Sandbox Financial Partners, LLC
118 holdingsFiling period: 2026-03-31Current AUM: $415.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 90.3K | $39.5M | $46.2M | 11.10% | +4.1K | 2026-03-31 |
| 2 | AAPL | APPLE INC | 135.4K | $34.4M | $41.8M | 10.05% | -4,995 | 2026-03-31 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 27.8K | $18.1M | $20.7M | 4.99% | +2.2K | 2026-03-31 |
| 4 | ACWX | ISHARES TR | 223.9K | $15.3M | $16.8M | 4.05% | +106.1K | 2026-03-31 |
| 5 | VTV | VANGUARD INDEX FDS | 76.3K | $15.0M | $16.8M | 4.03% | +6.2K | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 70.4K | $14.7M | $19.1M | 4.60% | +580 | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 38.6K | $14.3M | $17.9M | 4.31% | -1,309 | 2026-03-31 |
| 8 | IJH | ISHARES TR | 178.4K | $12.0M | $13.4M | 3.23% | +13.5K | 2026-03-31 |
| 9 | JEPI | J P MORGAN EXCHANGE TRADED F | 198.2K | $11.2M | $11.4M | 2.74% | +533 | 2026-03-31 |
| 10 | JPST | J P MORGAN EXCHANGE TRADED F | 202.0K | $10.2M | $10.2M | 2.45% | +14.5K | 2026-03-31 |
| 11 | SNOW | SNOWFLAKE INC | 65.1K | $9.8M | $19.1M | 4.59% | -30 | 2026-03-31 |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | 45.4K | $9.8M | $10.9M | 2.61% | -1,506 | 2026-03-31 |
| 13 | QQQ | INVESCO QQQ TR | 16.2K | $9.4M | $11.2M | 2.68% | +897 | 2026-03-31 |
| 14 | NVDA | NVIDIA CORPORATION | 52.5K | $9.2M | $10.5M | 2.53% | -148 | 2026-03-31 |
| 15 | JEPQ | J P MORGAN EXCHANGE TRADED F | 145.7K | $8.1M | $8.5M | 2.04% | +5.8K | 2026-03-31 |
| 16 | OEF | ISHARES TR | 23.1K | $7.4M | $8.5M | 2.05% | +2.0K | 2026-03-31 |
| 17 | IJR | ISHARES TR | 49.6K | $6.2M | $7.2M | 1.74% | +6.2K | 2026-03-31 |
| 18 | GLD | SPDR GOLD TR | 12.2K | $5.3M | $4.5M | 1.09% | +1.3K | 2026-03-31 |
| 19 | XLF | SELECT SECTOR SPDR TR | 103.9K | $5.1M | $5.9M | 1.42% | +6.6K | 2026-03-31 |
| 20 | IEF | ISHARES TR | 48.9K | $4.7M | $4.5M | 1.09% | +7.4K | 2026-03-31 |
| 21 | GOOGL | ALPHABET INC | 15.9K | $4.6M | $5.7M | 1.36% | -17 | 2026-03-31 |
| 22 | XOM | EXXON MOBIL CORP | 26.8K | $4.6M | $4.2M | 1.00% | +15 | 2026-03-31 |
| 23 | XOM | EXXON MOBIL CORP | 26.8K | $4.6M | $4.2M | 1.00% | +15 | 2026-03-31 |
| 24 | META | META PLATFORMS INC | 6.7K | $3.8M | $3.7M | 0.90% | +6 | 2026-03-31 |
| 25 | GOOG | ALPHABET INC | 13.0K | $3.7M | $4.6M | 1.11% | +2.6K | 2026-03-31 |
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