Sandbox Financial Partners

BETHESDA, MDfiles as Sandbox Financial Partners, LLC

$356m in 117 US stocks at the end of 31 March 2026. The top 10 are 51.9% of the money. It changed about 7.2% of the portfolio this quarter.

Value

$356m

Stocks

117

Top 10 share

51.9%

Turnover

7.2%

What changed this quarter

New

Bought for the first time this quarter.

First TR Exchange Traded FDAIRR
0.2% of the fund
Oncolytics Biotech
<0.1% of the fund
Global X FDSMLPX
<0.1% of the fund
Vanguard World FDVSGX
<0.1% of the fund
Schwab Strategic TRSCHD
<0.1% of the fund
Schwab Strategic TRSCHF
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVUG
11.1% of the fund
+5%
State STR Spdr S&P 500 ETF TSPY
5.1% of the fund
+9%
Ishares TRACWX
4.3% of the fund
+90%
Vanguard Index FDSVTV
4.2% of the fund
+9%
Ishares TRIJH
3.4% of the fund
+8%
J P Morgan Exchange Traded FJPST
2.9% of the fund
+8%
Invesco QQQ TRQQQ
2.6% of the fund
+6%
J P Morgan Exchange Traded FJEPQ
2.3% of the fund
+4%
Ishares TROEF
2.1% of the fund
+10%
Ishares TRIJR
1.7% of the fund
+14%
Spdr Gold TRGLD
1.5% of the fund
+12%
Select Sector Spdr TRXLF
1.4% of the fund
+7%
Ishares TRIEF
1.3% of the fund
+18%
AlphabetGOOG
1.0% of the fund
+25%
Pacer FDS TRCOWZ
1.0% of the fund
+15%
Spdr Index SHS FDSFEZ
0.9% of the fund
+13%
J P Morgan Exchange Traded FJMST
0.9% of the fund
+4%
GE VernovaGEV
0.5% of the fund
+5%
Tidal Trust IGRNY
0.4% of the fund
+17%
Ishares TREUSB
0.3% of the fund
+27%
TeslaTSLA
0.3% of the fund
+7%
Morgan Stanley ETF TrustCVMC
0.3% of the fund
+134%
Morgan Stanley ETF TrustCVIE
0.2% of the fund
+38%
Ishares TRESML
0.2% of the fund
+28%
Pimco ETF TRMINT
0.2% of the fund
+41%

Cut

Sold some of their stake.

AppleAAPL
9.7% of the fund
-4%
MicrosoftMSFT
4.0% of the fund
-3%
Vanguard Specialized FundsVIG
2.7% of the fund
-3%
Texas Pacific LandTPL
0.8% of the fund
-7%
First TR Exchange-Traded FDCIBR
0.8% of the fund
-11%
International Business MachinesIBM
0.6% of the fund
-4%
JPMorgan ChaseJPM
0.5% of the fund
-5%
Ishares TRUSXF
0.3% of the fund
-5%
Nushares ETF TRNULG
0.3% of the fund
-4%
BlackstoneBX
0.3% of the fund
-22%
MastercardMA
0.3% of the fund
-2%
NetflixNFLX
0.2% of the fund
-26%
Verizon CommunicationsVZ
0.2% of the fund
-15%
Palantir TechnologiesPLTR
0.2% of the fund
-16%
Ishares Bitcoin Trust ETFIBIT
0.1% of the fund
-7%
McDonald'sMCD
0.1% of the fund
-3%
Home DepotHD
0.1% of the fund
-3%
Duke EnergyDUK
0.1% of the fund
-12%
Fidelity Wise Origin BitcoinFBTC
<0.1% of the fund
-19%
Enterprise Products Partners L.P.EPD
<0.1% of the fund
-3%
Gilead SciencesGILD
<0.1% of the fund
-2%
Procter & GamblePG
<0.1% of the fund
-7%
Lockheed MartinLMT
<0.1% of the fund
-22%

Sold out

Sold their entire stake.

