2026 Q1 Portfolio Activity
In 2026 Q1, Jaffetilchin Investment Partners, LLC maintained a portfolio of 506 distinct positions. The most significant new addition was ISHARES JP MORGAN USD EMERGING, now representing 1.11% of the total fund value. They heavily accumulated shares in FIDELITY TOTAL BOND ETF, increasing the position by 18345.0%. The fund also reduced its exposure to ISHARES TREASURY FLOATING RATE by 92.2%.
Position History
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Total Positions
506
Quarter
2026 Q1
Top Holding
ITOT (5.7%)
Top 10 Concentration
35.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 506
Jaffetilchin Investment Partners, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ITOT
ISHARES CORE S&...
|
ETF | 5.69% | 6.42% |
#1
Prev: #1
|
4.8 |
—
|
-66,733 | -9.0% |
P
S
|
671,625 | $95,659,536 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AAPL
APPLE INC COM
|
Technology | 4.99% | 5.41% |
#2
Prev: #2
|
4.0 |
—
|
-9,486 | -2.8% |
P
S
|
330,621 | $83,908,308 | 2007 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SCHX
SCHWAB U S LAR...
|
ETF | 3.93% | 4.04% |
#3
1
Prev: #4
|
3.1 |
—
|
6,388 | 0.2% |
P
S
|
2,576,470 | $66,060,679 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VTI
VANGUARD TOTAL ...
|
ETF | 3.89% | 4.62% |
#4
1
Prev: #3
|
2.6 |
—
|
-31,588 | -13.4% |
P
S
|
203,875 | $65,405,121 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.80% | 4.02% |
#5
Prev: #5
|
2.5 |
—
|
-1,691 | -0.5% |
P
S
|
366,535 | $63,923,697 | 2007 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VV
VANGUARD LARGE-...
|
ETF | 3.63% | 3.75% |
#6
Prev: #6
|
2.0 |
—
|
546 | 0.3% |
P
S
|
204,185 | $61,020,710 | 2009 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DJAN
FT VEST US EQUI...
|
ETF | 3.06% | 1.89% |
#7
7
Prev: #14
|
4.2 |
—
|
463,265 | 62.3% |
P
S
|
1,207,202 | $51,342,301 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
QQQ
INVESCO QQQ TRU...
|
ETF | 2.52% | 2.61% |
#8
1
Prev: #7
|
1.5 |
—
|
500 | 0.7% |
P
S
|
73,275 | $42,293,114 | 2009 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
FBND
FIDELITY TOTAL ...
|
ETF | 2.27% | 0.01% |
#9
433
Prev: #442
|
3.9 |
—
|
830,845 | 18345.0% |
P
S
|
835,374 | $38,109,770 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SCHB
SCHWAB U S BRO...
|
ETF | 2.02% | 2.37% |
#10
1
Prev: #9
|
1.3 |
—
|
-194,100 | -12.6% |
P
S
|
1,351,921 | $33,933,210 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TSLA
TESLA INC COM
|
Consumer Cyclical | 1.95% | 2.34% |
#11
1
Prev: #10
|
1.3 |
—
|
-736 | -0.8% |
P
S
|
88,179 | $32,780,521 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SPTM
STATE STREET SP...
|
ETF | 1.87% | 2.54% |
#12
4
Prev: #8
|
0.7 |
—
|
-128,977 | -24.5% |
P
S
|
398,442 | $31,500,787 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GOOGL
ALPHABET INC CA...
|
Communication Services | 1.81% | 1.96% |
#13
1
Prev: #12
|
1.2 |
—
|
-1,659 | -1.5% |
P
S
|
105,686 | $30,391,003 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MSFT
MICROSOFT CORP ...
|
Technology | 1.81% | 2.23% |
#14
3
Prev: #11
|
1.2 |
—
|
3,199 | 4.1% |
P
S
|
82,003 | $30,355,011 | 2007 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AMZN
AMAZON COM INC ...
