Jaffetilchin Investment Partners, LLC holds a diversified book of 461 stocks worth $1.7B as of Q1 2026 (disclosed May 13, 2026, a ~43-day 13F lag). This quarter they opened Ishares JP Morgan Usd Emergi and trimmed Ishares Core S&P Total U.S.. Their largest long position is Ishares Core S&P Total U.S. at 6% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
38% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Jaffetilchin Investment Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Cetera Investment Advisers | 79 / 80 | $27.2B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $20.5B |
| MORGAN STANLEY | 78 / 80 | $619.5B |
| RAYMOND JAMES FINANCIAL INC | 78 / 80 | $112.9B |
| LPL Financial LLC | 78 / 80 | $103.1B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $100.2B |
| COMMONWEALTH EQUITY SERVICES, LLC | 78 / 80 | $21.8B |
| Advisory Services Network, LLC | 78 / 80 | $2.4B |
Ranked by the share of each fund's own book sitting in the names it shares with Jaffetilchin Investment Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares Core S&P Total U S Stock Market ETF ETF | $95.7M | 671.6K | 5.7% | ▼−9.0% Reduced · −67K sh | |
| 2 | Apple Inc Com Stock | $83.9M | 330.6K | 5.0% | ▼−2.8% Reduced · −9K sh | |
| 3 | Schwab U S Large-Cap ETF ETF | $66.1M | 2.58M | 3.9% | ▲+0.2% Added · +6K sh | |
| 4 | Vanguard Total Stock Market ETF ETF | $65.4M | 203.9K | 3.9% | ▼−13% Reduced · −32K sh | |
| 5 | Nvidia Corporation Com Stock | $63.9M | 366.5K | 3.8% | ▼−0.5% Reduced · −2K sh | |
| 6 | Vanguard Large-Cap ETF ETF | $61.0M | 204.2K | 3.6% | ▲+0.3% Added · +546 sh | |
| 7 | FT Vest US Equity Deep Buffer ETF - January ETF | $51.3M | 1.21M | 3.1% | ▲+62% Added · +463K sh | |
| 8 | Invesco QQQ Trust Series I ETF | $42.3M | 73.3K | 2.5% | ▲+0.7% Added · +500 sh | |
| 9 | Fidelity Total Bond ETF ETF | $38.1M | 835.4K | 2.3% | ▲184× Added · +831K sh | |
| 10 | Schwab U S Broad Market ETF ETF | $33.9M | 1.35M | 2.0% | ▼−13% Reduced · −194K sh | |
| 11 | Tesla Inc Com Stock | $32.8M | 88.2K | 2.0% | ▼−0.8% Reduced · −736 sh | |
| 12 | State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF ETF | $31.5M | 398.4K | 1.9% | ▼−24% Reduced · −129K sh | |
| 13 | Alphabet Inc Cap STK CL A Stock | $30.4M | 105.7K | 1.8% | ▼−1.5% Reduced · −2K sh | |
| 14 | Microsoft Corp Com Stock | $30.4M | 82.0K | 1.8% | ▲+4.0% Added · +3K sh | |
| 15 | Amazon Com Inc Com Stock | $30.2M | 144.9K | 1.8% | ▲+0.3% Added · +428 sh | |
| 16 | First Trust North American Energy Infrastructure Fund ETF | $27.8M | 637.5K | 1.7% | ▼−0.8% Reduced · −5K sh | |
| 17 | Ishares Preferred & Income Securities ETF ETF | $25.9M | 855.4K | 1.5% | ▲+12% Added · +92K sh | |
| 18 | Schwab US Dividend Equity ETF ETF | $24.9M | 810.3K | 1.5% | ▲+24% Added · +157K sh | |
| 19 | Invesco Bulletshares 2026 High Yield Corp Bond ETF ETF | $23.7M | 1.02M | 1.4% | ▲+13% Added · +115K sh | |
| 20 | Vanguard Mortgage-Backed Securities ETF ETF | $22.4M | 477.4K | 1.3% | ▲+8.3% Added · +37K sh | |
| 21 | Meta Platforms Inc CL A Stock | $19.3M | 33.7K | 1.1% | ▲+1.7% Added · +571 sh | |
| 22 | Vanguard Value ETF ETF | $18.8M | 95.8K | 1.1% | ▲+606% Added · +82K sh | |
| 23 | Ishares JP Morgan Usd Emerging Markets Bond ETF ETF | $18.7M | 199.5K | 1.1% | ▲New New position | |
| 24 | Eli Lilly & Co Com Stock | $16.1M | 17.5K | 1.0% | ▼−6.0% Reduced · −1K sh | |
| 25 | Vaneck Mortgage REIT Income ETF ETF | $15.0M | 1.46M | 0.9% | ▲70× Added · +1.4M sh | |
| 26 | Global X MLP ETF ETF | $14.7M | 272.7K | 0.9% | ▲+19% Added · +43K sh | |
| 27 | JPMorgan Chase & Co Com Stock | $14.6M | 49.7K | 0.9% | ▲+7.3% Added · +3K sh | |
| 28 | First Trust Enhanced Short Maturity ETF ETF | $14.4M | 240.4K | 0.9% | ▼−7.7% Reduced · −20K sh | |
| 29 | Ishares Russell 1000 ETF ETF | $14.3M | 40.2K | 0.9% | ▲+0.1% Added · +48 sh | |
