Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $39.5M | 11.1% |
| Apple Inc.COM | COM | $34.4M | 9.7% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $18.1M | 5.1% |
| iShares TRMSCI ACWI EX US | MSCI ACWI EX US | $15.3M | 4.3% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $15M | 4.2% |
| Amazon Com Inc.COM | COM | $14.7M | 4.1% |
| Microsoft Corp.COM | COM | $14.3M | 4.0% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $12M | 3.4% |
| J P Morgan Exchange Traded FEQUITY PREMIUM | EQUITY PREMIUM | $11.2M | 3.2% |
| J P Morgan Exchange Traded FULTRA SHRT ETF | ULTRA SHRT ETF | $10.2M | 2.9% |
| Snowflake Inc.COM SHS | COM SHS | $9.81M | 2.8% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $9.76M | 2.7% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $9.36M | 2.6% |
| Nvidia CorporationCOM | COM | $9.15M | 2.6% |
| J P Morgan Exchange Traded FNASDAQ EQT PREM | NASDAQ EQT PREM | $8.09M | 2.3% |
| iShares TRS&P 100 ETF | S&P 100 ETF | $7.35M | 2.1% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $6.17M | 1.7% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $5.25M | 1.5% |
| Select Sector SPDR TRSTATE STREET FIN | STATE STREET FIN | $5.13M | 1.4% |
| iShares TR7-10 YR TRSY BD | 7-10 YR TRSY BD | $4.67M | 1.3% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $4.57M | 1.3% |
| Exxon Mobil Corp.COM | COM | $4.55M | 1.3% |
| Meta Platforms Inc.CL A | CL A | $3.83M | 1.1% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $3.73M | 1.0% |
| Pacer Fds TRUS CASH COWS 100 | US CASH COWS 100 | $3.63M | 1.0% |
| Broadcom Inc.COM | COM | $3.54M | 1.0% |
| Morgan Stanley ETF TrustCALVERT US LARCP | CALVERT US LARCP | $3.53M | 1.0% |
| SPDR Index Shs FdsSTATE STREET SPD | STATE STREET SPD | $3.28M | 0.9% |
| J P Morgan Exchange Traded FULTRA SHT MUNCPL | ULTRA SHT MUNCPL | $3.12M | 0.9% |
| Texas Pacific Land CorporatiCOM | COM | $2.94M | 0.8% |
| First TR Exchange-traded FDNASDAQ CYB ETF | NASDAQ CYB ETF | $2.76M | 0.8% |
| Eli Lilly & COCOM | COM | $2.47M | 0.7% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $2.31M | 0.7% |
| International Business MachsCOM | COM | $2.09M | 0.6% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $1.87M | 0.5% |
| JPMORGAN Chase & COCOM | COM | $1.69M | 0.5% |
| Visa Inc.COM CL A | COM CL A | $1.64M | 0.5% |
| GE Vernova Inc.COM | COM | $1.62M | 0.5% |
| iShares TRS&P 500 GRWT ETF | S&P 500 GRWT ETF | $1.54M | 0.4% |
| Nextera Energy Inc.COM | COM | $1.42M | 0.4% |
| Tidal Trust IFUNDSTRAT GRANNY | FUNDSTRAT GRANNY | $1.31M | 0.4% |
| iShares TRESG ADVANCED UNI | ESG ADVANCED UNI | $1.21M | 0.3% |
| GE AerospaceCOM NEW | COM NEW | $1.2M | 0.3% |
| Tesla Inc.COM | COM | $1.19M | 0.3% |
| Chevron CorporationCOM | COM | $1.13M | 0.3% |
| iShares TRESG MSCI USA ETF | ESG MSCI USA ETF | $1.11M | 0.3% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $1.1M | 0.3% |
| Nushares ETF TRNUVEEN ESG LRGCP | NUVEEN ESG LRGCP | $1.08M | 0.3% |
| Blackstone Inc.COM | COM | $1.04M | 0.3% |
| Morgan Stanley ETF TrustCALVERT US MDCP | CALVERT US MDCP | $972K | 0.3% |
Vanguard Index FdsGROWTH ETF$39.5M
- Class
- GROWTH ETF
- Share
- 11.1%
Apple Inc.COM$34.4M
- Class
- COM
- Share
- 9.7%
State Str SPDR S&P 500 ETF TTR UNIT$18.1M
- Class
- TR UNIT
- Share
- 5.1%
iShares TRMSCI ACWI EX US$15.3M
- Class
- MSCI ACWI EX US
- Share
- 4.3%
Vanguard Index FdsVALUE ETF$15M
- Class
- VALUE ETF
- Share
- 4.2%
Amazon Com Inc.COM$14.7M
- Class
- COM
- Share
- 4.1%
Microsoft Corp.COM$14.3M
- Class
- COM
- Share
- 4.0%
iShares TRCORE S&P MCP ETF$12M
- Class
- CORE S&P MCP ETF
- Share
- 3.4%
J P Morgan Exchange Traded FEQUITY PREMIUM$11.2M
- Class
- EQUITY PREMIUM
- Share
- 3.2%
J P Morgan Exchange Traded FULTRA SHRT ETF$10.2M
- Class
- ULTRA SHRT ETF
- Share
- 2.9%
Snowflake Inc.COM SHS$9.81M
- Class
- COM SHS
