# Jaffetilchin Investment Partners, LLC

> Institutional holdings reported to the SEC as of Q1 2026 on Form 13F. CIK 1404652. Source: https://holderbook.com/funds/1404652-jaffetilchin-investment-partners-llc/

- Reported value: $1.7B
- Positions: 461
- Weight of the ten largest: 35.8%
- Filed: 2026-05-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $95.7M | 671,625 | 5.7% | 30 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $83.9M | 330,621 | 5.0% | 30 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $66.1M | 2,576,470 | 3.9% | 29 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $65.4M | 203,875 | 3.9% | 30 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $63.9M | 366,535 | 3.8% | 24 |
| VANGUARD INDEX FDS | [VV](https://holderbook.com/stocks/VV/) | $61.0M | 204,185 | 3.6% | 29 |
| FIRST TR EXCHNG TRADED FD VI | [DJAN](https://holderbook.com/stocks/DJAN/) | $51.3M | 1,207,202 | 3.1% | 5 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $42.3M | 73,275 | 2.5% | 23 |
| FIDELITY MERRIMACK STR TR | [FBND](https://holderbook.com/stocks/FBND/) | $38.1M | 835,374 | 2.3% | 2 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $33.9M | 1,351,921 | 2.0% | 30 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $32.8M | 88,179 | 2.0% | 30 |
| SPDR SERIES TRUST | [SPTM](https://holderbook.com/stocks/SPTM/) | $31.5M | 398,442 | 1.9% | 18 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $30.4M | 105,686 | 1.8% | 30 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $30.4M | 82,003 | 1.8% | 30 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $30.2M | 144,873 | 1.8% | 30 |
| FIRST TR EXCHANGE-TRADED FD | [EMLP](https://holderbook.com/stocks/EMLP/) | $27.8M | 637,494 | 1.7% | 30 |
| ISHARES TR | [PFF](https://holderbook.com/stocks/PFF/) | $25.9M | 855,355 | 1.5% | 30 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $24.9M | 810,346 | 1.5% | 19 |
| INVESCO EXCH TRD SLF IDX FD | [BSJQ](https://holderbook.com/stocks/BSJQ/) | $23.7M | 1,021,704 | 1.4% | 5 |
| VANGUARD SCOTTSDALE FDS | [VMBS](https://holderbook.com/stocks/VMBS/) | $22.4M | 477,418 | 1.3% | 13 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $19.3M | 33,675 | 1.1% | 30 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $18.8M | 95,838 | 1.1% | 21 |
| ISHARES TR | [EMB](https://holderbook.com/stocks/EMB/) | $18.7M | 199,452 | 1.1% | 1 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $16.1M | 17,545 | 1.0% | 30 |
| VANECK ETF TRUST | [MORT](https://holderbook.com/stocks/MORT/) | $15.0M | 1,459,195 | 0.9% | 12 |
| GLOBAL X FDS | [MLPA](https://holderbook.com/stocks/MLPA/) | $14.7M | 272,694 | 0.9% | 17 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $14.6M | 49,723 | 0.9% | 30 |
| FIRST TR EXCHANGE-TRADED FD | [FTSM](https://holderbook.com/stocks/FTSM/) | $14.4M | 240,449 | 0.9% | 30 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $14.3M | 40,216 | 0.9% | 30 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $12.8M | 21,121 | 0.8% | 23 |
| SSGA ACTIVE ETF TR | [TOTL](https://holderbook.com/stocks/TOTL/) | $12.6M | 318,012 | 0.8% | 10 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $11.8M | 41,024 | 0.7% | 30 |
| WISDOMTREE TR | [AIVL](https://holderbook.com/stocks/AIVL/) | $10.4M | 90,139 | 0.6% | 30 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $9.5M | 38,788 | 0.6% | 30 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $9.3M | 14,219 | 0.6% | 30 |
| FIDELITY MERRIMACK STR TR | [FCOR](https://holderbook.com/stocks/FCOR/) | $9.1M | 193,421 | 0.5% | 4 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $9.1M | 21,091 | 0.5% | 30 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $9.1M | 18,909 | 0.5% | 28 |
| J P MORGAN EXCHANGE TRADED F | [JPST](https://holderbook.com/stocks/JPST/) | $8.8M | 174,308 | 0.5% | 19 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $8.8M | 125,776 | 0.5% | 30 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $8.4M | 27,066 | 0.5% | 20 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $7.8M | 65,597 | 0.5% | 23 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $7.6M | 123,814 | 0.5% | 21 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $7.4M | 89,845 | 0.4% | 27 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $7.4M | 81,506 | 0.4% | 30 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $7.0M | 9,934 | 0.4% | 24 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $6.8M | 11,463 | 0.4% | 21 |
| FIRST TR EXCHNG TRADED FD VI | [MMSC](https://holderbook.com/stocks/MMSC/) | $6.8M | 285,312 | 0.4% | 13 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $6.8M | 54,328 | 0.4% | 30 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $6.6M | 21,684 | 0.4% | 30 |
