Sandbox Financial Partners, LLC Top Holdings and 13F Report (2026) About Sandbox Financial Partners, LLCInvestment ActivitySandbox Financial Partners, LLC has $355.62 million in total holdings as of March 31, 2026.Sandbox Financial Partners, LLC owns shares of 117 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 6.57% of the portfolio was purchased this quarter.About 2.04% of the portfolio was sold this quarter.This quarter, Sandbox Financial Partners, LLC has purchased 123 new stocks and bought additional shares in 58 stocks.Sandbox Financial Partners, LLC sold shares of 42 stocks and completely divested from 12 stocks this quarter.Largest Holdings Vanguard Growth ETF $39,458,242Apple $34,353,450SPDR S&P 500 ETF Trust $18,055,680iShares MSCI ACWI ex U.S. ETF $15,331,571Vanguard Value ETF $14,967,549 Largest New Holdings this Quarter 33738R704 - First Trust RBA American Industrial Renaissance ETF $691,735 Holding682310875 - Oncolytics Biotech $339,520 Holding37954Y293 - Global X MLP & Energy Infrastructure ETF $283,410 Holding921910725 - Vanguard ESG International Stock ETF $247,844 Holding808524797 - Schwab US Dividend Equity ETF $221,663 Holding Largest Purchases this Quarter iShares MSCI ACWI ex U.S. ETF 106,052 shares (about $7.26M)Vanguard Growth ETF 4,142 shares (about $1.81M)SPDR S&P 500 ETF Trust 2,215 shares (about $1.44M)Vanguard Value ETF 6,240 shares (about $1.22M)iShares Core S&P Mid-Cap ETF 13,476 shares (about $910.04K) Largest Sales this Quarter Apple 4,995 shares (about $1.27M)Microsoft 1,309 shares (about $484.55K)First Trust Nasdaq Cybersecurity ETF 5,304 shares (about $332.46K)Vanguard Dividend Appreciation ETF 1,506 shares (about $323.88K)Blackstone 2,529 shares (about $290.81K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSandbox Financial Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$39,458,242$1,809,182 â–²4.8%90,33711.1%ETFAAPLApple$34,353,450$1,267,678 â–¼-3.6%135,3629.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$18,055,680$1,440,526 â–²8.7%27,7635.1%FinanceACWXiShares MSCI ACWI ex U.S. ETF$15,331,571$7,261,368 â–²90.0%223,9174.3%ManufacturingVTVVanguard Value ETF$14,967,549$1,224,291 â–²8.9%76,2874.2%ETFAMZNAmazon.com$14,663,384$120,796 â–²0.8%70,4064.1%Retail/WholesaleMSFTMicrosoft$14,286,593$484,549 â–¼-3.3%38,5954.0%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$12,048,323$910,036 â–²8.2%178,4143.4%ETFJEPIJPMorgan Equity Premium Income ETF$11,234,389$30,210 â–²0.3%198,2073.2%ETFJPSTJPMorgan Ultra-Short Income ETF$10,222,564$731,568 â–²7.7%201,9872.9%ETFSNOWSnowflake$9,814,762$4,525 â–¼0.0%65,0762.8%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$9,757,020$323,879 â–¼-3.2%45,3692.7%ETFQQQInvesco QQQ$9,358,926$517,728 â–²5.9%16,2152.6%FinanceNVDANVIDIA$9,150,512$25,811 â–¼-0.3%52,4692.6%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$8,091,082$320,405 â–²4.1%145,7332.3%ETFOEFiShares S&P 100 ETF$7,354,449$645,049 