Jaffetilchin Investment Partners, LLC

RIA/Wealth

Jaffetilchin Investment Partners, LLC is a RIA/Wealth based in Tampa, FL led by Louis Meyers Tilchin, reporting $1.8B in AUM as of Q3 2025 with 59% ETF concentration.

Managing PartnerLouis Meyers Tilchin

Portfolio Value: $1.7B
Positions: 433
Top Holding: ITOT at 6.33%
Last Reported: Q3 2025

Address15350 N. Florida Ave., Tampa, FL, 33613, United States

Top Holdings

Largest long holdings in Jaffetilchin Investment Partners, LLC's portfolio (38.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P Total U.S. Stock Market ITOT	ETF ETF	$105.7M	6.33%	+$1.1M Bought	— 725.6K shares	Q3 2015 Held for 10y 2m
2 Apple AAPL	Consumer Electronics Technology	$88.0M	5.27%	-$4.0M Sold	0.00% 345.5K shares	≤ Q2 2013 Held for 12y 5m+
3 Vanguard Total Stock Market VTI	ETF ETF	$76.7M	4.59%	+$185.7K Bought	— 233.6K shares	Q1 2016 Held for 9y 8m
4 Nvidia NVDA	Semiconductors Technology	$72.5M	4.34%	-$4.9M Sold	0.00% 388.8K shares	Q2 2020 Held for 5y 5m
5 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$67.5M	4.04%	+$129.2K Bought	— 2.6M shares	Q1 2019 Held for 6y 8m
6 Vanguard Large-Cap VV	ETF ETF	$62.4M	3.74%	+$148.1K Bought	— 202.6K shares	Q1 2019 Held for 6y 8m
7 Invesco QQQ Trust QQQ	ETF ETF	$42.9M	2.57%	+$354.2K Bought	— 71.4K shares	≤ Q2 2013 Held for 12y 5m+
8 SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM	ETF ETF	$42.3M	2.53%	+$147.3K Bought	— 523.9K shares	Q4 2021 Held for 3y 11m
9 Microsoft MSFT	Software - Infrastructure Technology	$41.9M	2.51%	-$421.6K Sold	0.00% 80.9K shares	≤ Q2 2013 Held for 12y 5m+
10 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$41.0M	2.46%	-$1.0M Sold	0.00% 92.2K shares	Q4 2014 Held for 10y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Jaffetilchin Investment Partners, LLC's latest filing

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Market Value

$1.7B

Prior: $1.5B

Q/Q Change

+9.27%

+$141.6M

Net Flows % of MV

+0.227%

Turnover Ratio

2.57%

New Purchases

11 stocks

$4.4M

Added To

189 stocks

+$35.8M

Sold Out Of

31 stocks

$10.1M

Reduced Holdings

176 stocks

-$26.3M

Increased Positions

Position	Shares Δ	Change
1 SLVR SilverSPAC SLVR	New	0 → 17.8K +$791.2K
2 Barnes Group B	New	0 → 23.8K +$779.7K
3 OBIL US Treasury 12 Month Bill ETF OBIL	New	0 → 13.7K +$691.1K
4 CoreWeave, Inc. CRWV	New	0 → 4.2K +$573.0K
5 SPDR DoubleLine Short Duration Total Return Tactical STOT	New	0 → 5.5K +$261.6K

Decreased Positions

Position	Shares Δ	Change
1 TEI Templeton Emerging Markets Income Fund TEI	Sold	149.7K → 0 −$898.4K
2 Kinder Morgan KMI	Sold	28.2K → 0 −$828.4K
3 FMC Corporation FMC	Sold	14.5K → 0 −$605.8K
4 MSFY Kurv Yield Premium Strategy Microsoft MSFY	Sold	21.8K → 0 −$583.1K
5 Super Micro Computer, Inc. SMCI	Sold	10.8K → 0 −$528.4K

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Analytics

Portfolio insights and performance metrics for Jaffetilchin Investment Partners, LLC

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Sector Allocation

ETF

58.90%

Technology

15.80%

Consumer Cyclical

5.70%

Communication Services

4.30%

Financial Services

4.30%

Industrials

3.40%

Healthcare

2.30%

Consumer Defensive

1.80%

Utilities

0.80%

Energy

0.60%

Real Estate

0.40%

Basic Materials

0.30%

Market Cap Distribution

Mega Cap (> $200B)

29.84%

Large Cap ($10B - $200B)

8.69%

Mid Cap ($2B - $10B)

0.94%

Small Cap ($300M - $2B)

0.07%

Nano Cap (< $50M)

0.03%

N/A (ETF or Unknown)

60.43%

Portfolio Concentration

Top 10 Holdings %

38.38%

Top 20 Holdings %

55.23%

Top 50 Holdings %

73.32%

Top 100 Holdings %

84.85%