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Portfolio (Quarterly) Guide ↗

Jaffetilchin Investment Partners, LLC

· CIK 0001404652
13F Portfolio $1.7B AUM 461 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 53 New 164 Added 163 Reduced 45 Exited
Page 1 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DJAN FT VEST US EQUITY DEEP BUFFER ETF - JANUARY 1,207,202.0 $51.3M 3.06% +463K +62.3% $42.53 +6.5%
2 QQQ INVESCO QQQ TRUST SERIES I Financial Services 73,275.0 $42.3M 2.52% +500.0 +0.7% $577.18 +24.3%
3 FBND FIDELITY TOTAL BOND ETF 835,374.0 $38.1M 2.27% +831K +10000.0% $45.62 -0.5%
4 MSFT MICROSOFT CORP COM Technology 82,003.0 $30.4M 1.81% +3K +4.1% $370.17 +13.1%
5 PFF ISHARES PREFERRED & INCOME SECURITIES ETF 855,355.0 $25.9M 1.54% +92K +12.0% $30.32 +3.0%
6 SCHD SCHWAB US DIVIDEND EQUITY ETF 810,346.0 $24.9M 1.48% +157K +24.1% $30.68 +7.0%
7 BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF 1,021,704.0 $23.7M 1.41% +115K +12.7% $23.18 -0.3%
8 VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 477,418.0 $22.4M 1.33% +37K +8.3% $46.95 -0.8%
9 META META PLATFORMS INC CL A Communication Services 33,675.0 $19.3M 1.15% +571.0 +1.7% $572.13 +6.7%
10 VTV VANGUARD VALUE ETF 95,838.0 $18.8M 1.12% +82K +606.3% $196.20 +7.5%
11 MORT VANECK MORTGAGE REIT INCOME ETF 1,459,195.0 $15.0M 0.89% +1.4M +6921.8% $10.26 -2.4%
12 MLPA GLOBAL X MLP ETF 272,694.0 $14.7M 0.87% +43K +18.5% $53.87 +3.4%
13 JPM JPMORGAN CHASE & CO COM Financial Services 49,723.0 $14.6M 0.87% +3K +7.3% $294.16 +4.2%
14 LMT LOCKHEED MARTIN CORP COM Industrials 21,121.0 $12.8M 0.76% +417.0 +2.0% $604.38 -11.8%
15 TOTL STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF 318,012.0 $12.6M 0.75% +96K +43.0% $39.73 -1.1%
16 FCOR FIDELITY CORPORATE BOND ETF 193,421.0 $9.1M 0.54% +76K +64.3% $47.13 -0.2%
17 BERKSHIRE HATHAWAY INC DEL CL B NEW 18,909.0 $9.1M 0.54% +96.0 +0.5% $479.19
18 JPMORGAN ULTRA-SHORT INCOME ETF 174,308.0 $8.8M 0.53% +22K +14.8% $50.61
19 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 125,776.0 $8.8M 0.52% +81K +182.1% $69.75 +15.5%
20 AVGO BROADCOM INC COM Technology 27,066.0 $8.4M 0.50% +3K +11.8% $309.51 +33.8%
Page 1 of 9  ·  164 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.3%
Financial Services 17.8%
Consumer Cyclical 11.5%
Communication Services 10.4%
Industrials 9.0%
Healthcare 6.3%
Consumer Defensive 4.9%
Energy 2.8%
Utilities 2.1%
Basic Materials 1.2%