â–²9.6%23,1222.1%ETFIJRiShares Core S&P Small-Cap ETF$6,168,470$774,073 â–²14.3%49,6221.7%ETFGLDSPDR Gold Shares$5,250,295$578,298 â–²12.4%12,2021.5%FinanceXLFFinancial Select Sector SPDR Fund$5,130,905$325,742 â–²6.8%103,9281.4%ETFIEFiShares 7-10 Year Treasury Bond ETF$4,668,571$705,497 â–²17.8%48,9161.3%ETFGOOGLAlphabet$4,574,464$4,888 â–¼-0.1%15,9081.3%Computer and TechnologyXOMExxonMobil$4,553,643$2,545 â–²0.1%26,8401.3%EnergyMETAMeta Platforms$3,829,018$3,433 â–²0.1%6,6931.1%Computer and TechnologyGOOGAlphabet$3,726,919$746,130 â–²25.0%12,9921.0%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$3,625,366$464,635 â–²14.7%57,9501.0%ETFAVGOBroadcom$3,536,371$33,117 â–¼-0.9%11,4261.0%Computer and TechnologyCVLCCalvert US Large-Cap Core Responsible Index ETF$3,534,628$64,768 â–¼-1.8%44,1501.0%ETFFEZSPDR EURO STOXX 50 ETF$3,283,490$383,098 â–²13.2%52,8910.9%ETFJMSTJPMorgan Ultra-Short Municipal ETF$3,115,050$128,980 â–²4.3%61,1030.9%ETFTPLTexas Pacific Land$2,935,988$228,729 â–¼-7.2%6,1870.8%EnergyCIBRFirst Trust Nasdaq Cybersecurity ETF$2,762,520$332,458 â–¼-10.7%44,0730.8%ManufacturingLLYEli Lilly and Company$2,465,573$22,072 â–²0.9%2,6810.7%MedicalVOOVanguard S&P 500 ETF$2,313,345$2,988 â–²0.1%3,8710.7%ETFIBMInternational Business Machines$2,092,850$81,203 â–¼-3.7%8,6340.6%Computer and TechnologyBRK.BBerkshire Hathaway$1,868,783$24,917 â–¼-1.3%3,9000.5%FinanceJPMJPMorgan Chase & Co.$1,691,360$85,009 â–¼-4.8%5,7500.5%FinanceVVisa$1,637,338$25,994 â–¼-1.6%5,4170.5%Business ServicesGE VERNOVA INC$1,623,716$75,948 â–²4.9%1,8600.5%COMIVWiShares S&P 500 Growth ETF$1,536,435$14,364 â–²0.9%13,5840.4%ETFNEENextEra Energy$1,418,831$26,564 â–²1.9%15,2760.4%UtilitiesTIDAL TRUST I$1,306,545$185,684 â–²16.6%54,7360.4%FUNDSTRAT GRANNYEUSBiShares ESG Advanced Total USD Bond Market ETF$1,208,689$259,869 â–²27.4%27,7860.3%ETFGEGE Aerospace$1,199,782$851 â–²0.1%4,2280.3%AerospaceTSLATesla$1,193,142$75,826 â–²6.8%3,2100.3%Auto/Tires/TrucksCVXChevron$1,129,519$9,932 â–²0.9%5,4590.3%EnergyUSXFiShares ESG Advanced MSCI USA ETF$1,112,958$62,984 â–¼-5.4%20,1620.3%ManufacturingIVViShares Core S&P 500 ETF$1,096,096$15,677 â–¼-1.4%1,6780.3%ETFNULGNuveen ESG Large-Cap Growth ETF$1,078,356$49,653 â–¼-4.4%11,8580.3%ETFBXBlackstone$1,038,698$290,808 â–¼-21.9%9,0330.3%FinanceCVMCCalvert US Mid-Cap Core Responsible Index ETF$972,200$557,290 â–²134.3%15,1860.3%ETFMAMastercard$919,409$23,485 â–¼-2.5%1,8400.3%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$898,785$8,637 â–¼-1.0%4,6830.3%ETFBABoeing$886,402$9,752 â–¼-1.1%4,4540.2%AerospaceCVIECalvert International Responsible Index ETF$884,944$242,135 â–²37.7%12,1740.2%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$849,321$187,421 â–²28.3%18,0630.2%ETFVTIVanguard Total Stock Market ETF$818,551$962 â–²0.1%2,5520.2%ETFCOSTCostco Wholesale$814,180$8,969 â–¼-1.1%8170.2%Retail/WholesaleNFLXNetflix$730,806$254,595 â–¼-25.8%7,6010.2%Consumer DiscretionaryVYMVanguard High