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Sandbox Financial Partners, LLC

Q1 2026 13F Holdings

  • Location
    bethesda, MD
  • Num holdings

    117

  • Value ($000)

    $355,620

  • Date Filed
    04/08/2026
  • Form type
    13F-HR
  • CIK
    0001844892
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$39.46M
11 %

90,337

A
AAPL

APPLE INC

COM
037833100
$34.35M
10 %

135,362

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$18.06M
5 %

27,763

A
ACWX

ISHARES TR

MSCI ACWI EX US
464288240
$15.33M
4 %

223,917

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$14.97M
4 %

76,287

A
AMZN

AMAZON COM INC

COM
023135106
$14.66M
4 %

70,406

M
MSFT

MICROSOFT CORP

COM
594918104
$14.29M
4 %

38,595

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$12.05M
3 %

178,414

J
JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
46641Q332
$11.23M
3 %

198,207

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$10.22M
3 %

201,987

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