Sandbox Financial Partners, LLC

CIK 0001844892 · BETHESDA, MD · Quarter end: 2026-03-31 · Filed on: 2026-04-08 · Open the SEC source

Sandbox Financial Partners, LLC reported 117 positions worth $355.6M as of March 31, 2026 (13F filed April 8, 2026). Largest holding: VUG (11.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$355.6M
2026 Q1
Positions
117
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
51.9%
Est. Net Flow (Q)
2026 Q1
10 / 117 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VUGVANGUARD INDEX FDSSH$39.5M11.10%90,337
2AAPLAPPLE INCSH$34.4M9.66%135,362
3SPYSTATE STR SPDR S&P 500 ETF TSH$18.1M5.08%27,763
4ACWXISHARES TRSH$15.3M4.31%223,917
5VTVVANGUARD INDEX FDSSH$15.0M4.21%76,287
6AMZNAMAZON COM INCSH$14.7M4.12%70,406
7MSFTMICROSOFT CORPSH$14.3M4.02%38,595
8IJHISHARES TRSH$12.0M3.39%178,414
9JEPIJ P MORGAN EXCHANGE TRADED FSH$11.2M3.16%198,207
10JPSTJ P MORGAN EXCHANGE TRADED FSH$10.2M2.87%201,987

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Sandbox Financial Partners, LLC hold as of Q1 2026?

Sandbox Financial Partners, LLC reported 117 positions worth $355.6M in its Q1 2026 13F filing. Largest positions: VUG (11.1%), AAPL (9.7%), SPY (5.1%), ACWX (4.3%) and VTV (4.2%).

What did Sandbox Financial Partners, LLC buy in Q1 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Sandbox Financial Partners, LLC sell in Q1 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.