Ishares TREAGG
-100%
DocusignDOCU
-100%
Uber TechnologiesUBER
-100%
ServiceNowNOW
-100%
World FDS TRBTCL
-100%
Fidelity Covington TrustFDVV
-100%
Bank of AmericaBAC
-100%
PepsiCoPEP
-100%
3MMMM
-100%
Ishares TRIYW
-100%
Ishares TRPFF
-100%
Global X FDSXYLD
-100%

Holdings

Vanguard Index FDSVUG
Share
11.1%
Value
$39m
Shares
90,337
+5%
AppleAAPL
Share
9.7%
Value
$34m
Shares
135,362
-4%
State STR Spdr S&P 500 ETF TSPY
Share
5.1%
Value
$18m
Shares
27,763
+9%
Ishares TRACWX
Share
4.3%
Value
$15m
Shares
223,917
+90%
Vanguard Index FDSVTV
Share
4.2%
Value
$15m
Shares
76,287
+9%
Amazon.comAMZN
Share
4.1%
Value
$15m
Shares
70,406
Held
MicrosoftMSFT
Share
4.0%
Value
$14m
Shares
38,595
-3%
Ishares TRIJH
Share
3.4%
Value
$12m
Shares
178,414
+8%
J P Morgan Exchange Traded FJEPI
Share
3.2%
Value
$11m
Shares
198,207
Held
J P Morgan Exchange Traded FJPST
Share
2.9%
Value
$10m
Shares
201,987
+8%
SnowflakeSNOW
Share
2.8%
Value
$10m
Shares
65,076
Held
Vanguard Specialized FundsVIG
Share
2.7%
Value
$10m
Shares
45,369
-3%
Invesco QQQ TRQQQ
Share
2.6%
Value
$9m
Shares
16,215
+6%
NvidiaNVDA
Share
2.6%
Value
$9m
Shares
52,469
Held
J P Morgan Exchange Traded FJEPQ
Share
2.3%
Value
$8m
Shares
145,733
+4%
Ishares TROEF
Share
2.1%
Value
$7m
Shares
23,122
+10%
Ishares TRIJR
Share
1.7%
Value
$6m
Shares
49,622
+14%
Spdr Gold TRGLD
Share
1.5%
Value
$5m
Shares
12,202
+12%
Select Sector Spdr TRXLF
Share
1.4%
Value
$5m
Shares
103,928
+7%
Ishares TRIEF
Share
1.3%
Value
$5m
Shares
48,916
+18%
AlphabetGOOGL
Share
1.3%
Value
$5m
Shares
15,908
Held
ExxonMobil HoldingsXOM
Share
1.3%
Value
$5m
Shares
26,840
Held
Meta PlatformsMETA
Share
1.1%
Value
$4m
Shares
6,693
Held
AlphabetGOOG
Share
1.0%
Value
$4m
Shares
12,992
+25%
Pacer FDS TRCOWZ
Share
1.0%
Value
$4m
Shares
57,950
+15%
BroadcomAVGO
Share
1.0%
Value
$4m
Shares
11,426
Held
Morgan Stanley ETF TrustCVLC
Share
1.0%
Value
$4m
Shares
44,150
Held
Spdr Index SHS FDSFEZ
Share
0.9%
Value
$3m
Shares
52,891
+13%
J P Morgan Exchange Traded FJMST
Share
0.9%
Value
$3m
Shares
61,103
+4%
Texas Pacific LandTPL
Share
0.8%
Value
$3m
Shares
6,187
-7%
First TR Exchange-Traded FDCIBR
Share
0.8%
Value
$3m
Shares
44,073
-11%
Eli LillyLLY
Share
0.7%
Value
$2m
Shares
2,681
Held
Vanguard Index FDSVOO
Share
0.7%
Value
$2m
Shares
3,871
Held
International Business MachinesIBM
Share
0.6%
Value
$2m
Shares
8,634
-4%
Berkshire HathawayBRK-B
Share
0.5%
Value
$2m
Shares
3,900
Held
JPMorgan ChaseJPM
Share
0.5%
Value
$2m
Shares
5,750
-5%
VisaV
Share
0.5%
Value
$2m
Shares
5,417
Held
GE VernovaGEV
Share
0.5%
Value
$2m
Shares
1,860
+5%
Ishares TRIVW
Share
0.4%
Value
$2m
Shares
13,584
Held
NextEra EnergyNEE
Share
0.4%
Value
$1m
Shares
15,276
Held
Tidal Trust IGRNY
Share
0.4%
Value
$1m
Shares
54,736
+17%
Ishares TREUSB
Share
0.3%
Value
$1m
Shares
27,786
+27%
General ElectricGE
Share
0.3%
Value
$1m
Shares
4,228
Held
TeslaTSLA
Share
0.3%
Value
$1m
Shares
3,210
+7%
ChevronCVX
Share
0.3%
Value
$1m
Shares
5,459
Held
Ishares TRUSXF
Share
0.3%
Value
$1m
Shares
20,162
-5%
Ishares TRIVV
Share
0.3%
Value
$1m
Shares
1,678
Held
Nushares ETF TRNULG
Share
0.3%
Value
$1m
Shares
11,858
-4%
BlackstoneBX
Share
0.3%
Value
$1m
Shares
9,033
-22%
Morgan Stanley ETF TrustCVMC
Share
0.3%
Value
$972,200
Shares
15,186
+134%
MastercardMA