Dividend Yield ETF$703,438$9,330 â–²1.3%4,7500.2%Financial ServicesMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$693,722$202,042 â–²41.1%6,8980.2%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$691,735$691,735 â–²New Holding6,2440.2%ManufacturingABBVAbbVie$686,392$5,437 â–²0.8%3,1560.2%MedicalXLKTechnology Select Sector SPDR Fund$653,369$5,183 â–¼-0.8%4,9160.2%ETFITAiShares U.S. Aerospace & Defense ETF$627,199$4,157 â–²0.7%2,8670.2%ETFVZVerizon Communications$619,685$111,447 â–¼-15.2%12,3440.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$615,089$4,393 â–¼-0.7%1,8200.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC$603,854$114,539 â–¼-15.9%4,1280.2%CL AGLOBAL X FDS$558,300$214,791 â–²62.5%7,8810.2%DEFENSE TECH ETFJNJJohnson & Johnson$521,386$19,066 â–²3.8%2,1330.1%MedicalCSCOCisco Systems$515,864$6,440 â–²1.3%6,6490.1%Computer and TechnologyMUBiShares National Muni Bond ETF$505,209$3,928 â–²0.8%4,7590.1%ETFISHARES BITCOIN TRUST ETF$493,517$37,499 â–¼-7.1%12,8450.1%SHS BEN INTPRFInvesco RAFI US 1000 ETF$493,291$951 â–¼-0.2%10,3790.1%ETFMCDMcDonald's$490,573$17,099 â–¼-3.4%1,5780.1%Retail/WholesaleSMHVanEck Semiconductor ETF$479,082$1,150 â–¼-0.2%1,2500.1%ManufacturingVXFVanguard Extended Market ETF$468,594$206 â–²0.0%2,2770.1%ETFBNDVanguard Total Bond Market ETF$463,880$221 â–²0.0%6,2990.1%ETFTRFKPacer Data and Digital Revolution ETF$456,846$62 â–²0.0%7,3400.1%ETFIWFiShares Russell 1000 Growth ETF$456,721$2,559 â–¼-0.6%1,0710.1%ETFHDHome Depot$448,178$15,783 â–¼-3.4%1,3630.1%Retail/WholesaleCRWDCrowdStrike$423,604$24,596 â–²6.2%1,0850.1%Computer and TechnologyWALMART INC$413,813$621 â–²0.2%3,3300.1%COMIGViShares Expanded Tech-Software Sector ETF$407,204$74,845 â–²22.5%5,0870.1%ETFAEPAmerican Electric Power$405,138$131 â–²0.0%3,0910.1%UtilitiesDUKDuke Energy$402,562$55,133 â–¼-12.0%3,0740.1%UtilitiesBANK NEW YORK MELLON CORP$392,135$356 â–¼-0.1%3,3060.1%COMRYLDGlobal X Russell 2000 Covered Call ETF$341,9510.0%22,8730.1%ETFONCYOncolytics Biotech$339,520$339,520 â–²New Holding400,0000.1%MedicalFIDELITY WISE ORIGIN BITCOIN$337,046$79,215 â–¼-19.0%5,7100.1%SHSEPDEnterprise Products Partners$335,850$11,351 â–¼-3.3%8,8760.1%EnergySPYDSPDR Portfolio S&P 500 High Dividend ETF$307,1230.0%6,7470.1%ETFGILDGilead Sciences$293,199$7,107 â–¼-2.4%2,1040.1%MedicalDFACDimensional U.S. Core Equity 2 ETF$292,315$738 â–²0.3%7,5220.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$285,691$993 â–²0.3%2,8780.1%FinanceMLPXGlobal X MLP & Energy Infrastructure ETF$283,410$283,410 â–²New Holding3,8330.1%ETFRTXRTX$283,334$6,751 â–²2.4%1,4690.1%AerospacePGProcter & Gamble$283,265$21,378 â–¼-7.0%1,9610.1%Consumer StaplesUSMViShares MSCI USA Min Vol Factor ETF$265,620$742 â–²0.3%2,8640.1%ETFCSW INDUSTRIALS INC$260,5800.0%1,0000.1%COMPIOInvesco Global Water ETF$248,951$18,886 â–²8.2%5,7340.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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