Sandbox Financial Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$355.6M
Q ending 2026-03-31
Prior quarter
$361.4M
Q ending 2025-12-31
Change
-1.6% QoQ · +25.6% YoY
Positions
117
reported holdings
Largest positions
Top 100 of 117 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VUG | Shares | $39.5M | 90K |
| Apple Inc | AAPL | Shares | $34.4M | 135K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $18.1M | 28K |
| Ishares Tr | ACWX | Shares | $15.3M | 224K |
| Vanguard Index Fds | VTV | Shares | $15.0M | 76K |
| Amazon Com Inc | AMZN | Shares | $14.7M | 70K |
| Microsoft Corp | MSFT | Shares | $14.3M | 39K |
| Ishares Tr | IJH | Shares | $12.0M | 178K |
| J P Morgan Exchange Traded F | JEPI | Shares | $11.2M | 198K |
| J P Morgan Exchange Traded F | JPST | Shares | $10.2M | 202K |
| Snowflake Inc | SNOW | Shares | $9.8M | 65K |
| Vanguard Specialized Funds | VIG | Shares | $9.8M | 45K |
| Invesco Qqq Tr | QQQ | Shares | $9.4M | 16K |
| Nvidia Corporation | NVDA | Shares | $9.2M | 52K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $8.1M | 146K |
| Ishares Tr | OEF | Shares | $7.4M | 23K |
| Ishares Tr | IJR | Shares | $6.2M | 50K |
| Spdr Gold Tr | GLD | Shares | $5.3M | 12K |
| Select Sector Spdr Tr | XLF | Shares | $5.1M | 104K |
| Ishares Tr | IEF | Shares | $4.7M | 49K |
| Alphabet Inc | GOOGL | Shares | $4.6M | 16K |
| Exxon Mobil Corp | XOM | Shares | $4.6M | 27K |
| Meta Platforms Inc | META | Shares | $3.8M | 7K |
| Alphabet Inc | GOOG | Shares | $3.7M | 13K |
| Pacer Fds Tr | COWZ | Shares | $3.6M | 58K |
| Broadcom Inc | AVGO | Shares | $3.5M | 11K |
| Morgan Stanley Etf Trust | CVLC | Shares | $3.5M | 44K |
| Spdr Index Shs Fds | FEZ | Shares | $3.3M | 53K |
| J P Morgan Exchange Traded F | JMST | Shares | $3.1M | 61K |
| Texas Pacific Land Corporati | TPL | Shares | $2.9M | 6K |
| First Tr Exchange-Traded Fd | CIBR | Shares | $2.8M | 44K |
| Eli Lilly & Co | LLY | Shares | $2.5M | 3K |
| Vanguard Index Fds | VOO | Shares | $2.3M | 4K |
| International Business Machs | IBM | Shares | $2.1M | 9K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.9M | 4K |
| Jpmorgan Chase & Co | JPM | Shares | $1.7M | 6K |
| Visa Inc | V | Shares | $1.6M | 5K |
| Ge Vernova Inc | GEV | Shares | $1.6M | 2K |
| Ishares Tr | IVW | Shares | $1.5M | 14K |
| Nextera Energy Inc | NEE | Shares | $1.4M | 15K |
| Tidal Trust I | GRNY | Shares | $1.3M | 55K |
| Ishares Tr | EUSB | Shares | $1.2M | 28K |
| Ge Aerospace | GE | Shares | $1.2M | 4K |
| Tesla Inc | TSLA | Shares | $1.2M | 3K |
| Chevron Corporation | CVX | Shares | $1.1M | 5K |
| Ishares Tr | USXF | Shares | $1.1M | 20K |
| Ishares Tr | IVV | Shares | $1.1M | 2K |
| Nushares Etf Tr | NULG | Shares | $1.1M | 12K |
| Blackstone Inc | BX | Shares | $1.0M | 9K |
| Morgan Stanley Etf Trust | CVMC | Shares | $972K | 15K |
| Mastercard Incorporated | MA | Shares | $919K | 2K |
| Invesco Exchange Traded Fd T | RSP | Shares | $899K | 5K |
| Boeing Co | BA | Shares | $886K | 4K |
| Morgan Stanley Etf Trust | CVIE | Shares | $885K | 12K |
| Ishares Tr | ESML | Shares | $849K | 18K |
| Vanguard Index Fds | VTI | Shares | $819K | 3K |
| Costco Wholesale Corporation | COST | Shares | $814K | 817 |
| Netflix Inc. | NFLX | Shares | $731K | 8K |
| Vanguard Whitehall Fds | VYM | Shares | $703K | 5K |
| Pimco Etf Tr | MINT | Shares | $694K | 7K |
| First Tr Exchange Traded Fd | AIRR | Shares | $692K | 6K |
| Abbvie Inc | ABBV | Shares | $686K | 3K |
| Select Sector Spdr Tr | XLK | Shares | $653K | 5K |
| Ishares Tr | ITA | Shares | $627K | 3K |
| Verizon Communications Inc | VZ | Shares | $620K | 12K |
| Taiwan Semiconductor Manufac | TSM | Shares | $615K | 2K |
| Palantir Technologies Inc | PLTR | Shares | $604K | 4K |
| Global X Fds | SHLD | Shares | $558K | 8K |
| Johnson & Johnson | JNJ | Shares | $521K | 2K |
| Cisco Sys Inc | CSCO | Shares | $516K | 7K |
| Ishares Tr | MUB | Shares | $505K | 5K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $494K | 13K |
| Invesco Exchange Traded Fd T | PRF | Shares | $493K | 10K |
| Mcdonalds Corp | MCD | Shares | $491K | 2K |
| Vaneck Etf Trust | SMH | Shares | $479K | 1K |
| Vanguard Index Fds | VXF | Shares | $469K | 2K |
| Vanguard Bd Index Fds | BND | Shares | $464K | 6K |
| Pacer Fds Tr | TRFK | Shares | $457K | 7K |
| Ishares Tr | IWF | Shares | $457K | 1K |
| Home Depot Inc | HD | Shares | $448K | 1K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $424K | 1K |
| Walmart Inc | WMT | Shares | $414K | 3K |
| Ishares Tr | IGV | Shares | $407K | 5K |
| American Elec Pwr Co Inc | AEP | Shares | $405K | 3K |
| Duke Energy Corp New | DUK | Shares | $403K | 3K |
| Bank New York Mellon Corp | BNY | Shares | $392K | 3K |
| Global X Fds | RYLD | Shares | $342K | 23K |
| Oncolytics Biotech Inc | ONC | Shares | $340K | 400K |
| Fidelity Wise Origin Bitcoin | FBTC | Shares | $337K | 6K |
| Enterprise Prods Partners L | EPD | Shares | $336K | 9K |
| Spdr Series Trust | SPYD | Shares | $307K | 7K |
| Gilead Sciences Inc | GILD | Shares | $293K | 2K |
| Dimensional Etf Trust | DFAC | Shares | $292K | 8K |
| Ishares Tr | AGG | Shares | $286K | 3K |
| Global X Fds | MLPX | Shares | $283K | 4K |
| Rtx Corporation | RTX | Shares | $283K | 1K |
| Procter & Gamble Co | PG | Shares | $283K | 2K |
| Ishares Tr | USMV | Shares | $266K | 3K |
| Csw Industrials Inc | CSW | Shares | $261K | 1K |
| Invesco Exch Traded Fd Tr Ii | PIO | Shares | $249K | 6K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.