Jaffetilchin Investment Partners, LLC

Registered adviser

CIK

1404652

Location

TAMPA, FL

Portfolio Value

Mid $1,885,580,555

Diversification

Diversified

Filing Date

Global Rank

#1,670 / 8,825 ▼ 31

Top Industry

Semiconductors 14.0%

3Y Alpha vs SPY

-3.6%

Period ended 4 months ago

Filed Oct 20, 2026 · 15d

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 143608

Roster of Nov 1, 2026

Regulatory AUM

$2,445,435,755

Main clients

Individuals and high net worth (70% of AUM)

Private funds

1 fund · Private equity funds

Focus by fund count, roster of Nov 1, 2026

$1,667,321 gross assets

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$2,445,435,755	Individuals and high net worth (70%)
Apr 2025 to Mar 2026	$1,839,648,700	Individuals and high net worth (93%)
Apr 2024 to Mar 2025	$1,466,774,635	Individuals and high net worth (52%)
May 2023 to Mar 2024	$1,235,384,117	Individuals and high net worth (92%)
Apr 2023	$1,235,384,117	Individuals and high net worth (92%)
Apr 2022 to Mar 2023	$1,366,597,149	Individuals and high net worth (91%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 55.1%, 20.6 effective positions, active share 58.2% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

17.7% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.5 quarters (12+), a floor since 50.6% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 58.2%; sector active share 49.5% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

489 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.1%

+0.8 pts

Top 5

40.8%

+0.6 pts

Top 10

55.1%

+0.6 pts

HHI

486

Diversified+19

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	62.4%	$1,175,979,260	261
Technology	14.5%	$273,610,354	40
Consumer Cyclical	4.5%	$85,716,187	16
Financial Services	4.3%	$81,202,007	48
Communication Services	4.2%	$78,362,448	8
Industrials	4.1%	$77,106,861	35
Healthcare	2.7%	$50,670,720	21
Consumer Defensive	1.6%	$30,392,304	15
Energy	0.7%	$13,704,769	24
Utilities	0.5%	$9,923,176	6
Real Estate	0.3%	$5,482,040	7
Basic Materials	0.2%	$3,430,429	8