|
Consumer Cyclical | 1.80% | 1.95% |
#15
2
Prev: #13
|
1.2 |
—
|
428 | 0.3% |
P
S
|
144,873 | $30,172,638 | 2009 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
EMLP
FIRST TRUST NOR...
|
ETF | 1.66% | 1.42% |
#16
1
Prev: #17
|
1.2 |
—
|
-5,271 | -0.8% |
P
S
|
637,494 | $27,832,991 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
PFF
ISHARES PREFERR...
|
ETF | 1.54% | 1.38% |
#17
1
Prev: #18
|
2.6 |
—
|
91,751 | 12.0% |
P
S
|
855,355 | $25,934,362 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SCHD
SCHWAB US DIVID...
|
ETF | 1.48% | 1.05% |
#18
6
Prev: #24
|
3.1 |
—
|
157,441 | 24.1% |
P
S
|
810,346 | $24,861,429 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BSJQ
INVESCO BULLETS...
|
ETF | 1.41% | 1.24% |
#19
2
Prev: #21
|
2.6 |
—
|
115,139 | 12.7% |
P
S
|
1,021,704 | $23,677,994 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VMBS
VANGUARD MORTGA...
|
ETF | 1.33% | 1.21% |
#20
2
Prev: #22
|
2.5 |
—
|
36,754 | 8.3% |
P
S
|
477,418 | $22,414,791 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.15% | 1.28% |
#21
1
Prev: #20
|
1.0 |
—
|
571 | 1.7% |
P
S
|
33,675 | $19,266,401 | 2012 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VTV
VANGUARD VALUE ...
|
ETF | 1.12% | 0.15% |
#22
77
Prev: #99
|
3.4 |
—
|
82,269 | 606.3% |
P
S
|
95,838 | $18,803,368 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
EMB
ISHARES JP MORG...
|
ETF | 1.11% | — |
#23
Prev: #—
|
3.9 |
—
|
199,452 | — |
NEW
|
199,452 | $18,734,499 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
LLY
ELI LILLY & CO ...
|
Healthcare | 0.96% | 1.17% |
#24
1
Prev: #23
|
0.9 |
—
|
-1,130 | -6.1% |
P
S
|
17,545 | $16,137,390 | 2012 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MORT
VANECK MORTGAGE...
|
ETF | 0.89% | 0.01% |
#25
409
Prev: #434
|
3.4 |
—
|
1,438,414 | 6921.8% |
P
S
|
1,459,195 | $14,971,344 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MLPA
GLOBAL X MLP ET...
|
ETF | 0.87% | 0.65% |
#26
4
Prev: #30
|
2.3 |
—
|
42,629 | 18.5% |
P
S
|
272,694 | $14,690,023 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.87% | 0.87% |
#27
Prev: #27
|
2.3 |
—
|
3,373 | 7.3% |
P
S
|
49,723 | $14,626,534 | 2009 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
FTSM
FIRST TRUST ENH...
|
ETF | 0.86% | 0.91% |
#28
3
Prev: #25
|
0.8 |
—
|
-20,008 | -7.7% |
P
S
|
240,449 | $14,374,043 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IWB
ISHARES RUSSELL...
|
ETF | 0.85% | 0.88% |
#29
3
Prev: #26
|
0.8 |
—
|
48 | 0.1% |
P
S
|
40,216 | $14,339,383 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.76% | 0.59% |
#30
3
Prev: #33
|
0.8 |
—
|
417 | 2.0% |
P
S
|
21,121 | $12,765,148 | 2007 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TOTL
STATE STREET DO...
|
ETF | 0.75% | 0.52% |
#31
5
Prev: #36
|
2.8 |
—
|
95,553 | 43.0% |
P
S
|
318,012 | $12,634,614 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GOOG
ALPHABET INC CA...
|
Communication Services | 0.70% | 0.79% |
#32
4
Prev: #28
|
0.8 |
—
|
-1,863 | -4.3% |
P
S
|
41,024 | $11,768,073 | 2007 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AIVL
WISDOMTREE U S ...
