Q1 2026 13F · SEC CIK 1844892

Sandbox Financial Partners, LLC

Wealth managerFiled 2026-04-08 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $355.6M
Reported positions: 117
Top holdings a year, 3 yrs: +17.7%
Assets under management: $681.7M

Sandbox Financial Partners, LLC is a wealth manager that reported 117 positions worth $355.6M in its Q1 2026 13F, filed 2026-04-08. Its largest holdings were Vanguard Index Fds (VUG, 11.1%), Apple Inc (AAPL, 9.7%), State Str Spdr S&p 500 ETF T (SPY, 5.1%). A portfolio copying its top holdings returned 17.7% a year over the last 3 years, against 20.4% for the S&P 500.

Sandbox Financial Partners, LLC holdings largest 50 of 117 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Sandbox Financial Partners, LLC 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
VUGVanguard Index Fds	11.1%	11.6%	90,337	+4.8%	$39.5M
AAPLApple Inc	9.7%	10.6%	135,362	-3.6%	$34.4M
SPYState Str Spdr S&p 500 ETF T	5.1%	4.8%	27,763	+8.7%	$18.1M
ACWXIshares Tr	4.3%	2.2%	223,917	+90.0%	$15.3M
VTVVanguard Index Fds	4.2%	3.7%	76,287	+8.9%	$15.0M
AMZNAmazon Com Inc	4.1%	4.5%	70,406	+0.8%	$14.7M
MSFTMicrosoft Corp	4.0%	5.3%	38,595	-3.3%	$14.3M
IJHIshares Tr	3.4%	3.0%	178,414	+8.2%	$12.0M
JEPIJ P Morgan Exchange Traded F	3.2%	3.1%	198,207	+0.3%	$11.2M
JPSTJ P Morgan Exchange Traded F	2.9%	2.6%	201,987	+7.7%	$10.2M
SNOWSnowflake Inc	2.8%	4.0%	65,076	-0.0%	$9.8M
VIGVanguard Specialized Funds	2.7%	2.9%	45,369	-3.2%	$9.8M
QQQInvesco Qqq Tr	2.6%	2.6%	16,215	+5.9%	$9.4M
NVDANvidia Corporation	2.6%	2.7%	52,469	-0.3%	$9.2M
JEPQJ P Morgan Exchange Traded F	2.3%	2.3%	145,733	+4.1%	$8.1M
OEFIshares Tr	2.1%	2.0%	23,122	+9.6%	$7.4M
IJRIshares Tr	1.7%	1.4%	49,622	+14.3%	$6.2M
GLDSpdr Gold Tr	1.5%	1.2%	12,202	+12.4%	$5.3M
XLFSelect Sector Spdr Tr	1.4%	1.5%	103,928	+6.8%	$5.1M
IEFIshares Tr	1.3%	1.1%	48,916	+17.8%	$4.7M
GOOGLAlphabet Inc	1.3%	1.4%	15,908	-0.1%	$4.6M
XOMExxon Mobil Corp	1.3%	0.9%	26,840	+0.1%	$4.6M
METAMeta Platforms Inc	1.1%	1.2%	6,693	+0.1%	$3.8M
GOOGAlphabet Inc	1.0%	0.9%	12,992	+25.0%	$3.7M
COWZPacer Fds Tr	1.0%	0.8%	57,950	+14.7%	$3.6M
AVGOBroadcom Inc	1.0%	1.1%	11,426	-0.9%	$3.5M
CVLCCalvert US Large Cap Core Responsi	1.0%	1.0%	44,150	-1.8%	$3.5M
FEZSpdr Index Shs Fds	0.9%	0.8%	52,891	+13.2%	$3.3M
JMSTJ P Morgan Exchange Traded F	0.9%	0.8%	61,103	+4.3%	$3.1M
TPLTexas Pacific Land Corporati	0.8%	0.5%	6,187	-7.2%	$2.9M
CIBRFirst Tr Exchange-Traded Fd	0.8%	1.0%	44,073	-10.7%	$2.8M
LLYEli Lilly & Co	0.7%	0.8%	2,681	+0.9%	$2.5M
VOOVanguard Index Fds	0.7%	0.7%	3,871	+0.1%	$2.3M
IBMInternational Business Machs	0.6%	0.7%	8,634	-3.7%	$2.1M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.6%	3,900	-1.3%	$1.9M
JPMJpmorgan Chase & Co	0.5%	0.5%	5,750	-4.8%	$1.7M
VVisa Inc	0.5%	0.5%	5,417	-1.6%	$1.6M
GEVGe Vernova Inc	0.5%	0.3%	1,860	+4.9%	$1.6M
IVWIshares Tr	0.4%	0.5%	13,584	+0.9%	$1.5M
NEENextera Energy Inc	0.4%	0.3%	15,276	+1.9%	$1.4M
GRNYTidal Trust I	0.4%	0.3%	54,736	+16.6%	$1.3M
EUSBIshares Tr	0.3%	—	27,786	—	$1.2M
GEGe Aerospace	0.3%	0.4%	4,228	+0.1%	$1.2M
TSLATesla Inc	0.3%	0.4%	3,210	+6.8%	$1.2M
CVXChevron Corporation	0.3%	—	5,459	—	$1.1M
USXFIshares Tr	0.3%	0.3%	20,162	-5.4%	$1.1M
IVVIshares Tr	0.3%	0.3%	1,678	-1.4%	$1.1M
NULGNuveen Esg	0.3%	0.3%	11,858	-4.4%	$1.1M
BXBlackstone Inc	0.3%	0.5%	9,033	-21.9%	$1.0M
CVMCCalvert US Mid-Cap Core Responsible Inde	0.3%	—	15,186	—	$972K