Share
0.3%
Value
$919,409
Shares
1,840
-2%
Invesco Exchange Traded FD TRSP
Share
0.3%
Value
$898,785
Shares
4,683
Held
BoeingBA
Share
0.2%
Value
$886,402
Shares
4,454
Held
Morgan Stanley ETF TrustCVIE
Share
0.2%
Value
$884,944
Shares
12,174
+38%
Ishares TRESML
Share
0.2%
Value
$849,321
Shares
18,063
+28%
Vanguard Index FDSVTI
Share
0.2%
Value
$818,551
Shares
2,552
Held
Costco WholesaleCOST
Share
0.2%
Value
$814,180
Shares
817
Held
NetflixNFLX
Share
0.2%
Value
$730,806
Shares
7,601
-26%
Vanguard Whitehall FDSVYM
Share
0.2%
Value
$703,438
Shares
4,750
Held
Pimco ETF TRMINT
Share
0.2%
Value
$693,722
Shares
6,898
+41%
First TR Exchange Traded FDAIRR
Share
0.2%
Value
$691,735
Shares
6,244
New
AbbVieABBV
Share
0.2%
Value
$686,392
Shares
3,156
Held
Select Sector Spdr TRXLK
Share
0.2%
Value
$653,369
Shares
4,916
Held
Ishares TRITA
Share
0.2%
Value
$627,199
Shares
2,867
Held
Verizon CommunicationsVZ
Share
0.2%
Value
$619,685
Shares
12,344
-15%
Taiwan Semiconductor ManufacturingTSM
Share
0.2%
Value
$615,089
Shares
1,820
Held
Palantir TechnologiesPLTR
Share
0.2%
Value
$603,854
Shares
4,128
-16%
Global X FDSSHLD
Share
0.2%
Value
$558,300
Shares
7,881
+63%
Johnson & JohnsonJNJ
Share
0.1%
Value
$521,386
Shares
2,133
+4%
Cisco SystemsCSCO
Share
0.1%
Value
$515,864
Shares
6,649
Held
Ishares TRMUB
Share
0.1%
Value
$505,209
Shares
4,759
Held
Ishares Bitcoin Trust ETFIBIT
Share
0.1%
Value
$493,517
Shares
12,845
-7%
Invesco Exchange Traded FD TPRF
Share
0.1%
Value
$493,291
Shares
10,379
Held
McDonald'sMCD
Share
0.1%
Value
$490,573
Shares
1,578
-3%
Vaneck ETF TrustSMH
Share
0.1%
Value
$479,082
Shares
1,250
Held
Vanguard Index FDSVXF
Share
0.1%
Value
$468,594
Shares
2,277
Held
Vanguard BD Index FDSBND
Share
0.1%
Value
$463,880
Shares
6,299
Held
Pacer FDS TRTRFK
Share
0.1%
Value
$456,846
Shares
7,340
Held
Ishares TRIWF
Share
0.1%
Value
$456,721
Shares
1,071
Held
Home DepotHD
Share
0.1%
Value
$448,178
Shares
1,363
-3%
CrowdStrike HoldingsCRWD
Share
0.1%
Value
$423,604
Shares
1,085
+6%
WalmartWMT
Share
0.1%
Value
$413,813
Shares
3,330
Held
Ishares TRIGV
Share
0.1%
Value
$407,204
Shares
5,087
+23%
American Electric PowerAEP
Share
0.1%
Value
$405,138
Shares
3,091
Held
Duke EnergyDUK
Share
0.1%
Value
$402,562
Shares
3,074
-12%
Bank of New York MellonBNY
Share
0.1%
Value
$392,135
Shares
3,306
Held
Global X FDSRYLD
Share
<0.1%
Value
$341,951
Shares
22,873
Held
Oncolytics Biotech
Share
<0.1%
Value
$339,520
Shares
400,000
New
Fidelity Wise Origin BitcoinFBTC
Share
<0.1%
Value
$337,046
Shares
5,710
-19%
Enterprise Products Partners L.P.EPD
Share
<0.1%
Value
$335,850
Shares
8,876
-3%
Spdr Series TrustSPYD
Share
<0.1%
Value
$307,123
Shares
6,747
Held
Gilead SciencesGILD
Share
<0.1%
Value
$293,199
Shares
2,104
-2%
Dimensional ETF TrustDFAC
Share
<0.1%
Value
$292,315
Shares
7,522
Held
Ishares TRAGG
Share
<0.1%
Value
$285,691
Shares
2,878
Held
Global X FDSMLPX
Share
<0.1%
Value
$283,410
Shares
3,833
New
RTXRTX
Share
<0.1%
Value
$283,334
Shares
1,469
+2%
Procter & GamblePG
Share
<0.1%
Value
$283,265
Shares
1,961
-7%
Ishares TRUSMV
Share
<0.1%
Value
$265,620
Shares
2,864
Held
CSW IndustrialsCSW
Share
<0.1%
Value
$260,580
Shares
1,000
Held
Invesco Exch Traded FD TR IIPIO
Share
<0.1%
Value
$248,951
Shares
5,734
+8%

