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Sandbox Financial Partners

Latest statistics and disclosures from Sandbox Financial Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, AAPL, SPY, ACWX, VTV, and represent 34.35% of Sandbox Financial Partners's stock portfolio.
Added to shares of these 10 stocks: ACWX (+$7.3M), VUG, SPY, VTV, IJH, IJR, GOOG, JPST, IEF, AIRR.
Started 6 new stock positions in ONCY, SCHF, MLPX, AIRR, VSGX, SCHD.
Reduced shares in these 10 stocks: AAPL, MSFT, CIBR, EAGG, VIG, DOCU, BX, UBER, , NFLX.
Sold out of its positions in BAC, DOCU, FDVV, XYLD, IYW, PFF, EAGG, PEP, NOW, MMM. UBER, BTCL.
Sandbox Financial Partners was a net buyer of stock by $16M.
Sandbox Financial Partners has $356M in assets under management (AUM), dropping by -1.59%.
Central Index Key (CIK): 0001844892

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Portfolio Holdings for Sandbox Financial Partners

Sandbox Financial Partners holds 117 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	11.1	$40M	+4%	90k	436.79	View chart
Apple (AAPL)	9.7	$34M	-3%	135k	253.79	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	5.1	$18M	+8%	28k	650.35	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	4.3	$15M	+89%	224k	68.47	View chart
Vanguard Index Fds Value Etf (VTV)	4.2	$15M	+8%	76k	196.20	View chart
Amazon (AMZN)	4.1	$15M		70k	208.27	View chart
Microsoft Corporation (MSFT)	4.0	$14M	-3%	39k	370.17	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.4	$12M	+8%	178k	67.53	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	3.2	$11M		198k	56.68	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.9	$10M	+7%	202k	50.61	View chart
Snowflake Com Shs (SNOW)	2.8	$9.8M		65k	150.82	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.7	$9.8M	-3%	45k	215.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.6	$9.4M	+5%	16k	577.18	View chart
NVIDIA Corporation (NVDA)	2.6	$9.2M		53k	174.40	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	2.3	$8.1M	+4%	146k	55.52	View chart
Ishares Tr S&p 100 Etf (OEF)	2.1	$7.4M	+9%	23k	318.07	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.7	$6.2M	+14%	50k	124.31	View chart
Spdr Gold Tr Gold Shs (GLD)	1.5	$5.3M	+12%	12k	430.28	View chart
Select Sector Spdr Tr State Street Fin (XLF)	1.4	$5.1M	+6%	104k	49.37	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.3	$4.7M	+17%	49k	95.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$4.6M		16k	287.56	View chart
Exxon Mobil Corporation (XOM)	1.3	$4.6M		27k	169.66	View chart
Meta Platforms Cl A (META)	1.1	$3.8M		6.7k	572.09	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$3.7M	+25%	13k	286.86	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.0	$3.6M	+14%	58k	62.56	View chart
Broadcom (AVGO)	1.0	$3.5M		11k	309.50	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	1.0	$3.5M		44k	80.06	View chart
Spdr Index Shs Fds State Street Spd (FEZ)	0.9	$3.3M	+13%	53k	62.08	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.9	$3.1M	+4%	61k	50.98	View chart
Texas Pacific Land Corp (TPL)	0.8	$2.9M	-7%	6.2k	474.54	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.8	$2.8M	-10%	44k	62.68	View chart
Eli Lilly & Co. (LLY)	0.7	$2.5M		2.7k	919.65	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$2.3M		3.9k	597.61	View chart
International Business Machines (IBM)	0.6	$2.1M	-3%	8.6k	242.40	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.9M		3.9k	479.18	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.7M	-4%	5.8k	294.15	View chart
Visa Com Cl A (V)	0.5	$1.6M		5.4k	302.26	View chart
Ge Vernova (GEV)	0.5	$1.6M	+4%	1.9k	872.97	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$1.5M		14k	113.11	View chart
Nextera Energy (NEE)	0.4	$1.4M		15k	92.88	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.4	$1.3M	+16%	55k	23.87	View chart
Ishares Tr Esg Advanced Uni (EUSB)	0.3	$1.2M	+27%	28k	43.50	View chart
Ge Aerospace Com New (GE)	0.3	$1.2M		4.2k	283.77	View chart
Tesla Motors (TSLA)	0.3	$1.2M	+6%	3.2k	371.70	View chart
Chevron Corporation (CVX)	0.3	$1.1M		5.5k	206.91	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.3	$1.1M	-5%	20k	55.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.1M		1.7k	653.22	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.3	$1.1M	-4%	12k	90.94	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$1.0M	-21%	9.0k	114.99	View chart
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC)	0.3	$972k	+134%	15k	64.02	View chart
Mastercard Incorporated Cl A (MA)	0.3	$919k	-2%	1.8k	499.68	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$899k		4.7k	191.93	View chart
Boeing Company (BA)	0.2	$886k		4.5k	199.01	View chart
Morgan Stanley Etf Trust Calvert Internat (CVIE)	0.2	$885k	+37%	12k	72.69	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$849k	+28%	18k	47.02	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$819k		2.6k	320.75	View chart
Costco Wholesale Corporation (COST)	0.2	$814k		817.00	996.55	View chart
Netflix (NFLX)	0.2	$731k	-25%	7.6k	96.15	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$703k		4.8k	148.09	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$694k	+41%	6.9k	100.57	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$692k	NEW	6.2k	110.78	View chart
Abbvie (ABBV)	0.2	$686k		3.2k	217.49	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$653k		4.9k	132.91	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$627k		2.9k	218.76	View chart
Verizon Communications (VZ)	0.2	$620k	-15%	12k	50.20	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$615k		1.8k	337.96	View chart
Palantir Technologies Cl A (PLTR)	0.2	$604k	-15%	4.1k	146.28	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$558k	+62%	7.9k	70.84	View chart
Johnson & Johnson (JNJ)	0.1	$521k	+3%	2.1k	244.44	View chart
Cisco Systems (CSCO)	0.1	$516k		6.6k	77.59	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$505k		4.8k	106.16	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$494k	-7%	13k	38.42	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$493k		10k	47.53	View chart
McDonald's Corporation (MCD)	0.1	$491k	-3%	1.6k	310.88	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$479k		1.3k	383.27	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$469k		2.3k	205.79	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$464k		6.3k	73.64	View chart
Pacer Fds Tr Data & Digi Revo (TRFK)	0.1	$457k		7.3k	62.24	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$457k		1.1k	426.44	View chart
Home Depot (HD)	0.1	$448k	-3%	1.4k	328.82	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$424k	+6%	1.1k	390.42	View chart
Wal-Mart Stores (WMT)	0.1	$414k		3.3k	124.27	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$407k	+22%	5.1k	80.05	View chart
American Electric Power Company (AEP)	0.1	$405k		3.1k	131.07	View chart
Duke Energy Corp Com New (DUK)	0.1	$403k	-12%	3.1k	130.96	View chart
Bank of New York Mellon Corporation (BK)	0.1	$392k		3.3k	118.61	View chart
Global X Fds Russell 2000 (RYLD)	0.1	$342k		23k	14.95	View chart
Oncolytics Biotech Com New (ONCY)	0.1	$340k	NEW	400k	0.85	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$337k	-19%	5.7k	59.03	View chart
Enterprise Products Partners (EPD)	0.1	$336k	-3%	8.9k	37.84	View chart
Spdr Series Trust State Street Spd (SPYD)	0.1	$307k		6.7k	45.52	View chart
Gilead Sciences (GILD)	0.1	$293k	-2%	2.1k	139.35	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$292k		7.5k	38.86	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$286k		2.9k	99.27	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$283k	NEW	3.8k	73.94	View chart
Raytheon Technologies Corp (RTX)	0.1	$283k	+2%	1.5k	192.88	View chart
Procter & Gamble Company (PG)	0.1	$283k	-7%	2.0k	144.45	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$266k		2.9k	92.74	View chart
Csw Industrials (CSW)	0.1	$261k		1.0k	260.58	View chart
Invesco Exch Traded Fd Tr Ii Global Water (PIO)	0.1	$249k	+8%	5.7k	43.42	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$248k	NEW	3.5k	71.73	View chart
Mid Penn Ban (MPB)	0.1	$246k		7.6k	32.16	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$242k		4.8k	50.81	View chart
Arista Networks Com Shs (ANET)	0.1	$241k		2.0k	122.79	View chart
Lockheed Martin Corporation (LMT)	0.1	$241k	-21%	398.00	604.89	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$236k		4.5k	52.76	View chart
Realty Income (O)	0.1	$235k		3.8k	61.18	View chart
American Express Company (AXP)	0.1	$233k		770.00	302.65	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$222k	NEW	7.2k	30.68	View chart
Dominion Resources (D)	0.1	$216k		3.5k	61.83	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$208k		2.2k	93.66	View chart
Twilio Cl A (TWLO)	0.1	$203k		1.6k	125.82	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$201k	NEW	8.1k	24.75	View chart
Nio Spon Ads (NIO)	0.0	$67k	+9%	11k	6.03	View chart
I-80 Gold Corp (IAUX)	0.0	$61k		40k	1.52	View chart
Pacific Biosciences of California (PACB)	0.0	$36k		28k	1.32	View chart
Sangamo Biosciences (SGMO)	0.0	$6.1k		25k	0.25	View chart

