Sandbox Financial Partners, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 15, 2024), Sandbox Financial Partners, LLC reported 97 stock positions worth $238.1 million. Its top holding was Apple (AAPL) at 13.4% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 10.0%) and Microsoft (MSFT, 6.6%). Compared with Q4 2023, it opened 16 new positions, sold out of 7, added to 52 and reduced 24. The biggest buy was a new position in Invesco Total Return Bond Et (GTO) and the biggest sale Apple (AAPL, shares −4%).

Most Recent 13F
Q1 2026
Location
BETHESDA, MD
CIK
0001844892
Portfolio Value
$238.1M (Q1 2024)
SEC Filing
0001951757-24-000295 ↗ filed Apr 15, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $238.1M $238.1M Q1 2024 Q2 2024: $260.9M Q2 2024 Q3 2024: $282.6M Q3 2024 Q4 2024: $299.9M Q4 2024 Q1 2025: $283.2M Q1 2025 Q2 2025: $317.0M Q2 2025 Q3 2025: $349.2M Q3 2025 Q4 2025: $361.4M Q4 2025 Q1 2026: $355.6M Q1 2026

Holdings 97 stocks · $238.1M
AAPL Apple Inc. 13.37% 185,630 $31.8M Reduce -4.5%
VUG Vanguard Mrngstar GR ETF-Sui 9.99% 69,082 $23.8M Add +6.0%
MSFT Microsoft Corp. 6.59% 37,305 $15.7M Add +5.5%
AMZN Amazon.com Inc. 5.81% 76,701 $13.8M Add +2.0%
IJH iShares Core S&P Midcap ETF 4.24% 166,072 $10.1M Add +1.7%
JEPI JPMorgan Equity Premium Inco 4.21% 173,037 $10.0M Add +3.6%
VTV Vanguard Mrngstr Val ETF-Aui 3.86% 56,400 $9.2M Add +0.6%
VIG Vanguard Dividend Apprec ETF 3.76% 49,036 $9.0M Add +6.9%
JPST JPMorgan Ultra-Short Income 3.39% 160,207 $8.1M Reduce -26.1%
SPY SS SPDR S&P 500 ETF Trust-US 3.31% 15,085 $7.9M Add +6.8%
SNOW Snowflake Inc. 2.60% 38,281 $6.2M Add +0.0%
QQQ Invesco QQQ Trust Series 1 2.12% 11,383 $5.1M Add +5.2%
ACWI iShares MSCI Acwi ETF 1.91% 41,218 $4.5M Add +0.9%
XLI SS Industrial Select Sector 1.79% 33,846 $4.3M Add +5.8%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 1.73% 75,986 $4.1M Add +133.9%
IWM iShares Russell 2000 ETF 1.61% 18,229 $3.8M Reduce -0.7%
NVDA Nvidia Corp. 1.58% 4,167 $3.8M Add +81.1%
XOM Exxon Mobil Corp. 1.37% 28,090 $3.3M Reduce -0.0%
GTO Invesco Total Return Bond Et 1.12% 57,048 $2.7M New
GOOGL Alphabet Inc. Class A 1.12% 17,690 $2.7M Add +1.5%
LLY Eli Lilly & Co. 1.12% 3,427 $2.7M Add +54.8%
CVLC Calvert US L-C CR Resp Index 1.04% 37,847 $2.5M Reduce -12.1%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 1.01% 47,265 $2.4M Add +1.9%
META Meta Platforms Inc. Class A 0.94% 4,592 $2.2M Add +56.2%
COWZ Pacer US Cash Cows 100 ETF 0.81% 33,333 $1.9M Add +27.9%
XLF SS Financial Select Sector 0.77% 43,346 $1.8M New
BRK.B Berkshire Hathaway Inc. Class B 0.76% 4,285 $1.8M Add +41.8%
V Visa Inc. Class A 0.70% 6,006 $1.7M Reduce -7.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.69% 8,571 $1.6M Reduce -1.9%
VOO Vanguard S&P 500 ETF 0.66% 3,254 $1.6M Add +58.9%
