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Portfolio (Quarterly) Guide ↗

Jaffetilchin Investment Partners, LLC

· CIK 0001404652
13F Portfolio $1.7B AUM Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 453 New
Page 2 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF 906,565.0 $21.2M 1.24% NEW $23.34 -1.1%
22 VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 440,664.0 $20.7M 1.21% NEW $47.08 -0.8%
23 LLY ELI LILLY & CO COM Healthcare 18,675.0 $20.1M 1.17% NEW $1074.69 +0.1%
24 SCHD SCHWAB US DIVIDEND EQUITY ETF 652,905.0 $17.9M 1.05% NEW $27.43 +19.2%
25 FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 260,457.0 $15.6M 0.91% NEW $59.93 -0.0%
26 IWB ISHARES RUSSELL 1000 ETF 40,168.0 $15.0M 0.88% NEW $373.44 +9.5%
27 JPM JPMORGAN CHASE & CO COM Financial Services 46,350.0 $14.9M 0.87% NEW $322.22 -4.9%
28 GOOG ALPHABET INC CAP STK CL C Communication Services 42,887.0 $13.5M 0.79% NEW $313.80 +22.1%
29 GLD SPDR GOLD SHARES Financial Services 30,770.0 $12.2M 0.71% NEW $396.31 +4.0%
30 MLPA GLOBAL X MLP ETF 230,065.0 $11.1M 0.65% NEW $48.41 +13.6%
31 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 65,304.0 $10.5M 0.61% NEW $160.97 -35.5%
32 AIVL WISDOMTREE U S AI ENHANCED VALUE FUND 89,862.0 $10.3M 0.60% NEW $114.98 +9.8%
33 LMT LOCKHEED MARTIN CORP COM Industrials 20,704.0 $10.0M 0.59% NEW $483.67 +10.3%
34 IVV ISHARES CORE S&P 500 ETF 14,479.0 $9.9M 0.58% NEW $684.92 +10.0%
35 BERKSHIRE HATHAWAY INC DEL CL B NEW 18,813.0 $9.5M 0.55% NEW $502.64
36 TOTL STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF 222,459.0 $9.0M 0.52% NEW $40.25 -2.1%
37 AVGO BROADCOM INC COM Technology 24,202.0 $8.4M 0.49% NEW $346.10 +22.0%
38 JNJ JOHNSON & JOHNSON COM Healthcare 39,176.0 $8.1M 0.47% NEW $206.95 +11.5%
39 IBIT ISHARES BITCOIN TRUST ETF Financial Services 154,866.0 $7.7M 0.45% NEW $49.65 -13.4%
40 JPMORGAN ULTRA-SHORT INCOME ETF 151,854.0 $7.7M 0.45% NEW $50.59
Page 2 of 23  ·  453 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 35.0%
Financial Services 19.1%
Consumer Cyclical 12.1%
Communication Services 10.6%
Industrials 7.6%
Healthcare 6.3%
Consumer Defensive 4.3%
Energy 1.7%
Utilities 1.7%
Real Estate 0.7%