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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
  1. ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF · ETF · 464287150 · shares: $111,134,042
  2. APPLE INC COM · Stock · 037833100 · shares: $94,215,901
  3. SCHWAB U.S. LARGE-CAP ETF · ETF · 808524201 · shares: $75,983,510
  4. VANGUARD LARGE-CAP ETF · ETF · 922908637 · shares: $70,407,243
  5. VANGUARD TOTAL STOCK MARKET ETF · ETF · 922908769 · shares: $69,541,339
  6. NVIDIA CORPORATION COM · Stock · 67066G104 · shares: $67,658,622
  7. FT VEST US EQUITY DEEP BUFFER ETF - JANUARY · ETF · 33740F631 · shares: $55,801,470
  8. INVESCO QQQ TRUST SERIES I · ETF · 46090E103 · shares: $54,408,714
  9. FIDELITY TOTAL BOND ETF · ETF · 316188309 · shares: $40,562,423
  10. SCHWAB U.S. BROAD MARKET ETF · ETF · 808524102 · shares: $39,594,647

Reported holdings

489 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
FT VEST U.S. EQUITY BUFFER FUND - MAYETF33740F748 — 5,239 shares $294,432
ASML HLDG NV N Y REGISTRY SHSADRN07059210 — 148 shares $293,518
FIRST TRUST SMALL CAP CORE ALPHADEX FUNDETF33734Y109 — 2,016 shares $290,914
KURV YIELD PREMIUM STRATEGY MICROSOFT (MSFT) ETFETF500948708 — 17,662 shares $290,181
FIDELITY ENHANCED INTERNATIONAL ETFETF31609A404 — 7,219 shares $289,698
VANGUARD INTERMEDIATE-TERM BOND ETFETF921937819 — 3,754 shares $287,967
JABIL INC COMStock466313103 — 747 shares $287,911
STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETFETF78464A284 — 11,293 shares $287,294
SCHWAB US TIPS ETFETF808524870 — 10,820 shares $286,728
DXC TECHNOLOGY CO COMStock23355L106 — 31,843 shares $281,811
ISHARES U.S. HOME CONSTRUCTION ETFETF464288752 — 2,679 shares $279,917
FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARYETF33740U737 — 6,340 shares $279,145
ISHARES IBONDS DEC 2033 TERM TREASURY ETFETF46436E148 — 11,536 shares $278,371
KKR & CO INC COMStock48251W104 — 3,027 shares $277,807
ROCKWELL AUTOMATION INC COMStock773903109 — 559 shares $276,748
ISHARES IBONDS DEC 2032 TERM TREASURY ETFETF46436E296 — 12,174 shares $276,292
ISHARES IBONDS DEC 2031 TERM TREASURY ETFETF46436E460 — 13,584 shares $274,262
ISHARES IBONDS DEC 2030 TERM TREASURY ETFETF46436E593 — 13,879 shares $271,193
LNG - Cheniere Energy Inc ComStock16411R208 — 1,131 shares $270,426
LIBERTY ENERGY INC COM CL AStock53115L104 — 10,288 shares $269,440
CADENCE DESIGN SYSTEM INC COMStock127387108 — 717 shares $269,104
ISHARES IBONDS DEC 2029 TERM TREASURY ETFETF46436E825 — 12,403 shares $268,533
STATE STREET SPDR S&P DIVIDEND ETFETF78464A763 — 1,760 shares $267,881
BLACKSTONE SECD LENDING FD COMMON STOCKCEF09261X102 — 11,278 shares $267,393
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETFETF81369Y407 — 2,279 shares $267,323
FIRST TRUST LOW DURATION OPPORTUNITIES ETFETF33739Q200 — 5,361 shares $266,847
PARK HOTELS & RESORTS INC COMREIT700517105 — 18,704 shares $266,534
CSX CORP COMStock126408103 — 5,560 shares $264,286
DEXCOM INC COMStock252131107 — 3,916 shares $263,724
CORNING INC COMStock219350105 — 1,032 shares $263,719
ISHARES CORE DIVIDEND GROWTH ETFETF46434V621 — 3,469 shares $262,929
ANALOG DEVICES INC COMStock032654105 — 660 shares $262,285
DOUBLELINE OPPORTUNISTIC CORE BOND ETFETF25861R105 — 5,734 shares $261,415
DOUBLELINE COMMERCIAL REAL ESTATE DEBT ETFETF25861R303 — 5,041 shares $261,167
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNStock01881G106 — 7,404 shares $260,774
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTERESTETF98149E303 — 3,280 shares $260,498