BX Blackstone Inc. 0.65% 11,773 $1.5M Reduce -3.5%
GOOG Alphabet Inc. Class C 0.63% 9,839 $1.5M Add +0.3%
CIBR First Trust Nasdaq Cybersecu 0.62% 26,005 $1.5M New
RSP Invesco S&P 500 Equal Weight 0.57% 7,962 $1.3M Add +28.1%
AVGO Broadcom Inc. 0.54% 972 $1.3M Add +10.2%
TPL Texas Pacific Land Corp. 0.53% 2,181 $1.3M Reduce -8.2%
IVW iShares S&P 500 Growth ETF 0.49% 13,828 $1.2M Reduce -1.7%
JPM JPMorgan Chase & Co. 0.47% 5,541 $1.1M Add +1.3%
RSPF Invesco S&P 500 Equal Weight 0.46% 17,000 $1.1M New
USXF iShares ESG Advance MSCI USA 0.46% 24,105 $1.1M Reduce -5.2%
BA The Boeing Co. 0.45% 5,554 $1.1M Reduce -0.6%
MA Mastercard Inc. Class A 0.44% 2,191 $1.1M Add +0.6%
CVX Chevron Corp. 0.44% 6,566 $1.0M Reduce -2.3%
EUSB Ishr ESG Advn Universal BD-$ 0.40% 22,402 $959K Add +37.8%
NEE Nextera Energy Inc. 0.38% 14,168 $905K Reduce -4.0%
IVV iShares Core S&P 500 ETF 0.35% 1,604 $843K Add +0.7%
VTI VG Morningstar TS MKT ETF-US 0.30% 2,773 $721K Add +0.5%
NOW ServiceNow Inc. 0.29% 919 $701K Add +10.1%
VZ Verizon Communications Inc. 0.27% 15,409 $647K Add +2.5%
GE General Electric 0.27% 3,621 $636K Add +112.8%
NUSC Nuveen ESG Small-Cap ETF 0.26% 14,918 $620K Reduce -24.0%
MCD McDonald's Corp. 0.25% 2,133 $601K Add +7.2%
BND Vanguard Total Bond Market 0.25% 8,221 $597K Add +101.3%
RYLD Global X Russell 2000 Cov Class 0.25% 34,913 $590K New
HD Home Depot Inc. 0.24% 1,507 $578K Add +0.4%
XLK SS Technology Select Sector 0.24% 2,771 $577K Reduce -0.5%
ABBV Abbvie Inc. 0.24% 3,156 $575K Add +0.4%
MUB iShares National Muni Bond E 0.22% 4,786 $515K Reduce -35.4%
COST Costco Wholesale Corp. 0.21% 697 $511K Add +2.6%
NULG Nuveen ESG LRG-Cap GRW ETF 0.21% 6,626 $505K New
VYM Vanguard High DVD Yield ETF 0.20% 3,935 $476K Reduce -0.2%
PRF Invesco Rafi US 1000 ETF 0.20% 12,363 $476K Add +0.3%
PG The Procter & Gamble Co. 0.20% 2,916 $473K Add +0.4%
EAGG iShares ESG Aware US Aggrega 0.19% 9,663 $455K Reduce -30.9%
NUBD Nuveen ESG US Aggregate Bond 0.18% 19,626 $431K Reduce -5.6%
UNH Unitedhealth Group Inc. 0.18% 856 $423K Reduce -17.1%
IGV iShares Expanded Tech-Softwa 0.18% 4,908 $419K Add +12.7%
CVMC Calvert US Mcap Core Resp 0.17% 6,793 $393K Reduce -11.7%
SMH Vaneck Semiconductor ETF 0.16% 1,664 $374K Add +20.1%
VXF Vanguard Extended Market ETF 0.16% 2,131 $373K Add +0.1%
IWF iShares Russell 1000 Growth 0.15% 1,086 $366K Add +0.1%
JNJ Johnson & Johnson 0.14% 2,080 $329K Add +0.3%
DUK Duke Energy Corp. 0.14% 3,394 $328K Add +1.3%
PEP Pepsico Inc. 0.13% 1,775 $311K Add +0.6%
BABA Alibaba Group Holding-SP ADR 0.13% 4,165 $301K No change
LMT Lockheed Martin Corp. 0.13% 656 $298K Add +47.8%
ADBE Adobe Inc. 0.12% 581 $293K Add +14.8%
NVO Novo-Nordisk A/S-Spons ADR 0.12% 2,235 $287K New
XYLD Global X S&P 500 Cove Call E 0.12% 7,007 $286K New
