Q1 2026 13F · SEC CIK 1404652

Jaffetilchin Investment Partners, LLC

Investment managerFiled 2026-05-13 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.7B
Reported positions: 461
Top holdings a year, 3 yrs: +19.0%
Average holding period: 7.1 yrs

Jaffetilchin Investment Partners, LLC is an investment manager that reported 461 positions worth $1.7B in its Q1 2026 13F, filed 2026-05-13. Its largest holdings were Ishares Total US Stock Market ETF (ITOT, 5.7%), Apple Inc (AAPL, 5.0%), Schwab Stratgc Tr (SCHX, 3.9%). A portfolio copying its top holdings returned 19.0% a year over the last 3 years, against 20.4% for the S&P 500.

Jaffetilchin Investment Partners, LLC holdings largest 50 of 461 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Jaffetilchin Investment Partners, LLC 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
ITOTIshares Total US Stock Market ETF	5.7%	6.4%	671,625	-9.0%	$95.7M
AAPLApple Inc	5.0%	5.4%	330,621	-2.8%	$83.9M
SCHXSchwab Stratgc Tr	3.9%	4.0%	2,576,470	+0.2%	$66.1M
VTIVanguard Index Fds	3.9%	4.6%	203,875	-13.4%	$65.4M
NVDANvidia Corporation Com	3.8%	4.0%	366,535	-0.5%	$63.9M
VVVanguard Inx Lrg	3.6%	3.7%	204,185	+0.3%	$61.0M
DJANFirst Tr Exchng Traded Fd Vi	3.1%	1.9%	1,207,202	+62.3%	$51.3M
QQQInvesco Qqq Tr	2.5%	2.6%	73,275	+0.7%	$42.3M
FBNDFidelity Merrimack Str Tr	2.3%	—	835,374	—	$38.1M
SCHBSchwb US Broad	2.0%	2.4%	1,351,921	-12.6%	$33.9M
TSLATesla Inc Com	2.0%	2.3%	88,179	-0.8%	$32.8M
SPTMSpdr Series Trust	1.9%	2.5%	398,442	-24.5%	$31.5M
GOOGLAlphabet Inc	1.8%	2.0%	105,686	-1.5%	$30.4M
MSFTMicrosoft Corp	1.8%	2.2%	82,003	+4.1%	$30.4M
AMZNAmazon Com Inc Com	1.8%	1.9%	144,873	+0.3%	$30.2M
EMLPFirst Tr Exchange-Traded Fd	1.7%	1.4%	637,494	-0.8%	$27.8M
PFFIshares Tr	1.5%	1.4%	855,355	+12.0%	$25.9M
SCHDSchwab Strategic Tr	1.5%	1.0%	810,346	+24.1%	$24.9M
BSJQInvesco Exch Trd Slf Idx Fd	1.4%	1.2%	1,021,704	+12.7%	$23.7M
VMBSVmbs	1.3%	1.2%	477,418	+8.3%	$22.4M
METAMeta Platforms Inc Class A	1.1%	1.3%	33,675	+1.7%	$19.3M
VTVVanguard Value ETF	1.1%	—	95,838	—	$18.8M
EMBIshares Tr	1.1%	—	199,452	—	$18.7M
LLYLilly Eli & Co	1.0%	1.2%	17,545	-6.1%	$16.1M
MORTVaneck ETF Trust	0.9%	—	1,459,195	—	$15.0M
MLPAGlobal X Fds	0.9%	0.7%	272,694	+18.5%	$14.7M
JPMJpmorgan Chase & Co	0.9%	0.9%	49,723	+7.3%	$14.6M
FTSMFirst Tr Exchange-Traded Fd	0.9%	0.9%	240,449	-7.7%	$14.4M
IWBIshares Russell 1000 ETF	0.9%	0.9%	40,216	+0.1%	$14.3M
LMTLockheed Martin Corp Com	0.8%	0.6%	21,121	+2.0%	$12.8M
TOTLSsga Active ETF Tr	0.8%	0.5%	318,012	+43.0%	$12.6M
GOOGAlphabet Inc	0.7%	0.8%	41,024	-4.3%	$11.8M
DTNWisdomtree Tr	0.6%	0.6%	90,139	+0.3%	$10.4M
JNJJohnson & Johnson	0.6%	0.5%	38,788	-1.0%	$9.5M
IVVIshares Core S&p 500 ETF	0.6%	0.6%	14,219	-1.8%	$9.3M
FCORFidelity Merrimack Str Tr	0.5%	—	193,421	—	$9.1M
GLDSpdr Gold Shares	0.5%	0.7%	21,091	-31.5%	$9.1M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.6%	18,909	+0.5%	$9.1M
JPSTJ P Morgan Exchange Traded Fd	0.5%	0.4%	174,308	+14.8%	$8.8M
IEMGIshares	0.5%	—	125,776	—	$8.8M
AVGOBroadcom Inc	0.5%	0.5%	27,066	+11.8%	$8.4M
SHOPShopify Inc	0.5%	0.6%	65,597	+0.4%	$7.8M
XLEState Street Energy Select Sector Spdr E	0.5%	0.3%	123,814	-4.1%	$7.6M
SHYiShs Lehman 1-3Tsy	0.4%	1.6%	89,845	-73.2%	$7.4M
IEFAIshares Core Msci Eafe ETF	0.4%	—	81,506	—	$7.4M
CATCaterpillar Inc Com	0.4%	—	9,934	—	$7.0M
VOOVanguard S&p 500 ETF	0.4%	0.4%	11,463	-2.2%	$6.8M
MMSCFirst Tr Exchng Traded Fd Vi	0.4%	0.4%	285,312	-4.7%	$6.8M
WMTWalmart Inc	0.4%	0.4%	54,328	-1.9%	$6.8M
VVisa Inc Com Cl A	0.4%	0.4%	21,684	+3.6%	$6.6M

