Jaffetilchin Investment Partners, LLC

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CIK 1404652

13F portfolio (2026-Q1)

$1.7B

Positions

461

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

461

Top 5

22.3%

Top 10

35.8%

Effective N

53.4

HHI

0.019

This quarter

53 new · 0 exit →

By sector

Unclassified62.7%

Information Technology14.1%

Consumer Discretionary5.6%

Communication Services4.3%

Financials3.7%

Industrials3.5%

Health Care2.4%

Materials0.9%

Other2.8%

By market cap

Unknown63.1%

Mega (>$200B)28.0%

Large ($10–200B)8.1%

Mid ($2–10B)0.6%

Small ($300M–2B)0.1%

Micro (<$300M)0.0%

By region

Other62.7%

North America37.1%

Europe0.1%

Asia-Pacific0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	63.27%	254
Technology Hardware & Equipment	5.77%	10
Semiconductors & Semiconductor Equipment	4.72%	9
Software & IT Services	3.75%	5
Specialty Retail	3.05%	9
Software	2.83%	8
Pharmaceuticals & Biotechnology	2.19%	12
Automobiles & Components	1.95%	1
Aerospace & Defense	1.51%	7
Banks	1.47%	11
Machinery	1.13%	10
Commercial Services & Supplies	0.88%	6
Utilities	0.87%	14
Oil, Gas & Consumable Fuels	0.81%	18
Capital Markets	0.64%	9
Electrical Equipment & Components	0.55%	4
Metals & Mining	0.44%	11
Chemicals	0.41%	6
Diversified Telecommunication Services	0.41%	3
Hotels, Restaurants & Leisure	0.36%	6
Insurance	0.35%	5
Airlines	0.31%	2
Equity Real Estate Investment Trusts (REITs)	0.30%	7
Beverages	0.30%	2
Tobacco	0.27%	3
Health Care Equipment & Supplies	0.22%	2
Construction & Engineering	0.19%	4
Road & Rail	0.16%	3
Communications Equipment	0.15%	1
Entertainment	0.13%	2
Media & Entertainment	0.11%	1
Distributors	0.10%	2
Food Products	0.08%	3
Textiles, Apparel & Luxury Goods	0.08%	1
Food & Staples Retailing	0.07%	1
Coal & Consumable Fuels	0.05%	1
Leisure Products	0.03%	2
Paper & Forest Products	0.03%	1
Health Care Providers & Services	0.03%	1
Marine	0.01%	1
Diversified Consumer Services	0.01%	1
Transportation Infrastructure	0.01%	1
Household Durables	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	ITOT	ISHARES TR	Unclassified	5.69%
2	AAPL	Apple Inc.	Information Technology	4.99%
3	SCHX	SCHWAB U.S. LARGE-CAP ETF	Unclassified	3.93%
4	VTI	VANGUARD INDEX FDS	Unclassified	3.89%
5	NVDA	NVIDIA CORP	Information Technology	3.80%
6	VV	VANGUARD INDEX FDS	Unclassified	3.63%
7	DJAN	FIRST TR EXCHNG TRADED FD VI	Unclassified	3.06%
8	QQQ	INVESCO QQQ TR	Unclassified	2.52%
9	FBND	FIDELITY TOTAL BOND ETF	Unclassified	2.27%
10	SCHB	SCHWAB STRATEGIC TR	Unclassified	2.02%

208/461 names classified · sector 37.3% of weight · industry 36.7% · mkt cap 36.9%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

Information TechnologyAAPL, NVDA, MSFT, NTES, BIDU · other

Consumer DiscretionaryTSLA, AMZN, SBUX, KMX, LKNCY · other

FinancialsJPM, BAC, UNH, BRK.B, DJP · other

IndustrialsLMT, BA, UNP, PII, ALK · other

Health CareOPK, JNJ, LLY, TDOC, BIIB · other

Communication ServicesMETA, GOOGL, GOOG, VZ, CMCSA · other

MaterialsPG, PKG, WLK, AEM, IFF · other

Consumer StaplesKO, STZ, TSN, HRL, SJM · other

UtilitiesNEE, DUK, AWK, ES, CLNE · other

EnergyCVX, XOM, VLO, MPC, HP · other

Real EstateSPG, O, IIPR, MPT, KRC · other

UnclassifiedITOT, VTI, IWB, PFF, JPST · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 37.3% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 36% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (171 classified)Jaffetilchin Investment Partners, LLC centroid (Large Core)

Information TechnologyConsumer DiscretionaryCommunication ServicesIndustrialsFinancialsHealth CareUtilitiesMaterialsConsumer StaplesEnergyReal Estate

Style box summary for Jaffetilchin Investment Partners, LLC: centroid Large Core. Heaviest cells: Large Growth 16.8%, Large Core 12.3%, Large Value 3.5%.

