Sandbox Financial Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 8, 2026), Sandbox Financial Partners, LLC reported 117 stock positions worth $355.6 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 11.1% of the portfolio, followed by Apple (AAPL, 9.7%) and SS SPDR S&P 500 ETF Trust-US (SPY, 5.1%). Compared with Q4 2025, it opened 6 new positions, sold out of 12, added to 58 and reduced 42. The biggest buy was iShares MSCI Acwi Ex US ETF (ACWX, shares +90%) and the biggest sale Microsoft (MSFT, shares −3%).
- Most Recent 13F
- Q1 2026
- Location
- BETHESDA, MD
- CIK
- 0001844892
- Portfolio Value
- $355.6M (Q1 2026)
- SEC Filing
- 0001951757-26-000530 ↗ filed Apr 8, 2026
Holdings Value
Holdings 117 stocks · $355.6M
| VUG Vanguard Mrngstar GR ETF-Sui | 11.10% | 90,337 | $39.5M | Add +4.8% |
| AAPL Apple Inc. | 9.66% | 135,362 | $34.4M | Reduce -3.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.08% | 27,763 | $18.1M | Add +8.7% |
| ACWX iShares MSCI Acwi Ex US ETF | 4.31% | 223,917 | $15.3M | Add +90.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.21% | 76,287 | $15.0M | Add +8.9% |
| AMZN Amazon.com Inc. | 4.12% | 70,406 | $14.7M | Add +0.8% |
| MSFT Microsoft Corp. | 4.02% | 38,595 | $14.3M | Reduce -3.3% |
| IJH iShares Core S&P Midcap ETF | 3.39% | 178,414 | $12.0M | Add +8.2% |
| JEPI JPMorgan Equity Premium Inco | 3.16% | 198,207 | $11.2M | Add +0.3% |
| JPST JPMorgan Ultra-Short Income | 2.87% | 201,987 | $10.2M | Add +7.7% |
| SNOW Snowflake Inc. | 2.76% | 65,076 | $9.8M | Reduce -0.1% |
| VIG Vanguard Dividend Apprec ETF | 2.74% | 45,369 | $9.8M | Reduce -3.2% |
| QQQ Invesco QQQ Trust Series 1 | 2.63% | 16,215 | $9.4M | Add +5.9% |
| NVDA Nvidia Corp. | 2.57% | 52,469 | $9.2M | Reduce -0.3% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 2.28% | 145,733 | $8.1M | Add +4.1% |
| OEF iShares S&P 100 ETF | 2.07% | 23,122 | $7.4M | Add +9.6% |
| IJR iShares Core S&P Small-Cap E | 1.73% | 49,622 | $6.2M | Add +14.3% |
| GLD SPDR Gold Shares | 1.48% | 12,202 | $5.3M | Add +12.4% |
| XLF SS Financial Select Sector | 1.44% | 103,928 | $5.1M | Add +6.8% |
| IEF iShares 7-10 Year Treasury B | 1.31% | 48,916 | $4.7M | Add +17.8% |
| GOOGL Alphabet Inc. Class A | 1.29% | 15,908 | $4.6M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 1.28% | 26,840 | $4.6M | Add +0.1% |
| META Meta Platforms Inc. Class A | 1.08% | 6,693 | $3.8M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 1.05% | 12,992 | $3.7M | Add +25.0% |
| COWZ Pacer US Cash Cows 100 ETF | 1.02% | 57,950 | $3.6M | Add +14.7% |
| AVGO Broadcom Inc. | 0.99% | 11,426 | $3.5M | Reduce -0.9% |
| CVLC Calvert US L-C CR Resp Index | 0.99% | 44,150 | $3.5M | Reduce -1.8% |
| FEZ State Street SPDR Euro Stoxx | 0.92% | 52,891 | $3.3M | Add +13.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.88% | 61,103 | $3.1M | Add +4.3% |
| TPL Texas Pacific Land Corp. | 0.83% | 6,187 | $2.9M | Reduce -7.2% |
