAFE ETF - ETF | — | $8.2M | 0.4% | 85K | +4% | |||
| 49 | — | F/M US TREASURY 3 MONTH BILL FUND - ETF | — | $8.0M | 0.4% | 161K | +51% | |||
| 50 | — | FIRST TRUST NASDAQ CYBERSECURITY ETF - ETF | — | $7.6M | 0.4% | 85K | -1% | |||
| 51 | $V | VISA INC. | Financials | $7.5M | 0.4% | 22K | +1% | |||
| 52 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $7.5M | 0.4% | 13K | -7% | |||
| 53 | $SHOP | SHOPIFY INC. | Technology | $7.3M | 0.4% | 64K | -2% | |||
| 54 | — | ISHARES U.S. TECHNOLOGY ETF - ETF | — | $7.2M | 0.4% | 29K | -0.1% | |||
| 55 | — | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF - ETF | — | $6.8M | 0.4% | 84K | +0.4% | |||
| 56 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF - ETF | — | $6.7M | 0.3% | 125K | +1% | |||
| 57 | $MU | MICRON TECHNOLOGY INC | Technology | $6.5M | 0.3% | 5,632 | -0.9% | |||
| 58 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | — | $6.4M | 0.3% | 34K | -1% | |||
| 59 | $WMT | Walmart Inc. | Consumer Staples | $6.3M | 0.3% | 55K | +2% | |||
| 60 | $RKLB | Rocket Lab Corp | Industrials | $6.0M | 0.3% | 59K | +0.4% | |||
| 61 | $SPY | SPDR S&P 500 ETF TRUST | — | $5.6M | 0.3% | 7,485 | +6% | |||
| 62 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | — | $5.5M | 0.3% | 37K | +5% | |||
| 63 | — | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF - ETF | — | $5.5M | 0.3% | 120K | +2% | |||
| 64 | — | ISHARES CORE S&P MID-CAP ETF - ETF | — | $5.5M | 0.3% | 71K | +1% | |||
| 65 | $MA | Mastercard Inc | Financials | $5.4M | 0.3% | 11K | +0.3% | |||
| 66 | $CSCO | CISCO SYSTEMS, INC. | Technology | $5.2M | 0.3% | 44K | +4% | |||
| 67 | $GE | GENERAL ELECTRIC CO | Industrials | $5.1M | 0.3% | 14K | +3% | |||
| 68 | $NEE | NEXTERA ENERGY INC | Utilities | $5.0M | 0.3% | 57K | -0.5% | |||
| 69 | — | US TREASURY 12 MONTH BILL ETF - ETF | — | $4.9M | 0.3% | 98K | +632% | |||
| 70 | — | ISHARES RUSSELL 2000 ETF - ETF | — | $4.9M | 0.3% | 16K | +0.6% | |||
| 71 | — | STATE STREET SPDR S&P METALS & MINING ETF - ETF | — | $4.8M | 0.3% | 45K | +2% | |||
| 72 | — | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF - ETF | — | $4.7M | 0.3% | 50K | +0.5% | |||
| 73 | — | CLOUGH HEDGED EQUITY ETF - ETF | — | $4.6M | 0.2% | 135K | +2% | |||
| 74 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $4.6M | 0.2% | 13K | -2% | |||
| 75 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $4.6M | 0.2% | 4,884 | +3% | |||
| 76 | — | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF - ETF | — | $4.5M | 0.2% | 34K | +9% | |||
| 77 | $RTX | RTX Corp | Industrials | $4.4M | 0.2% | 23K | +3% | |||
| 78 | $PLTR | Palantir Technologies Inc. | Technology | $4.3M | 0.2% | 37K | -1% | |||
| 79 | $IVZ | Invesco Ltd. | Financials | $4.3M | 0.2% | 20K | +16% | |||
| 80 | — | STATE STREET MATERIALS SELECT SECTOR SPDR ETF - ETF | — | $4.2M | 0.2% | 83K | +2% | |||
| 81 | $ABBV | AbbVie Inc. | Healthcare | $4.1M | 0.2% | 16K | -4% | |||
| 82 | $BX | Blackstone Inc. | Financials | $4.1M | 0.2% | 35K | +8% | |||
| 83 | — | FIRST TRUST CLOUD COMPUTING ETF - ETF | — | $4.0M | 0.2% | 30K | — | |||
| 84 | $JCI | Johnson Controls International plc | Industrials | $4.0M | 0.2% | 28K | -3% | |||
| 85 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $3.9M | 0.2% | 69K | -2% | |||
| 86 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $3.9M | 0.2% | 26K | -26% | |||
| 87 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - ETF | — | $3.8M | 0.2% | 67K | +8% | |||
| 88 | — | ISHARES AGENCY BOND ETF - ETF | — | $3.8M | 0.2% | 35K | -3% | |||
| 89 | $GEV | GE Vernova Inc. | Industrials | $3.8M | 0.2% | 3,214 | -6% | |||
| 90 | — | ALERIAN MLP ETF - ETF | — | $3.8M | 0.2% | 72K | +3% | |||
| 91 | $KO | COCA COLA CO | Consumer Staples | $3.7M | 0.2% | 45K | +0.3% | |||
| 92 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $3.7M | 0.2% | 13K | +21% | |||
| 93 | $DAL | DELTA AIR LINES, INC. | Industrials | $3.7M | 0.2% | 39K | -5% | |||
