Jaffetilchin Investment Partners, LLC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-12-31 to 2026-03-31, Jaffetilchin Investment Partners, LLC opened 29 positions, added to 123, reduced 73, sold out of 20 and left 19 unchanged. The largest increase in value was FBND (+$37,901,255); the largest decrease was TFLO (-$26,506,520).
- FBND: Country of operation —; Class ETF; Shares 2025-12-31 4,529; Shares 2026-03-31 835,374.
- DJAN: Country of operation —; Class ETF; Shares 2025-12-31 743,937; Shares 2026-03-31 1,207,202.
- VTV: Country of operation —; Class ETF; Shares 2025-12-31 13,569; Shares 2026-03-31 95,838.
- MORT: Country of operation —; Class ETF; Shares 2025-12-31 20,781; Shares 2026-03-31 1,459,195.
Two Form 13F-HR filings compared (SEC CIK 1404652): 2025-12-31 (filed 2026-01-15) and 2026-03-31 (filed 2026-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-12-31 | Shares 2026-03-31 | Share change | Value 2025-12-31 | Value 2026-03-31 | Value change |
|---|
FBND
FIDELITY TOTAL BOND ETF | | ETF | 4,529 | 835,374 | +830,845 | $208,515 | $38,109,770 | +$37,901,255 |
|---|
DJAN
FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | | ETF | 743,937 | 1,207,202 | +463,265 | $32,298,025 | $51,342,301 | +$19,044,276 |
|---|
VTV
VANGUARD VALUE ETF | | ETF | 13,569 | 95,838 | +82,269 | $2,591,576 | $18,803,368 | +$16,211,792 |
|---|
MORT
VANECK MORTGAGE REIT INCOME ETF | | ETF | 20,781 | 1,459,195 | +1,438,414 | $218,406 | $14,971,344 | +$14,752,938 |
|---|
SCHD
SCHWAB US DIVIDEND EQUITY ETF | | ETF | 652,905 | 810,346 | +157,441 | $17,909,183 | $24,861,429 | +$6,952,246 |
|---|
IEFA
ISHARES CORE MSCI EAFE ETF | | ETF | 17,240 | 81,506 | +64,266 | $1,542,254 | $7,378,701 | +$5,836,447 |
|---|
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF | | ETF | 44,581 | 125,776 | +81,195 | $2,996,760 | $8,772,885 | +$5,776,125 |
|---|
TOTL
STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | | ETF | 222,459 | 318,012 | +95,553 | $8,953,979 | $12,634,614 | +$3,680,635 |
|---|
MLPA
GLOBAL X MLP ETF | | ETF | 230,065 | 272,694 | +42,629 | $11,137,448 | $14,690,023 | +$3,552,575 |
|---|
FCOR
FIDELITY CORPORATE BOND ETF | | ETF | 117,716 | 193,421 | +75,705 | $5,630,333 | $9,115,938 | +$3,485,605 |
|---|
SCHX
SCHWAB U S LARGE-CAP ETF | | ETF | 2,570,082 | 2,576,470 | +6,388 | $69,160,899 | $66,060,679 | -$3,100,220 |
|---|
VV
VANGUARD LARGE-CAP ETF | | ETF | 203,639 | 204,185 | +546 | $64,105,699 | $61,020,710 | -$3,084,989 |
|---|
BSJQ
INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | | ETF | 906,565 | 1,021,704 | +115,139 | $21,159,230 | $23,677,994 | +$2,518,764 |
|---|
QQQ
INVESCO QQQ TRUST SERIES I | | ETF | 72,775 | 73,275 | +500 | $44,706,482 | $42,293,114 | -$2,413,368 |
|---|
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF | | ETF | 763,604 | 855,355 | +91,751 | $23,641,180 | $25,934,362 | +$2,293,182 |
|---|
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF | | ETF | 440,664 | 477,418 | +36,754 | $20,746,464 | $22,414,791 | +$1,668,327 |
|---|
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | | ETF | 38,062 | 64,730 | +26,668 | $1,687,671 | $3,288,262 | +$1,600,591 |
|---|
JPST
JPMORGAN ULTRA-SHORT INCOME ETF | | ETF | 151,854 | 174,308 | +22,454 | $7,682,309 | $8,821,703 | +$1,139,394 |
