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

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $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 $355.6M Q1 2026

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%
VSGX Vanguard ESG Intl Stock ETF 0.07% 3,455 $248K New
MPB Mid Penn Bancorp Inc. 0.07% 7,645 $246K Add +0.8%
PAVE Global X US Infrastructure 0.07% 4,759 $242K Add +0.3%
ANET Arista Networks Inc. 0.07% 1,961 $241K Reduce -1.9%
LMT Lockheed Martin Corp. 0.07% 398 $241K Reduce -21.6%
GBTC Grayscale Bitcoin Trust ETF 0.07% 4,464 $236K No change
O Realty Income Corp. 0.07% 3,846 $235K No change
AXP American Express Co. 0.07% 770 $233K No change
SCHD Schwab US DVD Equity ETF 0.06% 7,225 $222K New
D Dominion Energy Inc. 0.06% 3,489 $216K Reduce -0.1%
TDIV FT Nasdaq Tech DVD Index FD 0.06% 2,225 $208K No change
TWLO Twilio Inc. Class A 0.06% 1,612 $203K No change
SCHF Schwab Intl Equity ETF 0.06% 8,112 $201K New
NIO Nio Inc. - ADR 0.02% 11,097 $67K Add +9.9%
IAUX I-80 Gold Corp. 0.02% 40,000 $61K No change
PACB Pacific Biosciences of Calif 0.01% 27,517 $36K No change
SGMOQ Sangamo Therapeutics Inc. 0.00% 24,833 $6K No change

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

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