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Jaffetilchin Investment Partners, LLC
Period ended Jun 30, 2026 · Latest filing Oct 20, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,885,575,878
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF · ETF · 464287150 · shares: $111,134,042
- APPLE INC COM · Stock · 037833100 · shares: $94,215,901
- SCHWAB U.S. LARGE-CAP ETF · ETF · 808524201 · shares: $75,983,510
- VANGUARD LARGE-CAP ETF · ETF · 922908637 · shares: $70,407,243
- VANGUARD TOTAL STOCK MARKET ETF · ETF · 922908769 · shares: $69,541,339
- NVIDIA CORPORATION COM · Stock · 67066G104 · shares: $67,658,622
- FT VEST US EQUITY DEEP BUFFER ETF - JANUARY · ETF · 33740F631 · shares: $55,801,470
- INVESCO QQQ TRUST SERIES I · ETF · 46090E103 · shares: $54,408,714
- FIDELITY TOTAL BOND ETF · ETF · 316188309 · shares: $40,562,423
- SCHWAB U.S. BROAD MARKET ETF · ETF · 808524102 · shares: $39,594,647
Reported holdings
489 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ETF | 464287150 | — | 676,533 shares | $111,134,042 |
| APPLE INC COM | Stock | 037833100 | — | 325,601 shares | $94,215,901 |
| SCHWAB U.S. LARGE-CAP ETF | ETF | 808524201 | — | 2,581,839 shares | $75,983,510 |
| VANGUARD LARGE-CAP ETF | ETF | 922908637 | — | 204,726 shares | $70,407,243 |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 | — | 187,929 shares | $69,541,339 |
| NVIDIA CORPORATION COM | Stock | 67066G104 | — | 338,141 shares | $67,658,622 |
| FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | ETF | 33740F631 | — | 1,225,754 shares | $55,801,470 |
| INVESCO QQQ TRUST SERIES I | ETF | 46090E103 | — | 73,885 shares | $54,408,714 |
| FIDELITY TOTAL BOND ETF | ETF | 316188309 | — | 891,678 shares | $40,562,423 |
| SCHWAB U.S. BROAD MARKET ETF | ETF | 808524102 | — | 1,367,218 shares | $39,594,647 |
| TESLA INC COM | Stock | 88160R101 | — | 87,754 shares | $36,909,307 |
| ALPHABET INC CAP STK CL A | Stock | 02079K305 | — | 103,031 shares | $36,820,314 |
| STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | ETF | 78464A805 | — | 400,456 shares | $36,357,393 |
| AMAZON COM INC COM | Stock | 023135106 | — | 144,307 shares | $34,394,059 |
| MICROSOFT CORP COM | Stock | 594918104 | — | 84,026 shares | $31,343,488 |
| FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | ETF | 33738D101 | — | 634,824 shares | $27,614,839 |
| SCHWAB US DIVIDEND EQUITY ETF | ETF | 808524797 | — | 836,981 shares | $26,540,669 |
| ISHARES PREFERRED & INCOME SECURITIES ETF | ETF | 464288687 | — | 857,103 shares | $26,133,059 |
| INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | ETF | 46138J635 | — | 1,015,679 shares | $23,314,916 |
| VANGUARD MORTGAGE-BACKED SECURITIES ETF | ETF | 92206C771 | — | 470,129 shares | $22,006,741 |
| VANGUARD VALUE ETF | ETF | 922908744 | — | 99,107 shares | $21,598,497 |
| ELI LILLY & CO COM | Stock | 532457108 | — | 17,346 shares | $20,804,753 |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | ETF | 464288281 | — | 201,095 shares | $19,393,567 |
| META PLATFORMS INC CL A | Stock | 30303M102 | — | 32,625 shares | $18,377,503 |
| ISHARES RUSSELL 1000 ETF | ETF | 464287622 | — | 40,308 shares | $16,506,240 |
| JPMORGAN CHASE & CO COM | Stock | 46625H100 | — | 50,345 shares | $16,479,383 |
