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Wren Green

Jaffetilchin Investment Partners, Llc

Assets Managed
$1.681B
Holdings
461
Last Quarter
2026 - Q1
Filed Date
13d ago
Growth Rate
-1.71%(2Q avg: 0.31%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Jaffetilchin Investment Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 461 positions.

Assets under management

The assets under management (AUM) of Jaffetilchin Investment Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.681B in assets, with a quarterly growth rate of -1.71% and a 2-quarter average growth rate of 0.31%. The portfolio is managed by Wren Green, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Decreased -9.03%
5.7%
$95.66M
671,625 shares@ $142.43 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.78%
5%
$83.908M
330,621 shares@ $253.8 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 0.25%
3.94%
$66.061M
2.576M shares@ $25.64 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -13.41%
3.9%
$65.405M
203,875 shares@ $320.81 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.45%
3.81%
$63.924M
366,535 shares@ $174.4 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Increased 0.27%
3.64%
$61.021M
204,185 shares@ $298.86 avg price
DJAN
Ft Vest U.s. Equity Deep Buf
Recent Activity
Increased 62.28%
3.06%
$51.342M
1.207M shares@ $42.53 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.69%
2.52%
$42.293M
73,275 shares@ $577.19 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 18345%
2.27%
$38.11M
835,374 shares@ $45.63 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -12.55%
2.02%
$33.933M
1.352M shares@ $25.1 avg price

1-10 of 461