Classified: 35.6% of book weight (171/460 names) · unclassified 64.4%: ITOT, SCHX, VTI, VV, DJAN, QQQ, FBND, SCHB, SPTM, EMLP +279 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 461 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	ITOTISHARES TR	671,625	$96M	5.7%	TRIM −9%
2	AAPLAPPLE INC	330,621	$84M	5.0%	TRIM −3%
3	SCHXSCHWAB U.S. LARGE-CAP ETF	2,576,470	$66M	3.9%	HOLD
4	VTIVANGUARD INDEX FDS	203,875	$65M	3.9%	TRIM −13%
5	NVDANVIDIA CORPORATION	366,535	$64M	3.8%	HOLD
6	VVVANGUARD INDEX FDS	204,185	$61M	3.6%	HOLD
7	DJANFIRST TR EXCHNG TRADED FD VI	1,207,202	$51M	3.1%	ADD 62%
8	QQQINVESCO QQQ TR	73,275	$42M	2.5%	HOLD
9	FBNDFIDELITY TOTAL BOND ETF	835,374	$38M	2.3%	ADD 18345%
10	SCHBSCHWAB STRATEGIC TR	1,351,921	$34M	2.0%	TRIM −13%
11	TSLATESLA INC	88,179	$33M	2.0%	HOLD
12	SPTMSPDR SERIES TRUST	398,442	$32M	1.9%	TRIM −24%
13	GOOGLALPHABET INC	105,686	$30M	1.8%	HOLD
14	MSFTMICROSOFT CORP	82,003	$30M	1.8%	ADD 4%
15	AMZNAMAZON COM INC	144,873	$30M	1.8%	HOLD
16	EMLPFirst TR. Ex. Tr. FD N. American Energy	637,494	$28M	1.7%	HOLD
17	PFFISHARES TR	855,355	$26M	1.5%	ADD 12%
18	SCHDSCHWAB STRATEGIC TR	810,346	$25M	1.5%	ADD 24%
19	BSJQINVESCO EXCH TRD SLF IDX FD	1,021,704	$24M	1.4%	ADD 13%
20	VMBSVANGUARD SCOTTSDALE FDS	477,418	$22M	1.3%	ADD 8%
21	METAMETA PLATFORMS INC	33,675	$19M	1.1%	HOLD
22	VTVVANGUARD INDEX FDS	95,838	$19M	1.1%	ADD 606%
23	EMBISHARES TR	199,452	$19M	1.1%	NEW
24	LLYELI LILLY & CO	17,545	$16M	1.0%	TRIM −6%
25	MORTVANECK ETF TRUST	1,459,195	$15M	0.9%	ADD 6922%
26	MLPAGLOBAL X FDS	272,694	$15M	0.9%	ADD 19%
27	JPMJPMORGAN CHASE & CO	49,723	$15M	0.9%	ADD 7%
28	FTSMFIRST TR EXCHANGE-TRADED FD	240,449	$14M	0.9%	TRIM −8%
29	IWBISHARES TR	40,216	$14M	0.9%	HOLD
30	LMTLOCKHEED MARTIN CORP	21,121	$13M	0.8%	ADD 2%
31	TOTLSSGA ACTIVE ETF TR	318,012	$13M	0.8%	ADD 43%
32	GOOGALPHABET INC	41,024	$12M	0.7%	TRIM −4%
33	AIVLWISDOMTREE TR	90,139	$10M	0.6%	HOLD
34	JNJJOHNSON & JOHNSON	38,788	$9M	0.6%	HOLD
35	IVVISHARES TR	14,219	$9M	0.6%	HOLD
36	FCORFIDELITY MERRIMACK STR TR	193,421	$9M	0.5%	ADD 64%
37	GLDSPDR GOLD TR	21,091	$9M	0.5%	TRIM −31%
38	BRK.BBERKSHIRE HATHAWAY INC DEL	18,909	$9M	0.5%	HOLD
39	JPSTJ P MORGAN EXCHANGE TRADED F	174,308	$9M	0.5%	ADD 15%
40	IEMGISHARES INC	125,776	$9M	0.5%	ADD 182%
41	AVGOBROADCOM INC	27,066	$8M	0.5%	ADD 12%
42	SHOPSHOPIFY INC	65,597	$8M	0.5%	HOLD
43	XLESELECT SECTOR SPDR TR	123,814	$8M	0.5%	TRIM −4%
44	SHYISHARES TR	89,845	$7M	0.4%	TRIM −73%
45	IEFAISHARES TR	81,506	$7M	0.4%	ADD 373%
46	CATCATERPILLAR INC	9,934	$7M	0.4%	ADD 29%
47	VOOVANGUARD INDEX FDS	11,463	$7M	0.4%	TRIM −2%
