Sandbox Financial Partners

Sandbox Financial Partners as of March 31, 2026

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