Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Jaffetilchin Investment Partners, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Jaffetilchin Investment Partners, LLC (CIK 1404652) reported $1.68B across 461 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($95.7M, 5.69%), AAPL ($83.9M, 4.99%), SCHX ($66.1M, 3.93%), VTI ($65.4M, 3.89%), NVDA ($63.9M, 3.80%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1ITOTISHARES CORE S&P TOTAL U S STOCK MARKET ETF$95.7M5.69%671,625Trimmed
2AAPLAPPLE INC COM$83.9M4.99%330,621Trimmed
3SCHXSCHWAB U S LARGE-CAP ETF$66.1M3.93%2.6MAdded
4VTIVANGUARD TOTAL STOCK MARKET ETF$65.4M3.89%203,875Trimmed
5NVDANVIDIA CORPORATION COM$63.9M3.80%366,535Trimmed
6VVVANGUARD LARGE-CAP ETF$61.0M3.63%204,185Added
7DJANFT VEST US EQUITY DEEP BUFFER ETF - JANUARY$51.3M3.06%1.2MAdded
8QQQINVESCO QQQ TRUST SERIES I$42.3M2.52%73,275Added
9FBNDFIDELITY TOTAL BOND ETF$38.1M2.27%835,374Added
10SCHBSCHWAB U S BROAD MARKET ETF$33.9M2.02%1.4MTrimmed
11TSLATESLA INC COM$32.8M1.95%88,179Trimmed
12SPTMSTATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF$31.5M1.87%398,442Trimmed
13MSFTMICROSOFT CORP COM$30.4M1.81%82,003Added
14GOOGLALPHABET INC CAP STK CL A$30.4M1.81%105,686Trimmed
15AMZNAMAZON COM INC COM$30.2M1.80%144,873Added
16EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND$27.8M1.66%637,494Trimmed
17PFFISHARES PREFERRED & INCOME SECURITIES ETF$25.9M1.54%855,355Added
18SCHDSCHWAB US DIVIDEND EQUITY ETF$24.9M1.48%810,346Added
19BSJQINVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF$23.7M1.41%1.0MAdded
20VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF$22.4M1.33%477,418Added
21METAMETA PLATFORMS INC CL A$19.3M1.15%33,675Added
22VTVVANGUARD VALUE ETF$18.8M1.12%95,838Added
23EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF$18.7M1.11%199,452New
24LLYELI LILLY & CO COM$16.1M0.96%17,545Trimmed
25MORTVANECK MORTGAGE REIT INCOME ETF$15.0M0.89%1.5MAdded

Source: SEC Form 13F filings · as of 2026-03-31