Latest Sandbox Financial Partners, LLC Stock Portfolio

Sandbox Financial Partners, LLC Performance:

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

Performance for 2026 Q1 is -5.71%, and YTD is -5.71%, and 2025 is 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.

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.

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 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 fd	691,735
oncolytics biotech inc	339,520
global x fds	283,410
vanguard world fd	247,844
schwab strategic tr	221,663
schwab strategic tr	200,772

New stocks bought by Sandbox Financial Partners, LLC

Additions

Ticker	% Inc.
morgan stanley etf trust	134
ishares tr	89.98
global x fds	62.53
pimco etf tr	41.09
morgan stanley etf trust	37.67
ishares tr	28.32
ishares tr	27.39
alphabet inc	25.03

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.

Sector	%
Others	63.7
Technology	21.1
Consumer Cyclical	4.7
Communication Services	3.8
Financial Services	1.7
Energy	1.7
Healthcare	1.1

Market Cap. Distribution

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

Category	%
UNALLOCATED	63.7
MEGA-CAP	31.4
LARGE-CAP	4.7

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.

Index	%
Others	66.9
S&P 500	32.8

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.

Last Reported on: 08 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	9.66	135,362	34,353,400	reduced	-3.56

AAXJ	ishares tr	4.31	223,917	15,331,600	added	89.98

AAXJ	ishares tr	0.18	2,867	627,199	added	0.67

AAXJ	ishares tr	0.14	4,759	505,209	added	0.78

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.19	3,156	686,392	added	0.8

ACSI	tidal trust i	0.37	54,736	1,306,540	added	16.57

AEP	american elec pwr co inc	0.11	3,091	405,138	added	0.03

AFK	vaneck etf trust	0.14	1,250	479,082	reduced	-0.24

AFTY	pacer fds tr	1.02	57,950	3,625,370	added	14.7

AFTY	pacer fds tr	0.13	7,340	456,846	added	0.01

AGNG	global x fds	0.10	22,873	341,951	unchanged	0.00

AGNG	global x fds	0.08	3,833	283,410	new

AGNG	global x fds	0.07	4,759	241,822	added	0.3

AGNG	global x fds	0.00	0.00	0.00	sold off	-100

AIRR	first tr exchange traded fd	0.20	6,244	691,735	new

AIRR	first tr exchange traded fd	0.06	2,225	208,394	unchanged	0.00

AMPS	ishares tr	0.07	2,864	265,620	added	0.28

AMZN	amazon com inc	4.12	70,406	14,663,400	added	0.83

ANET	arista networks inc	0.07	1,961	240,786	reduced	-1.85