48	MMSCFIRST TR EXCHNG TRADED FD VI	285,312	$7M	0.4%	TRIM −5%
49	WMTWALMART INC	54,328	$7M	0.4%	HOLD
50	VVISA INC	21,684	$7M	0.4%	ADD 4%
51	RDVYFIRST TR EXCHANGE TRADED FD	83,285	$6M	0.3%	HOLD
52	PLTRPALANTIR TECHNOLOGIES INC	37,812	$6M	0.3%	ADD 6%
53	CIBRFIRST TR EXCHANGE-TRADED FD	85,861	$5M	0.3%	ADD 9%
54	NEENEXTERA ENERGY INC	57,419	$5M	0.3%	TRIM −3%
55	TBILRBB FD INC	106,883	$5M	0.3%	ADD 7%
56	MAMASTERCARD INCORPORATED	10,533	$5M	0.3%	HOLD
57	DIVOAMPLIFY ETF TR	116,838	$5M	0.3%	ADD 7%
58	IYWISHARES TR	28,755	$5M	0.3%	HOLD
59	PGPROCTER AND GAMBLE CO	35,831	$5M	0.3%	HOLD
60	XMESPDR SERIES TRUST	44,488	$5M	0.3%	TRIM −16%
61	COSTCOSTCO WHSL CORP NEW	4,752	$5M	0.3%	HOLD
62	IJHISHARES TR	69,827	$5M	0.3%	HOLD
63	SPYSTATE STR SPDR S&P 500 ETF T	7,053	$5M	0.3%	HOLD
64	SOXXISHARES TR	13,789	$5M	0.3%	TRIM −4%
65	XLKSELECT SECTOR SPDR TR	34,086	$5M	0.3%	HOLD
66	HDHOME DEPOT INC	13,348	$4M	0.3%	TRIM −2%
67	IJRISHARES TR	35,042	$4M	0.3%	ADD 4%
68	RTXRTX CORPORATION	22,289	$4M	0.3%	HOLD
69	IXUSISHARES TR	49,514	$4M	0.3%	HOLD
70	MCDMCDONALDS CORP	13,644	$4M	0.3%	TRIM −2%
71	PANWPALO ALTO NETWORKS INC	25,996	$4M	0.2%	ADD 14%
72	IBITISHARES BITCOIN TRUST ETF	107,414	$4M	0.2%	TRIM −31%
73	XLBSELECT SECTOR SPDR TR	81,875	$4M	0.2%	ADD 3%
74	XOPSPDR SERIES TRUST	22,320	$4M	0.2%	HOLD
75	IWMISHARES TR	16,097	$4M	0.2%	HOLD
76	AGZISHARES TR	35,690	$4M	0.2%	ADD 10%
77	RKLBROCKET LAB CORP	59,115	$4M	0.2%	ADD 4%
78	CLOUGH HEDGED EQUITY ETF	131,687	$4M	0.2%	ADD 7%
79	GEGE AEROSPACE	13,251	$4M	0.2%	TRIM −12%
80	JCIJOHNSON CONTROLS INTERNATION	28,477	$4M	0.2%	HOLD
81	BXBLACKSTONE INC	32,343	$4M	0.2%	ADD 14%
82	AMLPALPS ETF TR	70,282	$4M	0.2%	ADD 12%
83	ABBVABBVIE INC	16,974	$4M	0.2%	ADD 67%
84	JEPIJPMorgan Equity Premium Income ETF	62,004	$4M	0.2%	ADD 4%
85	AIRRFirst Trust RBA Amern Indl Renaissance ETF	31,241	$3M	0.2%	TRIM −57%
86	KOCOCA COLA CO	45,252	$3M	0.2%	HOLD
87	BACBANK AMERICA CORP	70,526	$3M	0.2%	TRIM −22%
88	VZVERIZON COMMUNICATIONS INC	67,168	$3M	0.2%	ADD 31%
89	ISRGINTUITIVE SURGICAL INC	7,302	$3M	0.2%	ADD 2%
90	RSPINVESCO EXCHANGE TRADED FD T	17,310	$3M	0.2%	ADD 6%
91	CSCOCISCO SYS INC	42,721	$3M	0.2%	TRIM −9%
92	FDLFirst Trust Morningstar Div Leaders ETF	64,730	$3M	0.2%	ADD 70%
93	SKYYFIRST TR EXCHANGE-TRADED FD	30,028	$3M	0.2%	TRIM −7%
94	XOMEXXON MOBIL CORP	18,690	$3M	0.2%	ADD 6%
95	GEVGE VERNOVA INC	3,412	$3M	0.2%	TRIM −11%
96	ROBTFIRST TR EXCHANGE TRADED FD	62,029	$3M	0.2%	NEW
97	APAAPA CORPORATION	67,376	$3M	0.2%	ADD 47%
98	VGSHVANGUARD SHORT-TERM TREASURY ETF	48,450	$3M	0.2%	TRIM −88%
