What does Sandbox Financial Partners, LLC hold?

Sandbox Financial Partners, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include AAPL, SPY. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1844892.

What is Sandbox Financial Partners, LLC's AUM?

Sandbox Financial Partners, LLC reported approximately $355.6M in 13F-reportable AUM as of 2026-03-31. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $681.7M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Sandbox Financial Partners, LLC's holdings?

All Sandbox Financial Partners, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1844892. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Sandbox Financial Partners, LLC's 13F data updated on 13F Pro?

Sandbox Financial Partners, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Sandbox Financial Partners, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1844892

Institutional-grade research for retail investors

Sector Allocation

Other58.5%$208.1M
Technology24.7%$88.0M
Financials6.2%$22.2M
Consumer Discretionary4.7%$16.9M
Energy1.7%$6.0M
Healthcare1.2%$4.3M
Industrials1.2%$4.2M
Utilities0.7%$2.4M
Consumer Staples0.4%$1.5M
Communication Services0.4%$1.4M

AUM History

13fpro.ai/research/fund/sandbox-financial-partners-llc-1844892

Conviction and streaks

Diversifying · top 10 = 51.9%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold11.1% weight · held 9 quarters

$AAPLConviction hold9.7% weight · held 9 quarters

$SPYConviction hold5.1% weight · held 9 quarters

$Conviction hold4.3% weight · held 5 quarters

$Conviction hold4.2% weight · held 9 quarters

$SPYAccumulating+84% shares · 8 quarters running

$Accumulating+35% shares · 8 quarters running

$Accumulating+140% shares · 8 quarters running

$Accumulating+234% shares · 6 quarters running

$Accumulating+28% shares · 5 quarters running

$IVZTrimming-43% shares · 7 quarters running

$BRK-ATrimming-13% shares · 5 quarters running

$VTrimming-10% shares · 4 quarters running

$DTrimming-5% shares · 4 quarters running

$BXTrimming-25% shares · 3 quarters running

Largest positions — Q1 2026

VANGUARD
$39.5M
AAPL
$34.4M
SPY
$18.1M
ISHARES
$15.3M
VANGUARD
$15.0M
AMZN
$14.7M
MSFT
$14.3M
ISHARES
$12.0M
J
$11.2M
J
$10.2M
SNOW
$9.8M
VANGUARD
$9.8M
QQQ
$9.4M
NVDA
$9.2M
J
$8.1M
ISHARES
$7.4M
ISHARES
$6.2M
GLD
$5.3M
SELECT
$5.1M
ISHARES
$4.7M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/sandbox-financial-partners-llc-1844892

Sandbox Financial Partners, LLC 13F holdings — Q1 2026

$355.6M portfolio (-1.6% QoQ) · 117 holdings · Q1 2026 13F · top 10 are 52% of the stock portfolio