|---|
AMLP
ALERIAN MLP ETF | | ETF | 62,531 | 70,282 | +7,751 | $2,940,211 | $3,699,666 | +$759,455 |
|---|
IWB
ISHARES RUSSELL 1000 ETF | | ETF | 40,168 | 40,216 | +48 | $15,000,217 | $14,339,383 | -$660,834 |
|---|
XLI
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | | ETF | 5,156 | 8,351 | +3,195 | $799,755 | $1,350,608 | +$550,853 |
|---|
XLB
STATE STREET MATERIALS SELECT SECTOR SPDR ETF | | ETF | 79,671 | 81,875 | +2,204 | $3,613,094 | $4,091,274 | +$478,180 |
|---|
AGG
ISHARES CORE U S AGGREGATE BOND ETF | | ETF | 15,708 | 20,074 | +4,366 | $1,568,911 | $1,992,755 | +$423,844 |
|---|
CLOUGH HEDGED EQUITY ETF
CUSIP 53656F649 | | ETF | 122,812 | 131,687 | +8,875 | $3,376,932 | $3,779,229 | +$402,297 |
|---|
DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | | ETF | 109,039 | 116,838 | +7,799 | $4,852,252 | $5,240,201 | +$387,949 |
|---|
AGZ
ISHARES AGENCY BOND ETF | | ETF | 32,505 | 35,690 | +3,185 | $3,583,635 | $3,915,583 | +$331,948 |
|---|
TBIL
F/M US TREASURY 3 MONTH BILL FUND | | ETF | 100,353 | 106,883 | +6,530 | $5,005,633 | $5,329,171 | +$323,538 |
|---|
IJR
ISHARES CORE S&P SMALL CAP ETF | | ETF | 33,611 | 35,042 | +1,431 | $4,039,359 | $4,356,027 | +$316,668 |
|---|
DIA
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | | ETF | 2,186 | 2,938 | +752 | $1,050,669 | $1,360,778 | +$310,109 |
|---|
GJAN
FT VEST U S EQUITY MODERATE BUFFER ETF - JAN | | ETF | 7,060 | 14,006 | +6,946 | $302,097 | $586,991 | +$284,894 |
|---|
PSCT
INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF | | ETF | 9,871 | 13,516 | +3,645 | $558,766 | $811,976 | +$253,210 |
|---|
CIBR
FIRST TRUST NASDAQ CYBERSECURITY ETF | | ETF | 78,603 | 85,861 | +7,258 | $5,616,176 | $5,381,798 | -$234,378 |
|---|
VUG
VANGUARD GROWTH ETF | | ETF | 4,089 | 4,141 | +52 | $1,994,940 | $1,808,585 | -$186,355 |
|---|
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF | | ETF | 16,406 | 17,310 | +904 | $3,142,685 | $3,322,155 | +$179,470 |
|---|
IWF
ISHARES RUSSELL 1000 GROWTH ETF | | ETF | 3,903 | 3,915 | +12 | $1,847,347 | $1,669,394 | -$177,953 |
|---|
FTGC
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | | ETF | 17,119 | 19,985 | +2,866 | $397,682 | $573,762 | +$176,080 |
|---|
ITA
ISHARES U S AEROSPACE & DEFENSE ETF | | ETF | 1,190 | 1,875 | +685 | $255,566 | $410,133 | +$154,567 |
|---|
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF | | ETF | 27,023 | 28,341 | +1,318 | $1,929,953 | $2,072,876 | +$142,923 |
|---|
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF | | ETF | 9,471 | 10,130 | +659 | $1,359,236 | $1,500,256 | +$141,020 |
|---|
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | | ETF | 21,724 | 24,488 | +2,764 | $1,148,762 | $1,287,083 | +$138,321 |
|---|
ETHE
GRAYSCALE ETHEREUM STAKING ETF | United States | ETF | 18,353 | 18,428 | +75 | $447,263 | $314,574 | -$132,689 |
|---|
XLU
STATE STREET UTILITIES SELECT SECTOR SPDR ETF | | ETF | 27,412 | 28,388 | +976 | $1,170,237 | $1,302,746 | +$132,509 |
|---|
XYLD
GLOBAL X S&P 500 COVERED CALL ETF | | ETF | 5,323 | 8,914 | +3,591 | $216,292 | $348,797 | +$132,505 |
|---|
BUFT
FT VEST BUFFERED ALLOCATION DEFENSIVE ETF | | ETF | 16,991 | 22,012 | +5,021 | $418,064 | $546,118 | +$128,054 |
|---|
FTHI
FIRST TRUST BUYWRITE INCOME ETF | | ETF | 10,042 | 15,697 | +5,655 | $237,183 | $360,241 | +$123,058 |
