StockDriftsStockDriftsTop 50 Sandbox Financial Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 11.1% | 90.3K | $39.5M | +4.81%(+4.14K) | $51.21(+64.64%) | 2026-03-31 | |
| AAPL | APPLE INC | 9.66% | 135.4K | $34.4M | -3.56%(-5.00K) | $127.80(+122.36%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.08% | 27.8K | $18.1M | +8.67%(+2.21K) | $518.09(+39.70%) | 2026-03-31 | |
| ACWX | ISHARES TR | 4.31% | 223.9K | $15.3M | +89.98%(+106.05K) | $60.90(+21.44%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.21% | 76.3K | $15.0M | +8.91%(+6.24K) | $154.48(+33.69%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.12% | 70.4K | $14.7M | +0.83%(+580) | $161.11(+69.79%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.02% | 38.6K | $14.3M | -3.28%(-1.31K) | $263.41(+56.17%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.39% | 178.4K | $12.0M | +8.17%(+13.48K) | $60.84(+20.44%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.16% | 198.2K | $11.2M | +0.27%(+533) | $54.42(+3.82%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.87% | 202.0K | $10.2M | +7.71%(+14.46K) | $50.49(-0.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.36% | +41.85% | +7.22% | +41.69% |
| Top 20 Holdings Unweighted | +10.56% | +35.15% | +4.81% | +26.50% |
Sandbox Financial Partners, Llc reports $355.62M in US-listed equity holdings across 117 positions in its most recent 13F filing. Its largest disclosed positions are VUG (11.1%), AAPL (9.7%) and SPY (5.1%). The top 20 holdings account for 72.93% of reported assets. Its disclosed equity book has returned +41.85% on a three-year cumulative basis. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Sandbox Financial Partners, Llc, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Sandbox Financial Partners, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1844892). View Sandbox Financial Partners, Llc’s 13F filings on SEC