1
VANGUARD INDEX FDS
$39.5M
11.1% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—
2
Apple Inc.
$AAPL
$34.4M
9.7% of stocks
-4%This quarter+32.8%Since filed9+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial
3
SPDR S&P 500 ETF TRUST
$SPY
$18.1M
5.1% of stocks
+9%This quarter+13.2%Since filed9+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 8 qtrs in a row
4
ISHARES TR
$15.3M
4.3% of stocks
+90%This quarter—Since filed—Held
AIQuality—Est. buy—
5
VANGUARD INDEX FDS
$15.0M
4.2% of stocks
+9%This quarter—Since filed—Held
AIQuality—Est. buy—
6
AMAZON COM INC
$AMZN
$14.7M
4.1% of stocks
+0.8%This quarter+12.6%Since filed9+ qtrsHeld
AIQuality67.5#363Est. buyEstimated buy price is Pro: unlock with a free trial
7
MICROSOFT CORP
$MSFT
$14.3M
4.0% of stocks
-3%This quarter+42.3%Since filed9+ qtrsHeld
AIQuality79.8#30Est. buyEstimated buy price is Pro: unlock with a free trial
8
ISHARES TR
$12.0M
3.4% of stocks
+8%This quarter—Since filed—Held
AIQuality—Est. buy—
9
J P MORGAN EXCHANGE TRADED F
$11.2M
3.2% of stocks
+0.3%This quarter—Since filed—Held
AIQuality—Est. buy—
10
J P MORGAN EXCHANGE TRADED F
$10.2M
2.9% of stocks
+8%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANGUARD INDEX FDS	$39.5M	11.1%	+5%	—	—	—	—
2	Apple Inc.$AAPL	$34.4M	9.7%	-4%	+32.8%	9+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial
3	SPDR S&P 500 ETF TRUST$SPY	$18.1M	5.1%	+9%	+13.2%	9+ qtrsAdded 8 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
4	ISHARES TR	$15.3M	4.3%	+90%	—	—	—	—
5	VANGUARD INDEX FDS	$15.0M	4.2%	+9%	—	—	—	—
6	AMAZON COM INC$AMZN	$14.7M	4.1%	+0.8%	+12.6%	9+ qtrs	67.5#363	Estimated buy price is Pro: unlock with a free trial
7	MICROSOFT CORP$MSFT	$14.3M	4.0%	-3%	+42.3%	9+ qtrs	79.8#30	Estimated buy price is Pro: unlock with a free trial
8	ISHARES TR	$12.0M	3.4%	+8%	—	—	—	—
9	J P MORGAN EXCHANGE TRADED F	$11.2M	3.2%	+0.3%	—	—	—	—
10	J P MORGAN EXCHANGE TRADED F	$10.2M	2.9%	+8%	—	—	—	—

All holdings — Sandbox Financial Partners, LLC (Q1 2026)