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
OBIL	US Treasury 12 Month Bill ETF	+84,686	98,086	$4,901,847
—		+60,104	75,078	$2,057,887
FBND	Fidelity Total Bond ETF	+56,304	891,678	$40,562,432
TBIL	F/m US Treasury 3 Month Bill Fund	+54,209	161,092	$8,032,047
RYLD	Global X Russell 2000 Covered Call ETF	+47,086	65,238	$1,043,155
SHY	iShares 1-3 Year Treasury Bond ETF	+39,329	129,174	$10,606,477
TOTL	State Street(R) DoubleLine(R) Total Return Tactical ETF	+32,527	350,539	$13,835,774
SCHD	Schwab U.S. Dividend Equity ETF	+26,635	836,981	$26,540,667
FCOR	Fidelity Corporate Bond ETF	+26,232	219,653	$10,356,638
GLQ	Clough Global Equity Fund	+22,599	59,080	$509,269
VUG	VANGUARD GROWTH INDEX FUND	+20,532	24,673	$2,125,332
DJAN	FT Vest U.S. Equity Deep Buffer ETF - January	+18,552	1,225,754	$55,801,225
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	+16,323	20,492	$1,801,451
SCHB	Schwab U.S. Broad Market ETF	+15,297	1,367,218	$39,594,633
GNSS	Genasys Inc.	+12,054	22,204	$37,746
IWF	iShares Russell 1000 Growth ETF	+11,676	15,591	$1,935,934
PSCT	Invesco Ltd.	+10,841	24,357	$2,250,830
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	+10,127	34,615	$1,814,172
—		+8,714	16,285	$852,747
JPST	JPMorgan Ultra-Short Income ETF	+8,241	182,549	$9,231,502
KLAC	Kla Corp	+8,093	9,029	$2,724,139
VO	VANGUARD MID-CAP INDEX FUND	+7,770	10,037	$808,681
ENB	Enbridge Inc	+7,476	12,246	$663,855
SGOV	iShares 0-3 Month Treasury Bond ETF	+7,380	16,262	$1,637,095
SOFI	SoFi Technologies, Inc.	+7,065	22,079	$395,876
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BTG	B2gold Corp	−113,111	19,661	$73,532
PFE	Pfizer Inc	−38,852	22,836	$549,890
APA	APA Corp	−32,722	34,654	$1,128,680
NVDA	Nvidia Corp	−28,394	338,141	$67,658,632
FTSM	First Trust Enhanced Short Maturity ETF	−24,209	216,240	$12,916,015
BXSL	Blackstone Secured Lending Fund	−23,765	11,278	$267,401
MORT	VanEck Mortgage REIT Income ETF	−19,888	1,439,307	$14,911,220
FPE	First Trust Preferred Securities and Income ETF	−16,248	47,073	$841,665
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−15,946	187,929	$69,541,247
DSEP	FT Vest U.S. Equity Deep Buffer ETF - September	−15,765	38,005	$1,802,957
NEM	NEWMONT Corp	−14,250	7,588	$708,719
IRDM	Iridium Communications Inc.	−12,278	23,385	$1,282,667
FLOT	iShares Floating Rate Bond ETF	−10,150	19,555	$998,282
FCX	Freeport-Mcmoran Inc	−10,038	11,954	$751,787
PG	PROCTER & GAMBLE Co	−9,356	26,475	$3,882,294
FPEI	First Trust Institutional Preferred Securities and Income ETF	−8,560	63,312	$1,221,288
UAMY	United States Antimony Corp	−7,948	32,400	$235,224
T	At&T Inc.	−7,894	76,939	$1,592,637
KHC	Kraft Heinz Co	−7,516	28,385	$670,453
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	−7,289	470,129	$22,006,738
SETM	Sprott Funds Trust	−6,226	7,746	$241,365