| CIBR First Trust Nasdaq Cybersecu | 0.78% | 44,073 | $2.8M | Reduce -10.7% |
| LLY Eli Lilly & Co. | 0.69% | 2,681 | $2.5M | Add +0.9% |
| VOO Vanguard S&P 500 ETF | 0.65% | 3,871 | $2.3M | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.59% | 8,634 | $2.1M | Reduce -3.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.53% | 3,900 | $1.9M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 0.48% | 5,750 | $1.7M | Reduce -4.8% |
| V Visa Inc. Class A | 0.46% | 5,417 | $1.6M | Reduce -1.6% |
| GEV GE Vernova Inc. | 0.46% | 1,860 | $1.6M | Add +4.9% |
| IVW iShares S&P 500 Growth ETF | 0.43% | 13,584 | $1.5M | Add +0.9% |
| NEE Nextera Energy Inc. | 0.40% | 15,276 | $1.4M | Add +1.9% |
| GRNY Fundstr Gran SH US LRG Cap | 0.37% | 54,736 | $1.3M | Add +16.6% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.34% | 27,786 | $1.2M | Add +27.4% |
| GE General Electric filed as GE AEROSPACE | 0.34% | 4,228 | $1.2M | Add +0.1% |
| TSLA Tesla Inc. | 0.34% | 3,210 | $1.2M | Add +6.8% |
| CVX Chevron Corp. | 0.32% | 5,459 | $1.1M | Add +0.9% |
| USXF iShares ESG Advance MSCI USA | 0.31% | 20,162 | $1.1M | Reduce -5.4% |
| IVV iShares Core S&P 500 ETF | 0.31% | 1,678 | $1.1M | Reduce -1.4% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.30% | 11,858 | $1.1M | Reduce -4.4% |
| BX Blackstone Inc. | 0.29% | 9,033 | $1.0M | Reduce -21.9% |
| CVMC Calvert US Mcap Core Resp | 0.27% | 15,186 | $972K | Add +134.3% |
| MA Mastercard Inc. Class A | 0.26% | 1,840 | $919K | Reduce -2.5% |
| RSP Invesco S&P 500 Equal Weight | 0.25% | 4,683 | $899K | Reduce -0.9% |
| BA The Boeing Co. | 0.25% | 4,454 | $886K | Reduce -1.1% |
| CVIE Cal Intl Responsible Index | 0.25% | 12,174 | $885K | Add +37.7% |
| ESML iShares ESG Aware MSCI USA S | 0.24% | 18,063 | $849K | Add +28.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 2,552 | $819K | Add +0.1% |
| COST Costco Wholesale Corp. | 0.23% | 817 | $814K | Reduce -1.1% |
| NFLX Netflix Inc. | 0.21% | 7,601 | $731K | Reduce -25.8% |
| VYM Vanguard High DVD Yield ETF | 0.20% | 4,750 | $703K | Add +1.3% |
| MINT PIMCO Enhanced Short Maturit | 0.20% | 6,898 | $694K | Add +41.1% |
| AIRR First Trust Rba American Ind | 0.19% | 6,244 | $692K | New |
| ABBV Abbvie Inc. | 0.19% | 3,156 | $686K | Add +0.8% |
| XLK SS Technology Select Sector | 0.18% | 4,916 | $653K | Reduce -0.8% |
| ITA iShares U.S. Aerospace & Def | 0.18% | 2,867 | $627K | Add +0.7% |
| VZ Verizon Communications Inc. | 0.17% | 12,344 | $620K | Reduce -15.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 1,820 | $615K | Reduce -0.7% |
| PLTR Palantir Technologies Inc. Class A | 0.17% | 4,128 | $604K | Reduce -15.9% |
| SHLD Global X Defense Tech ETF | 0.16% | 7,881 | $558K | Add +62.5% |
| JNJ Johnson & Johnson | 0.15% | 2,133 | $521K | Add +3.8% |
| CSCO Cisco Systems Inc. | 0.15% | 6,649 | $516K | Add +1.3% |
| MUB iShares National Muni Bond E | 0.14% | 4,759 | $505K | Add +0.8% |
