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 Indx Fd (VUG, 11.1%), Apple Inc (AAPL, 9.7%), Spdr S&p 500 ETF Tr (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 Indx Fd	11.1%	11.6%	90,337	+4.8%	$39.5M
AAPLApple Inc	9.7%	10.6%	135,362	-3.6%	$34.4M
SPYSpdr S&p 500 ETF Tr	5.1%	4.8%	27,763	+8.7%	$18.1M
ACWXIshares Tr	4.3%	2.2%	223,917	+90.0%	$15.3M
VTVVanguard Value ETF	4.2%	3.7%	76,287	+8.9%	$15.0M
AMZNAmazon Com Inc Com	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
JEPIJpmorgan Equity Premium Income ETF	3.2%	3.1%	198,207	+0.3%	$11.2M
JPSTJ P Morgan Exchange Traded Fd	2.9%	2.6%	201,987	+7.7%	$10.2M
SNOWSnowflake Inc	2.8%	4.0%	65,076	-0.0%	$9.8M
VIGVanguard Dividend Appreciation ETF	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 Com	2.6%	2.7%	52,469	-0.3%	$9.2M
JEPQJpmorgan Nasdaq Equity Premium Income Et	2.3%	2.3%	145,733	+4.1%	$8.1M
OEFIshares S&p 100 ETF	2.1%	2.0%	23,122	+9.6%	$7.4M
IJRIshares Core S&p Small Cap ETF	1.7%	1.4%	49,622	+14.3%	$6.2M
GLDSpdr Gold Shares	1.5%	1.2%	12,202	+12.4%	$5.3M
XLFSelect Sector Spdr Tr	1.4%	1.5%	103,928	+6.8%	$5.1M
IEFiShs 7-10 ys Tsy	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 Class A	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
CVLCMorgan Stanley ETF Trust	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
LLYLilly Eli & Co	0.7%	0.8%	2,681	+0.9%	$2.5M
VOOVanguard S&p 500 ETF	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 Com Cl A	0.5%	0.5%	5,417	-1.6%	$1.6M
GEVGe Vernova Inc	0.5%	0.3%	1,860	+4.9%	$1.6M
IVWIshares	0.4%	0.5%	13,584	+0.9%	$1.5M
NEENextera Energy Inc Com	0.4%	0.3%	15,276	+1.9%	$1.4M
GRNYFundstrat Granny Sht US Lg Cp ETF	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 Com	0.3%	0.4%	3,210	+6.8%	$1.2M
CVXChevron Corp New	0.3%	—	5,459	—	$1.1M
USXFiShares ESG Advanced MSCI USA E	0.3%	0.3%	20,162	-5.4%	$1.1M
IVVIshares Core S&p 500 ETF	0.3%	0.3%	1,678	-1.4%	$1.1M
NULGNushares ETF Tr	0.3%	0.3%	11,858	-4.4%	$1.1M
BXBlackstone Inc Com	0.3%	0.5%	9,033	-21.9%	$1.0M
CVMCMorgan Stanley ETF Trust	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 iShs 7-10 ys Tsy+17.8% shares
GRNY Fundstrat Granny Sht US Lg Cp ETF+16.6% shares
COWZ Pacer Fds Tr+14.7% shares
IJR Ishares Core S&p Small Cap ETF+14.3% shares
FEZ Spdr Index Shs Fds+13.2% shares
GLD Spdr Gold Shares+12.4% shares

Reduced

BX Blackstone Inc Com-21.9% shares
CIBR First Tr Exchange-Traded Fd-10.7% shares
TPL Texas Pacific Land Corporati-7.2% shares
USXF iShares ESG Advanced MSCI USA E-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 and rebuilt each quarter on the day the filing became public. 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 Indx Fd (VUG) at 11.1%, Apple Inc (AAPL) at 9.7%, Spdr S&p 500 ETF Tr (SPY) at 5.1%, Ishares Tr (ACWX) at 4.3% and Vanguard Value ETF (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 iShs 7-10 ys Tsy (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 Inc. (MA), cut from its top 50 Boeing Co (BA), cut from its top 50 Netflix Inc Total (NFLX), Blackstone Inc Com (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.