MO	Altria Group, Inc.	−6,224	18,765	$1,350,141
BSJQ	Invesco BulletShares 2026 High Yield Corporate Bond ETF	−6,025	1,015,679	$23,319,989
AAPL	Apple Inc.	−5,020	325,601	$94,215,905
BA	Boeing Co	−4,844	9,019	$1,952,342
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
XBIL	US Treasury 6 Month Bill ETF	51,222	$2,561,100
SPCX	Space Exploration Technologies Corp	9,668	$1,651,874
RMT	Royce Micro-Cap Trust, Inc.	69,539	$1,018,050
RBIL	F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF	17,982	$897,121
DOC	Healthpeak Properties, Inc.	40,627	$869,417
RVT	Royce Small-Cap Trust, Inc.	41,449	$765,563
FLR	Fluor Corp	14,291	$748,705
HPE	Hewlett Packard Enterprise Co	16,251	$733,082
PSCH	Invesco Ltd.	11,480	$601,207
TDVI	FT Vest Technology Dividend Target Income ETF	18,789	$596,738
USA	Liberty All Star Equity Fund	99,764	$579,628
—		19,757	$573,940
MYGN	Myriad Genetics Inc	89,808	$512,803
CHI	Calamos Convertible Opportunities & Income Fund	35,186	$472,899
VLY	Valley National Bancorp	31,379	$459,702
BSCR	Invesco BulletShares 2027 Corporate Bond ETF	23,053	$452,184
LITE	Lumentum Holdings Inc.	523	$448,765
BSCS	Invesco BulletShares 2028 Corporate Bond ETF	21,986	$447,854
DELL	Dell Technologies Inc.	1,034	$446,129
SDVD	FT Vest SMID Rising Dividend Achievers Target Income ETF	19,222	$443,835
MDA	MDA Space Ltd.	10,126	$418,001
QMMY	FT Vest Nasdaq-100 Moderate Buffer ETF - May	14,216	$376,581
OSCR	Oscar Health, Inc.	13,200	$376,464
FBT	First Trust NYSE Arca Biotechnology Index Fund	1,492	$369,851
HONA	Honeywell Aerospace Inc.	1,645	$363,676
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
TEMD		45,630	$1,123,912
GLDI	Credit Suisse AG	5,971	$991,329
KMI	Kinder Morgan, Inc.	25,531	$856,054
FXN	First Trust Energy AlphaDEX Fund	29,596	$664,726
FANG	Diamondback Energy, Inc.	3,203	$633,521
FTGC	First Trust Global Tactical Commodity Strategy Fund	19,985	$573,769
FNV	FRANCO NEVADA Corp	1,988	$491,135
NRG	Nrg Energy, Inc.	3,196	$467,063
INCM		15,759	$453,071
EBAY	Ebay Inc	4,946	$450,184
BXMT	Blackstone Mortgage Trust, Inc.	23,212	$444,509
HALO	Halozyme Therapeutics, Inc.	6,145	$397,151
KTOS	Kratos Defense & Security Solutions, Inc.	5,334	$376,100
UAN	Cvr Partners, LP	2,918	$369,623
ZTS	Zoetis Inc.	2,882	$340,681
BCX	BlackRock Resources & Commodities Strategy Trust	25,271	$304,515
NEXT	NextDecade Corp	36,539	$279,888
BROS	Dutch Bros Inc.	5,511	$279,187
LYB	LyondellBasell Industries N.V.	3,461	$278,818
AGI	Alamos Gold Inc	6,113	$271,600
SNDK	Sandisk Corp	425	$270,019
OXY	Occidental Petroleum Corp	3,547	$230,555
MISL	First Trust Indxx Aerospace & Defense ETF	5,065	$226,456
EDU	New Oriental Education & Technology Group Inc.	3,989	$225,897
HWM	Howmet Aerospace Inc.	940	$216,632
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

