Sandbox Financial Partners, LLC

Registered adviser

CIK

1844892

Location

BETHESDA, MD

Portfolio Value

Small $355,620,664

Diversification

Diversified

Filing Date

Global Rank

#4,369 / 8,827 ▲ 16 · as of Mar 2026

Top Industry

Consumer Electronics 24.3%

Period ended 7 months ago

Filed Apr 8, 2026 · 7mo

22 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 297858

Roster of Nov 1, 2026

Regulatory AUM

$681,669,971

Main clients

Individuals and high net worth (84% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$681,669,971	Individuals and high net worth (84%)
Mar 2025 to Mar 2026	$575,171,012	Individuals and high net worth (85%)
Mar 2024 to Feb 2025	$463,720,076	Individuals and high net worth (85%)
May 2023 to Feb 2024	$364,461,347	Individuals and high net worth (83%)
Mar 2023 to Apr 2023	$364,461,347	Individuals and high net worth (83%)
Apr 2022 to Feb 2023	$380,540,894	Individuals and high net worth (84%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Mar 31, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 71.5% of the book (60%+)

Turnover

Low turnover

15.6% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 17.3 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 67.1%; sector active share 47.1% against the combined 13F book's sector weights.

Over time 22 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

117 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.2%

−0.1 pts

Top 5

55.3%

+2.1 pts

Top 10

71.5%

−0.4 pts

HHI

780

Diversified+47

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	60.2%	$213,985,416	59
Technology	21.3%	$75,836,836	12
Consumer Cyclical	4.7%	$16,862,391	5
Communication Services	3.8%	$13,481,159	5
Financial Services	3.8%	$13,406,469	10
Energy	2.5%	$8,955,110	4
Industrials	1.3%	$4,494,349	6
Healthcare	1.2%	$4,349,455	7
Utilities	0.7%	$2,442,200	4
Consumer Defensive	0.4%	$1,511,181	3
Real Estate	0.1%	$235,298	1
Basic Materials	0.0%	$60,800	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ACWX	iShares MSCI ACWI ex U.S. ETF	+106,052	223,917	$15,331,596
JPST	JPMorgan Ultra-Short Income ETF	+14,455	201,987	$10,222,562
IJH	iShares Core S&P Mid-Cap ETF	+13,476	178,414	$12,048,297
CVMC	Calvert US Mid-Cap Core Responsible Index ETF	+8,705	15,186	$972,207
—		+7,779	54,736	$1,306,548
COWZ	Pacer US Cash Cows 100 ETF	+7,427	57,950	$3,625,352
IEF	iShares 7-10 Year Treasury Bond ETF	+7,392	48,916	$4,668,543
XLF	State Street Corp	+6,598	103,928	$5,130,925
VTV	VANGUARD VALUE INDEX FUND	+6,240	76,287	$14,967,509
IJR	iShares Core S&P Small-Cap ETF	+6,227	49,622	$6,168,510
FEZ	State Street(R) SPDR(R) EURO STOXX 50(R) ETF	+6,171	52,891	$3,283,473
EUSB	iShares ESG Advanced Universal USD Bond ETF	+5,974	27,786	$1,208,691
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	+5,771	145,733	$8,091,096
VUG	VANGUARD GROWTH INDEX FUND	+4,142	90,337	$39,458,280