| VANECK MORTGAGE REIT INCOME ETF | ETF | 92189F452 | — | 1,439,307 shares | $14,911,225 |
| GLOBAL X MLP ETF | ETF | 37954Y343 | — | 273,639 shares | $14,524,746 |
| ALPHABET INC CAP STK CL C | Stock | 02079K107 | — | 41,065 shares | $14,509,395 |
| STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | ETF | 78467V848 | — | 350,539 shares | $13,835,782 |
| FIRST TRUST ENHANCED SHORT MATURITY ETF | ETF | 33739Q408 | — | 216,240 shares | $12,916,020 |
| WISDOMTREE U.S. AI ENHANCED VALUE FUND | ETF | 97717W406 | — | 90,518 shares | $11,869,806 |
| ISHARES CORE S&P 500 ETF | ETF | 464287200 | — | 14,466 shares | $10,833,417 |
| BROADCOM INC COM | Stock | 11135F101 | — | 28,304 shares | $10,691,935 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | 46434G103 | — | 128,439 shares | $10,639,925 |
| ISHARES 1-3 YEAR TREASURY BOND ETF | ETF | 464287457 | — | 129,174 shares | $10,606,518 |
| CATERPILLAR INC COM | Stock | 149123101 | — | 9,942 shares | $10,587,554 |
| FIDELITY CORPORATE BOND ETF | ETF | 316188101 | — | 219,653 shares | $10,356,657 |
| JOHNSON & JOHNSON COM | Stock | 478160104 | — | 39,796 shares | $10,106,901 |
| LOCKHEED MARTIN CORP COM | Stock | 539830109 | — | 19,409 shares | $9,888,319 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 | — | 19,159 shares | $9,586,759 |
| JPMORGAN ULTRA-SHORT INCOME ETF | ETF | 46641Q837 | — | 182,549 shares | $9,231,503 |
| PALO ALTO NETWORKS INC COM | Stock | 697435105 | — | 25,307 shares | $8,630,278 |
| FIRST TRUST MULTI-MANAGER SMALL CAP OPPORTUNITIES ETF | ETF | 33740U794 | — | 283,251 shares | $8,371,644 |
| VANGUARD S&P 500 ETF | ETF | 922908363 | — | 12,097 shares | $8,308,368 |
| SPDR GOLD SHARES | ETF | 78463V107 | — | 22,553 shares | $8,308,031 |
| ISHARES SEMICONDUCTOR ETF | ETF | 464287523 | — | 12,882 shares | $8,254,477 |
| ISHARES CORE MSCI EAFE ETF | ETF | 46432F842 | — | 84,822 shares | $8,192,109 |
| F/M US TREASURY 3 MONTH BILL FUND | ETF | 74933W452 | — | 161,092 shares | $8,032,037 |
| FIRST TRUST NASDAQ CYBERSECURITY ETF | ETF | 33734X846 | — | 84,632 shares | $7,604,211 |
| VISA INC COM CL A | Stock | 92826C839 | — | 21,924 shares | $7,521,807 |
| ADVANCED MICRO DEVICES INC COM | Stock | 007903107 | — | 12,911 shares | $7,500,010 |
| SHOPIFY INC CL A SUB VTG SHS | Stock | 82509L107 | — | 64,357 shares | $7,348,337 |
| ISHARES U.S. TECHNOLOGY ETF | ETF | 464287721 | — | 28,734 shares | $7,247,566 |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | ETF | 33738R506 | — | 83,654 shares | $6,780,994 |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | ETF | 81369Y506 | — | 125,423 shares | $6,661,241 |
| MICRON TECHNOLOGY INC COM | Stock | 595112103 | — | 5,632 shares | $6,500,644 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | ETF | 81369Y803 | — | 33,680 shares | $6,416,646 |
| WALMART INC COM | Stock | 931142103 | — | 55,240 shares | $6,256,476 |
| ROCKET LAB CORP COM | Stock | 773121108 | — | 59,355 shares | $6,033,389 |
| STATE STREET SPDR S&P 500 ETF | ETF | 78462F103 | — | 7,485 shares | $5,589,927 |
| ISHARES CORE S&P SMALL CAP ETF | ETF | 464287804 | — | 36,867 shares | $5,467,701 |
| AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | ETF | 032108409 | — | 119,566 shares | $5,464,153 |
