Sandbox Financial Partners, LLC
CIK 1844892 · View on SEC EDGAR ↗
- Portfolio value
- $355.6M
- Positions
- 117
- As of
- March 31, 2026 Data as of Q1 2026
#4,681 of 9,443 by 13F value · top 49.6%
Portfolio value QoQ: -1.6% 13F does not disclose cash
- Top 10 holdings weight
- 51.92%
- Top 25 holdings weight
- 78.64%
- Positions above 1%
- 25
- Effective number of positions
- 24.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q1 2026: 2.02% Est. buys $23,373,125 · sells $7,248,894
Median holding: 6.0 quarters Tracked Q4 2024–Q1 2026 · 76.5% still held
- New positions
- 6
- Increased
- 58
- Decreased
- 42
- Closed
- 12
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
21.1%
Retail
4.6%
Communication Services
3.6%
Energy
2.5%
Industrials
1.3%
Healthcare
1.2%
Financial Services
1.2%
Utilities
0.7%
Consumer Discretionary
0.6%
Financials
0.5%
Telecommunication
0.2%
Communications
0.2%
Consumer products
0.1%
Real Estate
0.1%
Other/Unmapped
62.1%
Full portfolio 117 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VUG | $39,458,242 | 11.10% | 90,337 | $-2,592,624 | Up ×4 | ||
| AAPL Apple Inc. - Common Stock | $34,353,450 | 9.66% | 135,362 | $-3,803,875 | Down ×1 | ||
| SPY SPY | $18,055,680 | 5.08% | 27,763 | $633,716 | Up ×5 | ||
| ACWX iShares MSCI ACWI ex U.S. ETF | $15,331,571 | 4.31% | 223,917 | $7,419,312 | Up ×3 | ||
| VTV | $14,967,549 | 4.21% | 76,287 | $1,589,289 | Up ×5 | ||
| AMZN Amazon.com, Inc. - Common Stock | $14,663,384 | 4.12% | 70,406 | $-1,453,803 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $14,286,593 | 4.02% | 38,595 | $-5,011,944 | Down ×2 | ||
| IJH | $12,048,323 | 3.39% | 178,414 | $1,162,412 | Up ×4 | ||
| JEPI | $11,234,389 | 3.16% | 198,207 | $-80,442 | Up ×1 | ||
| JPST | $10,222,564 | 2.87% | 201,987 | $735,311 | Up ×4 | ||
| SNOW Snowflake Inc. Common Stock | $9,814,762 | 2.76% | 65,076 | $-4,466,890 | Down ×1 | ||
| VIG | $9,757,020 | 2.74% | 45,369 | $-545,111 | Down ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $9,358,926 | 2.63% | 16,215 | $-51,173 | Up ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $9,150,512 | 2.57% | 52,469 | $-662,583 | Down ×1 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $8,091,082 | 2.28% | 145,733 | $-43,509 | Up ×1 | ||
| OEF | $7,354,449 | 2.07% | 23,122 | $119,772 | Up ×1 | ||
| IJR | $6,168,470 | 1.73% | 49,622 | $953,292 | Up ×4 | ||
| GLD | $5,250,295 | 1.48% | 12,202 | $947,272 | Up ×3 | ||
| XLF XLF | $5,130,905 | 1.44% | 103,928 | $-199,871 | Up ×5 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $4,668,571 | 1.31% | 48,916 | $675,618 | Up ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $4,574,464 | 1.29% | 15,908 | $-410,179 | Down ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $4,553,643 | 1.28% | 26,840 | $1,325,537 | Up ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $3,829,018 | 1.08% | 6,693 | $-584,765 | Up ×4 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3,726,919 | 1.05% | 12,992 | $466,072 | Up ×3 | ||
