Jaffetilchin Investment Partners, LLC
Annual return '25
+16.3%
SPY '25
+17.7%
Alpha
-1.4ptsvs SPY
Invested
$1.7B
Holdings
481
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ITOT
ISHARES CORE S&P TOTAL U S STOCK MARKET ETF
Q1 2026: Sold 1.3% (665.6k → 656.7k shares)
5.7%
02
$AAPL
APPLE INC COM
Q4 2025: New position (4.38M shares)
5.0%
03
$SCHX
SCHWAB U S LARGE-CAP ETF
Q1 2026: Increased +3.6% (2.73M → 2.83M shares)
3.9%
04
$VTI
VANGUARD TOTAL STOCK MARKET ETF
Q1 2026: Increased +2.5% (2.08M → 2.13M shares)
3.9%
05
$NVDA
NVIDIA CORPORATION COM
Q1 2026: Increased +3.1% (5.51M → 5.67M shares)
3.8%
06
$VV
VANGUARD LARGE-CAP ETF
Q1 2026: Increased +2.0% (160.6k → 163.8k shares)
3.6%
07
$DJAN
FT VEST US EQUITY DEEP BUFFER ETF - JANUARY
Q1 2026: Increased +12.6% (58.7k → 66.1k shares)
3.1%
08
$NDQ
INVESCO QQQ TRUST SERIES I
Q1 2026: Sold 3.7% (1.32M → 1.27M shares)
2.5%
09
$FBND
FIDELITY TOTAL BOND ETF
Q1 2026: Increased +6.4% (1.63M → 1.74M shares)
2.3%
10
$SCHB
SCHWAB U S BROAD MARKET ETF
Q1 2026: Sold 3.6% (1.78M → 1.72M shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:44 UTC.