Jaffetilchin Investment Partners, LLC

Q4 2025 13F-HR Holdings

Location
Tampa, FL
Holdings as of
12/31/2025
Date filed
1/15/2026
Form type
13F-HR
Num holdings
453
Total value ($000)
$1,709,889
Net value change ($000)
+38,854 (2.3%)
New positions
47
Sold out positions
30
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 7,530 28.9%
LLY 5,582 38.5%
AAPL 4,491 5.1%
ITOT 4,100 3.9%
RKLB 3,061 335.6%
FCOR 2,799 98.9%
GOOGL 2,580 23.7%
TOTL 2,342 35.4%
VTI 2,285 3.0%
QQQ 1,813 4.2%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -3,866 -5.3%
MSFT -3,790 -9.0%
AGG -2,869 -64.6%
META -2,621 -10.7%
IBIT -2,190 -22.2%
ABNB -2,156 -100.0%
BA -1,966 -39.7%
CAVA -1,575 -100.0%
ARKW -1,255 -77.0%
TSLA -1,031 -2.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type