What Sandbox Financial Partners, LLC bought and sold in Q1 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Added to

ACWX Ishares Tr+90.0% shares
GOOG Alphabet Inc+25.0% shares
IEF Ishares Tr+17.8% shares
GRNY Tidal Trust I+16.6% shares
COWZ Pacer Fds Tr+14.7% shares
IJR Ishares Tr+14.3% shares
FEZ Spdr Index Shs Fds+13.2% shares
GLD Spdr Gold Tr+12.4% shares

Reduced

BX Blackstone Inc-21.9% shares
CIBR First Tr Exchange-Traded Fd-10.7% shares
TPL Texas Pacific Land Corporati-7.2% shares
USXF Ishares Tr-5.4% shares

Left the top 50

Share counts compared with the Q4 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.9% /yr; S&P 500 +20.1%
3 years: +17.7% /yr; S&P 500 +20.4%
5 years: +9.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q1 2026	$355.6M	117
Q4 2025	$361.4M	123
Q3 2025	$349.2M	128
Q2 2025	$317.0M	123
Q1 2025	$283.2M	109
Q4 2024	$299.9M	107
Q3 2024	$282.6M	108
Q2 2024	$260.9M	97
Q1 2024	$238.1M	97
Q4 2023	$213.1M	88
Q3 2023	$189.2M	85
Q2 2023	$191.5M	95

Questions about Sandbox Financial Partners, LLC's portfolio

What stocks does Sandbox Financial Partners, LLC own?

Sandbox Financial Partners, LLC's latest 13F, for Q1 2026 and filed Apr 8, 2026, lists 117 positions worth $355.6M. The largest are Vanguard Index Fds (VUG) at 11.1%, Apple Inc (AAPL) at 9.7%, State Str Spdr S&p 500 ETF T (SPY) at 5.1%, Ishares Tr (ACWX) at 4.3% and Vanguard Index Fds (VTV) at 4.2%.

What did Sandbox Financial Partners, LLC buy last quarter?

In Q1 2026, Sandbox Financial Partners, LLC added Ishares Tr (ACWX) (+90.0% shares), Alphabet Inc (GOOG) (+25.0% shares) and Ishares Tr (IEF) (+17.8% shares), compared with its Q4 2025 filing.

What did Sandbox Financial Partners, LLC sell last quarter?

In Q1 2026, Sandbox Financial Partners, LLC cut from its top 50 Mastercard Incorporated (MA), cut from its top 50 Boeing Co (BA), cut from its top 50 Netflix Inc. (NFLX), Blackstone Inc (BX) (-21.9% shares), First Tr Exchange-Traded Fd (CIBR) (-10.7% shares) and Texas Pacific Land Corporati (TPL) (-7.2% shares), compared with its Q4 2025 filing.

How has Sandbox Financial Partners, LLC's portfolio performed?

A portfolio copying Sandbox Financial Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.9% against +20.1%. Over 5 years: +9.8% a year against +11.6%.

When is Sandbox Financial Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Sandbox Financial Partners, LLC's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.

How much money does Sandbox Financial Partners, LLC manage?

Sandbox Financial Partners, LLC reported $681.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $355.6M.