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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) |
|---|---|---|---|---|---|
| INVESCO NASDAQ 100 ETF | ETF | 46138G649 | — | 10,706 shares | $3,243,728 |
| GENERAC HLDGS INC COM | Stock | 368736104 | — | 10,850 shares | $3,176,989 |
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | ETF | 336917109 | — | 64,426 shares | $3,134,948 |
| QUALCOMM INC COM | Stock | 747525103 | — | 16,733 shares | $3,092,149 |
| GOLDMAN SACHS GROUP INC COM | Stock | 38141G104 | — | 3,000 shares | $3,033,654 |
| LAM RESEARCH CORP COM NEW | Stock | 512807306 | — | 6,744 shares | $2,922,214 |
| MCDONALDS CORP COM | Stock | 580135101 | — | 10,662 shares | $2,882,118 |
| VERIZON COMMUNICATIONS INC COM | Stock | 92343V104 | — | 66,516 shares | $2,816,302 |
| VANGUARD SHORT-TERM TREASURY ETF | ETF | 92206C102 | — | 48,220 shares | $2,806,411 |
| INTUITIVE SURGICAL INC COM NEW | Stock | 46120E602 | — | 7,025 shares | $2,793,710 |
| PHILIP MORRIS INTL INC COM | Stock | 718172109 | — | 15,162 shares | $2,742,939 |
| KLA CORP COM NEW | Stock | 482480100 | — | 9,029 shares | $2,724,152 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 464287226 | — | 26,995 shares | $2,671,963 |
| FIRST TRUST CAPITAL STRENGTH ETF | ETF | 33733E104 | — | 28,271 shares | $2,655,253 |
| US TREASURY 6 MONTH BILL ETF | ETF | 74933W460 | — | 51,222 shares | $2,561,121 |
| MERCK & CO INC COM | Stock | 58933Y105 | — | 19,798 shares | $2,543,991 |
| EXXONMOBIL HOLDINGS CORP COM SHS | Stock | 30233Q108 | — | 17,664 shares | $2,415,042 |
| DUKE ENERGY CORP NEW COM NEW | Stock | 26441C204 | — | 18,775 shares | $2,376,555 |
| INVESCO BLOOMBERG PRICING POWER ETF | ETF | 46138J775 | — | 26,741 shares | $2,375,661 |
| AXON ENTERPRISE INC COM | Stock | 05464C101 | — | 4,225 shares | $2,368,702 |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 874039100 | — | 4,815 shares | $2,299,474 |
| LINCOLN NATL CORP IND COM | Stock | 534187109 | — | 64,730 shares | $2,288,189 |
| INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF | ETF | 46138E115 | — | 24,357 shares | $2,250,903 |
| ISHARES TREASURY FLOATING RATE BOND ETF | ETF | 46434V860 | — | 43,874 shares | $2,221,351 |
| INVESCO S&P 500 LOW VOLATILITY ETF | ETF | 46138E354 | — | 29,418 shares | $2,203,433 |
| FEDEX CORP COM | Stock | 31428X106 | — | 6,959 shares | $2,179,028 |
| DOLLAR GEN CORP COM | Stock | 256677105 | — | 18,581 shares | $2,138,829 |
| VANGUARD GROWTH ETF | ETF | 922908736 | — | 24,673 shares | $2,125,342 |
| UNION PAC CORP COM | Stock | 907818108 | — | 7,600 shares | $2,067,297 |
| SIMON PPTY GROUP INC NEW COM | REIT | 828806109 | — | 9,202 shares | $2,058,005 |
| ISHARES CORE HIGH DIVIDEND ETF | ETF | 46429B663 | — | 75,078 shares | $2,057,885 |
| ISHARES RUSSELL 3000 ETF | ETF | 464287689 | — | 4,800 shares | $2,046,628 |
| BOEING CO COM | Stock | 097023105 | — | 9,019 shares | $1,952,365 |
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | 921908844 | — | 8,239 shares | $1,949,536 |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | 464287614 | — | 15,591 shares | $1,935,918 |
| QUANTA SVCS INC COM | Stock | 74762E102 | — | 2,688 shares | $1,935,701 |
| WELLS FARGO & CO COM | Stock | 949746101 | — | 23,040 shares | $1,904,039 |
| DEERE & CO COM | Stock | 244199105 | — | 3,000 shares | $1,902,973 |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | ETF | 464288646 | — | 34,615 shares | $1,814,171 |
| FT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER | ETF | 33740F680 | — | 38,005 shares | $1,802,957 |
| VANGUARD MEGA CAP GROWTH ETF | ETF | 921910816 | — | 20,492 shares | $1,801,476 |
| CHEVRON CORPORATION COM | Stock | 166764100 | — | 10,856 shares | $1,799,419 |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | 921946406 | — | 11,157 shares | $1,763,180 |
| WESCO INTL INC COM | Stock | 95082P105 | — | 4,927 shares | $1,702,070 |
| ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF | ETF | 46434V381 | — | 20,483 shares | $1,692,510 |
| ISHARES S&P 500 VALUE ETF | ETF | 464287408 | — | 7,439 shares | $1,689,002 |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | Stock | 84615Q103 | — | 9,668 shares | $1,651,814 |
| ISHARES 0-3 MONTH TREASURY BOND ETF | ETF | 46436E718 | — | 16,262 shares | $1,637,088 |
| DISNEY WALT CO COM | Stock | 254687106 | — | 16,887 shares | $1,625,381 |
