13F Insight
DOSSIER · 13F-HR · Q1 2026

Sandbox Financial Partners, LLC

$356M in tracked AUM across 117 positions as of Q1 2026.

SF
CIK 0001844892 · last filed Mar 31, 2026
Total AUM
$356M
as of Q1 2026
Holdings
117
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Sandbox Financial Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$39M90K11.1%02
AAPL
APPLE INC
$34M135K9.7%03
SPY
STATE STR SPDR S&P 500 ETF T
$18M28K5.1%04
ACWX
ISHARES TR
$15M224K4.3%05
VTV
VANGUARD INDEX FDS
$15M76K4.2%06
AMZN
AMAZON COM INC
$15M70K4.1%07
MSFT
MICROSOFT CORP
$14M39K4.0%08
IJH
ISHARES TR
$12M178K3.4%09
JEPI
J P MORGAN EXCHANGE TRADED F
$11M198K3.2%10
JPST
J P MORGAN EXCHANGE TRADED F
$10M202K2.9%

Filing history

2026Q1Mar 31
$356M▼ 1.6%
117 positionsView →2025Q4Dec 31
$361M▲ 3.5%
123 positionsView →2025Q3Sep 30
$349M▲ 10.2%
128 positionsView →2025Q2Jun 30
$317M▲ 11.9%
123 positionsLocked2025Q1Mar 31
$283M▼ 5.6%
109 positionsLocked2024Q4Dec 31
$300M▲ 6.1%
107 positionsLocked2024Q3Sep 30
$283M▲ 8.3%
108 positionsLocked2024Q2Jun 30
$261M▲ 9.6%
97 positionsLocked2024Q1Mar 31
$238M▲ 11.7%
97 positionsLocked2023Q4Dec 31
$213M▲ 12.7%
88 positionsLocked2023Q3Sep 30
$189M▼ 1.2%
85 positionsLocked2023Q2Jun 30
$192M▲ 15.6%
95 positionsLocked
Showing 12 of 22