Sandbox Financial Partners, LLC
Top Portfolio Positions
60 positions ·
$164,390,433 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
135,362 | $34,353,521 | 20.90% | |
| SPY |
Spdr S&P 500 ETF Trust
|
27,763 | $18,055,389 | 10.98% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
70,406 | $14,663,457 | 8.92% | |
| MSFT |
Microsoft Corp
Technology
|
38,595 | $14,286,711 | 8.69% | |
| SNOW |
Snowflake Inc.
Technology
|
65,076 | $9,814,762 | 5.97% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
16,215 | $9,358,973 | 5.69% | |
| NVDA |
Nvidia Corp
Technology
|
52,469 | $9,150,593 | 5.57% | |
| GLD |
Spdr Gold Trust
|
12,202 | $5,250,398 | 3.19% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
15,908 | $4,574,504 | 2.78% | |
| XOM |
Exxon Mobil Corp
Energy
|
26,840 | $4,553,674 | 2.77% |
Portfolio Trend
Holdings in SGMO
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,208 | 24,833 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $10,429 | 24,833 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $16,638 | 24,833 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $13,409 | 24,833 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $16,389 | 24,833 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $25,329 | 24,833 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $21,604 | 24,833 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $8,939 | 24,833 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $16,638 | 24,833 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $13,409 | 24,833 | Shares | Sole | 2024-01-18 | |
| 2023-06-30 | $32,282 | 24,833 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $43,706 | 24,833 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $77,975 | 24,833 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $121,681 | 24,833 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $102,808 | 24,833 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $144,279 | 24,833 | Shares | Sole | 2022-04-13 | |
| No 13F history on record for this holder in this stock. | ||||||