|---|
BCX
BLACKROCK RES & COMMODITIES ST SHS | | CEF | 16,834 | 25,271 | +8,437 | $184,833 | $304,518 | +$119,685 |
|---|
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF | | ETF | 59,427 | 62,004 | +2,577 | $3,401,594 | $3,514,393 | +$112,799 |
|---|
TYG
TORTOISE ENERGY INFRSTRCTR CP COM | | CEF | 9,176 | 9,752 | +576 | $375,295 | $486,136 | +$110,841 |
|---|
IWM
ISHARES RUSSELL 2000 ETF | | ETF | 15,786 | 16,097 | +311 | $3,885,900 | $3,991,963 | +$106,063 |
|---|
JPLD
JPMORGAN LIMITED DURATION BOND ETF | | ETF | 8,394 | 10,415 | +2,021 | $439,345 | $543,549 | +$104,204 |
|---|
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | | ETF | 49,482 | 49,514 | +32 | $4,188,146 | $4,289,930 | +$101,784 |
|---|
BUFR
FT VEST LADDERED BUFFER ETF | | ETF | 15,121 | 18,307 | +3,186 | $518,045 | $618,227 | +$100,182 |
|---|
AIVL
WISDOMTREE U S AI ENHANCED VALUE FUND | | ETF | 89,862 | 90,139 | +277 | $10,332,282 | $10,429,928 | +$97,646 |
|---|
SPSM
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | | ETF | 58,433 | 58,634 | +201 | $2,738,166 | $2,833,192 | +$95,026 |
|---|
FTSL
FIRST TRUST SENIOR LOAN FUND | | ETF | 12,378 | 14,787 | +2,409 | $567,919 | $662,455 | +$94,536 |
|---|
XLF
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | | ETF | 8,138 | 10,819 | +2,681 | $445,701 | $534,121 | +$88,420 |
|---|
RYLD
GLOBAL X RUSSELL 2000 COVERED CALL ETF | | ETF | 12,025 | 18,152 | +6,127 | $183,978 | $271,378 | +$87,400 |
|---|
BUFG
FT VEST BUFFERED ALLOCATION GROWTH ETF | | ETF | 33,485 | 37,452 | +3,967 | $921,507 | $1,005,961 | +$84,454 |
|---|
IDU
ISHARES U S UTILITIES ETF | | ETF | 10,860 | 10,861 | +1 | $1,176,747 | $1,261,085 | +$84,338 |
|---|
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF | | ETF | 4,534 | 5,491 | +957 | $342,030 | $423,437 | +$81,407 |
|---|
ARKK
ARK INNOVATION ETF | | ETF | 13,431 | 14,100 | +669 | $1,033,077 | $952,988 | -$80,089 |
|---|
VDC
VANGUARD CONSUMER STAPLES ETF | | ETF | 2,762 | 2,948 | +186 | $583,392 | $662,073 | +$78,681 |
|---|
MSFY
KURV YIELD PREMIUM STRATEGY MICROSOFT (MSFT) ETF | | ETF | 12,446 | 22,232 | +9,786 | $301,821 | $377,286 | +$75,465 |
|---|
VNQ
VANGUARD REAL ESTATE ETF | | ETF | 15,690 | 16,489 | +799 | $1,388,390 | $1,462,591 | +$74,201 |
|---|
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF | | ETF | 14,708 | 15,726 | +1,018 | $1,384,884 | $1,458,465 | +$73,581 |
|---|
QYLD
GLOBAL X NASDAQ 100 COVERED CALL ETF | | ETF | 37,995 | 42,478 | +4,483 | $671,379 | $728,500 | +$57,121 |
|---|
IWR
ISHARES RUSSELL MIDCAP ETF | | ETF | 9,920 | 10,407 | +487 | $954,981 | $1,011,865 | +$56,884 |
|---|
SCHG
SCHWAB U S LARGE-CAP GROWTH ETF | | ETF | 16,148 | 16,149 | +1 | $526,755 | $470,416 | -$56,339 |
|---|
PBUS
INVESCO MSCI USA ETF | | ETF | 17,787 | 17,842 | +55 | $1,217,512 | $1,162,752 | -$54,760 |
|---|
VHT
VANGUARD HEALTH CARE ETF | | ETF | 3,501 | 3,503 | +2 | $1,007,802 | $954,100 | -$53,702 |
|---|
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | | ETF | 20,804 | 22,731 | +1,927 | $1,209,128 | $1,262,025 | +$52,897 |
|---|
SAMM
STRATEGAS MACRO MOMENTUM ETF | | ETF | 46,757 | 48,275 | +1,518 | $1,406,544 | $1,458,065 | +$51,521 |
|---|
DVY
ISHARES SELECT DIVIDEND ETF | | ETF | 4,616 | 4,630 | +14 | $651,558 | $700,978 | +$49,420 |
