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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) |
|---|---|---|---|---|---|
| LEIDOS HOLDINGS INC COM | Stock | 525327102 | — | 9,233 shares | $950,689 |
| FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | ETF | 33739Q705 | — | 18,758 shares | $947,256 |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | Stock | G7997R103 | — | 956 shares | $922,608 |
| ISHARES 3-7 YEAR TREASURY BOND ETF | ETF | 464288661 | — | 7,823 shares | $918,795 |
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | ETF | 46434V878 | — | 18,145 shares | $917,772 |
| STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | ETF | 78464A631 | — | 3,175 shares | $901,151 |
| F/M ULTRASHORT TREASURY INFLATION-PROTECTED SECURITY (TIPS) ETF | ETF | 74933W213 | — | 17,982 shares | $897,124 |
| WISDOMTREE FLOATING RATE TREASURY FUND | ETF | 97717Y527 | — | 17,760 shares | $894,230 |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | ETF | 81369Y209 | — | 5,605 shares | $889,357 |
| KROGER CO COM | Stock | 501044101 | — | 15,857 shares | $880,559 |
| APPLIED MATLS INC COM | Stock | 038222105 | — | 1,207 shares | $872,332 |
| HEALTHPEAK PROPERTIES INC COM | REIT | 42250P103 | — | 40,627 shares | $869,426 |
| CLOUGH SELECT EQUITY ETF | ETF | 53656F631 | — | 16,285 shares | $852,748 |
| FIRST TRUST PREFERRED SECURITIES & INCOME ETF | ETF | 33739E108 | — | 47,073 shares | $841,660 |
| ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | ETF | 00214Q203 | — | 6,349 shares | $839,521 |
| ISHARES RUSSELL 1000 VALUE ETF | ETF | 464287598 | — | 3,397 shares | $823,434 |
| VANGUARD MID-CAP ETF | ETF | 922908629 | — | 10,037 shares | $808,688 |
| AMERICAN ELEC PWR CO INC COM | Stock | 025537101 | — | 5,863 shares | $802,141 |
| FIDELITY DIVIDEND ETF FOR RISING RATES | ETF | 316092832 | — | 12,204 shares | $791,784 |
| INTEL CORP COM | Stock | 458140100 | — | 5,571 shares | $777,906 |
| GLOBAL X NASDAQ 100 COVERED CALL ETF | ETF | 37954Y483 | — | 41,911 shares | $772,427 |
| ALLIANCE RESOURCE PARTNERS L P UT LTD PART | Stock | 01877R108 | — | 32,112 shares | $770,038 |
| ROYCE SMALL CAP TRUST INC COM | CEF | 780910105 | — | 41,449 shares | $765,570 |
| BLOOM ENERGY CORP COM CL A | Stock | 093712107 | — | 2,511 shares | $760,080 |
| STARBUCKS CORP COM | Stock | 855244109 | — | 7,393 shares | $755,478 |
| FREEPORT MCMORAN INC CL B | Stock | 35671D857 | — | 11,954 shares | $751,775 |
| FLUOR CORP COM | Stock | 343412102 | — | 14,291 shares | $748,705 |
| VANGUARD CONSUMER STAPLES ETF | ETF | 92204A207 | — | 3,298 shares | $743,719 |
| ISHARES TIPS BOND ETF | ETF | 464287176 | — | 6,751 shares | $738,718 |
| HEWLETT PACKARD ENTERPRISE CO COM | Stock | 42824C109 | — | 16,251 shares | $733,079 |
| FT CBOE VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER | ETF | 33740U786 | — | 16,971 shares | $726,953 |
| ISHARES SELECT DIVIDEND ETF | ETF | 464287168 | — | 4,613 shares | $720,963 |
