Jaffetilchin Investment Partners, LLC

Q2 2026 13F-HR Holdings

Location
Tampa, FL
Holdings as of
6/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
489
Total value ($000)
$1,885,576
Net value change ($000)
+205,069 (12.2%)
New positions
69
Sold out positions
41
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
ITOT 15,474 16.2%
QQQ 12,116 28.6%
AAPL 10,308 12.3%
SCHX 9,923 15.0%
VV 9,386 15.4%
GOOGL 6,429 21.2%
SCHB 5,662 16.7%
SPTM 4,856 15.4%
AMD 4,688 166.7%
LLY 4,668 28.9%
Top Reduces (Value $000, Stocks/ETFs)
XOM -3,171 -100.0%
LMT -2,877 -22.5%
APA -1,730 -60.5%
NEM -1,655 -70.0%
FTSM -1,458 -10.1%
MCD -1,359 -32.0%
PG -1,293 -25.0%
PLTR -1,185 -21.4%
PFE -1,182 -68.2%
TEMPLETON EMERGING MARKETS DEBT ETF -1,124 -100.0%
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