99	SPSMSPDR SERIES TRUST	58,634	$3M	0.2%	HOLD
100	QUALISHARES TR	14,724	$3M	0.2%	TRIM −2%
101	AMDADVANCED MICRO DEVICES INC	13,823	$3M	0.2%	ADD 77%
102	BABOEING CO	13,863	$3M	0.2%	HOLD
103	DALDELTA AIR LINES INC	41,124	$3M	0.2%	ADD 17%
104	GSGOLDMAN SACHS GROUP INC	3,105	$3M	0.2%	HOLD
105	IBMINTERNATIONAL BUSINESS MACHS	10,810	$3M	0.2%	TRIM −35%
106	FDXFEDEX CORP	7,147	$3M	0.2%	HOLD
107	FTCSFIRST TR EXCHANGE-TRADED FD	27,285	$3M	0.2%	HOLD
108	PMPHILIP MORRIS INTL INC	15,248	$3M	0.2%	HOLD
109	DUKDUKE ENERGY CORP NEW	19,154	$3M	0.1%	TRIM −2%
110	TAT&T INC	84,833	$2M	0.1%	TRIM −4%
111	QCOMQUALCOMM INC	18,975	$2M	0.1%	HOLD
112	NEMNEWMONT CORP	21,838	$2M	0.1%	HOLD
113	DSEPFIRST TR EXCHNG TRADED FD VI	53,770	$2M	0.1%	HOLD
114	LNCLINCOLN NATL CORP IND	66,337	$2M	0.1%	TRIM −2%
115	AXONAXON ENTERPRISE INC	5,451	$2M	0.1%	HOLD
116	MRKMERCK & CO INC	19,206	$2M	0.1%	TRIM −3%
117	POWAINVESCO EXCH TRD SLF IDX FD	26,690	$2M	0.1%	HOLD
118	DGDOLLAR GEN CORP	19,343	$2M	0.1%	HOLD
119	QQQMINVESCO EXCH TRADED FD TR II	9,576	$2M	0.1%	ADD 4%
120	UNHUNITEDHEALTH GROUP INC	8,380	$2M	0.1%	TRIM −25%
121	TFLOISHARES TR	44,236	$2M	0.1%	TRIM −92%
122	CVXCHEVRON CORP NEW	10,806	$2M	0.1%	ADD 5%
123	SPGSIMON PPTY GROUP INC NEW	11,905	$2M	0.1%	HOLD
124	GNRCGENERAC HLDGS INC	11,320	$2M	0.1%	TRIM −3%
125	SPLVINVESCO EXCH TRADED FD TR II	28,341	$2M	0.1%	ADD 5%
126	HDVISHARES TR	14,974	$2M	0.1%	HOLD
127	AGGISHARES TR	20,074	$2M	0.1%	ADD 28%
128	MUMICRON TECHNOLOGY INC	5,682	$2M	0.1%	ADD 135%
129	DISDISNEY WALT CO	19,454	$2M	0.1%	TRIM −7%
130	NFLXNETFLIX INC	19,450	$2M	0.1%	TRIM −30%
131	WFCWELLS FARGO CO NEW	23,433	$2M	0.1%	HOLD
132	UNPUNION PAC CORP	7,514	$2M	0.1%	TRIM −4%
133	VUGVANGUARD INDEX FDS	4,141	$2M	0.1%	HOLD
134	CRWDCROWDSTRIKE HLDGS INC	4,603	$2M	0.1%	ADD 9%
135	IWVISHARES TR	4,818	$2M	0.1%	HOLD
136	VIGVANGUARD SPECIALIZED FUNDS	8,087	$2M	0.1%	TRIM −4%
137	PFEPFIZER INC	61,688	$2M	0.1%	ADD 22%
138	DEDEERE & CO	2,998	$2M	0.1%	HOLD
139	IWFISHARES TR	3,915	$2M	0.1%	HOLD
140	MOALTRIA GROUP INC	24,989	$2M	0.1%	ADD 33%
141	PEPPEPSICO INC	10,485	$2M	0.1%	TRIM −4%
142	IVEISHARES TR	7,275	$2M	0.1%	HOLD
143	MGKVanguard Mega Cap Growth ETF	4,169	$2M	0.1%	TRIM −12%
144	CEFSPROTT ASSET MANAGEMENT LP	31,775	$2M	0.1%	HOLD
145	FLOTISHARES TR	29,705	$2M	0.1%	HOLD
146	VYMVANGUARD WHITEHALL FDS	10,130	$2M	0.1%	ADD 7%
147	SLVISHARES SILVER TR	21,964	$1M	0.1%	ADD 8%
148	LDOSLEIDOS HOLDINGS INC	9,481	$1M	0.1%	TRIM −4%
149	SYFSYNCHRONY FINANCIAL	21,560	$1M	0.1%	TRIM −2%
150	VNQVANGUARD INDEX FDS	16,489	$1M	0.1%	ADD 5%