Past Filings by Sandbox Financial Partners

SEC 13F filings are viewable for Sandbox Financial Partners going back to 2020

Sandbox Financial Partners 2026 Q1 filed April 8, 2026
Sandbox Financial Partners 2025 Q4 filed Jan. 7, 2026
Sandbox Financial Partners 2025 Q3 filed Oct. 17, 2025
Sandbox Financial Partners 2025 Q2 filed July 9, 2025
Sandbox Financial Partners 2025 Q1 filed April 11, 2025
Sandbox Financial Partners 2024 Q4 filed Jan. 15, 2025
Sandbox Financial Partners 2024 Q3 filed Oct. 7, 2024
Sandbox Financial Partners 2024 Q2 filed July 15, 2024
Sandbox Financial Partners 2024 Q1 filed April 15, 2024
Sandbox Financial Partners 2023 Q4 filed Jan. 18, 2024
Sandbox Financial Partners 2023 Q3 filed Oct. 10, 2023
Sandbox Financial Partners 2023 Q2 filed July 14, 2023
Sandbox Financial Partners 2023 Q1 filed April 21, 2023
Sandbox Financial Partners 2022 Q4 filed Jan. 25, 2023
Sandbox Financial Partners 2022 Q3 filed Nov. 14, 2022
Sandbox Financial Partners 2022 Q2 filed Aug. 11, 2022

View all past filings

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