|
ETF | 0.62% | 0.60% |
#33
1
Prev: #32
|
0.7 |
—
|
277 | 0.3% |
P
S
|
90,139 | $10,429,928 | 2011 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.56% | 0.47% |
#34
4
Prev: #38
|
0.7 |
—
|
-388 | -1.0% |
P
S
|
38,788 | $9,481,356 | 2007 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IVV
ISHARES CORE S&...
|
ETF | 0.55% | 0.58% |
#35
1
Prev: #34
|
0.7 |
—
|
-260 | -1.8% |
P
S
|
14,219 | $9,288,128 | 2011 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
FCOR
FIDELITY CORPOR...
|
ETF | 0.54% | 0.33% |
#36
15
Prev: #51
|
3.2 |
—
|
75,705 | 64.3% |
P
S
|
193,421 | $9,115,938 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GLD
SPDR GOLD SHARE...
|
ETF | 0.54% | 0.71% |
#37
8
Prev: #29
|
0.2 |
—
|
-9,679 | -31.5% |
P
S
|
21,091 | $9,075,196 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.54% | 0.55% |
#38
3
Prev: #35
|
0.7 |
—
|
96 | 0.5% |
P
S
|
18,909 | $9,060,989 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JPST
JPMORGAN ULTRA-...
|
ETF | 0.52% | 0.45% |
#39
1
Prev: #40
|
2.2 |
—
|
22,454 | 14.8% |
P
S
|
174,308 | $8,821,703 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IEMG
ISHARES CORE MS...
|
ETF | 0.52% | 0.18% |
#40
51
Prev: #91
|
3.2 |
—
|
81,195 | 182.1% |
P
S
|
125,776 | $8,772,885 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AVGO
BROADCOM INC CO...
|
Technology | 0.50% | 0.49% |
#41
4
Prev: #37
|
2.2 |
—
|
2,864 | 11.8% |
P
S
|
27,066 | $8,377,276 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SHOP
SHOPIFY INC CL ...
|
Technology | 0.46% | 0.61% |
#42
11
Prev: #31
|
0.7 |
—
|
293 | 0.4% |
P
S
|
65,597 | $7,781,173 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
XLE
STATE STREET EN...
|
ETF | 0.45% | 0.34% |
#43
6
Prev: #49
|
0.7 |
—
|
-5,243 | -4.1% |
P
S
|
123,814 | $7,584,859 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SHY
ISHARES 1-3 YEA...
|
ETF | 0.44% | 1.62% |
#44
28
Prev: #16
|
0.2 |
—
|
-245,281 | -73.2% |
P
S
|
89,845 | $7,418,466 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IEFA
ISHARES CORE MS...
|
ETF | 0.44% | 0.09% |
#45
99
Prev: #144
|
3.2 |
—
|
64,266 | 372.8% |
P
S
|
81,506 | $7,378,701 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CAT
CATERPILLAR INC...
|
Industrials | 0.42% | 0.26% |
#46
19
Prev: #65
|
2.7 |
—
|
2,243 | 29.2% |
P
S
|
9,934 | $7,038,127 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VOO
VANGUARD S&P 50...
|
ETF | 0.41% | 0.43% |
#47
6
Prev: #41
|
0.7 |
—
|
-252 | -2.2% |
P
S
|
11,463 | $6,849,891 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MMSC
FIRST TRUST MUL...
|
ETF | 0.40% | 0.42% |
#48
5
Prev: #43
|
0.7 |
—
|
-14,100 | -4.7% |
P
S
|
285,312 | $6,764,009 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
WMT
WALMART INC COM
|
Consumer Defensive | 0.40% | 0.36% |
#49
3
Prev: #46
|
0.7 |
—
|
-1,046 | -1.9% |
P
S
|
54,328 | $6,751,893 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
V
VISA INC COM CL...
|
Financial Services | 0.39% | 0.43% |
#50
8
Prev: #42
|
0.7 |
—
|
744 | 3.6% |
P
S
|
21,684 | $6,553,871 | 2011 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-50 of 506 holdings