Universe · entity
Jaffetilchin Investment Partners, LLC
Institutional manager (13F) · CIK 1404652
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES CORE S&P TOTAL U S STOCK MARKET ETF | $96M | 671,625 |
| 2 | APPLE INC COM | $84M | 330,621 |
| 3 | SCHWAB U S LARGE-CAP ETF | $66M | 2,576,470 |
| 4 | VANGUARD TOTAL STOCK MARKET ETF | $65M | 203,875 |
| 5 | NVIDIA CORPORATION COM | $64M | 366,535 |
| 6 | VANGUARD LARGE-CAP ETF | $61M | 204,185 |
| 7 | FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | $51M | 1,207,202 |
| 8 | INVESCO QQQ TRUST SERIES I | $42M | 73,275 |
| 9 | FIDELITY TOTAL BOND ETF | $38M | 835,374 |
| 10 | SCHWAB U S BROAD MARKET ETF | $34M | 1,351,921 |
| 11 | TESLA INC COM | $33M | 88,179 |
| 12 | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $32M | 398,442 |
| 13 | ALPHABET INC CAP STK CL A | $30M | 105,686 |
| 14 | MICROSOFT CORP COM | $30M | 82,003 |
| 15 | AMAZON COM INC COM | $30M | 144,873 |
| 16 | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $28M | 637,494 |
| 17 | ISHARES PREFERRED & INCOME SECURITIES ETF | $26M | 855,355 |
| 18 | SCHWAB US DIVIDEND EQUITY ETF | $25M | 810,346 |
| 19 | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | $24M | 1,021,704 |
| 20 | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $22M | 477,418 |
| 21 | META PLATFORMS INC CL A | $19M | 33,675 |
| 22 | VANGUARD VALUE ETF | $19M | 95,838 |
| 23 | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $19M | 199,452 |
| 24 | ELI LILLY & CO COM | $16M | 17,545 |
| 25 | VANECK MORTGAGE REIT INCOME ETF | $15M | 1,459,195 |
| 26 | GLOBAL X MLP ETF | $15M | 272,694 |
| 27 | JPMORGAN CHASE & CO COM | $15M | 49,723 |
| 28 | FIRST TRUST ENHANCED SHORT MATURITY ETF | $14M | 240,449 |
| 29 | ISHARES RUSSELL 1000 ETF | $14M | 40,216 |
| 30 | LOCKHEED MARTIN CORP COM | $13M | 21,121 |
| 31 | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $13M | 318,012 |
| 32 | ALPHABET INC CAP STK CL C | $12M | 41,024 |
| 33 | WISDOMTREE U S AI ENHANCED VALUE FUND | $10M | 90,139 |
| 34 | JOHNSON & JOHNSON COM | $9M | 38,788 |
| 35 | ISHARES CORE S&P 500 ETF | $9M | 14,219 |
| 36 | FIDELITY CORPORATE BOND ETF | $9M | 193,421 |
| 37 | SPDR GOLD SHARES | $9M | 21,091 |
| 38 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $9M | 18,909 |
| 39 | JPMORGAN ULTRA-SHORT INCOME ETF | $9M | 174,308 |
| 40 | ISHARES CORE MSCI EMERGING MARKETS ETF | $9M | 125,776 |
| 41 | BROADCOM INC COM | $8M | 27,066 |
| 42 | SHOPIFY INC CL A SUB VTG SHS | $8M | 65,597 |
| 43 | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $8M | 123,814 |
| 44 | ISHARES 1-3 YEAR TREASURY BOND ETF | $7M | 89,845 |
| 45 | ISHARES CORE MSCI EAFE ETF | $7M | 81,506 |
| 46 | CATERPILLAR INC COM | $7M | 9,934 |
| 47 | VANGUARD S&P 500 ETF | $7M | 11,463 |
| 48 | FIRST TRUST MULTI-MANAGER SMALL CAP OPPORTUNITIES ETF | $7M | 285,312 |
| 49 | WALMART INC COM | $7M | 54,328 |
| 50 | VISA INC COM CL A | $7M | 21,684 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.