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | 922042858 | — | 11,999 shares | $716,240 |
| APOLLO GLOBAL MGMT INC COM | Stock | 03769M106 | — | 6,043 shares | $714,921 |
| NEWMONT CORP COM | Stock | 651639106 | — | 7,588 shares | $708,734 |
| CNH INDL N V SHS | Stock | N20944109 | — | 61,293 shares | $688,320 |
| FT VEST LADDERED BUFFER ETF | ETF | 33740F755 | — | 18,828 shares | $687,787 |
| AFLAC INC COM | Stock | 001055102 | — | 5,854 shares | $686,405 |
| STERLING INFRASTRUCTURE INC COM | Stock | 859241101 | — | 802 shares | $673,167 |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | ETF | 78464A409 | — | 5,640 shares | $671,050 |
| KRAFT HEINZ CO COM | Stock | 500754106 | — | 28,385 shares | $670,448 |
| ENBRIDGE INC COM | Stock | 29250N105 | — | 12,246 shares | $663,877 |
| STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | ETF | 00775Y645 | — | 13,878 shares | $662,480 |
| UNITED PARCEL SVCS INC CL B | Stock | 911312106 | — | 6,156 shares | $661,791 |
| FIRST TRUST SENIOR LOAN FUND | ETF | 33738D309 | — | 14,766 shares | $660,767 |
| ENERGY TRANSFER L P COM UT LTD PTN | Stock | 29273V100 | — | 33,492 shares | $640,368 |
| SHELL PLC SPON ADS | ADR | 780259305 | — | 8,215 shares | $637,005 |
| SALESFORCE INC COM | Stock | 79466L302 | — | 4,066 shares | $636,989 |
| ISHARES GLOBAL TECH ETF | ETF | 464287291 | — | 4,371 shares | $631,551 |
| FT VEST U.S. EQUITY MODERATE BUFFER ETF - JAN | ETF | 33740F516 | — | 14,006 shares | $630,603 |
| UBER TECHNOLOGIES INC COM | Stock | 90353T100 | — | 8,732 shares | $630,130 |
| VANECK FALLEN ANGEL HIGH YIELD BOND ETF | ETF | 92189F437 | — | 21,487 shares | $628,267 |
| GRANITESHARES GOLD SHARES | ETF | 38748G101 | — | 15,784 shares | $623,942 |
| CUMMINS INC COM | Stock | 231021106 | — | 875 shares | $623,863 |
| AXOS FINANCIAL INC COM | Stock | 05465C100 | — | 6,377 shares | $621,056 |
| VANECK SEMICONDUCTOR ETF | ETF | 92189F676 | — | 941 shares | $617,064 |
| ISHARES U.S. CONSUMER STAPLES ETF | ETF | 464287812 | — | 8,451 shares | $614,071 |
| BRISTOL-MYERS SQUIBB CO COM | Stock | 110122108 | — | 10,570 shares | $609,024 |
| INVESCO S&P SMALLCAP HEALTH CARE ETF | ETF | 46138E149 | — | 11,480 shares | $601,169 |
| FT VEST TECHNOLOGY DIVIDEND TARGET INCOME ETF | ETF | 33738D812 | — | 18,789 shares | $596,737 |
| MORGAN STANLEY COM NEW | Stock | 617446448 | — | 2,835 shares | $592,677 |
| FT VEST BUFFERED ALLOCATION DEFENSIVE ETF | ETF | 33740U760 | — | 22,887 shares | $592,430 |
| STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | ETF | 81369Y308 | — | 7,045 shares | $585,242 |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | ETF | 81369Y605 | — | 10,845 shares | $581,419 |
| LIBERTY ALL STAR EQUITY FD SH BEN INT | CEF | 530158104 | — | 99,764 shares | $579,630 |
| MULTI-ASSET DIVERSIFIED INCOME INDEX FUND | ETF | 33738R100 | — | 35,065 shares | $579,456 |
| FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY | ETF | 33740F771 | — | 11,447 shares | $577,986 |
| DEFIANCE DRONE AND MODERN WARFARE ETF | ETF | 26922B394 | — | 19,757 shares | $573,941 |
| ARGAN INC COM | Stock | 04010E109 | — | 715 shares | $570,593 |
| VANGUARD INFORMATION TECHNOLOGY ETF | ETF | 92204A702 | — | 4,764 shares | $569,426 |
| KIMBERLY-CLARK CORP COM | Stock | 494368103 | — | 5,166 shares | $567,065 |
| FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - FEBRUARY | ETF | 33740F292 | — | 21,561 shares | $565,860 |
| FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | ETF | 33735K108 | — | 2,845 shares | $551,276 |
| PFIZER INC COM | Stock | 717081103 | — | 22,836 shares | $549,898 |
| Strategas Global Policy Opportunities ETF | ETF | 00775Y652 | — | 15,451 shares | $548,517 |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 808524300 | — | 16,149 shares | $546,495 |
| ISHARES MSCI WORLD ETF | ETF | 464286392 | — | 2,664 shares | $539,901 |
| FT VEST NASDAQ-100 MODERATE BUFFER ETF-FEBRUARY | ETF | 33740F128 | — | 22,092 shares | $536,628 |
| FIDELITY HIGH DIVIDEND ETF | ETF | 316092840 | — | 8,838 shares | $532,862 |
| ELECTROCORE INC COM NEW | Stock | 28531P202 | — | 59,954 shares | $518,003 |
| COREWEAVE INC COM CL A | Stock | 21873S108 | — | 5,190 shares | $516,613 |
| MYRIAD GENETICS INC COM | Stock | 62855J104 | — | 89,808 shares | $512,804 |
| LOWES COS INC COM | Stock | 548661107 | — | 2,311 shares | $509,496 |
| CLOUGH GLOBAL EQUITY FD COM | CEF | 18914C100 | — | 59,080 shares | $509,266 |
| AMERICAN EXPRESS CO COM | Stock | 025816109 | — | 1,504 shares | $508,775 |
| JPMORGAN LIMITED DURATION BOND ETF | ETF | 46654Q773 | — | 9,638 shares | $503,025 |
| RIO TINTO PLC SPONSORED ADR | ADR | 767204100 | — | 5,298 shares | $502,892 |
| VICI PPTYS INC COM | REIT | 925652109 | — | 18,730 shares | $497,283 |
| ALPS MEDICAL BREAKTHROUGHS ETF | ETF | 00162Q593 | — | 7,690 shares | $497,159 |
| ARISTA NETWORKS INC COM SHS | Stock | 040413205 | — | 2,887 shares | $490,362 |
| WEATHERFORD INTL PLC ORD SHS | Stock | G48833118 | — | 5,928 shares | $483,101 |
| ISHARES CORE 60/40 BALANCED ALLOCATION ETF | ETF | 464289867 | — | 6,940 shares | $482,316 |
| STATE STREET SPDR US SMALL CAP LOW VOLATILITY INDEX ETF | ETF | 78468R887 | — | 3,019 shares | $475,095 |
| CALAMOS CONV OPPORTUNITIES & I SH BEN INT | CEF | 128117108 | — | 35,186 shares | $472,904 |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | ETF | 921909768 | — | 5,501 shares | $470,257 |
| AMPLIFY CYBERSECURITY ETF | ETF | 032108664 | — | 4,480 shares | $470,086 |
| FIRST TRUST US EQUITY OPPORTUNITIES ETF | ETF | 336920103 | — | 2,268 shares | $467,529 |
| STATE STREET SPDR S&P BIOTECH ETF | ETF | 78464A870 | — | 2,952 shares | $467,138 |
| TENET HEALTHCARE CORP COM NEW | Stock | 88033G407 | — | 2,477 shares | $463,397 |
| ISHARES 0-5 YEAR TIPS BOND ETF | ETF | 46429B747 | — | 4,531 shares | $462,840 |