| VANGUARD REAL ESTATE ETF | ETF | 922908553 | — | 16,833 shares | $1,623,164 |
| MOHAWK INDS INC COM | Stock | 608190104 | — | 13,226 shares | $1,604,711 |
| STRATEGAS MACRO MOMENTUM ETF | ETF | 00775Y363 | — | 49,477 shares | $1,599,593 |
| SYNCHRONY FINANCIAL COM | Stock | 87165B103 | — | 20,996 shares | $1,596,766 |
| AT&T INC COM | Stock | 00206R102 | — | 76,939 shares | $1,592,631 |
| STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | ETF | 78467X109 | — | 2,982 shares | $1,557,824 |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | ETF | 81369Y704 | — | 8,360 shares | $1,548,488 |
| ISHARES MSCI USA MIN VOL FACTOR ETF | ETF | 46429B697 | — | 15,827 shares | $1,526,677 |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | ETF | 46654Q203 | — | 24,118 shares | $1,482,312 |
| ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | ETF | 46434V407 | — | 34,789 shares | $1,475,408 |
| JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND | ETF | 46641Q753 | — | 24,524 shares | $1,438,098 |
| AMGEN INC COM | Stock | 031162100 | — | 3,937 shares | $1,425,640 |
| TARGET CORP COM | Stock | 87612E106 | — | 10,857 shares | $1,418,002 |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | ETF | 78464A854 | — | 16,119 shares | $1,416,537 |
| FIDELITY MSCI UTILITIES INDEX ETF | ETF | 316092865 | — | 24,140 shares | $1,410,280 |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF | ETF | 81369Y886 | — | 30,621 shares | $1,388,375 |
| ALTRIA GROUP INC COM | Stock | 02209S103 | — | 18,765 shares | $1,350,150 |
| PEPSICO INC COM | Stock | 713448108 | — | 9,906 shares | $1,341,280 |
| NETFLIX INC. COM | Stock | 64110L106 | — | 18,746 shares | $1,338,457 |
| PNC FINL SVCS GROUP INC COM | Stock | 693475105 | — | 5,406 shares | $1,330,954 |
| INVESCO MSCI USA ETF | ETF | 46138E461 | — | 17,679 shares | $1,323,118 |
| REALTY INCOME CORP COM | REIT | 756109104 | — | 20,935 shares | $1,297,142 |
| IRIDIUM COMMUNICATIONS INC COM | Stock | 46269C102 | — | 23,385 shares | $1,282,660 |
| ISHARES U.S. UTILITIES ETF | ETF | 464287697 | — | 10,906 shares | $1,249,965 |
| WASTE MGMT INC DEL COM | Stock | 94106L109 | — | 5,586 shares | $1,245,108 |
| BLACKROCK INC COM | Stock | 09290D101 | — | 1,293 shares | $1,243,718 |
| ISHARES SILVER TRUST | ETF | 46428Q109 | — | 23,252 shares | $1,243,284 |
| ORACLE CORP COM | Stock | 68389X105 | — | 8,438 shares | $1,236,662 |
| SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | CEF | 85208R101 | — | 30,377 shares | $1,222,053 |
| FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | ETF | 33739P855 | — | 63,312 shares | $1,221,290 |
| ARK INNOVATION ETF | ETF | 00214Q104 | — | 14,829 shares | $1,198,443 |
| SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF | ETF | 886364801 | — | 20,675 shares | $1,188,788 |
| ISHARES RUSSELL MIDCAP ETF | ETF | 464287499 | — | 10,706 shares | $1,181,097 |
| UNITED RENTALS INC COM | Stock | 911363109 | — | 1,026 shares | $1,162,647 |
| FT VEST BUFFERED ALLOCATION GROWTH ETF | ETF | 33740U778 | — | 38,760 shares | $1,136,273 |
| APA CORPORATION COM | Stock | 03743Q108 | — | 34,654 shares | $1,128,687 |
| ENTERPRISE PRODS PARTNERS L P COM | Stock | 293792107 | — | 30,691 shares | $1,128,216 |
| TOLL BROTHERS INC COM | Stock | 889478103 | — | 6,545 shares | $1,078,313 |
| SOUTHERN CO COM | Stock | 842587107 | — | 11,215 shares | $1,073,378 |
| EATON CORP PLC SHS | Stock | G29183103 | — | 2,460 shares | $1,048,084 |
| VANGUARD HEALTH CARE ETF | ETF | 92204A504 | — | 3,491 shares | $1,043,932 |
| GLOBAL X RUSSELL 2000 COVERED CALL ETF | ETF | 37954Y459 | — | 65,238 shares | $1,043,162 |
| ISHARES U.S. MEDICAL DEVICES ETF | ETF | 464288810 | — | 20,831 shares | $1,029,262 |
| GRAYSCALE BITCOIN TRUST ETF | ETF | 389637109 | — | 22,542 shares | $1,026,112 |
| STATE STREET BLACKSTONE SENIOR LOAN ETF | ETF | 78467V608 | — | 25,446 shares | $1,025,208 |
| ROYCE MICRO-CAP TR INC COM | CEF | 780915104 | — | 69,539 shares | $1,018,056 |
| ARES CAPITAL CORP COM | CEF | 04010L103 | — | 54,773 shares | $1,014,940 |
| ISHARES FLOATING RATE BOND ETF | ETF | 46429B655 | — | 19,555 shares | $998,263 |
| FIDELITY MSCI HEALTH CARE INDEX ETF | ETF | 316092600 | — | 12,776 shares | $986,970 |
| TJX COS INC NEW COM | Stock | 872540109 | — | 6,457 shares | $978,258 |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | ETF | 46138J791 | — | 48,933 shares | $955,421 |