What Jaffetilchin Investment Partners, LLC bought and sold in Q1 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Share counts compared with the Q4 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.1% /yr; S&P 500 +20.1%
3 years: +19.0% /yr; S&P 500 +20.4%
5 years: +10.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q1 2026	$1.7B	461
Q4 2025	$1.7B	453
Q3 2025	$1.7B	436
Q2 2025	$1.5B	427
Q1 2025	$1.4B	403
Q4 2024	$1.4B	382
Q3 2024	$1.3B	1,350
Q2 2024	$1.2B	346
Q1 2024	$1.1B	362
Q4 2023	$1.0B	344
Q3 2023	$906.8M	337
Q2 2023	$948.1M	358

Questions about Jaffetilchin Investment Partners, LLC's portfolio

What stocks does Jaffetilchin Investment Partners, LLC own?

Jaffetilchin Investment Partners, LLC's latest 13F, for Q1 2026 and filed May 13, 2026, lists 461 positions worth $1.7B. The largest are Ishares Total US Stock Market ETF (ITOT) at 5.7%, Apple Inc (AAPL) at 5.0%, Schwab Stratgc Tr (SCHX) at 3.9%, Vanguard Index Fds (VTI) at 3.9% and Nvidia Corporation Com (NVDA) at 3.8%.

What did Jaffetilchin Investment Partners, LLC buy last quarter?

In Q1 2026, Jaffetilchin Investment Partners, LLC added First Tr Exchng Traded Fd Vi (DJAN) (+62.3% shares), Ssga Active ETF Tr (TOTL) (+43.0% shares) and Schwab Strategic Tr (SCHD) (+24.1% shares), compared with its Q4 2025 filing.

What did Jaffetilchin Investment Partners, LLC sell last quarter?

In Q1 2026, Jaffetilchin Investment Partners, LLC cut from its top 50 Ishares Tr (TFLO), cut from its top 50 Vanguard Short-Term Treasury ETF Total (VGSH), cut from its top 50 Ishares Bitcoin Trust ETF (IBIT), cut from its top 50 First Tr Exchange Traded Fd (AIRR), cut from its top 50 Palantir Technologies Inclass Class A (PLTR), iShs Lehman 1-3Tsy (SHY) (-73.2% shares), Spdr Gold Shares (GLD) (-31.5% shares) and Spdr Series Trust (SPTM) (-24.5% shares), compared with its Q4 2025 filing.

How has Jaffetilchin Investment Partners, LLC's portfolio performed?

A portfolio copying Jaffetilchin Investment Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.1% against +20.1%. Over 5 years: +10.3% a year against +11.6%.

When is Jaffetilchin Investment Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Jaffetilchin Investment Partners, LLC's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.