Jaffetilchin Investment Partners, LLC
CIK: 1404652SEC EDGAR →
Portfolio Value
$763.2B
Holdings
489
As of
Q3 2026
New Positions
489
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB U.S. LARGE-CAP ETF | 2,581,839 | $76.0B | 9.96% |
| 2 | FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | 1,225,754 | $55.8B | 7.31% |
| 3 | FIDELITY TOTAL BOND ETF | 891,678 | $40.6B | 5.32% |
| 4 | SCHWAB U.S. BROAD MARKET ETF | 1,367,218 | $39.6B | 5.19% |
| 5 | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 400,456 | $36.4B | 4.76% |
| 6 | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | 634,824 | $27.6B | 3.62% |
| 7 | SCHWAB US DIVIDEND EQUITY ETF | 836,981 | $26.5B | 3.48% |
| 8 | ISHARES PREFERRED & INCOME SECURITIES ETF | 857,103 | $26.1B | 3.42% |
| 9 | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | 1,015,679 | $23.3B | 3.06% |
| 10 | VANGUARD MORTGAGE-BACKED SECURITIES ETF | 470,129 | $22.0B | 2.88% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 282 | $696.3B | 91.2% |
| Unknown | 32 | $16.3B | 2.1% |
| Energy | 22 | $8.1B | 1.1% |
| Technology | 49 | $7.8B | 1.0% |
| Consumer Defensive | 12 | $7.2B | 0.9% |
| Utilities | 6 | $6.5B | 0.8% |
| Communication Services | 8 | $5.9B | 0.8% |
| Industrials | 28 | $4.7B | 0.6% |
| Healthcare | 20 | $3.9B | 0.5% |
| Real Estate | 7 | $3.1B | 0.4% |
| Basic Materials | 7 | $2.3B | 0.3% |
| Consumer Cyclical | 16 | $1.0B | 0.1% |