| 30 | Lockheed Martin Corp Com Stock | $12.8M | 21.1K | 0.8% | ▲+2.0% Added · +417 sh | |
| 31 | State Street Doubleline Total Return Tactical ETF ETF | $12.6M | 318.0K | 0.8% | ▲+43% Added · +96K sh | |
| 32 | Alphabet Inc Cap STK CL C Stock | $11.8M | 41.0K | 0.7% | ▼−4.3% Reduced · −2K sh | |
| 33 | Wisdomtree U S AI Enhanced Value Fund ETF | $10.4M | 90.1K | 0.6% | ▲+0.3% Added · +277 sh | |
| 34 | Johnson & Johnson Com Stock | $9.5M | 38.8K | 0.6% | ▼−1.0% Reduced · −388 sh | |
| 35 | Ishares Core S&P 500 ETF ETF | $9.3M | 14.2K | 0.6% | ▼−1.8% Reduced · −260 sh | |
| 36 | Fidelity Corporate Bond ETF ETF | $9.1M | 193.4K | 0.5% | ▲+64% Added · +76K sh | |
| 37 | SPDR Gold Shares ETF | $9.1M | 21.1K | 0.5% | ▼−31% Reduced · −10K sh | |
| 38 | Berkshire Hathaway Inc Del CL B New Stock | $9.1M | 18.9K | 0.5% | ▲+0.5% Added · +96 sh | |
| 39 | JPMorgan Ultra-Short Income ETF ETF | $8.8M | 174.3K | 0.5% | ▲+15% Added · +22K sh | |
| 40 | Ishares Core Msci Emerging Markets ETF ETF | $8.8M | 125.8K | 0.5% | ▲+182% Added · +81K sh | |
| 41 | Broadcom Inc Com Stock | $8.4M | 27.1K | 0.5% | ▲+12% Added · +3K sh | |
| 42 | Shopify Inc CL A Sub VTG SHS Stock | $7.8M | 65.6K | 0.5% | ▲+0.4% Added · +293 sh | |
| 43 | State Street Energy Select Sector SPDR ETF ETF | $7.6M | 123.8K | 0.5% | ▼−4.1% Reduced · −5K sh | |
| 44 | Ishares 1-3 Year Treasury Bond ETF ETF | $7.4M | 89.8K | 0.4% | ▼−73% Reduced · −245K sh | |
| 45 | Ishares Core Msci Eafe ETF ETF | $7.4M | 81.5K | 0.4% | ▲+373% Added · +64K sh | |
| 46 | Caterpillar Inc Com Stock | $7.0M | 9.9K | 0.4% | ▲+29% Added · +2K sh | |
| 47 | Vanguard S&P 500 ETF ETF | $6.8M | 11.5K | 0.4% | ▼−2.1% Reduced · −252 sh | |
| 48 | First Trust Multi-Manager Small Cap Opportunities ETF ETF | $6.8M | 285.3K | 0.4% | ▼−4.7% Reduced · −14K sh | |
| 49 | Walmart Inc Com Stock | $6.8M | 54.3K | 0.4% | ▼−1.9% Reduced · −1K sh | |
| 50 | Visa Inc Com CL A Stock | $6.6M | 21.7K | 0.4% | ▲+3.5% Added · +744 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1404652/holdings"
Use Arkolith to show Jaffetilchin Investment Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 461 | $1.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 453 | $1.7B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 436 | $1.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 427 | $1.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 403 | $1.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 382 | $1.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 1,364 | $1.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 30, 2024 | 346 | $1.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 16, 2024 | 362 | $1.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 344 | $1.0B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 337 | $906.8M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 15, 2023 | 358 | $948.1M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 11, 2023 | 353 | $880.4M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 342 | $819.1M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 316 | $779.2M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 324 | $846.2M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 327 | $850.0M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 17, 2022 | 345 | $1.1B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 25, 2021 | 363 | $940.2M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 9, 2021 | 564 | $1.4B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 10, 2021 | 363 | $848.8M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 274 | $705.1M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 9, 2020 | 224 | $541.7M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 3, 2020 | 207 | $453.8M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.