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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
  1. ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF · ETF · 464287150 · shares: $111,134,042
  2. APPLE INC COM · Stock · 037833100 · shares: $94,215,901
  3. SCHWAB U.S. LARGE-CAP ETF · ETF · 808524201 · shares: $75,983,510
  4. VANGUARD LARGE-CAP ETF · ETF · 922908637 · shares: $70,407,243
  5. VANGUARD TOTAL STOCK MARKET ETF · ETF · 922908769 · shares: $69,541,339
  6. NVIDIA CORPORATION COM · Stock · 67066G104 · shares: $67,658,622
  7. FT VEST US EQUITY DEEP BUFFER ETF - JANUARY · ETF · 33740F631 · shares: $55,801,470
  8. INVESCO QQQ TRUST SERIES I · ETF · 46090E103 · shares: $54,408,714
  9. FIDELITY TOTAL BOND ETF · ETF · 316188309 · shares: $40,562,423
  10. SCHWAB U.S. BROAD MARKET ETF · ETF · 808524102 · shares: $39,594,647

Reported holdings

489 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
INVESCO NASDAQ 100 ETFETF46138G649 — 10,706 shares $3,243,728
GENERAC HLDGS INC COMStock368736104 — 10,850 shares $3,176,989
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDETF336917109 — 64,426 shares $3,134,948
QUALCOMM INC COMStock747525103 — 16,733 shares $3,092,149
GOLDMAN SACHS GROUP INC COMStock38141G104 — 3,000 shares $3,033,654
LAM RESEARCH CORP COM NEWStock512807306 — 6,744 shares $2,922,214
MCDONALDS CORP COMStock580135101 — 10,662 shares $2,882,118
VERIZON COMMUNICATIONS INC COMStock92343V104 — 66,516 shares $2,816,302
VANGUARD SHORT-TERM TREASURY ETFETF92206C102 — 48,220 shares $2,806,411
INTUITIVE SURGICAL INC COM NEWStock46120E602 — 7,025 shares $2,793,710
PHILIP MORRIS INTL INC COMStock718172109 — 15,162 shares $2,742,939
KLA CORP COM NEWStock482480100 — 9,029 shares $2,724,152
ISHARES CORE U.S. AGGREGATE BOND ETFETF464287226 — 26,995 shares $2,671,963
FIRST TRUST CAPITAL STRENGTH ETFETF33733E104 — 28,271 shares $2,655,253
US TREASURY 6 MONTH BILL ETFETF74933W460 — 51,222 shares $2,561,121
MERCK & CO INC COMStock58933Y105 — 19,798 shares $2,543,991
EXXONMOBIL HOLDINGS CORP COM SHSStock30233Q108 — 17,664 shares $2,415,042
DUKE ENERGY CORP NEW COM NEWStock26441C204 — 18,775 shares $2,376,555
INVESCO BLOOMBERG PRICING POWER ETFETF46138J775 — 26,741 shares $2,375,661
AXON ENTERPRISE INC COMStock05464C101 — 4,225 shares $2,368,702
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR874039100 — 4,815 shares $2,299,474
LINCOLN NATL CORP IND COMStock534187109 — 64,730 shares $2,288,189
INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETFETF46138E115 — 24,357 shares $2,250,903
ISHARES TREASURY FLOATING RATE BOND ETFETF46434V860 — 43,874 shares $2,221,351
INVESCO S&P 500 LOW VOLATILITY ETFETF46138E354 — 29,418 shares $2,203,433
FEDEX CORP COMStock31428X106 — 6,959 shares $2,179,028
DOLLAR GEN CORP COMStock256677105 — 18,581 shares $2,138,829
VANGUARD GROWTH ETFETF922908736 — 24,673 shares $2,125,342
UNION PAC CORP COMStock907818108 — 7,600 shares $2,067,297
SIMON PPTY GROUP INC NEW COMREIT828806109 — 9,202 shares $2,058,005
ISHARES CORE HIGH DIVIDEND ETFETF46429B663 — 75,078 shares $2,057,885
ISHARES RUSSELL 3000 ETFETF464287689 — 4,800 shares $2,046,628
BOEING CO COMStock097023105 — 9,019 shares $1,952,365
VANGUARD DIVIDEND APPRECIATION ETFETF921908844 — 8,239 shares $1,949,536
ISHARES RUSSELL 1000 GROWTH ETFETF464287614 — 15,591 shares $1,935,918
QUANTA SVCS INC COMStock74762E102 — 2,688 shares $1,935,701
WELLS FARGO & CO COMStock949746101 — 23,040 shares $1,904,039
DEERE & CO COMStock244199105 — 3,000 shares $1,902,973
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFETF464288646 — 34,615 shares $1,814,171
FT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBERETF33740F680 — 38,005 shares $1,802,957
VANGUARD MEGA CAP GROWTH ETFETF921910816 — 20,492 shares $1,801,476
CHEVRON CORPORATION COMStock166764100 — 10,856 shares $1,799,419
VANGUARD HIGH DIVIDEND YIELD INDEX ETFETF921946406 — 11,157 shares $1,763,180
WESCO INTL INC COMStock95082P105 — 4,927 shares $1,702,070
ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETFETF46434V381 — 20,483 shares $1,692,510
ISHARES S&P 500 VALUE ETFETF464287408 — 7,439 shares $1,689,002
SPACE EXPLORATION TECHN CORP CLASS A COM STKStock84615Q103 — 9,668 shares $1,651,814
ISHARES 0-3 MONTH TREASURY BOND ETFETF46436E718 — 16,262 shares $1,637,088
DISNEY WALT CO COMStock254687106 — 16,887 shares $1,625,381
VANGUARD REAL ESTATE ETFETF922908553 — 16,833 shares $1,623,164
MOHAWK INDS INC COMStock608190104 — 13,226 shares $1,604,711
STRATEGAS MACRO MOMENTUM ETFETF00775Y363 — 49,477 shares $1,599,593
SYNCHRONY FINANCIAL COMStock87165B103 — 20,996 shares $1,596,766
AT&T INC COMStock00206R102 — 76,939 shares $1,592,631
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTETF78467X109 — 2,982 shares $1,557,824
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETFETF81369Y704 — 8,360 shares $1,548,488
ISHARES MSCI USA MIN VOL FACTOR ETFETF46429B697 — 15,827 shares $1,526,677
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETFETF46654Q203 — 24,118 shares $1,482,312
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFETF46434V407 — 34,789 shares $1,475,408
JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUNDETF46641Q753 — 24,524 shares $1,438,098
AMGEN INC COMStock031162100 — 3,937 shares $1,425,640
TARGET CORP COMStock87612E106 — 10,857 shares $1,418,002
STATE STREET SPDR PORTFOLIO S&P 500 ETFETF78464A854 — 16,119 shares $1,416,537
FIDELITY MSCI UTILITIES INDEX ETFETF316092865 — 24,140 shares $1,410,280
STATE STREET UTILITIES SELECT SECTOR SPDR ETFETF81369Y886 — 30,621 shares $1,388,375
ALTRIA GROUP INC COMStock02209S103 — 18,765 shares $1,350,150
PEPSICO INC COMStock713448108 — 9,906 shares $1,341,280
NETFLIX INC. COMStock64110L106 — 18,746 shares $1,338,457
PNC FINL SVCS GROUP INC COMStock693475105 — 5,406 shares $1,330,954
INVESCO MSCI USA ETFETF46138E461 — 17,679 shares $1,323,118
REALTY INCOME CORP COMREIT756109104 — 20,935 shares $1,297,142
IRIDIUM COMMUNICATIONS INC COMStock46269C102 — 23,385 shares $1,282,660
ISHARES U.S. UTILITIES ETFETF464287697 — 10,906 shares $1,249,965
WASTE MGMT INC DEL COMStock94106L109 — 5,586 shares $1,245,108
BLACKROCK INC COMStock09290D101 — 1,293 shares $1,243,718
ISHARES SILVER TRUSTETF46428Q109 — 23,252 shares $1,243,284
ORACLE CORP COMStock68389X105 — 8,438 shares $1,236,662
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD ANCEF85208R101 — 30,377 shares $1,222,053
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETFETF33739P855 — 63,312 shares $1,221,290
ARK INNOVATION ETFETF00214Q104 — 14,829 shares $1,198,443
SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETFETF886364801 — 20,675 shares $1,188,788
ISHARES RUSSELL MIDCAP ETFETF464287499 — 10,706 shares $1,181,097
UNITED RENTALS INC COMStock911363109 — 1,026 shares $1,162,647
FT VEST BUFFERED ALLOCATION GROWTH ETFETF33740U778 — 38,760 shares $1,136,273
APA CORPORATION COMStock03743Q108 — 34,654 shares $1,128,687
ENTERPRISE PRODS PARTNERS L P COMStock293792107 — 30,691 shares $1,128,216
TOLL BROTHERS INC COMStock889478103 — 6,545 shares $1,078,313
SOUTHERN CO COMStock842587107 — 11,215 shares $1,073,378
EATON CORP PLC SHSStockG29183103 — 2,460 shares $1,048,084
VANGUARD HEALTH CARE ETFETF92204A504 — 3,491 shares $1,043,932
GLOBAL X RUSSELL 2000 COVERED CALL ETFETF37954Y459 — 65,238 shares $1,043,162
ISHARES U.S. MEDICAL DEVICES ETFETF464288810 — 20,831 shares $1,029,262
GRAYSCALE BITCOIN TRUST ETFETF389637109 — 22,542 shares $1,026,112
STATE STREET BLACKSTONE SENIOR LOAN ETFETF78467V608 — 25,446 shares $1,025,208
ROYCE MICRO-CAP TR INC COMCEF780915104 — 69,539 shares $1,018,056
ARES CAPITAL CORP COMCEF04010L103 — 54,773 shares $1,014,940
ISHARES FLOATING RATE BOND ETFETF46429B655 — 19,555 shares $998,263
FIDELITY MSCI HEALTH CARE INDEX ETFETF316092600 — 12,776 shares $986,970
TJX COS INC NEW COMStock872540109 — 6,457 shares $978,258
INVESCO BULLETSHARES 2026 CORPORATE BOND ETFETF46138J791 — 48,933 shares $955,421