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Sandbox Financial Partners, LLC
Period ended Mar 31, 2026 · Latest filing Apr 8, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Mar 31, 2026: $355,619,503
More quarters will appear as history becomes available.
Top holdings
Top 10 at Mar 31, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · GROWTH ETF · 922908736 · shares: $39,458,242
- APPLE INC · COM · 037833100 · shares: $34,353,450
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $18,055,680
- ISHARES TR · MSCI ACWI EX US · 464288240 · shares: $15,331,571
- VANGUARD INDEX FDS · VALUE ETF · 922908744 · shares: $14,967,549
- AMAZON COM INC · COM · 023135106 · shares: $14,663,384
- MICROSOFT CORP · COM · 594918104 · shares: $14,286,593
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $12,048,323
- J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM · 46641Q332 · shares: $11,234,389
- J P MORGAN EXCHANGE TRADED F · ULTRA SHRT ETF · 46641Q837 · shares: $10,222,564
Reported holdings
117 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | — | 90,337 shares | $39,458,242 |
| APPLE INC | COM | 037833100 | — | 135,362 shares | $34,353,450 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 27,763 shares | $18,055,680 |
| ISHARES TR | MSCI ACWI EX US | 464288240 | — | 223,917 shares | $15,331,571 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | — | 76,287 shares | $14,967,549 |
| AMAZON COM INC | COM | 023135106 | — | 70,406 shares | $14,663,384 |
| MICROSOFT CORP | COM | 594918104 | — | 38,595 shares | $14,286,593 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 178,414 shares | $12,048,323 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 198,207 shares | $11,234,389 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | — | 201,987 shares | $10,222,564 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 65,076 shares | $9,814,762 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 45,369 shares | $9,757,020 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 16,215 shares | $9,358,926 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 52,469 shares | $9,150,512 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | — | 145,733 shares | $8,091,082 |
| ISHARES TR | S&P 100 ETF | 464287101 | — | 23,122 shares | $7,354,449 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 49,622 shares | $6,168,470 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 12,202 shares | $5,250,295 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 | — | 103,928 shares | $5,130,905 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 | — | 48,916 shares | $4,668,571 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 15,908 shares | $4,574,464 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 26,840 shares | $4,553,643 |
| META PLATFORMS INC | CL A | 30303M102 | — | 6,693 shares | $3,829,018 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 12,992 shares | $3,726,919 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 | — | 57,950 shares | $3,625,366 |
| BROADCOM INC | COM | 11135F101 | — | 11,426 shares | $3,536,371 |
| MORGAN STANLEY ETF TRUST | CALVERT US LARCP | 61774R205 | — | 44,150 shares | $3,534,628 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X202 | — | 52,891 shares | $3,283,490 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | — | 61,103 shares | $3,115,050 |
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | — | 6,187 shares | $2,935,988 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 | — | 44,073 shares | $2,762,520 |
| ELI LILLY & CO | COM | 532457108 | — | 2,681 shares | $2,465,573 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 3,871 shares | $2,313,345 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 8,634 shares | $2,092,850 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 3,900 shares | $1,868,783 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 5,750 shares | $1,691,360 |
| VISA INC | COM CL A | 92826C839 | — | 5,417 shares | $1,637,338 |
| GE VERNOVA INC | COM | 36828A101 | — | 1,860 shares | $1,623,716 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 13,584 shares | $1,536,435 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 15,276 shares | $1,418,831 |
| TIDAL TRUST I | FUNDSTRAT GRANNY | 886364231 | — | 54,736 shares | $1,306,545 |
| ISHARES TR | ESG ADVANCED UNI | 46436E619 | — | 27,786 shares | $1,208,689 |
| GE AEROSPACE | COM NEW | 369604301 | — | 4,228 shares | $1,199,782 |
| TESLA INC | COM | 88160R101 | — | 3,210 shares | $1,193,142 |
| CHEVRON CORPORATION | COM | 166764100 | — | 5,459 shares | $1,129,519 |
| ISHARES TR | ESG MSCI USA ETF | 46436E767 | — | 20,162 shares | $1,112,958 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 1,678 shares | $1,096,096 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 | — | 11,858 shares | $1,078,356 |
| BLACKSTONE INC | COM | 09260D107 | — | 9,033 shares | $1,038,698 |
| MORGAN STANLEY ETF TRUST | CALVERT US MDCP | 61774R403 | — | 15,186 shares | $972,200 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 1,840 shares | $919,409 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 4,683 shares | $898,785 |
| BOEING CO | COM | 097023105 | — | 4,454 shares | $886,402 |
| MORGAN STANLEY ETF TRUST | CALVERT INTERNAT | 61774R106 | — | 12,174 shares | $884,944 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 | — | 18,063 shares | $849,321 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 2,552 shares | $818,551 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 817 shares | $814,180 |
| NETFLIX INC. | COM | 64110L106 | — | 7,601 shares | $730,806 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 4,750 shares | $703,438 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | — | 6,898 shares | $693,722 |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 | — | 6,244 shares | $691,735 |
| ABBVIE INC | COM | 00287Y109 | — | 3,156 shares | $686,392 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 | — | 4,916 shares | $653,369 |
| ISHARES TR | US AER DEF ETF | 464288760 | — | 2,867 shares | $627,199 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 12,344 shares | $619,685 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 1,820 shares | $615,089 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 4,128 shares | $603,854 |
| GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 | — | 7,881 shares | $558,300 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 2,133 shares | $521,386 |
| CISCO SYS INC | COM | 17275R102 | — | 6,649 shares | $515,864 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 4,759 shares | $505,209 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 12,845 shares | $493,517 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 | — | 10,379 shares | $493,291 |
| MCDONALDS CORP | COM | 580135101 | — | 1,578 shares | $490,573 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | — | 1,250 shares | $479,082 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | — | 2,277 shares | $468,594 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 6,299 shares | $463,880 |
| PACER FDS TR | DATA & DIGI REVO | 69374H386 | — | 7,340 shares | $456,846 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 1,071 shares | $456,721 |
| HOME DEPOT INC | COM | 437076102 | — | 1,363 shares | $448,178 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 1,085 shares | $423,604 |
| WALMART INC | COM | 931142103 | — | 3,330 shares | $413,813 |
| ISHARES TR | EXPANDED TECH | 464287515 | — | 5,087 shares | $407,204 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 3,091 shares | $405,138 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 3,074 shares | $402,562 |
| BANK NEW YORK MELLON CORP | COM | 064058100 | — | 3,306 shares | $392,135 |
| GLOBAL X FDS | RUSSELL 2000 | 37954Y459 | — | 22,873 shares | $341,951 |
| ONCOLYTICS BIOTECH INC | COM NEW | 682310875 | — | 400,000 shares | $339,520 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 | — | 5,710 shares | $337,046 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 8,876 shares | $335,850 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R788 | — | 6,747 shares | $307,123 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 2,104 shares | $293,199 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | — | 7,522 shares | $292,315 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 2,878 shares | $285,691 |
| GLOBAL X FDS | GLB X MLP ENRG I | 37954Y293 | — | 3,833 shares | $283,410 |
| RTX CORPORATION | COM | 75513E101 | — | 1,469 shares | $283,334 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 1,961 shares | $283,265 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 | — | 2,864 shares | $265,620 |
| CSW INDUSTRIALS INC | COM | 126402106 | — | 1,000 shares | $260,580 |
| INVESCO EXCH TRADED FD TR II | GLOBAL WATER | 46138E651 | — | 5,734 shares | $248,951 |