Arkolith/Funds/Jaffetilchin Investment Partners, LLC

Jaffetilchin Investment Partners, LLC

CIK 1404652
Holdings as of Mar 31, 2026·disclosed May 13, 2026·~43-day 13F lag·13F-HR
Active Filer

Jaffetilchin Investment Partners, LLC holds a diversified book of 461 stocks worth $1.7B as of Q1 2026 (disclosed May 13, 2026, a ~45-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.

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Use Arkolith to show Jaffetilchin Investment Partners, LLC's latest
holdings, largest changes, and filing provenance.
Opened
53
new positions
Added to
202
existing
Trimmed
182
reduced
Sold out
44
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
36%
Top 20 holdings
52%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

38% mapped to company sectors

ETF / fund or unclassified
62%
Information Technology
18%
Consumer Discretionary
6%
Financials
5%
Industrials
4%
Health Care
3%
Utilities
1%
Materials
1%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

461 positions
#SecurityValueShares% PortLast moveHistory
1Ishares Core S&P Total U S Stock Market ETF
ETF
$95.7M671.6K
5.7%
−9.0%
Reduced · −67K sh
2Apple Inc Com
Stock
$83.9M330.6K
5.0%
−2.8%
Reduced · −9K sh
3Schwab U S Large-Cap ETF
ETF
$66.1M2.58M
3.9%
+0.2%
Added · +6K sh
4Vanguard Total Stock Market ETF
ETF
$65.4M203.9K
3.9%
−13%
Reduced · −32K sh
5Nvidia Corporation Com
Stock
$63.9M366.5K
3.8%
−0.5%
Reduced · −2K sh
6Vanguard Large-Cap ETF
ETF
$61.0M204.2K
3.6%
+0.3%
Added · +546 sh
7FT Vest US Equity Deep Buffer ETF - January
ETF
$51.3M1.21M
3.1%
+62%
Added · +463K sh
8Invesco QQQ Trust Series I
ETF
$42.3M73.3K
2.5%
+0.7%
Added · +500 sh
9Fidelity Total Bond ETF
ETF
$38.1M835.4K
2.3%
184×
Added · +831K sh
10Schwab U S Broad Market ETF
ETF
$33.9M1.35M
2.0%
−13%
Reduced · −194K sh
11Tesla Inc Com
Stock
$32.8M88.2K
2.0%
−0.8%
Reduced · −736 sh
12State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
ETF
$31.5M398.4K
1.9%
−24%
Reduced · −129K sh
13Alphabet Inc Cap STK CL A
Stock
$30.4M105.7K
1.8%
−1.5%
Reduced · −2K sh
14Microsoft Corp Com
Stock
$30.4M82.0K
1.8%
+4.0%
Added · +3K sh
15Amazon Com Inc Com
Stock
$30.2M144.9K
1.8%
+0.3%
Added · +428 sh
16First Trust North American Energy Infrastructure Fund
ETF
$27.8M637.5K
1.7%
−0.8%
Reduced · −5K sh
17Ishares Preferred & Income Securities ETF
ETF
$25.9M855.4K
1.5%
+12%
Added · +92K sh
18Schwab US Dividend Equity ETF
ETF
$24.9M810.3K
1.5%
+24%
Added · +157K sh
19Invesco Bulletshares 2026 High Yield Corp Bond ETF
ETF
$23.7M1.02M
1.4%
+13%
Added · +115K sh
20Vanguard Mortgage-Backed Securities ETF
ETF
$22.4M477.4K
1.3%
+8.3%
Added · +37K sh
21Meta Platforms Inc CL A
Stock
$19.3M33.7K
1.1%
+1.7%
Added · +571 sh
22Vanguard Value ETF
ETF
$18.8M95.8K
1.1%
+606%
Added · +82K sh
23Ishares JP Morgan Usd Emerging Markets Bond ETF
ETF
$18.7M199.5K
1.1%
New
New position
24Eli Lilly & Co Com
Stock
$16.1M17.5K
1.0%
−6.0%
Reduced · −1K sh
25Vaneck Mortgage REIT Income ETF
ETF
$15.0M1.46M
0.9%
70×
Added · +1.4M sh
26Global X MLP ETF
ETF
$14.7M272.7K
0.9%
+19%
Added · +43K sh
27JPMorgan Chase & Co Com