| IBIT iShares Bitcoin Trust ETF | 0.14% | 12,845 | $494K | Reduce -7.1% |
| PRF Invesco Rafi US 1000 ETF | 0.14% | 10,379 | $493K | Reduce -0.2% |
| MCD McDonald's Corp. | 0.14% | 1,578 | $491K | Reduce -3.4% |
| SMH Vaneck Semiconductor ETF | 0.13% | 1,250 | $479K | Reduce -0.2% |
| VXF Vanguard Extended Market ETF | 0.13% | 2,277 | $469K | Add +0.0% |
| BND Vanguard Total Bond Market | 0.13% | 6,299 | $464K | Add +0.1% |
| TRFK Pacer Data and Digital Rev | 0.13% | 7,340 | $457K | Add +0.0% |
| IWF iShares Russell 1000 Growth | 0.13% | 1,071 | $457K | Reduce -0.6% |
| HD Home Depot Inc. | 0.13% | 1,363 | $448K | Reduce -3.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.12% | 1,085 | $424K | Add +6.2% |
| WMT Walmart Inc. | 0.12% | 3,330 | $414K | Add +0.1% |
| IGV iShares Expanded Tech-Softwa | 0.11% | 5,087 | $407K | Add +22.5% |
| AEP American Electric Power | 0.11% | 3,091 | $405K | Add +0.0% |
| DUK Duke Energy Corp. | 0.11% | 3,074 | $403K | Reduce -12.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.11% | 3,306 | $392K | Reduce -0.1% |
| RYLD Global X Russell 2000 Cov Class | 0.10% | 22,873 | $342K | No change |
| ONCY Oncolytics Biotech Inc. | 0.10% | 400,000 | $340K | New |
| FBTC Fidelity Wise Origin Bitcoin | 0.09% | 5,710 | $337K | Reduce -19.0% |
| EPD Enterprise Products Partners | 0.09% | 8,876 | $336K | Reduce -3.3% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.09% | 6,747 | $307K | No change |
| GILD Gilead Sciences Inc. | 0.08% | 2,104 | $293K | Reduce -2.4% |
| DFAC Dimensional US Core Equity 2 | 0.08% | 7,522 | $292K | Add +0.3% |
| AGG iShares Core U.S. Aggregate | 0.08% | 2,878 | $286K | Add +0.3% |
| MLPX Global X MLP & Energy Infras | 0.08% | 3,833 | $283K | New |
| RTX RTX Corp. | 0.08% | 1,469 | $283K | Add +2.4% |
| PG The Procter & Gamble Co. | 0.08% | 1,961 | $283K | Reduce -7.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.07% | 2,864 | $266K | Add +0.3% |
| CSW CSW Industrials Inc. | 0.07% | 1,000 | $261K | No change |
| PIO Invesco Global Water ETF | 0.07% | 5,734 | $249K | Add +8.2% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -3.3% | 4.02% | −1.32 |
| SNOW Snowflake Inc. | Reduce -0.1% | 2.76% | −1.19 |
| AAPL Apple Inc. | Reduce -3.6% | 9.66% | −0.90 |
| BX Blackstone Inc. | Reduce -21.9% | 0.29% | −0.20 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -10.7% | 0.78% | −0.20 |
| IBM Intl Business Machines Corp. | Reduce -3.7% | 0.59% | −0.15 |
| NVDA Nvidia Corp. | Reduce -0.3% | 2.57% | −0.14 |
| AVGO Broadcom Inc. | Reduce -0.9% | 0.99% | −0.11 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.2% | 2.74% | −0.11 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 1.29% | −0.09 |
| EAGG iShares ESG Aware US Aggrega | Sold out | 0.00% | −0.09 |
| DOCU Docusign Inc. | Sold out | 0.00% | −0.09 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.08 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.08 |