VANGUARD TOTAL BOND MARKET ETFETF921937835 — 3,504 shares $257,237
ISHARES MSCI USA VALUE FACTOR ETFETF46432F388 — 1,282 shares $256,165
ARK GENOMIC REVOLUTION ETFETF00214Q302 — 6,071 shares $255,349
ISHARES NATIONAL MUNI BOND ETFETF464288414 — 2,364 shares $254,417
FIDELITY BLUE CHIP GROWTH ETFETF316092352 — 4,086 shares $253,781
INVESCO S&P SMALLCAP LOW VOLATILITY ETFETF46138G102 — 4,755 shares $249,216
GLOBAL X DOW 30 COVERED CALL ETFETF37960A859 — 11,225 shares $248,513
WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INTStock958669103 — 5,661 shares $247,706
MPLX LP COM UNIT REP LTDStock55336V100 — 4,393 shares $247,475
ISHARES SHORT-TERM NATIONAL MUNI BOND ETFETF464288158 — 2,317 shares $246,691
MARVELL TECHNOLOGY INC COMStock573874104 — 822 shares $244,788
WW GRAINGER INC COMStock384802104 — 178 shares $242,625
SPROTT CRITICAL MATERIALS ETFETF85208P402 — 7,746 shares $241,363
ISHARES CORE TOTAL USD BOND MARKET ETFETF46434V613 — 5,221 shares $240,944
ROYAL CARIBBEAN GROUP COMStockV7780T103 — 750 shares $238,188
DIMENSIONAL INTERNATIONAL VALUE ETFETF25434V807 — 4,389 shares $237,118
ROBINHOOD MKTS INC COM CL AStock770700102 — 2,361 shares $236,761
GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETFETF38149W812 — 3,751 shares $235,900
GRAYSCALE ETHEREUM STAKING ETFETF389638107 — 18,473 shares $235,712
UNITED STATES ANTIMONY CORP COMStock911549103 — 32,400 shares $235,224
NEOS GOLD HIGH INCOME ETFETF78433H550 — 4,799 shares $232,509
GLOBAL X DEFENSE TECH ETFETF37960A529 — 3,884 shares $231,884
PRINCIPAL FINANCIAL GROUP INC COMStock74251V102 — 2,150 shares $231,731
ISHARES MSCI EMERGING MARKETS EX CHINA ETFETF46434G764 — 2,240 shares $229,131
MARRIOTT INTL INC NEW CL AStock571903202 — 618 shares $228,856
VALERO ENERGY CORP COMStock91913Y100 — 876 shares $228,114
BOOKING HOLDINGS INC COMStock09857L108 — 1,260 shares $224,642
CARLYLE GROUP INC COMStock14316J108 — 5,305 shares $223,412
AMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETFETF032108888 — 6,685 shares $223,027
TRANSOCEAN LTD REGISTERED SHSStockH8817H100 — 45,219 shares $221,121
CAMECO CORP COMStock13321L108 — 2,158 shares $219,775
PACER US CASH COWS 100 ETFETF69374H881 — 3,519 shares $218,890
ISHARES 20 YEAR TREASURY BOND ETFETF464287432 — 2,532 shares $218,778
FT VEST U.S. EQUITY BUFFER ETF - JUNEETF33740F722 — 3,600 shares $215,820
CONOCOPHILLIPS COMStock20825C104 — 2,074 shares $215,568
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFETF46137V282 — 3,274 shares $211,204
ASTRAZENECA PLC ORDADRG0593M107 — 1,106 shares $209,784
CLOROX CO DEL COMStock189054109 — 2,197 shares $209,663
INNOVATOR S&P INVESTMENT GRADE PREFERRED ETFETF45783Y822 — 12,580 shares $207,302
BP PLC SPONSORED ADRADR055622104 — 5,595 shares $206,741
INVESCO S&P 500 MOMENTUM ETFETF46138E339 — 1,270 shares $205,171
AVEANNA HEALTHCARE HLDGS INC COMStock05356F105 — 23,800 shares $203,966
ISHARES YIELD OPTIMIZED BOND ETFETF46434V787 — 8,993 shares $203,688
SONICSHARES GLOBAL SHIPPING ETFETF886364645 — 5,343 shares $202,570
GLOBAL X FINTECH ETFETF37954Y814 — 8,204 shares $202,564
SERVICENOW INC COMStock81762P102 — 2,025 shares $201,047
CALAMOS AUTOCALLABLE INCOME ETFETF12811T571 — 7,368 shares $200,489
COHEN & STEERS QUALITY INCOME COMCEF19247L106 — 13,603 shares $167,448
AGNC INVT CORP COMREIT00123Q104 — 11,556 shares $125,956
B2GOLD CORP COMStock11777Q209 — 19,661 shares $73,532
RECURSION PHARMACEUTICALS INC CL AStock75629V104 — 20,000 shares $73,400
GENASYS INC COMStock36872P103 — 22,204 shares $37,748
BARNWELL INDS INC COMStock068221100 — 13,157 shares $13,289