Sandbox Financial Partners, LLC

Est. AUM

$354.2M

13F long equity, this entity only

Positions

115

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	GROWTH ETF	$39.5M	90337	11.14%	SOLE
2	APPLE INC	COM	$34.4M	135362	9.70%	SOLE
3	STATE STR SPDR S&P 500 ETF T	TR UNIT	$18.1M	27763	5.10%	SOLE
4	ISHARES TR	MSCI ACWI EX US	$15.3M	223917	4.33%	SOLE
5	VANGUARD INDEX FDS	VALUE ETF	$15.0M	76287	4.23%	SOLE
6	AMAZON COM INC	COM	$14.7M	70406	4.14%	SOLE
7	MICROSOFT CORP	COM	$14.3M	38595	4.03%	SOLE
8	ISHARES TR	CORE S&P MCP ETF	$12.0M	178414	3.40%	SOLE
9	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$11.2M	198207	3.17%	SOLE
10	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$10.2M	201987	2.89%	SOLE
11	SNOWFLAKE INC	COM SHS	$9.8M	65076	2.77%	SOLE
12	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$9.8M	45369	2.75%	SOLE
13	INVESCO QQQ TR	UNIT SER 1	$9.4M	16215	2.64%	SOLE
14	NVIDIA CORPORATION	COM	$9.2M	52469	2.58%	SOLE
15	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$8.1M	145733	2.28%	SOLE
16	ISHARES TR	S&P 100 ETF	$7.4M	23122	2.08%	SOLE
17	ISHARES TR	CORE S&P SCP ETF	$6.2M	49622	1.74%	SOLE
18	SPDR GOLD TR	GOLD SHS	$5.3M	12202	1.48%	SOLE
19	SELECT SECTOR SPDR TR	STATE STREET FIN	$5.1M	103928	1.45%	SOLE
20	ISHARES TR	7-10 YR TRSY BD	$4.7M	48916	1.32%	SOLE
21	ALPHABET INC	CAP STK CL A	$4.6M	15908	1.29%	SOLE
22	EXXON MOBIL CORP	COM	$4.6M	26840	1.29%	SOLE
23	META PLATFORMS INC	CL A	$3.8M	6693	1.08%	SOLE
24	ALPHABET INC	CAP STK CL C	$3.7M	12992	1.05%	SOLE
25	PACER FDS TR	US CASH COWS 100	$3.6M	57950	1.02%	SOLE
26	BROADCOM INC	COM	$3.5M	11426	1.00%	SOLE
27	MORGAN STANLEY ETF TRUST	CALVERT US LARCP	$3.5M	44150	1.00%	SOLE
28	SPDR INDEX SHS FDS	STATE STREET SPD	$3.3M	52891	0.93%	SOLE
29	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$3.1M	61103	0.88%	SOLE
30	TEXAS PACIFIC LAND CORPORATI	COM	$2.9M	6187	0.83%	SOLE
31	FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$2.8M	44073	0.78%	SOLE
32	ELI LILLY & CO	COM	$2.5M	2681	0.70%	SOLE
33	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.3M	3871	0.65%	SOLE
34	INTERNATIONAL BUSINESS MACHS	COM	$2.1M	8634	0.59%	SOLE
35	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.9M	3900	0.53%	SOLE
36	JPMORGAN CHASE & CO	COM	$1.7M	5750	0.48%	SOLE
37	VISA INC	COM CL A	$1.6M	5417	0.46%	SOLE
38	GE VERNOVA INC	COM	$1.6M	1860	0.46%	SOLE
39	ISHARES TR	S&P 500 GRWT ETF	$1.5M	13584	0.43%	SOLE
40	NEXTERA ENERGY INC	COM	$1.4M	15276	0.40%	SOLE
41	TIDAL TRUST I	FUNDSTRAT GRANNY	$1.3M	54736	0.37%	SOLE
42	GE AEROSPACE	COM NEW	$1.2M	4228	0.34%	SOLE
43	TESLA INC	COM	$1.2M	3210	0.34%	SOLE
44	CHEVRON CORPORATION	COM	$1.1M	5459	0.32%	SOLE
45	ISHARES TR	ESG MSCI USA ETF	$1.1M	20162	0.31%	SOLE
46	ISHARES TR	CORE S&P500 ETF	$1.1M	1678	0.31%	SOLE
47	NUSHARES ETF TR	NUVEEN ESG LRGCP	$1.1M	11858	0.30%	SOLE
48	BLACKSTONE INC	COM	$1.0M	9033	0.29%	SOLE
49	MORGAN STANLEY ETF TRUST	CALVERT US MDCP	$972K	15186	0.27%	SOLE
50	MASTERCARD INCORPORATED	CL A	$919K	1840	0.26%	SOLE

1–50 of 115

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.