489 tracked positions · $1,885,580,555 total · filing declares 489 positions · $1,885,575,878 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 489 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Added	676,533	+4,908	$111,134,075	+16.2%	26+	before history	5.89%
AAPL	Apple Inc. Technology	Reduced	325,601	-5,020	$94,215,905	+12.3%	26+	before history	5.00%
SCHX	Schwab U.S. Large-Cap ETF	Added	2,581,839	+5,369	$75,983,521	+15.0%	26+	before history	4.03%
VV	VANGUARD LARGE-CAP INDEX FUND	Added	204,726	+541	$70,407,318	+15.4%	26+	before history	3.73%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	187,929	-15,946	$69,541,247	+6.3%	26+	before history	3.69%
NVDA	Nvidia Corp Technology	Reduced	338,141	-28,394	$67,658,632	+5.8%	25	$17.30	3.59%
DJAN	FT Vest U.S. Equity Deep Buffer ETF - January	Added	1,225,754	+18,552	$55,801,225	+8.7%	6	unpriced	2.96%
QQQ	Invesco Qqq Trust, Series 1	Added	73,885	+610	$54,408,914	+28.6%	24	$338.09	2.89%
FBND	Fidelity Total Bond ETF	Added	891,678	+56,304	$40,562,432	+6.4%	3	$46.09	2.15%
SCHB	Schwab U.S. Broad Market ETF	Added	1,367,218	+15,297	$39,594,633	+16.7%	26+	before history	2.10%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	87,754	-425	$36,909,332	+12.6%	26+	before history	1.96%
GOOGL	Alphabet Inc. Communication Services	Reduced	103,031	-2,655	$36,820,188	+21.2%	26+	before history	1.95%
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	Added	400,456	+2,014	$36,357,400	+15.4%	19	unpriced	1.93%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	144,307	-566	$34,394,130	+14.0%	26+	before history	1.82%
MSFT	Microsoft Corp Technology	Added	84,026	+2,023	$31,343,378	+3.3%	26+	before history	1.66%
EMLP	First Trust North American Energy Infrastructure Fund	Reduced	634,824	-2,670	$27,614,844	−0.8%	26+	before history	1.46%
SCHD	Schwab U.S. Dividend Equity ETF	Added	836,981	+26,635	$26,540,667	+6.8%	20	unpriced	1.41%
PFF	iShares Preferred and Income Securities ETF	Added	857,103	+1,748	$26,133,070	+0.8%	26+	before history	1.39%
BSJQ	Invesco BulletShares 2026 High Yield Corporate Bond ETF	Reduced	1,015,679	-6,025	$23,319,989	−1.5%	6	$23.36	1.24%
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	Reduced	470,129	-7,289	$22,006,738	−1.8%	14	$46.31	1.17%
VTV	VANGUARD VALUE INDEX FUND	Added	99,107	+3,269	$21,598,388	+14.9%	22	unpriced	1.15%
LLY	ELI LILLY & Co Healthcare	Reduced	17,346	-199	$20,805,314	+28.9%	26+	before history	1.10%
EMB	iShares J.P. Morgan USD Emerging Markets Bond ETF	Added	201,095	+1,643	$19,393,601	+3.5%	2	unpriced	1.03%
META	Meta Platforms, Inc. Communication Services	Reduced	32,625	-1,050	$18,377,336	−4.6%	26+	before history	0.97%
IWB	iShares Russell 1000 ETF	Added	40,308	+92	$16,506,126	+15.1%	26+	before history	0.88%
JPM	Jpmorgan Chase & Co Financial Services	Added	50,345	+622	$16,479,428	+12.7%	26+	before history	0.87%
MORT	VanEck Mortgage REIT Income ETF	Reduced	1,439,307	-19,888	$14,911,220	−0.4%	13	unpriced	0.79%
MLPA	Global X MLP ETF	Added	273,639	+945	$14,524,758	−1.1%	18	unpriced	0.77%
GOOG	Alphabet Inc. Communication Services	Added	41,065	+41	$14,509,496	+23.3%	26+	before history	0.77%
TOTL	State Street(R) DoubleLine(R) Total Return Tactical ETF	Added	350,539	+32,527	$13,835,774	+9.5%	11	$40.09	0.73%
FTSM	First Trust Enhanced Short Maturity ETF	Reduced	216,240	-24,209	$12,916,015	−10.1%	26+	before history	0.68%
AIVL	WisdomTree U.S. AI Enhanced Value Fund	Added	90,518	+379	$11,869,625	+13.8%	26+	before history	0.63%
IVV	iShares Core S&P 500 ETF	Added	14,466	+247	$10,833,442	+16.6%	26+	before history	0.57%
AVGO	Broadcom Inc. Technology	Added	28,304	+1,238	$10,691,836	+27.6%	21	unpriced	0.57%
IEMG	iShares Trust	Added	128,439	+2,663	$10,639,886	—	16	unpriced	0.56%
SHY	iShares 1-3 Year Treasury Bond ETF	Added	129,174	+39,329	$10,606,477	+43.0%	26+	before history	0.56%
CAT	Caterpillar Inc Industrials	Added	9,942	+8	$10,587,235	+50.4%	25	$353.38	0.56%
FCOR	Fidelity Corporate Bond ETF	Added	219,653	+26,232	$10,356,638	+13.6%	5	$47.69	0.55%
JNJ	Johnson & Johnson Healthcare	Added	39,796	+1,008	$10,106,990	+6.6%	26+	before history	0.54%
LMT	Lockheed Martin Corp Industrials	Reduced	19,409	-1,712	$9,888,109	−22.5%	24	$371.59	0.52%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	19,159	+250	$9,586,972	+5.8%	26+	before history	0.51%
JPST	JPMorgan Ultra-Short Income ETF	Added	182,549	+8,241	$9,231,502	+4.6%	20	$50.46	0.49%
PANW	Palo Alto Networks Inc Technology	Reduced	25,307	-689	$8,630,193	+107.1%	25	unpriced	0.46%
MMSC	First Trust Multi-Manager Small Cap Opportunities ETF	Reduced	283,251	-2,061	$8,371,766	+23.8%	14	unpriced	0.44%
VOO	VANGUARD 500 INDEX FUND	Added	12,097	+634	$8,308,340	+21.3%	22	unpriced	0.44%
GLD	Spdr Gold Trust	Added	22,553	+1,462	$8,308,074	−8.5%	26+	before history	0.44%
SOXX	iShares Semiconductor ETF	Reduced	12,882	-907	$8,254,270	+82.1%	22	unpriced	0.44%
IEFA	iShares Core MSCI EAFE ETF	Added	84,822	+3,316	$8,192,108	+11.0%	26+	before history	0.43%
TBIL	F/m US Treasury 3 Month Bill Fund	Added	161,092	+54,209	$8,032,047	+50.7%	8	$49.93	0.43%
		Reduced	84,632	-1,229	$7,604,185	+41.3%	26+	before history	0.40%

Showing the top 50 of 489 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.