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Latest Sandbox Financial Partners, LLC Stock Portfolio

$355Million | No. of Holdings #117

Sandbox Financial Partners, LLC Performance

2026 Q1-5.71%
YTD-5.71%
2025+13.47%

About Sandbox Financial Partners, LLC and 13F Hedge Fund Stock Holdings

Sandbox Financial Partners, LLC is a hedge fund based in Bethesda, MD. On 2026-04-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sandbox Financial Partners, LLC reported an equity portfolio of $355.6 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Sandbox Financial Partners, LLC are VB, AAPL, SPY. The fund has invested 11.1% of it's portfolio in VANGUARD INDEX FDS and 9.7% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off ISHARES TR (BGRN), DOCUSIGN INC (DOCU) and UBER TECHNOLOGIES INC (UBER) stocks. They significantly reduced their stock positions in NETFLIX INC. (NFLX), BLACKSTONE INC (BX) and LOCKHEED MARTIN CORP (LMT). Sandbox Financial Partners, LLC opened new stock positions in FIRST TR EXCHANGE TRADED FD (AIRR), ONCOLYTICS BIOTECH INC (ONCY) and GLOBAL X FDS (AGNG). The fund showed a lot of confidence in some stocks as they added substantially to MORGAN STANLEY ETF TRUST, ISHARES TR (AAXJ) and GLOBAL X FDS (BITS).
Sandbox Financial Partners, LLC Equity Portfolio Value
Last Reported on: 08 Apr, 2026
$355Million
  as of Apr 08, 2026

Sandbox Financial Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Sandbox Financial Partners, LLC made a return of -5.71% in the last quarter. In trailing 12 months, it's portfolio return was 12.67%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
first tr exchange traded fd691,735
oncolytics biotech inc339,520
global x fds283,410
vanguard world fd247,844
schwab strategic tr221,663
schwab strategic tr200,772
New stocks bought by Sandbox Financial Partners, LLC

Additions

Ticker% Inc.
morgan stanley etf trust134
ishares tr89.98
global x fds62.53
pimco etf tr41.09
morgan stanley etf trust37.67
ishares tr28.32
ishares tr27.39
alphabet inc25.03
Additions to existing portfolio by Sandbox Financial Partners, LLC

Reductions

Ticker% Reduced
netflix inc.-25.84
blackstone inc-21.87
lockheed martin corp-21.65
fidelity wise origin bitcoin-19.03
palantir technologies inc-15.94
verizon communications inc-15.24
duke energy corp new-12.05
first tr exchange-traded fd-10.74
Sandbox Financial Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
world fds tr-247,601
ishares tr-329,389
ishares tr-209,417
global x fds-202,613
docusign inc-307,390
fidelity covington trust-241,178
bank america corp-232,112
uber technologies inc-286,184
Sandbox Financial Partners, LLC got rid off the above stocks

Sector Distribution

Sandbox Financial Partners, LLC has about 63.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Communication Services
  • Financial Services
  • Energy
  • Healthcare
Sector%
Others63.7
Technology21.1
Consumer Cyclical4.7
Communication Services3.8
Financial Services1.7
Energy1.7
Healthcare1.1

Market Cap. Distribution

Sandbox Financial Partners, LLC has about 36.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED63.7
MEGA-CAP31.4
LARGE-CAP4.7

Stocks belong to which Index?

About 32.8% of the stocks held by Sandbox Financial Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others66.9
S&P 50032.8
Top 5 Winners (%)%
TPL
texas pacific land corporati
62.9 %
XOM
exxon mobil corp
41.0 %
CVX
chevron corporation
35.6 %
ge vernova inc
32.5 %
LMT
lockheed martin corp
22.4 %
Top 5 Winners ($)$
XOM
exxon mobil corp
1.3 M
TPL
texas pacific land corporati
1.2 M
ge vernova inc
0.4 M
GLD
spdr gold tr
0.4 M
VB
vanguard index fds
0.4 M
Top 5 Losers (%)%
SGMO
sangamo therapeutics inc
-41.2 %
SNOW
snowflake inc
-31.2 %
PACB
pacific biosciences calif in
-29.4 %
MSFT
microsoft corp
-23.1 %
grayscale bitcoin trust etf
-22.8 %
Top 5 Losers ($)$
VB
vanguard index fds
-4.5 M
SNOW
snowflake inc
-4.5 M
MSFT
microsoft corp
-4.5 M
AAPL
apple inc
-2.5 M
AMZN
amazon com inc
-1.6 M

Sandbox Financial Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sandbox Financial Partners, LLC

Sandbox Financial Partners, LLC has 117 stocks in it's portfolio. About 51.9% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Sandbox Financial Partners, LLC last quarter.

$355.62MTotal Value
129Positions
08 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of Sandbox Financial Partners, LLC, last reported on 08 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sandbox Financial Partners, LLC's holding in Ishares Tr over time
4.31%223,917
$15.33M
4.31%
increased 89.98 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sandbox Financial Partners, LLC's holding in Ishares Tr over time
0.18%2,867
$627.2K
0.18%
increased 0.67 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sandbox Financial Partners, LLC's holding in Ishares Tr over time
0.14%4,759
$505.2K
0.14%
increased 0.78 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sandbox Financial Partners, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACSI
Tidal Trust I

Tidal Trust I

ACSI
Sandbox Financial Partners, LLC's holding in Tidal Trust I over time
0.37%54,736
$1.31M
0.37%
increased 16.57 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Sandbox Financial Partners, LLC's holding in Vaneck Etf Trust over time
0.14%1,250
$479.1K
0.14%
decreased 0.24 percentreduced
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Sandbox Financial Partners, LLC's holding in Pacer Fds Tr over time
1.02%57,950
$3.63M
1.02%
increased 14.7 percentadded
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Sandbox Financial Partners, LLC's holding in Pacer Fds Tr over time
0.13%7,340
$456.8K
0.13%
increased 0.01 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
Sandbox Financial Partners, LLC's holding in Global X Fds over time
0.1%22,873
$342.0K
0.1%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
Sandbox Financial Partners, LLC's holding in Global X Fds over time
0.08%3,833
$283.4K
0.08%
new position
AGNG
Global X Fds

Global X Fds

AGNG
Sandbox Financial Partners, LLC's holding in Global X Fds over time
0.07%4,759
$241.8K
0.07%
increased 0.3 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
Sandbox Financial Partners, LLC's holding in Global X Fds over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Sandbox Financial Partners, LLC's holding in First Tr Exchange Traded Fd over time
0.2%6,244
$691.7K
0.2%
new position
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Sandbox Financial Partners, LLC's holding in First Tr Exchange Traded Fd over time
0.06%2,225
$208.4K
0.06%
unchanged 0 percentunchanged