- Share
- 2.8%
Vanguard Specialized FundsDIV APP ETF$9.76M
- Class
- DIV APP ETF
- Share
- 2.7%
Invesco Qqq TRUNIT SER 1$9.36M
- Class
- UNIT SER 1
- Share
- 2.6%
Nvidia CorporationCOM$9.15M
- Class
- COM
- Share
- 2.6%
J P Morgan Exchange Traded FNASDAQ EQT PREM$8.09M
- Class
- NASDAQ EQT PREM
- Share
- 2.3%
iShares TRS&P 100 ETF$7.35M
- Class
- S&P 100 ETF
- Share
- 2.1%
iShares TRCORE S&P SCP ETF$6.17M
- Class
- CORE S&P SCP ETF
- Share
- 1.7%
SPDR Gold TRGOLD SHS$5.25M
- Class
- GOLD SHS
- Share
- 1.5%
Select Sector SPDR TRSTATE STREET FIN$5.13M
- Class
- STATE STREET FIN
- Share
- 1.4%
iShares TR7-10 YR TRSY BD$4.67M
- Class
- 7-10 YR TRSY BD
- Share
- 1.3%
Alphabet Inc.CAP STK CL A$4.57M
- Class
- CAP STK CL A
- Share
- 1.3%
Exxon Mobil Corp.COM$4.55M
- Class
- COM
- Share
- 1.3%
Meta Platforms Inc.CL A$3.83M
- Class
- CL A
- Share
- 1.1%
Alphabet Inc.CAP STK CL C$3.73M
- Class
- CAP STK CL C
- Share
- 1.0%
Pacer Fds TRUS CASH COWS 100$3.63M
- Class
- US CASH COWS 100
- Share
- 1.0%
Broadcom Inc.COM$3.54M
- Class
- COM
- Share
- 1.0%
Morgan Stanley ETF TrustCALVERT US LARCP$3.53M
- Class
- CALVERT US LARCP
- Share
- 1.0%
SPDR Index Shs FdsSTATE STREET SPD$3.28M
- Class
- STATE STREET SPD
- Share
- 0.9%
J P Morgan Exchange Traded FULTRA SHT MUNCPL$3.12M
- Class
- ULTRA SHT MUNCPL
- Share
- 0.9%
Texas Pacific Land CorporatiCOM$2.94M
- Class
- COM
- Share
- 0.8%
First TR Exchange-traded FDNASDAQ CYB ETF$2.76M
- Class
- NASDAQ CYB ETF
- Share
- 0.8%
Eli Lilly & COCOM$2.47M
- Class
- COM
- Share
- 0.7%
Vanguard Index FdsS&P 500 ETF SHS$2.31M
- Class
- S&P 500 ETF SHS
- Share
- 0.7%
International Business MachsCOM$2.09M
- Class
- COM
- Share
- 0.6%
Berkshire Hathaway Inc. DelCL B NEW$1.87M
- Class
- CL B NEW
- Share
- 0.5%
JPMORGAN Chase & COCOM$1.69M
- Class
- COM
- Share
- 0.5%
Visa Inc.COM CL A$1.64M
- Class
- COM CL A
- Share
- 0.5%
GE Vernova Inc.COM$1.62M
- Class
- COM
- Share
- 0.5%
iShares TRS&P 500 GRWT ETF$1.54M
- Class
- S&P 500 GRWT ETF
- Share
- 0.4%
Nextera Energy Inc.COM$1.42M
- Class
- COM
- Share
- 0.4%
Tidal Trust IFUNDSTRAT GRANNY$1.31M
- Class
- FUNDSTRAT GRANNY
- Share
- 0.4%
iShares TRESG ADVANCED UNI$1.21M
- Class
- ESG ADVANCED UNI
- Share
- 0.3%
GE AerospaceCOM NEW$1.2M
- Class
- COM NEW
- Share
- 0.3%
Tesla Inc.COM$1.19M
- Class
- COM
- Share
- 0.3%
Chevron CorporationCOM$1.13M
- Class
- COM
- Share
- 0.3%
iShares TRESG MSCI USA ETF$1.11M
- Class
- ESG MSCI USA ETF
- Share
- 0.3%
iShares TRCORE S&P500 ETF$1.1M
- Class
- CORE S&P500 ETF
- Share
- 0.3%
Nushares ETF TRNUVEEN ESG LRGCP$1.08M
- Class
- NUVEEN ESG LRGCP
- Share
- 0.3%
Blackstone Inc.COM$1.04M
- Class
- COM
- Share
- 0.3%
Morgan Stanley ETF TrustCALVERT US MDCP$972K
- Class
- CALVERT US MDCP
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 117 positions by value, with holdings of the same security combined. The 117 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1844892
- File number
- 028-20767
- Options
- 0 call, 0 put
- In the 25 largest
- 78.6%
Common questions
What are Sandbox Financial Partners’ 13F holdings worth?
$356 million across 117 positions for the quarter ended 31 March 2026.
What is Sandbox Financial Partners’ largest 13F holding?
VANGUARD INDEX FDS (GROWTH ETF) was the largest position at $39.5 million, or 11.1% of reported 13F value, as of 31 March 2026.
How concentrated is Sandbox Financial Partners’ 13F portfolio?
The ten largest positions accounted for 51.9% of reported value and the twenty-five largest for 78.6%, across 117 positions as of 31 March 2026.
Does Form 13F show everything Sandbox Financial Partners manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Sandbox Financial Partners file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 31 March 2026.
Answered from this filing and the prior quarter's.