Jaffetilchin Investment Partners, LLC
CIK 0001404652 · TAMPA, FL · Quarter end: 2026-03-31 · Filed on: 2026-05-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.68B
2026 Q1
Positions
461
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
35.8%
Est. Net Flow (Q)
—
2026 Q1
Top Holdings
ITOT
ISHARES CORE S&P TOTAL U S STOCK MARKET ETF
5.7%
AAPL
APPLE INC COM
5.0%
SCHX
SCHWAB U S LARGE-CAP ETF
3.9%
VTI
VANGUARD TOTAL STOCK MARKET ETF
3.9%
NVDA
NVIDIA CORPORATION COM
3.8%
VV
VANGUARD LARGE-CAP ETF
3.6%
DJAN
FT VEST US EQUITY DEEP BUFFER ETF - JANUARY
3.1%
QQQ
INVESCO QQQ TRUST SERIES I
2.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.