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVUG	11.1%	$39m	90,337	+5%
AppleAAPL	9.7%	$34m	135,362	-4%
State STR Spdr S&P 500 ETF TSPY	5.1%	$18m	27,763	+9%
Ishares TRACWX	4.3%	$15m	223,917	+90%
Vanguard Index FDSVTV	4.2%	$15m	76,287	+9%
Amazon.comAMZN	4.1%	$15m	70,406	Held
MicrosoftMSFT	4.0%	$14m	38,595	-3%
Ishares TRIJH	3.4%	$12m	178,414	+8%
J P Morgan Exchange Traded FJEPI	3.2%	$11m	198,207	Held
J P Morgan Exchange Traded FJPST	2.9%	$10m	201,987	+8%
SnowflakeSNOW	2.8%	$10m	65,076	Held
Vanguard Specialized FundsVIG	2.7%	$10m	45,369	-3%
Invesco QQQ TRQQQ	2.6%	$9m	16,215	+6%
NvidiaNVDA	2.6%	$9m	52,469	Held
J P Morgan Exchange Traded FJEPQ	2.3%	$8m	145,733	+4%
Ishares TROEF	2.1%	$7m	23,122	+10%
Ishares TRIJR	1.7%	$6m	49,622	+14%
Spdr Gold TRGLD	1.5%	$5m	12,202	+12%
Select Sector Spdr TRXLF	1.4%	$5m	103,928	+7%
Ishares TRIEF	1.3%	$5m	48,916	+18%
AlphabetGOOGL	1.3%	$5m	15,908	Held
ExxonMobil HoldingsXOM	1.3%	$5m	26,840	Held
Meta PlatformsMETA	1.1%	$4m	6,693	Held
AlphabetGOOG	1.0%	$4m	12,992	+25%
Pacer FDS TRCOWZ	1.0%	$4m	57,950	+15%
BroadcomAVGO	1.0%	$4m	11,426	Held
Morgan Stanley ETF TrustCVLC	1.0%	$4m	44,150	Held
Spdr Index SHS FDSFEZ	0.9%	$3m	52,891	+13%
J P Morgan Exchange Traded FJMST	0.9%	$3m	61,103	+4%
Texas Pacific LandTPL	0.8%	$3m	6,187	-7%
First TR Exchange-Traded FDCIBR	0.8%	$3m	44,073	-11%
Eli LillyLLY	0.7%	$2m	2,681	Held
Vanguard Index FDSVOO	0.7%	$2m	3,871	Held
International Business MachinesIBM	0.6%	$2m	8,634	-4%
Berkshire HathawayBRK-B	0.5%	$2m	3,900	Held
JPMorgan ChaseJPM	0.5%	$2m	5,750	-5%
VisaV	0.5%	$2m	5,417	Held
GE VernovaGEV	0.5%	$2m	1,860	+5%
Ishares TRIVW	0.4%	$2m	13,584	Held
NextEra EnergyNEE	0.4%	$1m	15,276	Held
Tidal Trust IGRNY	0.4%	$1m	54,736	+17%
Ishares TREUSB	0.3%	$1m	27,786	+27%
General ElectricGE	0.3%	$1m	4,228	Held
TeslaTSLA	0.3%	$1m	3,210	+7%
ChevronCVX	0.3%	$1m	5,459	Held
Ishares TRUSXF	0.3%	$1m	20,162	-5%
Ishares TRIVV	0.3%	$1m	1,678	Held
Nushares ETF TRNULG	0.3%	$1m	11,858	-4%
BlackstoneBX	0.3%	$1m	9,033	-22%
Morgan Stanley ETF TrustCVMC	0.3%	$972,200	15,186	+134%
MastercardMA	0.3%	$919,409	1,840	-2%
Invesco Exchange Traded FD TRSP	0.3%	$898,785	4,683	Held
BoeingBA	0.2%	$886,402	4,454	Held
Morgan Stanley ETF TrustCVIE	0.2%	$884,944	12,174	+38%
Ishares TRESML	0.2%	$849,321	18,063	+28%
Vanguard Index FDSVTI	0.2%	$818,551	2,552	Held
Costco WholesaleCOST	0.2%	$814,180	817	Held
NetflixNFLX	0.2%	$730,806	7,601	-26%