| ISHARES CORE S&P MID-CAP ETF | ETF | 464287507 | — | 70,759 shares | $5,456,218 |
| MASTERCARD INCORPORATED CL A | Stock | 57636Q104 | — | 10,562 shares | $5,424,388 |
| CISCO SYS INC COM | Stock | 17275R102 | — | 44,284 shares | $5,201,552 |
| GE AEROSPACE COM NEW | Stock | 369604301 | — | 13,657 shares | $5,103,861 |
| NEXTERA ENERGY INC COM | Stock | 65339F101 | — | 57,110 shares | $5,012,570 |
| US TREASURY 12 MONTH BILL ETF | ETF | 74933W478 | — | 98,086 shares | $4,901,848 |
| ISHARES RUSSELL 2000 ETF | ETF | 464287655 | — | 16,195 shares | $4,865,883 |
| STATE STREET SPDR S&P METALS & MINING ETF | ETF | 78464A755 | — | 45,244 shares | $4,837,987 |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | ETF | 46432F834 | — | 49,737 shares | $4,746,915 |
| CLOUGH HEDGED EQUITY ETF | ETF | 53656F649 | — | 134,908 shares | $4,594,476 |
| HOME DEPOT INC COM | Stock | 437076102 | — | 13,021 shares | $4,592,295 |
| COSTCO WHOLESALE CORPORATION COM | Stock | 22160K105 | — | 4,884 shares | $4,568,702 |
| FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | ETF | 33738R704 | — | 33,980 shares | $4,527,867 |
| RTX CORPORATION COM | Stock | 75513E101 | — | 22,941 shares | $4,352,639 |
| PALANTIR TECHNOLOGIES INC CL A | Stock | 69608A108 | — | 37,247 shares | $4,345,665 |
| INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | — | 20,049 shares | $4,265,817 |
| STATE STREET MATERIALS SELECT SECTOR SPDR ETF | ETF | 81369Y100 | — | 83,393 shares | $4,238,889 |
| ABBVIE INC COM | Stock | 00287Y109 | — | 16,359 shares | $4,116,642 |
| BLACKSTONE INC COM | Stock | 09260D107 | — | 34,790 shares | $4,093,701 |
| FIRST TRUST CLOUD COMPUTING ETF | ETF | 33734X192 | — | 30,028 shares | $4,040,599 |
| JOHNSON CTLS INTL PLC SHS | Stock | G51502105 | — | 27,650 shares | $4,039,915 |
| BANK OF AMER CORP COM | Stock | 060505104 | — | 69,237 shares | $3,945,146 |
| PROCTER & GAMBLE CO COM | Stock | 742718109 | — | 26,475 shares | $3,882,301 |
| JPMORGAN EQUITY PREMIUM INCOME ETF | ETF | 46641Q332 | — | 67,271 shares | $3,799,477 |
| ISHARES AGENCY BOND ETF | ETF | 464288166 | — | 34,601 shares | $3,781,127 |
| GE VERNOVA INC COM | Stock | 36828A101 | — | 3,214 shares | $3,776,050 |
| ALERIAN MLP ETF | ETF | 00162Q452 | — | 72,454 shares | $3,756,765 |
| COCA COLA CO COM | Stock | 191216100 | — | 45,379 shares | $3,687,938 |
| INTERNATIONAL BUSINESS MACHS COM | Stock | 459200101 | — | 13,076 shares | $3,677,194 |
| DELTA AIR LINES INC COM NEW | Stock | 247361702 | — | 39,105 shares | $3,662,565 |
| UNITEDHEALTH GROUP INC COM | Stock | 91324P102 | — | 8,724 shares | $3,625,889 |
| CROWDSTRIKE HLDGS INC CL A | Stock | 22788C105 | — | 4,714 shares | $3,597,650 |
| FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | ETF | 33738R720 | — | 63,186 shares | $3,554,830 |
| ISHARES BITCOIN TRUST ETF | ETF | 46438F101 | — | 105,074 shares | $3,497,913 |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | ETF | 78468R853 | — | 60,249 shares | $3,474,541 |
| STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | ETF | 78468R556 | — | 22,490 shares | $3,469,383 |
| ISHARES MSCI USA QUALITY FACTOR ETF | ETF | 46432F339 | — | 14,898 shares | $3,268,989 |