151	USMVISHARES TR	15,726	$1M	0.1%	ADD 7%
152	SAMMAdvisors Inner /strategas Macro Mom	48,275	$1M	0.1%	ADD 3%
153	SHYGISHARES TR	34,132	$1M	0.1%	HOLD
154	AMGNAMGEN INC	4,078	$1M	0.1%	HOLD
155	FUTYFIDELITY COVINGTON TRUST	24,053	$1M	0.1%	TRIM −2%
156	WCCWESCO INTL INC	5,109	$1M	0.1%	TRIM −4%
157	XTISHARES TR	20,483	$1M	0.1%	HOLD
158	LRCXLAM RESEARCH CORP	6,512	$1M	0.1%	ADD 190%
159	KLACKLA CORP	936	$1M	0.1%	TRIM −9%
160	FPEIFIRST TR EXCH TRADED FD III	71,872	$1M	0.1%	HOLD
161	DIASPDR DOW JONES INDL AVERAGE	2,938	$1M	0.1%	ADD 34%
162	TGTTARGET CORP	11,173	$1M	0.1%	ADD 4%
163	XLISELECT SECTOR SPDR TR	8,351	$1M	0.1%	ADD 62%
164	MHKMOHAWK INDS INC	13,594	$1M	0.1%	TRIM −7%
165	TSMTAIWAN SEMICONDUCTOR MFG LTD	3,930	$1M	0.1%	ADD 18%
166	OREALTY INCOME CORP	21,624	$1M	0.1%	TRIM −5%
167	XLUSELECT SECTOR SPDR TR	28,388	$1M	0.1%	ADD 4%
168	FCXFREEPORT MCMORAN INC	21,992	$1M	0.1%	ADD 9%
169	IGSBISHARES TR	24,488	$1M	0.1%	ADD 13%
170	SPYMSPDR SERIES TRUST	16,608	$1M	0.1%	HOLD
171	JVALJ P MORGAN EXCHANGE TRADED F	25,879	$1M	0.1%	TRIM −6%
172	JEPQJ P MORGAN EXCHANGE TRADED F	22,731	$1M	0.1%	ADD 9%
173	IDUISHARES TR	10,861	$1M	0.1%	HOLD
174	PWRQUANTA SVCS INC	2,258	$1M	0.1%	TRIM −12%
175	WMWASTE MGMT INC DEL	5,304	$1M	0.1%	TRIM −6%
176	KRKROGER CO	16,553	$1M	0.1%	HOLD
177	EPDENTERPRISE PRODS PARTNERS L	31,569	$1M	0.1%	TRIM −2%
178	GBTCGRAYSCALE BITCOIN TRUST ETF	22,567	$1M	0.1%	HOLD
179	PBUSINVESCO EXCH TRADED FD TR II	17,842	$1M	0.1%	HOLD
180	PNCPNC FINL SVCS GROUP INC	5,561	$1M	0.1%	TRIM −4%
181	FPEFirst Trust Preferred Secs & Inc ETF	63,321	$1M	0.1%	HOLD
182	TEMDFRANKLIN TEMPLETON ETF TR	45,630	$1M	0.1%	NEW
183	SOSOUTHERN CO	11,353	$1M	0.1%	TRIM −3%
184	IHIISHARES TR	20,206	$1M	0.1%	TRIM −7%
185	BLKBLACKROCK INC	1,111	$1M	0.1%	HOLD
186	TJXTJX COS INC NEW	6,585	$1M	0.1%	ADD 55%
187	SRLNSSGA ACTIVE ETF TR	25,652	$1M	0.1%	HOLD
188	IWRISHARES TR	10,407	$1M	0.1%	ADD 5%
189	BUFGFIRST TR EXCHNG TRADED FD VI	37,452	$1M	0.1%	ADD 12%
190	GLDIUBS AG	5,971	$991,411	0.1%	ADD 117%
191	IRDMIRIDIUM COMMUNICATIONS INC	35,663	$989,286	0.1%	TRIM −2%
192	VHTVANGUARD WORLD FD	3,503	$954,100	0.1%	HOLD
193	ARKKARK ETF TR	14,100	$952,988	0.1%	ADD 5%
194	HONHONEYWELL INTL INC	4,142	$936,295	0.1%	HOLD
195	ICSHISHARES TR	18,289	$925,776	0.1%	HOLD
196	RIORIO TINTO PLC	9,913	$924,784	0.1%	ADD 73%
197	USFRWISDOMTREE TR	18,318	$922,110	0.1%	HOLD
198	XLVSELECT SECTOR SPDR TR	6,280	$920,726	0.1%	ADD 4%
199	IEIISHARES TR	7,751	$919,242	0.1%	HOLD
200	FHLCFIDELITY COVINGTON TRUST	12,767	$898,301	0.1%	TRIM −3%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