Sort

117 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$SNOW	Snowflake Inc.	Technology	$9.8M	2.8%	65K	-0.0%	9+ qtrs	54.7	13F
12	—	VANGUARD SPECIALIZED FUNDSetf/fund	—	$9.8M	2.7%	45K	-3%	—	—	13F
13	$QQQ	INVESCO QQQ TRUST, SERIES 1etf/fund	—	$9.4M	2.6%	16K	+6%	9+ qtrsAdded 4 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
14	$NVDA	NVIDIA CORP	Technology	$9.2M	2.6%	52K	-0.3%	9+ qtrs	AI quality score is Pro: unlock with a free trial	13F
15	—	J P MORGAN EXCHANGE TRADED F	—	$8.1M	2.3%	146K	+4%	—	—	13F
16	—	ISHARES TRetf/fund	—	$7.4M	2.1%	23K	+10%	—	—	13F
17	—	ISHARES TRetf/fund	—	$6.2M	1.7%	50K	+14%	—	—	13F
18	$GLD	SPDR GOLD TRUSTetf/fund	Financials	$5.3M	1.5%	12K	+12%	7 qtrsAdded 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
19	—	SELECT SECTOR SPDR TRetf/fund	—	$5.1M	1.4%	104K	+7%	—	—	13F
20	—	ISHARES TRetf/fund	—	$4.7M	1.3%	49K	+18%	—	—	13F
21	$GOOGL	Alphabet Inc.	Technology	$4.6M	1.3%	16K	-0.1%	9+ qtrs	AI quality score is Pro: unlock with a free trial	13F
22	$XOM.R34088	EXXON MOBIL CORP	Energy	$4.6M	1.3%	27K	+0.1%	9+ qtrs	AI quality score is Pro: unlock with a free trial	13F
23	$META	Meta Platforms, Inc.	Technology	$3.8M	1.1%	6,693	+0.1%	9+ qtrs	AI quality score is Pro: unlock with a free trial	13F
24	$GOOG	Alphabet Inc.	Technology	$3.7M	1.1%	13K	+25%	9+ qtrs	AI quality score is Pro: unlock with a free trial	13F
25	—	PACER FDS TR	—	$3.6M	1.0%	58K	+15%	—	—	13F
26	$AVGO	Broadcom Inc.	Technology	$3.5M	1.0%	11K	-0.9%
27	—	MORGAN STANLEY ETF TRUST	—	$3.5M	1.0%	44K	-2%
28	$STT	STATE STREET CORP	Financials	$3.3M	0.9%	53K	+13%
29	—	J P MORGAN EXCHANGE TRADED F	—	$3.1M	0.9%	61K	+4%
30	$TPL	Texas Pacific Land Corp	Financials	$2.9M	0.8%	6,187	-7%
31	—	FIRST TR EXCHANGE-TRADED FD	—	$2.8M	0.8%	44K	-11%
32	$LLY	ELI LILLY & Co	Healthcare	$2.5M	0.7%	2,681	+0.9%
33	—	VANGUARD INDEX FDS	—	$2.3M	0.7%	3,871	+0.1%
34	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$2.1M	0.6%	8,634	-4%
35	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$1.9M	0.5%	3,900	-1%
36	$JPM	JPMORGAN CHASE & CO	Financials	$1.7M	0.5%	5,750	-5%
37	$V	VISA INC.	Financials	$1.6M	0.5%	5,417	-2%
38	$GEV	GE Vernova Inc.	Industrials	$1.6M	0.5%	1,860	+5%
39	—	ISHARES TR	—	$1.5M	0.4%	14K	+0.9%
40	$NEE	NEXTERA ENERGY INC	Utilities	$1.4M	0.4%	15K	+2%
41	—	TIDAL TRUST I	—	$1.3M	0.4%	55K	+17%
42	—	ISHARES TR	—	$1.2M	0.3%	28K	+27%
43	$GE	GENERAL ELECTRIC CO	Industrials	$1.2M	0.3%	4,228	+0.1%
44	$TSLA	Tesla, Inc.	Consumer Discretionary	$1.2M	0.3%	3,210	+7%
45	$CVX	CHEVRON CORP	Energy	$1.1M	0.3%	5,459	+0.9%
46	—	ISHARES TR	—	$1.1M	0.3%	20K	-5%
47	—	ISHARES TR	—	$1.1M	0.3%	1,678	-1%
48	—	NUSHARES ETF TR	—	$1.1M	0.3%	12K	-4%
49	$BX	Blackstone Inc.	Financials	$1.0M	0.3%	9,033	-22%
50	—	MORGAN STANLEY ETF TRUST	—	$972K	0.3%	15K	+134%
51	$MA	Mastercard Inc	Financials	$919K	0.3%	1,840	-2%
52	$IVZ	Invesco Ltd.	Financials	$899K	0.3%	4,683	-1.0%
53	$BA	BOEING CO	Industrials	$886K	0.3%	4,454	-1%
54	—	MORGAN STANLEY ETF TRUST	—	$885K	0.3%	12K	+38%
55	—	ISHARES TR	—	$849K	0.2%	18K	+28%
56	—	VANGUARD INDEX FDS	—	$819K	0.2%	2,552	+0.1%
57	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$814K	0.2%	817	-1%
58	$NFLX	NETFLIX INC	Communication Services	$731K	0.2%	7,601	-26%
59	—	VANGUARD WHITEHALL FDS	—	$703K	0.2%	4,750	+1%