EPD Enterprise Products Partners 0.12% 9,685 $283K Reduce -0.1%
UBER Uber Technologies Inc. 0.12% 3,581 $276K New
SPYD SS SPDR P S&P 500 Hi Div ETF 0.12% 6,747 $275K No change
USMV iShares MSCI USA Min Vol Fac 0.11% 3,211 $268K Add +3.1%
BIZD Vaneck BDC Income ETF 0.11% 15,383 $260K New
AEP American Electric Power 0.11% 2,970 $256K Add +18.8%
NFLX Netflix Inc. 0.10% 409 $249K New
PAVE Global X US Infrastructure 0.10% 6,051 $241K New
IJR iShares Core S&P Small-Cap E 0.10% 2,127 $235K Add +8.2%
CSW CSW Industrials Inc. 0.10% 1,000 $235K No change
ANET Arista Networks Inc. 0.10% 799 $232K New
TSLA Tesla Inc. 0.09% 1,194 $210K Reduce -19.2%
O Realty Income Corp. 0.09% 3,877 $210K Add +0.0%
CRM Salesforce Inc. 0.09% 691 $208K New
EMR Emerson Electric Co. 0.09% 1,804 $205K New
KBWY Invesco KBW Premium Yield Eq 0.08% 10,612 $192K New
PACB Pacific Biosciences of Calif 0.04% 24,000 $90K No change
SGMOQ Sangamo Therapeutics Inc. 0.01% 24,833 $17K No change

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -4.5% 13.37% −4.19
JPST JPMorgan Ultra-Short Income Reduce -26.1% 3.39% −1.71
XLE SS Energy Select Sector Sold out 0.00% −0.45
OIH Vaneck Oil Services ETF Sold out 0.00% −0.42
NULV Nuveen ESG Large-Cap Val ETF Sold out 0.00% −0.26
BA The Boeing Co. Reduce -0.6% 0.45% −0.23
CVLC Calvert US L-C CR Resp Index Reduce -12.1% 1.04% −0.16
MUB iShares National Muni Bond E Reduce -35.4% 0.22% −0.16
CVSB Calvert Ult-SHRT Inv GRD ETF Sold out 0.00% −0.12
EAGG iShares ESG Aware US Aggrega Reduce -30.9% 0.19% −0.12
IWM iShares Russell 2000 ETF Reduce -0.7% 1.61% −0.12
QCLN First Trust Nasdaq Clean Edg Sold out 0.00% −0.11
IHI iShares U.S. Medical Devices Sold out 0.00% −0.11
SCHD Schwab US DVD Equity ETF Sold out 0.00% −0.10
BX Blackstone Inc. Reduce -3.5% 0.65% −0.10
NUSC Nuveen ESG Small-Cap ETF Reduce -24.0% 0.26% −0.10
V Visa Inc. Class A Reduce -7.2% 0.70% −0.09
TSLA Tesla Inc. Reduce -19.2% 0.09% −0.08
UNH Unitedhealth Group Inc. Reduce -17.1% 0.18% −0.08
TPL Texas Pacific Land Corp. Reduce -8.2% 0.53% −0.05
NEE Nextera Energy Inc. Reduce -4.0% 0.38% −0.04
NUBD Nuveen ESG US Aggregate Bond Reduce -5.6% 0.18% −0.04
CVX Chevron Corp. Reduce -2.3% 0.44% −0.04
CVMC Calvert US Mcap Core Resp Reduce -11.7% 0.17% −0.03
USXF iShares ESG Advance MSCI USA Reduce -5.2% 0.46% −0.02
XLK SS Technology Select Sector Reduce -0.5% 0.24% −0.01
VYM Vanguard High DVD Yield ETF Reduce -0.2% 0.20% −0.01
IVW iShares S&P 500 Growth ETF Reduce -1.7% 0.49% −0.01
EPD Enterprise Products Partners Reduce -0.1% 0.12% −0.00
IBM Intl Business Machines Corp. Reduce -1.9% 0.69% +0.02
XOM Exxon Mobil Corp. Reduce -0.0% 1.37% +0.05

Portfolio Buys Q4 2023 → Q1 2024
GTO Invesco Total Return Bond Et New 1.12% +1.12
NVDA Nvidia Corp. Add +81.1% 1.58% +1.05
JEPQ JPM Nasdaq Equity Premium Add +133.9% 1.73% +0.97
