Jaffetilchin Investment Partners, LLC

Q1 2026 13F-HR Holdings

Location
Tampa, FL
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
461
Total value ($000)
$1,680,507
Net value change ($000)
-29,382 (-1.7%)
New positions
53
Sold out positions
45
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
FBND 37,901 18134.4%
DJAN 19,044 59.0%
EMB 18,734 NEW
VTV 16,211 625.4%
MORT 14,753 6767.4%
SCHD 6,952 38.8%
IEFA 5,837 378.5%
IEMG 5,776 192.7%
TOTL 3,681 41.1%
MLPA 3,553 31.9%
Top Reduces (Value $000, Stocks/ETFs)
TFLO -26,506 -92.2%
VGSH -20,404 -87.8%
SHY -20,337 -73.3%
ITOT -14,126 -12.9%
VTI -13,539 -17.2%
SPTM -12,011 -27.6%
AAPL -8,553 -9.3%
MSFT -7,756 -20.4%
TSLA -7,206 -18.0%
SCHB -6,619 -16.3%
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