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	+3,986	18,063	$849,322
CVIE	Calvert International Responsible Index ETF	+3,331	12,174	$884,928
SHLD	Global X Defense Tech ETF	+3,032	7,881	$558,290
GOOG	Alphabet Inc.	+2,601	12,992	$3,726,885
JMST	JPMorgan Ultra-Short Municipal Income ETF	+2,530	61,103	$3,115,030
SPY	Spdr S&P 500 ETF Trust	+2,215	27,763	$18,055,389
OEF	iShares S&P 100 ETF	+2,028	23,122	$7,354,414
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	+2,009	6,898	$693,731
GLD	Spdr Gold Trust	+1,344	12,202	$5,250,398
NIO	NIO Inc.	+1,000	11,097	$66,914
IGV	iShares Expanded Tech-Software Sector ETF	+935	5,087	$407,214
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		−5,304	44,073	$2,762,495
AAPL	Apple Inc.	−4,995	135,362	$34,353,521
NFLX	Netflix Inc	−2,648	7,601	$730,836
BX	Blackstone Inc.	−2,529	9,033	$1,038,704
VZ	Verizon Communications Inc	−2,220	12,344	$619,668
VIG	Vanguard Specialized Funds	−1,506	45,369	$9,757,057
FBTC	Fidelity Wise Origin Bitcoin Fund	−1,342	5,710	$337,061
MSFT	Microsoft Corp	−1,309	38,595	$14,286,711
USXF	iShares ESG Advanced MSCI USA ETF	−1,141	20,162	$1,112,942
IBIT	iShares Bitcoin Trust ETF	−976	12,845	$493,504
CVLC	Calvert US Large-Cap Core Responsible Index ETF	−809	44,150	$3,534,649
PLTR	Palantir Technologies Inc.	−783	4,128	$603,843
NULG	Nuveen ESG Large-Cap Growth ETF	−546	11,858	$1,078,366
TPL	Texas Pacific Land Corp	−482	6,187	$2,936,102
DUK	Duke Energy CORP	−421	3,074	$402,509
IBM	International Business Machines Corp	−335	8,634	$2,092,795
EPD	Enterprise Products Partners L.P.	−300	8,876	$335,867
JPM	Jpmorgan Chase & Co	−289	5,750	$1,691,420
PG	PROCTER & GAMBLE Co	−148	1,961	$283,246
NVDA	Nvidia Corp	−148	52,469	$9,150,593
LMT	Lockheed Martin Corp	−110	398	$240,547
AVGO	Broadcom Inc.	−107	11,426	$3,536,461
V	Visa Inc.	−86	5,417	$1,637,234
MCD	Mcdonalds Corp	−55	1,578	$490,426
BRK-B	Berkshire Hathaway Inc	−52	3,900	$1,868,880
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
AIRR	First Trust Exchange-Traded Fund VI	6,244	$691,710
ONCY	Oncolytics Biotech Inc	400,000	$340,000
MLPX	Global X MLP and Energy Infrastructure ETF	3,833	$283,412
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	3,455	$247,827
SCHD	Schwab U.S. Dividend Equity ETF	7,225	$221,663
SCHF	Schwab International Equity ETF	8,112	$200,772
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	6,884	$329,399
DOCU	Docusign, Inc.	4,494	$307,389
UBER	Uber Technologies, Inc	3,502	$286,148
NOW	ServiceNow, Inc.	1,804	$276,354
BTCL	World Funds Trust	8,560	$247,598
FDVV	Fidelity High Dividend ETF	4,254	$241,159
BAC	Bank Of America Corp	4,220	$232,100
PEP	Pepsico Inc	1,529	$219,442
MMM	3M Co	1,367	$218,856
IYW	iShares, Inc.	1,050	$209,664
PFF	iShares Preferred and Income Securities ETF	6,764	$209,413
XYLD	Global X S&P 500 Covered Call ETF	4,987	$202,621
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