| COWZ | $3,625,366 | 1.02% | 57,950 | $585,417 | Up ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $3,536,371 | 0.99% | 11,426 | $-455,363 | Down ×1 | ||
| CVLC | $3,534,628 | 0.99% | 44,150 | $-252,712 | Down ×1 | ||
| FEZ | $3,283,490 | 0.92% | 52,891 | $275,191 | Up ×3 | ||
| JMST | $3,115,050 | 0.88% | 61,103 | $131,317 | Up ×5 | ||
| TPL Texas Pacific Land Corporation Common Stock | $2,935,988 | 0.83% | 6,187 | $1,020,526 | Down ×1 | ||
| CIBR First Trust NASDAQ Cybersecurity ETF | $2,762,520 | 0.78% | 44,073 | $-765,488 | Down ×1 | ||
| LLY Eli Lilly and Company Common Stock | $2,465,573 | 0.69% | 2,681 | $-389,692 | Up ×1 | ||
| VOO | $2,313,345 | 0.65% | 3,871 | $-111,065 | Up ×2 | ||
| IBM International Business Machines Corporation Common Stock | $2,092,850 | 0.59% | 8,634 | $-563,815 | Down ×1 | ||
| BRKB | $1,868,783 | 0.53% | 3,900 | $-117,643 | Down ×5 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1,691,360 | 0.48% | 5,750 | $-254,594 | Down ×2 | ||
| V Visa Inc. | $1,637,338 | 0.46% | 5,417 | $-292,766 | Down ×4 | ||
| GEV GE Vernova Inc. Common Stock | $1,623,716 | 0.46% | 1,860 | $464,732 | Up ×5 | ||
| IVW | $1,536,435 | 0.43% | 13,584 | $-122,224 | Up ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $1,418,831 | 0.40% | 15,276 | $215,468 | Up ×1 | ||
| GRNY | $1,306,545 | 0.37% | 54,736 | $143,893 | Up ×3 | ||
| EUSB | $1,208,689 | 0.34% | 27,786 | $250,944 | Up ×1 | ||
| GE GE Aerospace Common Stock | $1,199,782 | 0.34% | 4,228 | $-101,705 | Up ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $1,193,142 | 0.34% | 3,210 | $-158,753 | Up ×1 | ||
| CVX Chevron Corporation Common Stock | $1,129,519 | 0.32% | 5,459 | $304,894 | Up ×1 | ||
| USXF iShares ESG Advanced MSCI USA ETF | $1,112,958 | 0.31% | 20,162 | $-113,649 | Down ×2 | ||
| IVV | $1,096,096 | 0.31% | 1,678 | $-69,603 | Down ×1 | ||
| NULG | $1,078,356 | 0.30% | 11,858 | $-134,785 | Down ×2 | ||
| BX Blackstone Inc. Common Stock | $1,038,698 | 0.29% | 9,033 | $-743,543 | Down ×3 | ||
| CVMC | $972,200 | 0.27% | 15,186 | $556,556 | Up ×1 | ||
| MA Mastercard Incorporated Common Stock | $919,409 | 0.26% | 1,840 | $-157,591 | Down ×1 | ||
| RSP | $898,785 | 0.25% | 4,683 | $-6,847 | Down ×5 | ||
| BA Boeing Company (The) Common Stock | $886,402 | 0.25% | 4,454 | $-91,204 | Down ×2 | ||
| CVIE | $884,944 | 0.25% | 12,174 | $254,433 | Up ×5 | ||
| ESML | $849,321 | 0.24% | 18,063 | $202,055 | Up ×1 | ||
| VTI | $818,551 | 0.23% | 2,552 | $-35,927 | Up ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $814,180 | 0.23% | 817 | $102,120 | Down ×3 | ||
| NFLX Netflix, Inc. - Common Stock | $730,806 | 0.21% | 7,601 | $-230,100 | Down ×1 | ||
| VYM | $703,438 | 0.20% | 4,750 | $30,783 | Up ×3 | ||
| MINT | $693,722 | 0.20% | 6,898 | $203,152 | Up ×3 | ||
| AIRR First Trust RBA American Industrial Renaissance ETF | $691,735 | 0.19% | 6,244 | Up ×1 | |||
| ABBV AbbVie Inc. Common Stock | $686,392 | 0.19% | 3,156 | $-29,060 | Up ×1 | ||
