Institutional Fund
Jaffetilchin Investment Partners, LLC
Tampa, FLCIK 14046525 filings on record
Portfolio Value
$1.68B
Q1 2026
Holdings
461
Reported positions
New Buys
53
Opened this quarter
QoQ Change
-1.7%
from $1.71B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr5.7%
- Apple Inc5.0%
- Schwab Strategic Tr3.9%
- Vanguard Index Fds3.9%
- Nvidia Corporation3.8%
- Vanguard Index Fds3.6%
- Other74.1%
Portfolio Holdings
461 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 671.6K | $95.66M | 5.7% | −66.7K | Reduced |
| 2 | Apple Inc | 330.6K | $83.91M | 5.0% | −9.5K | Reduced |
| 3 | Schwab Strategic Tr | 2.58M | $66.06M | 3.9% | +6.4K | Added |
| 4 | Vanguard Index Fds | 203.9K | $65.41M | 3.9% | −31.6K | Reduced |
| 5 | Nvidia Corporation | 366.5K | $63.92M | 3.8% | −1.7K | Reduced |
| 6 | Vanguard Index Fds | 204.2K | $61.02M | 3.6% | +546 | Added |
| 7 | First Tr Exchng Traded Fd Vi | 1.21M | $51.34M | 3.1% | +463.3K | Added |
| 8 | Invesco Qqq Tr | 73.3K | $42.29M | 2.5% | +500 | Added |
| 9 | Fidelity Merrimack Str Tr | 835.4K | $38.11M | 2.3% | +830.8K | Added |
| 10 | Schwab Strategic Tr | 1.35M | $33.93M | 2.0% | −194.1K | Reduced |
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