| V Visa Inc. Class A | Reduce -1.6% | 0.46% | −0.07 |
| PLTR Palantir Technologies Inc. Class A | Reduce -15.9% | 0.17% | −0.07 |
| BTCL T-Rex 2X Long Bitcoin Daily | Sold out | 0.00% | −0.07 |
| FDVV Fidelity High Dividend ETF | Sold out | 0.00% | −0.07 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -4.8% | 0.48% | −0.06 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.06 |
| MMM 3M Co. | Sold out | 0.00% | −0.06 |
| NFLX Netflix Inc. | Reduce -25.8% | 0.21% | −0.06 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −0.06 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.06 |
| XYLD Global X S&P 500 Cove Call E | Sold out | 0.00% | −0.06 |
| CVLC Calvert US L-C CR Resp Index | Reduce -1.8% | 0.99% | −0.05 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -19.0% | 0.09% | −0.05 |
| IBIT iShares Bitcoin Trust ETF | Reduce -7.1% | 0.14% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -2.5% | 0.26% | −0.04 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -4.4% | 0.30% | −0.03 |
| USXF iShares ESG Advance MSCI USA | Reduce -5.4% | 0.31% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.3% | 0.53% | −0.02 |
| BA The Boeing Co. | Reduce -1.1% | 0.25% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -1.4% | 0.31% | −0.01 |
| XLK SS Technology Select Sector | Reduce -0.8% | 0.18% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -0.6% | 0.13% | −0.01 |
| HD Home Depot Inc. | Reduce -3.4% | 0.13% | −0.01 |
| ANET Arista Networks Inc. | Reduce -1.9% | 0.07% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -7.0% | 0.08% | −0.00 |
| LMT Lockheed Martin Corp. | Reduce -21.6% | 0.07% | −0.00 |
| MCD McDonald's Corp. | Reduce -3.4% | 0.14% | −0.00 |
| DUK Duke Energy Corp. | Reduce -12.1% | 0.11% | −0.00 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.9% | 0.25% | +0.00 |
| PRF Invesco Rafi US 1000 ETF | Reduce -0.2% | 0.14% | +0.00 |
| BNY Bank of New York Mellon Corp. | Reduce -0.1% | 0.11% | +0.00 |
| D Dominion Energy Inc. | Reduce -0.1% | 0.06% | +0.00 |
| GILD Gilead Sciences Inc. | Reduce -2.4% | 0.08% | +0.01 |
| SMH Vaneck Semiconductor ETF | Reduce -0.2% | 0.13% | +0.01 |
| VZ Verizon Communications Inc. | Reduce -15.2% | 0.17% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| ACWX iShares MSCI Acwi Ex US ETF | Add +90.0% | 4.31% | +2.12 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +8.9% | 4.21% | +0.51 |
| XOM Exxon Mobil Corp. | Add +0.1% | 1.28% | +0.39 |
| IJH iShares Core S&P Midcap ETF | Add +8.2% | 3.39% | +0.38 |
| IJR iShares Core S&P Small-Cap E | Add +14.3% | 1.73% | +0.29 |
| GLD SPDR Gold Shares | Add +12.4% | 1.48% | +0.29 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +8.7% | 5.08% | +0.26 |
| JPST JPMorgan Ultra-Short Income | Add +7.7% | 2.87% | +0.25 |
| IEF iShares 7-10 Year Treasury B | Add +17.8% | 1.31% | +0.21 |
| AIRR First Trust Rba American Ind | New | 0.19% | +0.19 |
| COWZ Pacer US Cash Cows 100 ETF | Add +14.7% | 1.02% | +0.18 |