117 tracked positions · $355,620,664 total · filing declares 117 positions · $355,619,503 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 117 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VUG	VANGUARD GROWTH INDEX FUND	Added	90,337	+4,142	$39,458,280	−6.2%	22	before history	11.10%
AAPL	Apple Inc. Technology	Reduced	135,362	-4,995	$34,353,521	−10.0%	22	before history	9.66%
SPY	Spdr S&P 500 ETF Trust	Added	27,763	+2,215	$18,055,389	+3.6%	22	before history	5.08%
ACWX	iShares MSCI ACWI ex U.S. ETF	Added	223,917	+106,052	$15,331,596	+93.8%	5	unpriced	4.31%
VTV	VANGUARD VALUE INDEX FUND	Added	76,287	+6,240	$14,967,509	+11.9%	17	unpriced	4.21%
AMZN	Amazon Com Inc Consumer Cyclical	Added	70,406	+580	$14,663,457	−9.0%	22	before history	4.12%
MSFT	Microsoft Corp Technology	Reduced	38,595	-1,309	$14,286,711	−26.0%	22	before history	4.02%
IJH	iShares Core S&P Mid-Cap ETF	Added	178,414	+13,476	$12,048,297	+10.7%	19	unpriced	3.39%
JEPI	JPMorgan Equity Premium Income ETF	Added	198,207	+533	$11,234,372	−0.7%	18	$55.27	3.16%
JPST	JPMorgan Ultra-Short Income ETF	Added	201,987	+14,455	$10,222,562	+7.8%	22	before history	2.87%
SNOW	Snowflake Inc. Technology	Reduced	65,076	-30	$9,814,762	−31.3%	17	$197.31	2.76%
VIG	Vanguard Specialized Funds	Reduced	45,369	-1,506	$9,757,057	−5.3%	22	before history	2.74%
QQQ	Invesco Qqq Trust, Series 1	Added	16,215	+897	$9,358,973	−0.5%	22	before history	2.63%
NVDA	Nvidia Corp Technology	Reduced	52,469	-148	$9,150,593	−6.8%	18	unpriced	2.57%
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Added	145,733	+5,771	$8,091,096	−0.5%	10	$52.42	2.28%
OEF	iShares S&P 100 ETF	Added	23,122	+2,028	$7,354,414	+1.7%	2	unpriced	2.07%
IJR	iShares Core S&P Small-Cap ETF	Added	49,622	+6,227	$6,168,510	+18.3%	10	unpriced	1.73%
GLD	Spdr Gold Trust	Added	12,202	+1,344	$5,250,398	+22.0%	7	$298.71	1.48%
XLF	State Street Corp Financial Services	Added	103,928	+6,598	$5,130,925	−3.7%	9	$46.68	1.44%
IEF	iShares 7-10 Year Treasury Bond ETF	Added	48,916	+7,392	$4,668,543	+16.9%	2	unpriced	1.31%
GOOGL	Alphabet Inc. Communication Services	Reduced	15,908	-17	$4,574,504	−8.2%	22	before history	1.29%
XOM	ExxonMobil Holdings Corp Energy	Added	26,840	+15	$4,553,674	+41.1%	22	before history	1.28%
META	Meta Platforms, Inc. Communication Services	Added	6,693	+6	$3,829,266	−13.2%	22	before history	1.08%
GOOG	Alphabet Inc. Communication Services	Added	12,992	+2,601	$3,726,885	+14.3%	22	before history	1.05%
COWZ	Pacer US Cash Cows 100 ETF	Added	57,950	+7,427	$3,625,352	+19.3%	13	$53.60	1.02%
AVGO	Broadcom Inc. Technology	Reduced	11,426	-107	$3,536,461	−11.4%	21	unpriced	0.99%
CVLC	Calvert US Large-Cap Core Responsible Index ETF	Reduced	44,150	-809	$3,534,649	−6.7%	13	$55.87	0.99%
FEZ	State Street(R) SPDR(R) EURO STOXX 50(R) ETF	Added	52,891	+6,171	$3,283,473	+9.1%	4	$59.27	0.92%
JMST	JPMorgan Ultra-Short Municipal Income ETF	Added	61,103	+2,530	$3,115,030	+4.4%	22	before history	0.88%
TPL	Texas Pacific Land Corp Energy	Reduced	6,187	-482	$2,936,102	+53.3%	19	$220.87	0.83%
		Reduced	44,073	-5,304	$2,762,495	−21.7%	9	$57.63	0.78%
LLY	ELI LILLY & Co Healthcare	Added	2,681	+24	$2,465,903	−13.6%	18	$616.39	0.69%
VOO	VANGUARD 500 INDEX FUND	Added	3,871	+5	$2,313,116	−4.6%	22	before history	0.65%
IBM	International Business Machines Corp Technology	Reduced	8,634	-335	$2,092,795	−21.2%	22	before history	0.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,900	-52	$1,868,880	−5.9%	21	$329.82	0.53%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,750	-289	$1,691,420	−13.1%	22	before history	0.48%
V	Visa Inc. Financial Services	Reduced	5,417	-86	$1,637,234	−15.2%	22	before history	0.46%
GEV	GE Vernova Inc. Industrials	Added	1,860	+87	$1,623,594	+40.1%	7	$273.39	0.46%
IVW	iShares S&P 500 Growth ETF	Added	13,584	+127	$1,536,486	−7.4%	22	before history	0.43%
NEE	Nextera Energy Inc Utilities	Added	15,276	+286	$1,418,834	+17.9%	22	before history	0.40%
		Added	54,736	+7,779	$1,306,548	+12.4%	5	$23.26	0.37%
EUSB	iShares ESG Advanced Universal USD Bond ETF	Added	27,786	+5,974	$1,208,691	+26.2%	13	unpriced	0.34%
GE	General Electric Co Industrials	Added	4,228	+3	$1,199,779	−7.8%	10	unpriced	0.34%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,210	+204	$1,193,317	−11.7%	7	$326.91	0.34%
CVX	Chevron Corp Energy	Added	5,459	+48	$1,129,467	+37.0%	22	before history	0.32%
USXF	iShares ESG Advanced MSCI USA ETF	Reduced	20,162	-1,141	$1,112,942	−9.3%	11	unpriced	0.31%
IVV	iShares Core S&P 500 ETF	Reduced	1,678	-24	$1,096,086	−6.0%	15	unpriced	0.31%
NULG	Nuveen ESG Large-Cap Growth ETF	Reduced	11,858	-546	$1,078,366	−11.1%	9	$81.63	0.30%
BX	Blackstone Inc. Financial Services	Reduced	9,033	-2,529	$1,038,704	−41.7%	22	before history	0.29%
CVMC	Calvert US Mid-Cap Core Responsible Index ETF	Added	15,186	+8,705	$972,207	+133.9%	12	$59.29	0.27%

Showing the top 50 of 117 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.