| FIRST TR EXCHANGE-TRADED FD | [RDVY](https://holderbook.com/stocks/RDVY/) | $5.7M | 83,285 | 0.3% | 23 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $5.5M | 37,812 | 0.3% | 21 |
| FIRST TR EXCHANGE TRADED FD | [CIBR](https://holderbook.com/stocks/CIBR/) | $5.4M | 85,861 | 0.3% | 25 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $5.3M | 57,419 | 0.3% | 30 |
| RBB FD INC | [TBIL](https://holderbook.com/stocks/TBIL/) | $5.3M | 106,883 | 0.3% | 7 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $5.3M | 10,533 | 0.3% | 30 |
| AMPLIFY ETF TR | [DIVO](https://holderbook.com/stocks/DIVO/) | $5.2M | 116,838 | 0.3% | 14 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $5.2M | 28,755 | 0.3% | 28 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $5.2M | 35,831 | 0.3% | 30 |
| SPDR SERIES TRUST | [XME](https://holderbook.com/stocks/XME/) | $4.8M | 44,488 | 0.3% | 5 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $4.7M | 4,752 | 0.3% | 22 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $4.7M | 69,827 | 0.3% | 30 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $4.6M | 7,053 | 0.3% | 24 |
| ISHARES TR | [SOXX](https://holderbook.com/stocks/SOXX/) | $4.5M | 13,789 | 0.3% | 21 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $4.5M | 34,086 | 0.3% | 22 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $4.4M | 13,348 | 0.3% | 30 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $4.4M | 35,042 | 0.3% | 30 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $4.3M | 22,289 | 0.3% | 13 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $4.3M | 49,514 | 0.3% | 30 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $4.2M | 13,644 | 0.3% | 24 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $4.2M | 25,996 | 0.2% | 24 |
| ISHARES BITCOIN TRUST ETF | [IBIT](https://holderbook.com/stocks/IBIT/) | $4.1M | 107,414 | 0.2% | 9 |
| SELECT SECTOR SPDR TR | [XLB](https://holderbook.com/stocks/XLB/) | $4.1M | 81,875 | 0.2% | 5 |
| SPDR SERIES TRUST | [XOP](https://holderbook.com/stocks/XOP/) | $4.1M | 22,320 | 0.2% | 5 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $4.0M | 16,097 | 0.2% | 21 |
| ISHARES TR | [AGZ](https://holderbook.com/stocks/AGZ/) | $3.9M | 35,690 | 0.2% | 13 |
| ROCKET LAB CORP | [RKLB](https://holderbook.com/stocks/RKLB/) | $3.8M | 59,115 | 0.2% | 4 |
| LISTED FD TR | [CBLS](https://holderbook.com/stocks/CBLS/) | $3.8M | 131,687 | 0.2% | 10 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $3.8M | 13,251 | 0.2% | 19 |
| JOHNSON CONTROLS INTERNATION | [JCI](https://holderbook.com/stocks/JCI/) | $3.7M | 28,477 | 0.2% | 7 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $3.7M | 32,343 | 0.2% | 21 |
| ALPS ETF TR | [AMLP](https://holderbook.com/stocks/AMLP/) | $3.7M | 70,282 | 0.2% | 24 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $3.7M | 16,974 | 0.2% | 24 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $3.5M | 62,004 | 0.2% | 18 |
| FIRST TR EXCHANGE TRADED FD | [AIRR](https://holderbook.com/stocks/AIRR/) | $3.5M | 31,241 | 0.2% | 10 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $3.4M | 45,252 | 0.2% | 28 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $3.4M | 70,526 | 0.2% | 30 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $3.4M | 67,168 | 0.2% | 30 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $3.4M | 7,302 | 0.2% | 30 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $3.3M | 17,310 | 0.2% | 17 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $3.3M | 42,721 | 0.2% | 30 |
| FIRST TR EXCHANGE-TRADED FD | [FDL](https://holderbook.com/stocks/FDL/) | $3.3M | 64,730 | 0.2% | 4 |
| FIRST TR EXCHANGE TRADED FD | [SKYY](https://holderbook.com/stocks/SKYY/) | $3.3M | 30,028 | 0.2% | 29 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $3.2M | 18,690 | 0.2% | 22 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $3.0M | 3,412 | 0.2% | 8 |
| FIRST TR EXCHANGE-TRADED FD | [ROBT](https://holderbook.com/stocks/ROBT/) | $2.9M | 62,029 | 0.2% | 1 |
| APA CORPORATION | [APA](https://holderbook.com/stocks/APA/) | $2.9M | 67,376 | 0.2% | 3 |
| VANGUARD SCOTTSDALE FDS | [VGSH](https://holderbook.com/stocks/VGSH/) | $2.8M | 48,450 | 0.2% | 14 |
| SPDR SERIES TRUST | [SPSM](https://holderbook.com/stocks/SPSM/) | $2.8M | 58,634 | 0.2% | 7 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $2.8M | 14,724 | 0.2% | 24 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q1 2026 | -3.4% | -4.6% | +1.2% | 100% |
| Q4 2025 | +2.1% | +2.4% | -0.3% | 100% |
| Q3 2025 | +8.4% | +7.8% | +0.6% | 100% |
| Q2 2025 | +8.9% | +10.5% | -1.5% | 100% |
| Q1 2025 | -5.3% | -4.6% | -0.8% | 100% |
| Q4 2024 | +3.3% | +2.1% | +1.2% | 99% |
| Q3 2024 | +5.7% | +5.4% | +0.3% | 100% |
| Q2 2024 | +4.0% | +4.0% | -0.0% | 100% |

## Quarter by quarter

| Quarter | 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 |