| CVMC Calvert US Mcap Core Resp | Add +134.3% | 0.27% | +0.16 |
| GOOG Alphabet Inc. Class C | Add +25.0% | 1.05% | +0.15 |
| GEV GE Vernova Inc. | Add +4.9% | 0.46% | +0.14 |
| ONCY Oncolytics Biotech Inc. | New | 0.10% | +0.10 |
| FEZ State Street SPDR Euro Stoxx | Add +13.2% | 0.92% | +0.09 |
| CVX Chevron Corp. | Add +0.9% | 0.32% | +0.09 |
| MLPX Global X MLP & Energy Infras | New | 0.08% | +0.08 |
| EUSB Ishr ESG Advn Universal BD-$ | Add +27.4% | 0.34% | +0.07 |
| CVIE Cal Intl Responsible Index | Add +37.7% | 0.25% | +0.07 |
| SHLD Global X Defense Tech ETF | Add +62.5% | 0.16% | +0.07 |
| VSGX Vanguard ESG Intl Stock ETF | New | 0.07% | +0.07 |
| OEF iShares S&P 100 ETF | Add +9.6% | 2.07% | +0.07 |
| NEE Nextera Energy Inc. | Add +1.9% | 0.40% | +0.07 |
| SCHD Schwab US DVD Equity ETF | New | 0.06% | +0.06 |
| ESML iShares ESG Aware MSCI USA S | Add +28.3% | 0.24% | +0.06 |
| MINT PIMCO Enhanced Short Maturit | Add +41.1% | 0.20% | +0.06 |
| SCHF Schwab Intl Equity ETF | New | 0.06% | +0.06 |
| JMST JPM Ultra-Short Muni Income | Add +4.3% | 0.88% | +0.05 |
| GRNY Fundstr Gran SH US LRG Cap | Add +16.6% | 0.37% | +0.05 |
| JNJ Johnson & Johnson | Add +3.8% | 0.15% | +0.03 |
| JEPI JPMorgan Equity Premium Inco | Add +0.3% | 3.16% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.9% | 2.63% | +0.03 |
| JEPQ JPM Nasdaq Equity Premium | Add +4.1% | 2.28% | +0.02 |
| AEP American Electric Power | Add +0.0% | 0.11% | +0.02 |
| WMT Walmart Inc. | Add +0.1% | 0.12% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +1.3% | 0.20% | +0.01 |
| ITA iShares U.S. Aerospace & Def | Add +0.7% | 0.18% | +0.01 |
| RTX RTX Corp. | Add +2.4% | 0.08% | +0.01 |
| PAVE Global X US Infrastructure | Add +0.3% | 0.07% | +0.01 |
| PIO Invesco Global Water ETF | Add +8.2% | 0.07% | +0.01 |
| CSCO Cisco Systems Inc. | Add +1.3% | 0.15% | +0.01 |
| NIO Nio Inc. - ADR | Add +9.9% | 0.02% | +0.00 |
| MPB Mid Penn Bancorp Inc. | Add +0.8% | 0.07% | +0.00 |
| MUB iShares National Muni Bond E | Add +0.8% | 0.14% | +0.00 |
| BND Vanguard Total Bond Market | Add +0.1% | 0.13% | +0.00 |
| AGG iShares Core U.S. Aggregate | Add +0.3% | 0.08% | +0.00 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.3% | 0.07% | +0.00 |
| VXF Vanguard Extended Market ETF | Add +0.0% | 0.13% | +0.00 |
| DFAC Dimensional US Core Equity 2 | Add +0.3% | 0.08% | 0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 117 | $355.6M | VUG, AAPL, SPY, ACWX, VTV |
| Q4 2025 | 123 | $361.4M | VUG, AAPL, MSFT, SPY, AMZN |
| Q3 2025 | 128 | $349.2M | VUG, AAPL, MSFT, SPY, AMZN |
| Q2 2025 | 123 | $317.0M | VUG, AAPL, MSFT, AMZN, SNOW |
| Q1 2025 | 109 | $283.2M | AAPL, VUG, MSFT, AMZN, JEPI |
| Q4 2024 | 107 | $299.9M | AAPL, VUG, MSFT, AMZN, SPY |
| Q3 2024 | 108 | $282.6M | AAPL, VUG, MSFT, AMZN, IJH |
| Q2 2024 | 97 | $260.9M | AAPL, VUG, MSFT, AMZN, JEPI |
| Q1 2024 | 97 | $238.1M | AAPL, VUG, MSFT, AMZN, IJH |