Vanguard Whitehall FDSVYM	0.2%	$703,438	4,750	Held
Pimco ETF TRMINT	0.2%	$693,722	6,898	+41%
First TR Exchange Traded FDAIRR	0.2%	$691,735	6,244	New
AbbVieABBV	0.2%	$686,392	3,156	Held
Select Sector Spdr TRXLK	0.2%	$653,369	4,916	Held
Ishares TRITA	0.2%	$627,199	2,867	Held
Verizon CommunicationsVZ	0.2%	$619,685	12,344	-15%
Taiwan Semiconductor ManufacturingTSM	0.2%	$615,089	1,820	Held
Palantir TechnologiesPLTR	0.2%	$603,854	4,128	-16%
Global X FDSSHLD	0.2%	$558,300	7,881	+63%
Johnson & JohnsonJNJ	0.1%	$521,386	2,133	+4%
Cisco SystemsCSCO	0.1%	$515,864	6,649	Held
Ishares TRMUB	0.1%	$505,209	4,759	Held
Ishares Bitcoin Trust ETFIBIT	0.1%	$493,517	12,845	-7%
Invesco Exchange Traded FD TPRF	0.1%	$493,291	10,379	Held
McDonald'sMCD	0.1%	$490,573	1,578	-3%
Vaneck ETF TrustSMH	0.1%	$479,082	1,250	Held
Vanguard Index FDSVXF	0.1%	$468,594	2,277	Held
Vanguard BD Index FDSBND	0.1%	$463,880	6,299	Held
Pacer FDS TRTRFK	0.1%	$456,846	7,340	Held
Ishares TRIWF	0.1%	$456,721	1,071	Held
Home DepotHD	0.1%	$448,178	1,363	-3%
CrowdStrike HoldingsCRWD	0.1%	$423,604	1,085	+6%
WalmartWMT	0.1%	$413,813	3,330	Held
Ishares TRIGV	0.1%	$407,204	5,087	+23%
American Electric PowerAEP	0.1%	$405,138	3,091	Held
Duke EnergyDUK	0.1%	$402,562	3,074	-12%
Bank of New York MellonBNY	0.1%	$392,135	3,306	Held
Global X FDSRYLD	<0.1%	$341,951	22,873	Held
Oncolytics Biotech	<0.1%	$339,520	400,000	New
Fidelity Wise Origin BitcoinFBTC	<0.1%	$337,046	5,710	-19%
Enterprise Products Partners L.P.EPD	<0.1%	$335,850	8,876	-3%
Spdr Series TrustSPYD	<0.1%	$307,123	6,747	Held
Gilead SciencesGILD	<0.1%	$293,199	2,104	-2%
Dimensional ETF TrustDFAC	<0.1%	$292,315	7,522	Held
Ishares TRAGG	<0.1%	$285,691	2,878	Held
Global X FDSMLPX	<0.1%	$283,410	3,833	New
RTXRTX	<0.1%	$283,334	1,469	+2%
Procter & GamblePG	<0.1%	$283,265	1,961	-7%
Ishares TRUSMV	<0.1%	$265,620	2,864	Held
CSW IndustrialsCSW	<0.1%	$260,580	1,000	Held
Invesco Exch Traded FD TR IIPIO	<0.1%	$248,951	5,734	+8%

Showing the largest 100 of 117.

Over time and by industry

Value over time

Sep '25

Mar '26

Value is up 12.2% since 30 June 2025.

Where the money is

Technology21.3%

Retail & consumer4.7%

Media & telecom3.8%

Energy2.4%

Financial services2.3%

Industrials1.2%

Health care1.1%

Utilities0.8%

Everyday goods0.4%

Materials0.1%

Real estate0.1%

Other61.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.