| 94 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $3.6M | 0.2% | 8,724 | +4% | |||
| 95 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $3.6M | 0.2% | 4,714 | +2% | |||
| 96 | — | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF - ETF | — | $3.6M | 0.2% | 63K | +2% | |||
| 97 | $IBIT | iShares Bitcoin Trust ETF | Financials | $3.5M | 0.2% | 105K | -2% | |||
| 98 | — | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF - ETF | — | $3.5M | 0.2% | 60K | +3% | |||
| 99 | — | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF - ETF | — | $3.5M | 0.2% | 22K | +0.8% | |||
| 100 | — | ISHARES MSCI USA QUALITY FACTOR ETF - ETF | — | $3.3M | 0.2% | 15K | +1% | |||
| 101 | $IVZ | Invesco Ltd. | Financials | $3.2M | 0.2% | 11K | +12% | |||
| 102 | $GNRC | GENERAC HOLDINGS INC. | Technology | $3.2M | 0.2% | 11K | -4% | |||
| 103 | — | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND - ETF | — | $3.1M | 0.2% | 64K | -0.5% | |||
| 104 | $QCOM | QUALCOMM INC/DE | Technology | $3.1M | 0.2% | 17K | -12% | |||
| 105 | $GS | GOLDMAN SACHS GROUP INC | Financials | $3.0M | 0.2% | 3,000 | -3% | |||
| 106 | $LRCX | LAM RESEARCH CORP | Technology | $2.9M | 0.1% | 6,744 | +4% | |||
| 107 | $MCD | MCDONALDS CORP | Consumer Discretionary | $2.9M | 0.1% | 11K | -22% | |||
| 108 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $2.8M | 0.1% | 67K | -1.0% | |||
| 109 | — | VANGUARD SHORT-TERM TREASURY ETF - ETF | — | $2.8M | 0.1% | 48K | -0.5% | |||
| 110 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $2.8M | 0.1% | 7,025 | -4% | |||
| 111 | $PM | Philip Morris International Inc. | Consumer Staples | $2.7M | 0.1% | 15K | -0.6% | |||
| 112 | $KLAC | KLA CORP | Technology | $2.7M | 0.1% | 9,029 | +865% | |||
| 113 | — | ISHARES CORE U.S. AGGREGATE BOND ETF - ETF | — | $2.7M | 0.1% | 27K | +34% | |||
| 114 | — | FIRST TRUST CAPITAL STRENGTH ETF - ETF | — | $2.7M | 0.1% | 28K | +4% | |||
| 115 | — | US TREASURY 6 MONTH BILL ETF - ETF | — | $2.6M | 0.1% | 51K | New | |||
| 116 | $MRK | Merck & Co., Inc. | Healthcare | $2.5M | 0.1% | 20K | +3% | |||
| 117 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.4M | 0.1% | 18K | -5% | |||
| 118 | $DUK | Duke Energy CORP | Utilities | $2.4M | 0.1% | 19K | -2% | |||
| 119 | — | INVESCO BLOOMBERG PRICING POWER ETF - ETF | — | $2.4M | 0.1% | 27K | +0.2% | |||
| 120 | $AXON | AXON ENTERPRISE, INC. | Industrials | $2.4M | 0.1% | 4,225 | -22% | |||
| 121 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $2.3M | 0.1% | 4,815 | +23% | |||
| 122 | $LNC | LINCOLN NATIONAL CORP | Financials | $2.3M | 0.1% | 65K | -2% | |||
| 123 | — | INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF - ETF | — | $2.3M | 0.1% | 24K | +80% | |||
| 124 | — | ISHARES TREASURY FLOATING RATE BOND ETF - ETF | — | $2.2M | 0.1% | 44K | -0.8% | |||
| 125 | $IVZ | Invesco Ltd. | Financials | $2.2M | 0.1% | 29K | +4% | |||
| 126 | $FDX | FEDEX CORP | Industrials | $2.2M | 0.1% | 6,959 | -3% | |||
| 127 | $DG | DOLLAR GENERAL CORP | Consumer Staples | $2.1M | 0.1% | 19K | -4% | |||
| 128 | — | VANGUARD GROWTH ETF - ETF | — | $2.1M | 0.1% | 25K | +496% | |||
| 129 | $UNP | UNION PACIFIC CORP | Industrials | $2.1M | 0.1% | 7,600 | +1% | |||
| 130 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $2.1M | 0.1% | 9,202 | -23% | |||
| 131 | — | ISHARES CORE HIGH DIVIDEND ETF - ETF | — | $2.1M | 0.1% | 75K | +401% | |||
| 132 | — | ISHARES RUSSELL 3000 ETF - ETF | — | $2.0M | 0.1% | 4,800 | -0.4% | |||
| 133 | $BA | BOEING CO | Industrials | $2.0M | 0.1% | 9,019 | -35% | |||
| 134 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | — | $1.9M | 0.1% | 8,239 | +2% | |||
| 135 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | — | $1.9M | 0.1% | 16K | +298% | |||
| 136 | $PWR | QUANTA SERVICES, INC. | Industrials | $1.9M | 0.1% | 2,688 | +19% | |||
| 137 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.9M | 0.1% | 23K | -2% | |||
| 138 | $DE | DEERE & CO | Industrials | $1.9M | 0.1% | 3,000 | +0.1% | |||
