Jaffetilchin Investment Partners, LLC quarter change: USA ETF, Unchanged
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).
- POWA: Country of operation —; Class ETF; Shares 2025-12-31 26,690; Shares 2026-03-31 26,690.
- DSEP: Country of operation —; Class ETF; Shares 2025-12-31 53,770; Shares 2026-03-31 53,770.
- FDG: Country of operation —; Class ETF; Shares 2025-12-31 3,395; Shares 2026-03-31 3,395.
- IYF: Country of operation —; Class ETF; Shares 2025-12-31 3,118; Shares 2026-03-31 3,118.
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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| LMCG INVESTMENTS, LLC | United States | $1.680B | 220 |
| Ribbit Management Company, LLC | United States | $1.681B | 16 |
| Bridgewater Advisors Inc. | United States | $1.681B | 456 |
| L1 Capital International Pty Ltd | Australia | $1.678B | 23 |
| Proem Advisors LLC | United States | $1.676B | 36 |
| Texas Capital Bank Wealth Management Services Inc | United States | $1.685B | 547 |
| Forest Avenue Capital Management LP | United States | $1.686B | 26 |
| GOLDENTREE ASSET MANAGEMENT LP | United States | $1.687B | 29 |
| HHLR ADVISORS, LTD. | Cayman Islands | $1.673B | 38 |
| PDT Partners, LLC | United States | $1.689B | 527 |