Stock
$14.6M49.7K
0.9%
+7.3%
Added · +3K sh
28First Trust Enhanced Short Maturity ETF
ETF
$14.4M240.4K
0.9%
−7.7%
Reduced · −20K sh
29Ishares Russell 1000 ETF
ETF
$14.3M40.2K
0.9%
+0.1%
Added · +48 sh
30Lockheed Martin Corp Com
Stock
$12.8M21.1K
0.8%
+2.0%
Added · +417 sh
31State Street Doubleline Total Return Tactical ETF
ETF
$12.6M318.0K
0.8%
+43%
Added · +96K sh
32Alphabet Inc Cap STK CL C
Stock
$11.8M41.0K
0.7%
−4.3%
Reduced · −2K sh
33Wisdomtree U S AI Enhanced Value Fund
ETF
$10.4M90.1K
0.6%
+0.3%
Added · +277 sh
34Johnson & Johnson Com
Stock
$9.5M38.8K
0.6%
−1.0%
Reduced · −388 sh
35Ishares Core S&P 500 ETF
ETF
$9.3M14.2K
0.6%
−1.8%
Reduced · −260 sh
36Fidelity Corporate Bond ETF
ETF
$9.1M193.4K
0.5%
+64%
Added · +76K sh
37SPDR Gold Shares
ETF
$9.1M21.1K
0.5%
−31%
Reduced · −10K sh
38Berkshire Hathaway Inc Del CL B New
Stock
$9.1M18.9K
0.5%
+0.5%
Added · +96 sh
39JPMorgan Ultra-Short Income ETF
ETF
$8.8M174.3K
0.5%
+15%
Added · +22K sh
40Ishares Core Msci Emerging Markets ETF
ETF
$8.8M125.8K
0.5%
+182%
Added · +81K sh
41Broadcom Inc Com
Stock
$8.4M27.1K
0.5%
+12%
Added · +3K sh
42Shopify Inc CL A Sub VTG SHS
Stock
$7.8M65.6K
0.5%
+0.4%
Added · +293 sh
43State Street Energy Select Sector SPDR ETF
ETF
$7.6M123.8K
0.5%
−4.1%
Reduced · −5K sh
44Ishares 1-3 Year Treasury Bond ETF
ETF
$7.4M89.8K
0.4%
−73%
Reduced · −245K sh
45Ishares Core Msci Eafe ETF
ETF
$7.4M81.5K
0.4%
+373%
Added · +64K sh
46Caterpillar Inc Com
Stock
$7.0M9.9K
0.4%
+29%
Added · +2K sh
47Vanguard S&P 500 ETF
ETF
$6.8M11.5K
0.4%
−2.1%
Reduced · −252 sh
48First Trust Multi-Manager Small Cap Opportunities ETF
ETF
$6.8M285.3K
0.4%
−4.7%
Reduced · −14K sh
49Walmart Inc Com
Stock
$6.8M54.3K
0.4%
−1.9%
Reduced · −1K sh
50Visa Inc Com CL A
Stock
$6.6M21.7K
0.4%
+3.5%
Added · +744 sh
Showing 50 of 461 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 13, 2026461$1.7B13F-HR
Q4 2025Dec 31, 2025Jan 15, 2026453$1.7B13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025436$1.7B13F-HR
Q2 2025Jun 30, 2025Aug 12, 2025427$1.5B13F-HR
Q1 2025Mar 31, 2025Apr 24, 2025403$1.4B13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025382$1.4B13F-HR
Q3 2024Sep 30, 2024Nov 4, 20241,364$1.3B13F-HR
Q2 2024Jun 30, 2024Jul 30, 2024346$1.2B13F-HR
Q1 2024Mar 31, 2024May 16, 2024362$1.1B13F-HR
Q4 2023Dec 31, 2023Feb 13, 2024344$1.0B13F-HR
Q3 2023Sep 30, 2023Nov 13, 2023337$906.8M13F-HR
Q2 2023Jun 30, 2023Aug 15, 2023358$948.1M13F-HR
Q1 2023Mar 31, 2023May 11, 2023353$880.4M13F-HR
Q4 2022Dec 31, 2022Feb 10, 2023342$819.1M13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022316$779.2M13F-HR
Q2 2022Jun 30, 2022Aug 15, 2022324$846.2M13F-HR
Q1 2022Mar 31, 2022May 13, 2022327$850.0M13F-HR
Q4 2021Dec 31, 2021Feb 17, 2022345$1.1B13F-HR
Q3 2021Sep 30, 2021Oct 25, 2021363$940.2M13F-HR
Q2 2021Jun 30, 2021Aug 9, 2021564$1.4B13F-HR
Q1 2021Mar 31, 2021May 10, 2021363$848.8M13F-HR
Q4 2020Dec 31, 2020Feb 12, 2021274$705.1M13F-HR
Q3 2020Sep 30, 2020Nov 9, 2020224$541.7M13F-HR
Q2 2020Jun 30, 2020Aug 3, 2020207$453.8M13F-HR/A

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.