|---|
LVHI
FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | | ETF | 7,114 | 7,665 | +551 | $261,951 | $310,751 | +$48,800 |
|---|
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF | United States | ETF | 16,434 | 16,608 | +174 | $1,318,296 | $1,271,167 | -$47,129 |
|---|
QQQM
INVESCO NASDAQ 100 ETF | | ETF | 9,176 | 9,576 | +400 | $2,320,753 | $2,275,530 | -$45,223 |
|---|
VWO
VANGUARD FTSE EMERGING MARKETS ETF | | ETF | 11,406 | 12,177 | +771 | $613,197 | $658,177 | +$44,980 |
|---|
XMMO
INVESCO S&P MIDCAP MOMENTUM ETF | | ETF | 2,439 | 2,593 | +154 | $337,699 | $376,031 | +$38,332 |
|---|
GDX
VANECK GOLD MINERS ETF | | ETF | 4,668 | 4,735 | +67 | $400,348 | $434,502 | +$34,154 |
|---|
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | | ETF | 82,324 | 83,285 | +961 | $5,719,044 | $5,686,705 | -$32,339 |
|---|
IYK
ISHARES U S CONSUMER STAPLES ETF | | ETF | 8,366 | 8,405 | +39 | $559,851 | $588,576 | +$28,725 |
|---|
SPUS
SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF | | ETF | 15,969 | 17,510 | +1,541 | $815,551 | $843,263 | +$27,712 |
|---|
FPE
FIRST TRUST PREFERRED SECURITIES & INCOME ETF | | ETF | 63,191 | 63,321 | +130 | $1,151,338 | $1,123,944 | -$27,394 |
|---|
FENI
FIDELITY ENHANCED INTERNATIONAL ETF | | ETF | 6,625 | 7,206 | +581 | $242,343 | $268,063 | +$25,720 |
|---|
SCHY
SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF | | ETF | 12,595 | 12,669 | +74 | $375,589 | $401,112 | +$25,523 |
|---|
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | | ETF | 2,953 | 3,070 | +117 | $265,775 | $289,351 | +$23,576 |
|---|
HACK
AMPLIFY CYBERSECURITY ETF | | ETF | 4,477 | 4,480 | +3 | $359,796 | $336,403 | -$23,393 |
|---|
PFFD
GLOBAL X U S PREFERRED ETF | | ETF | 17,754 | 19,513 | +1,759 | $335,722 | $359,043 | +$23,321 |
|---|
IVW
ISHARES S&P 500 GROWTH ETF | | ETF | 1,975 | 1,976 | +1 | $243,444 | $223,509 | -$19,935 |
|---|
SMLV
STATE STREET SPDR US SMALL CAP LOW VOLATILITY INDEX ETF | | ETF | 2,990 | 3,003 | +13 | $392,126 | $411,676 | +$19,550 |
|---|
SRLN
STATE STREET BLACKSTONE SENIOR LOAN ETF | | ETF | 25,369 | 25,652 | +283 | $1,046,968 | $1,029,656 | -$17,312 |
|---|
FDVV
FIDELITY HIGH DIVIDEND ETF | | ETF | 8,229 | 8,698 | +469 | $466,508 | $480,460 | +$13,952 |
|---|
FTCS
FIRST TRUST CAPITAL STRENGTH ETF | | ETF | 27,224 | 27,285 | +61 | $2,518,514 | $2,530,941 | +$12,427 |
|---|
SAMT
STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | | ETF | 14,007 | 14,048 | +41 | $539,412 | $551,676 | +$12,264 |
|---|
XLC
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | | ETF | 2,796 | 2,865 | +69 | $329,117 | $317,632 | -$11,485 |
|---|
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF | | ETF | 1,112 | 1,115 | +3 | $278,345 | $267,592 | -$10,753 |
|---|
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF | | ETF | 5,952 | 5,960 | +8 | $371,812 | $381,946 | +$10,134 |
|---|
ANGL
VANECK FALLEN ANGEL HIGH YIELD BOND ETF | | ETF | 25,918 | 26,161 | +243 | $761,096 | $751,350 | -$9,746 |
|---|
XLV
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | | ETF | 6,011 | 6,280 | +269 | $930,461 | $920,726 | -$9,735 |
|---|
AOR
ISHARES CORE 60/40 BALANCED ALLOCATION ETF | | ETF | 5,991 | 6,181 | +190 | $389,493 | $397,771 | +$8,278 |
|---|