ITOTISHARES TR

685K

683K

718K

726K

738K

672K

$96M

AAPLAPPLE INC

365K

362K

361K

345K

340K

331K

$84M

SCHXSCHWAB U.S. LARGE-CAP ETF

2.5M

2.6M

$66M

VTIVANGUARD INDEX FDS

227K

233K

234K

235K

204K

$65M

NVDANVIDIA CORPORATION

418K

415K

389K

368K

367K

$64M

VVVANGUARD INDEX FDS

200K

202K

203K

204K

$61M

DJANFIRST TR EXCHNG TRADED FD VI

—

722K

729K

736K

744K

1.2M

$51M

QQQINVESCO QQQ TR

65K

67K

71K

73K

$42M

FBNDFIDELITY TOTAL BOND ETF

—

835K

$38M

SCHBSCHWAB STRATEGIC TR

1.5M

1.4M

$34M

TSLATESLA INC

95K

96K

95K

92K

89K

88K

$33M

SPTMSPDR SERIES TRUST

520K

516K

522K

524K

527K

398K

$32M

GOOGLALPHABET INC

109K

108K

107K

106K

$30M

MSFTMICROSOFT CORP

80K

82K

81K

79K

82K

$30M

AMZNAMAZON COM INC

151K

145K

152K

149K

144K

145K

$30M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Jaffetilchin Investment Partners, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 461 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Jaffetilchin Investment Partners, LLC