| XLK XLK | $653,369 | 0.18% | 4,916 | $-60,069 | Down ×1 | ||
| ITA ITA | $627,199 | 0.18% | 2,867 | $15,861 | Up ×3 | ||
| VZ Verizon Communications Inc. Common Stock | $619,685 | 0.17% | 12,344 | $26,474 | Down ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $615,089 | 0.17% | 1,820 | $57,937 | Down ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $603,854 | 0.17% | 4,128 | $-269,151 | Down ×1 | ||
| SHLD | $558,300 | 0.16% | 7,881 | $244,138 | Up ×1 | ||
| JNJ Johnson & Johnson Common Stock | $521,386 | 0.15% | 2,133 | $96,185 | Up ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $515,864 | 0.15% | 6,649 | $10,103 | Up ×2 | ||
| MUB | $505,209 | 0.14% | 4,759 | $-589 | Up ×2 | ||
| IBIT iShares Bitcoin Trust ETF | $493,517 | 0.14% | 12,845 | $-192,685 | Down ×1 | ||
| PRF | $493,291 | 0.14% | 10,379 | $5,357 | Down ×1 | ||
| MCD McDonald's Corporation Common Stock | $490,573 | 0.14% | 1,578 | $-8,510 | Down ×1 | ||
| SMH SMH | $479,082 | 0.13% | 1,250 | $27,794 | Down ×1 | ||
| VXF | $468,594 | 0.13% | 2,277 | $-7,363 | Up ×3 | ||
| BND Vanguard Total Bond Market ETF | $463,880 | 0.13% | 6,299 | $-2,473 | Up ×1 | ||
| TRFK | $456,846 | 0.13% | 7,340 | $-13,308 | Up ×1 | ||
| IWF | $456,721 | 0.13% | 1,071 | $-53,137 | Down ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $448,178 | 0.13% | 1,363 | $-37,269 | Down ×2 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $423,604 | 0.12% | 1,085 | $-55,443 | Up ×3 | ||
| WMT Walmart Inc. - Common Stock | $413,813 | 0.12% | 3,330 | $43,409 | Up ×1 | ||
| IGV | $407,204 | 0.11% | 5,087 | $-31,637 | Up ×2 | ||
| AEP American Electric Power Company, Inc. - Common Stock | $405,138 | 0.11% | 3,091 | $48,811 | Up ×2 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $402,562 | 0.11% | 3,074 | $-7,046 | Down ×2 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $392,135 | 0.11% | 3,306 | $8,045 | Down ×2 | ||
| RYLD | $341,951 | 0.10% | 22,873 | $-8,006 | |||
| ONCY Oncolytics Biotech Inc. - Common Shares | $339,520 | 0.10% | 400,000 | Up ×1 | |||
| FBTC | $337,046 | 0.09% | 5,710 | $-200,527 | Down ×2 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $335,850 | 0.09% | 8,876 | $41,678 | Down ×3 | ||
| SPYD | $307,123 | 0.09% | 6,747 | $15,315 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $293,199 | 0.08% | 2,104 | $28,717 | Down ×1 | ||
| DFAC | $292,315 | 0.08% | 7,522 | $-4,738 | Up ×2 | ||
| AGG | $285,691 | 0.08% | 2,878 | $-733 | Up ×3 | ||
| MLPX | $283,410 | 0.08% | 3,833 | Up ×1 | |||
| RTX RTX Corporation Common Stock | $283,334 | 0.08% | 1,469 | $20,345 | Up ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $283,265 | 0.08% | 1,961 | $-19,029 | Down ×1 | ||
| USMV | $265,620 | 0.07% | 2,864 | $-3,313 | Up ×1 | ||
| CSW CSW Industrials, Inc. Common Stock | $260,580 | 0.07% | 1,000 | $-32,950 | |||
| PIO Invesco Global Water ETF | $248,951 | 0.07% | 5,734 | $14,987 | Up ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| VUG | $39,458,242 | 11.10% | up ×4 |