XLF SS Financial Select Sector New 0.77% +0.77
CIBR First Trust Nasdaq Cybersecu New 0.62% +0.62
LLY Eli Lilly & Co. Add +54.8% 1.12% +0.51
VUG Vanguard Mrngstar GR ETF-Sui Add +6.0% 9.99% +0.48
RSPF Invesco S&P 500 Equal Weight New 0.46% +0.46
AMZN Amazon.com Inc. Add +2.0% 5.81% +0.45
META Meta Platforms Inc. Class A Add +56.2% 0.94% +0.45
MSFT Microsoft Corp. Add +5.5% 6.59% +0.35
BRK.B Berkshire Hathaway Inc. Class B Add +41.8% 0.76% +0.25
RYLD Global X Russell 2000 Cov Class New 0.25% +0.25
VOO Vanguard S&P 500 ETF Add +58.9% 0.66% +0.24
NULG Nuveen ESG LRG-Cap GRW ETF New 0.21% +0.21
COWZ Pacer US Cash Cows 100 ETF Add +27.9% 0.81% +0.18
GE General Electric Add +112.8% 0.27% +0.17
SPY SS SPDR S&P 500 ETF Trust-US Add +6.8% 3.31% +0.16
NVO Novo-Nordisk A/S-Spons ADR New 0.12% +0.12
XYLD Global X S&P 500 Cove Call E New 0.12% +0.12
UBER Uber Technologies Inc. New 0.12% +0.12
BND Vanguard Total Bond Market Add +101.3% 0.25% +0.11
BIZD Vaneck BDC Income ETF New 0.11% +0.11
RSP Invesco S&P 500 Equal Weight Add +28.1% 0.57% +0.11
NFLX Netflix Inc. New 0.10% +0.10
PAVE Global X US Infrastructure New 0.10% +0.10
ANET Arista Networks Inc. New 0.10% +0.10
VIG Vanguard Dividend Apprec ETF Add +6.9% 3.76% +0.09
CRM Salesforce Inc. New 0.09% +0.09
EMR Emerson Electric Co. New 0.09% +0.09
KBWY Invesco KBW Premium Yield Eq New 0.08% +0.08
XLI SS Industrial Select Sector Add +5.8% 1.79% +0.08
AVGO Broadcom Inc. Add +10.2% 0.54% +0.08
EUSB Ishr ESG Advn Universal BD-$ Add +37.8% 0.40% +0.07
QQQ Invesco QQQ Trust Series 1 Add +5.2% 2.12% +0.04
SMH Vaneck Semiconductor ETF Add +20.1% 0.16% +0.04
LMT Lockheed Martin Corp. Add +47.8% 0.13% +0.03
JPM JPMorgan Chase & Co. Add +1.3% 0.47% +0.03
NOW ServiceNow Inc. Add +10.1% 0.29% +0.02
ABBV Abbvie Inc. Add +0.4% 0.24% +0.01
AEP American Electric Power Add +18.8% 0.11% +0.01
IGV iShares Expanded Tech-Softwa Add +12.7% 0.18% +0.01
MA Mastercard Inc. Class A Add +0.6% 0.44% +0.01
VZ Verizon Communications Inc. Add +2.5% 0.27% +0.01
COST Costco Wholesale Corp. Add +2.6% 0.21% +0.00
IWF iShares Russell 1000 Growth Add +0.1% 0.15% −0.00
PG The Procter & Gamble Co. Add +0.4% 0.20% −0.00
IJR iShares Core S&P Small-Cap E Add +8.2% 0.10% −0.00
HD Home Depot Inc. Add +0.4% 0.24% −0.00
USMV iShares MSCI USA Min Vol Fac Add +3.1% 0.11% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q1 2026 117$355.6MVUG, AAPL, SPY, ACWX, VTV
Q4 2025 123$361.4MVUG, AAPL, MSFT, SPY, AMZN
Q3 2025 128$349.2MVUG, AAPL, MSFT, SPY, AMZN
Q2 2025 123$317.0MVUG, AAPL, MSFT, AMZN, SNOW
Q1 2025 109$283.2MAAPL, VUG, MSFT, AMZN, JEPI
Q4 2024 107$299.9MAAPL, VUG, MSFT, AMZN, SPY
Q3 2024 108$282.6MAAPL, VUG, MSFT, AMZN, IJH
Q2 2024 97$260.9MAAPL, VUG, MSFT, AMZN, JEPI
Q1 2024 97$238.1MAAPL, VUG, MSFT, AMZN, IJH