60	—	PIMCO ETF TR	—	$694K	0.2%	6,898	+41%
61	—	FIRST TR EXCHANGE TRADED FD	—	$692K	0.2%	6,244	-87%
62	$ABBV	AbbVie Inc.	Healthcare	$686K	0.2%	3,156	+0.8%
63	—	SELECT SECTOR SPDR TR	—	$653K	0.2%	4,916	-0.8%
64	—	ISHARES TR	—	$627K	0.2%	2,867	+0.7%
65	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$620K	0.2%	12K	-15%
66	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$615K	0.2%	1,820	-0.7%
67	$PLTR	Palantir Technologies Inc.	Technology	$604K	0.2%	4,128	-16%
68	—	GLOBAL X FDS	—	$558K	0.2%	7,881	+63%
69	$JNJ	JOHNSON & JOHNSON	Healthcare	$521K	0.1%	2,133	+4%
70	$CSCO	CISCO SYSTEMS, INC.	Technology	$516K	0.1%	6,649	+1%
71	—	ISHARES TR	—	$505K	0.1%	4,759	+0.8%
72	$IBIT	iShares Bitcoin Trust ETF	Financials	$494K	0.1%	13K	-7%
73	$IVZ	Invesco Ltd.	Financials	$493K	0.1%	10K	-0.2%
74	$MCD	MCDONALDS CORP	Consumer Discretionary	$491K	0.1%	1,578	-3%
75	—	VANECK ETF TRUST	—	$479K	0.1%	1,250	-0.2%
76	—	VANGUARD INDEX FDS	—	$469K	0.1%	2,277	+0.0%
77	—	VANGUARD BD INDEX FDS	—	$464K	0.1%	6,299	+0.0%
78	—	PACER FDS TR	—	$457K	0.1%	7,340	+0.0%
79	—	ISHARES TR	—	$457K	0.1%	1,071	-0.6%
80	$HD	HOME DEPOT, INC.	Consumer Discretionary	$448K	0.1%	1,363	-3%
81	$CRWD	CrowdStrike Holdings, Inc.	Technology	$424K	0.1%	1,085	+6%
82	$WMT	Walmart Inc.	Consumer Staples	$414K	0.1%	3,330	+0.2%
83	—	ISHARES TR	—	$407K	0.1%	5,087	+23%
84	$AEP	AMERICAN ELECTRIC POWER CO INC	Utilities	$405K	0.1%	3,091	+0.0%
85	$DUK	Duke Energy CORP	Utilities	$403K	0.1%	3,074	-12%
86	$BNY	Bank of New York Mellon Corp	Financials	$392K	0.1%	3,306	-0.1%
87	—	GLOBAL X FDS	—	$342K	0.1%	23K	—
88	$ONC	BeOne Medicines Ltd.	Healthcare	$340K	0.1%	400K	New
89	$FBTC	Fidelity Wise Origin Bitcoin Fund	Financials	$337K	0.1%	5,710	-19%
90	$EPD	ENTERPRISE PRODUCTS PARTNERS L.P.	Energy	$336K	0.1%	8,876	-3%
91	—	SPDR SERIES TRUST	—	$307K	0.1%	6,747	—
92	$GILD	GILEAD SCIENCES, INC.	Healthcare	$293K	0.1%	2,104	-2%
93	—	DIMENSIONAL ETF TRUST	—	$292K	0.1%	7,522	+0.3%
94	—	ISHARES TR	—	$286K	0.1%	2,878	+0.3%
95	—	GLOBAL X FDS	—	$283K	0.1%	3,833	-23%
96	$RTX	RTX Corp	Industrials	$283K	0.1%	1,469	+2%
97	$PG	PROCTER & GAMBLE Co	Consumer Staples	$283K	0.1%	1,961	-7%
98	—	ISHARES TR	—	$266K	0.1%	2,864	+0.3%
99	$CSW	CSW INDUSTRIALS, INC.	Materials	$261K	0.1%	1,000	—
100	$IVZ	Invesco Ltd.	Financials	$249K	0.1%	5,734	+8%
101	—	VANGUARD WORLD FD	—	$248K	0.1%	3,455	New
102	$MPB	MID PENN BANCORP INC	Financials	$246K	0.1%	7,645	+0.8%
103	—	GLOBAL X FDS	—	$242K	0.1%	4,759	+0.3%
104	$ANET	Arista Networks, Inc.	Technology	$241K	0.1%	1,961	-2%
105	$LMT	LOCKHEED MARTIN CORP	Industrials	$241K	0.1%	398	-22%
106	$GBTC	Grayscale Bitcoin Trust ETF	Financials	$236K	0.1%	4,464	—
107	$O	REALTY INCOME CORP	Real Estate	$235K	0.1%	3,846	—
108	$AXP	AMERICAN EXPRESS CO	Financials	$233K	0.1%	770	—
109	—	SCHWAB STRATEGIC TR	—	$222K	0.1%	7,225	New
110	$D	DOMINION ENERGY, INC	Utilities	$216K	0.1%	3,489	-0.1%
111	—	FIRST TR EXCHANGE TRADED FD	—	$208K	0.1%	2,225	—
112	$TWLO	TWILIO INC	Technology	$203K	0.1%	1,612	—
113	—	SCHWAB STRATEGIC TR	—	$201K	0.1%	8,112	New
114	$NIO	NIO Inc.	Consumer Discretionary	$67K	0.0%	11K	+10%
115	$IAUX	i-80 Gold Corp.	Materials	$61K	0.0%	40K	—
116	$PACB	PACIFIC BIOSCIENCES OF CALIFORNIA, INC.	Healthcare	$36K	0.0%	28K	—
117	$SGMO	SANGAMO THERAPEUTICS, INC	Healthcare	$6K	0.0%	25K	—