| SPY | $18,055,680 | 5.08% | up ×5 |
| ACWX | $15,331,571 | 4.31% | up ×3 |
| VTV | $14,967,549 | 4.21% | up ×5 |
| IJH | $12,048,323 | 3.39% | up ×4 |
| JPST | $10,222,564 | 2.87% | up ×4 |
| QQQ | $9,358,926 | 2.63% | up ×4 |
| IJR | $6,168,470 | 1.73% | up ×4 |
| GLD | $5,250,295 | 1.48% | up ×3 |
| XLF | $5,130,905 | 1.44% | up ×5 |
| META | $3,829,018 | 1.08% | up ×4 |
| GOOG | $3,726,919 | 1.05% | up ×3 |
| COWZ | $3,625,366 | 1.02% | up ×3 |
| FEZ | $3,283,490 | 0.92% | up ×3 |
| JMST | $3,115,050 | 0.88% | up ×5 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| XLI | Dec. 31, 2025 | 42,344 | $6,530,653 | No longer tracked |
| IWM | March 31, 2025 | 21,433 | $4,735,941 | No longer tracked |
| GTO | Dec. 31, 2025 | 80,049 | $3,803,147 | No longer tracked |
| ITB | March 31, 2025 | 29,929 | $3,094,347 | No longer tracked |
| RSPF | Dec. 31, 2025 | 21,613 | $1,681,024 | No longer tracked |
| VV | June 30, 2025 | 1,594 | $409,605 | No longer tracked |
| NUBD | Sept. 30, 2025 | 17,354 | $386,303 | No longer tracked |
| ESML | March 31, 2025 | 8,652 | $363,822 | No longer tracked |
| EAGG | March 31, 2026 | 6,884 | $329,389 | No longer tracked |
| ETN | March 31, 2025 | 964 | $319,873 | 53.3% |
| ACWI | June 30, 2025 | 2,726 | $317,270 | |
| DOCU | March 31, 2026 | 4,494 | $307,390 | 31.4% |
| UBER | March 31, 2026 | 3,502 | $286,184 | 10.8% |
| NOW | March 31, 2026 | 1,804 | $276,414 | 24.0% |
| ORCL | Dec. 31, 2025 | 974 | $273,886 | -26.9% |
| NUSC | Sept. 30, 2025 | 6,681 | $272,189 | No longer tracked |
| SGOV | Dec. 31, 2025 | 2,654 | $267,284 | 0.2% |
| VGSH | Dec. 31, 2025 | 4,439 | $261,235 | |
| BTCL | March 31, 2026 | 8,560 | $247,601 | No longer tracked |
| UNH | June 30, 2025 | 471 | $246,947 | 25.8% |
| KBWY | Sept. 30, 2025 | 15,557 | $244,719 | |
| ISRG | Sept. 30, 2025 | 448 | $243,588 | -11.7% |
| FDVV | March 31, 2026 | 4,254 | $241,178 | No longer tracked |
| BAC | March 31, 2026 | 4,220 | $232,112 | 29.0% |
| BTCL | March 31, 2025 | 4,760 | $231,460 | No longer tracked |
| IREN | Dec. 31, 2025 | 4,850 | $227,596 | 12.0% |
| ETN | Dec. 31, 2025 | 593 | $221,903 | 30.8% |
| GDLC | Dec. 31, 2025 | 3,945 | $220,526 | No longer tracked |
| PEP | March 31, 2026 | 1,529 | $219,509 | -8.4% |
| MMM | March 31, 2026 | 1,367 | $218,807 | 24.2% |
| TWLO | Sept. 30, 2025 | 1,712 | $212,904 | 120.9% |
| MPB | March 31, 2025 | 7,371 | $212,590 | 42.0% |
| EMR | June 30, 2025 | 1,925 | $211,087 | 16.6% |
| SHY | Sept. 30, 2025 | 2,531 | $209,720 | |
| IYW | March 31, 2026 | 1,050 | $209,664 | No longer tracked |
| PFF | March 31, 2026 | 6,764 | $209,417 | |
| VOOG | Dec. 31, 2025 | 477 | $207,761 | No longer tracked |
| ETHE | March 31, 2025 | 7,302 | $204,602 | No longer tracked |
| ISRG | March 31, 2025 | 391 | $204,190 | -20.3% |
| LB | Dec. 31, 2025 | 3,805 | $202,994 | 80.5% |
| XYLD | March 31, 2026 | 4,987 | $202,613 | No longer tracked |
| PDSB | Sept. 30, 2025 | 12,666 | $16,846 | -80.0% |