| 139 | — | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF - ETF | — | $1.8M | 0.1% | 35K | +41% | |||
| 140 | — | FT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER - ETF | — | $1.8M | 0.1% | 38K | -29% | |||
| 141 | — | VANGUARD MEGA CAP GROWTH ETF - ETF | — | $1.8M | 0.1% | 20K | +392% | |||
| 142 | $CVX | CHEVRON CORP | Energy | $1.8M | 0.1% | 11K | +0.5% | |||
| 143 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF | — | $1.8M | 0.1% | 11K | +10% | |||
| 144 | $WCC | WESCO INTERNATIONAL INC | Consumer Discretionary | $1.7M | 0.1% | 4,927 | -4% | |||
| 145 | — | ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF - ETF | — | $1.7M | 0.1% | 20K | — | |||
| 146 | — | ISHARES S&P 500 VALUE ETF - ETF | — | $1.7M | 0.1% | 7,439 | +2% | |||
| 147 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $1.7M | 0.1% | 9,668 | New | |||
| 148 | — | ISHARES 0-3 MONTH TREASURY BOND ETF - ETF | — | $1.6M | 0.1% | 16K | +83% | |||
| 149 | $DIS | Walt Disney Co | Communication Services | $1.6M | 0.1% | 17K | -13% | |||
| 150 | — | VANGUARD REAL ESTATE ETF - ETF | — | $1.6M | 0.1% | 17K | +2% |
What changed in Q2 2026
Against the previous quarter's 13F: 58 new, 229 added to, 169 trimmed, 39 sold out. Share-count changes; largest moves by dollar size first.
New positions (58)
- US TREASURY 6 MONTH BILL ETF - ETF$2.6M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$1.7M
first bought this quarter
$RMTROYCE MICRO-CAP TRUST, INC.$1.0M
first bought this quarter
- F/M ULTRASHORT TREASURY INFLATION-PROTECTED SECURITY (TIPS) ETF - ETF$897K
first bought this quarter
$DOCHEALTHPEAK PROPERTIES, INC.$869K
first bought this quarter
$RVTROYCE SMALL-CAP TRUST, INC.$766K
first bought this quarter
+52 more in the Excel export
Added to (229)
- US TREASURY 12 MONTH BILL ETF - ETF+632%
now $4.9M
- ISHARES 1-3 YEAR TREASURY BOND ETF - ETF+44%
now $10.6M
- F/M US TREASURY 3 MONTH BILL FUND - ETF+51%
now $8.0M
- FIDELITY TOTAL BOND ETF - ETF+7%
now $40.6M
$KLACKLA CORP+865%
now $2.7M · held 8 qtrs
- VANGUARD GROWTH ETF - ETF+496%
now $2.1M
+223 more in the Excel export
Trimmed (169)
- VANGUARD TOTAL STOCK MARKET ETF - ETF-8%
now $69.5M
$NVDANVIDIA CORP-8%
now $67.7M · held 10+ qtrs
$AAPLApple Inc.-2%
now $94.2M · held 10+ qtrs, 4 trims in a row
- FIRST TRUST ENHANCED SHORT MATURITY ETF - ETF-10%
now $12.9M
$PGPROCTER & GAMBLE Co-26%
now $3.9M · held 10+ qtrs, 5 trims in a row
$NEMNEWMONT Corp /DE/-65%
now $709K · held 10+ qtrs
+163 more in the Excel export
Sold out (39)
- TEMPLETON EMERGING MARKETS DEBT ETFwas $1.1M
$GLDICREDIT SUISSE AGwas $991K
held 7 qtrs
$KMIKINDER MORGAN, INC.was $856K
held 2 qtrs
- FIRST TRUST ENERGY ALPHADEX FUNDwas $665K
$FANGDiamondback Energy, Inc.was $633K
- FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUNDwas $574K
+33 more in the Excel export
Holdings by quarter
Every 13F Jaffetilchin Investment Partners, LLC has filed, 40 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Oct 20, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Jaffetilchin Investment Partners's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-0.9%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 18% over the last 4
Top 10 weight
36%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Jaffetilchin Investment Partners, LLC disclosed 489 positions worth $1.9B in its Form 13F-HR for Q2 2026, followed by $AAPL. During the quarter the fund opened 58 new positions and exited 39. The portfolio is most concentrated in Other (60.8% of disclosed assets). All figures are sourced directly from Jaffetilchin Investment Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1404652.
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AI-Powered Hedge Fund Analysis: Jaffetilchin Investment Partners, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Jaffetilchin Investment Partners, LLC (SEC CIK: 1404652), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Jaffetilchin Investment Partners, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.