What changed in Q1 2026

Against the previous quarter's 13F: 4 new, 58 added to, 44 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.

New positions (4)

$ONCBeOne Medicines Ltd.$340K
first bought this quarter
VANGUARD WORLD FD$248K
first bought this quarter
SCHWAB STRATEGIC TR$222K
first bought this quarter
SCHWAB STRATEGIC TR$201K
first bought this quarter

Added to (58)

ISHARES TR+90%
now $15.3M
VANGUARD INDEX FDS+5%
now $39.5M
$SPYSPDR S&P 500 ETF TRUST+9%
now $18.1M · held 9+ qtrs, 8 adds in a row
$GOOGAlphabet Inc.+25%
now $3.7M · held 9+ qtrs
$GLDSPDR GOLD TRUST+12%
now $5.3M · held 7 qtrs, 3 adds in a row
$QQQINVESCO QQQ TRUST, SERIES 1+6%
now $9.4M · held 9+ qtrs, 4 adds in a row

+52 more in the Excel export

Trimmed (44)

FIRST TR EXCHANGE TRADED FD-87%
now $692K
$AAPLApple Inc.-4%
now $34.4M · held 9+ qtrs
$MSFTMICROSOFT CORP-3%
now $14.3M · held 9+ qtrs
FIRST TR EXCHANGE-TRADED FD-11%
now $2.8M
VANGUARD SPECIALIZED FUNDS-3%
now $9.8M
$BXBlackstone Inc.-22%
now $1.0M · held 9+ qtrs, 2 trims in a row

+38 more in the Excel export

Sold out (8)

$DOCUDOCUSIGN, INC.was $307K
held 3 qtrs
$UBERUber Technologies, Incwas $286K
held 4 qtrs
$NOWServiceNow, Inc.was $276K
held 8+ qtrs
WORLD FDS TRwas $248K
FIDELITY COVINGTON TRUSTwas $241K
$BACBANK OF AMERICA CORP /DE/was $232K

+2 more in the Excel export

Firm AUM (Form ADV): $681.7M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Sandbox Financial Partners, LLC has filed, 21 earlier quarters. Pick one to see what it held then.

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Is it too late to follow Sandbox Financial Partners?

Q1 2026 13F filed with the SEC on Apr 8, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Sandbox Financial Partners's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

+30.3%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 16% over the last 4

Top 10 weight

52%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

99%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Sandbox Financial Partners, LLC disclosed 117 positions worth $355.6M in its Form 13F-HR for Q1 2026, followed by $AAPL and $SPY. During the quarter the fund opened 4 new positions and exited 8 — including a new stake in $ONC and a full exit from $DOCU. The portfolio is most concentrated in Other (58.5% of disclosed assets). All figures are sourced directly from Sandbox Financial Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1844892.

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AI-Powered Hedge Fund Analysis: Sandbox Financial Partners, LLC

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Every holding in Sandbox Financial Partners, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.