Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sandbox Financial Partners, LLC (CIK 1844892) reported $355.6M across 117 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($39.5M, 11.10%), AAPL ($34.4M, 9.66%), SPY ($18.1M, 5.08%), ACWX ($15.3M, 4.31%), VTV ($15.0M, 4.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $39.5M | 11.10% | 90,337 | Added |
| 2 | AAPL | APPLE INC | $34.4M | 9.66% | 135,362 | Trimmed |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $18.1M | 5.08% | 27,763 | Added |
| 4 | ACWX | ISHARES TR | $15.3M | 4.31% | 223,917 | Added |
| 5 | VTV | VANGUARD INDEX FDS | $15.0M | 4.21% | 76,287 | Added |
| 6 | AMZN | AMAZON COM INC | $14.7M | 4.12% | 70,406 | Added |
| 7 | MSFT | MICROSOFT CORP | $14.3M | 4.02% | 38,595 | Trimmed |
| 8 | IJH | ISHARES TR | $12.0M | 3.39% | 178,414 | Added |
| 9 | JEPI | J P MORGAN EXCHANGE TRADED F | $11.2M | 3.16% | 198,207 | Added |
| 10 | JPST | J P MORGAN EXCHANGE TRADED F | $10.2M | 2.87% | 201,987 | Added |
| 11 | SNOW | SNOWFLAKE INC | $9.8M | 2.76% | 65,076 | Trimmed |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $9.8M | 2.74% | 45,369 | Trimmed |
| 13 | QQQ | INVESCO QQQ TR | $9.4M | 2.63% | 16,215 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $9.2M | 2.57% | 52,469 | Trimmed |
| 15 | JEPQ | J P MORGAN EXCHANGE TRADED F | $8.1M | 2.28% | 145,733 | Added |
| 16 | OEF | ISHARES TR | $7.4M | 2.07% | 23,122 | Added |
| 17 | IJR | ISHARES TR | $6.2M | 1.73% | 49,622 | Added |
| 18 | GLD | SPDR GOLD TR | $5.3M | 1.48% | 12,202 | Added |
| 19 | XLF | SELECT SECTOR SPDR TR | $5.1M | 1.44% | 103,928 | Added |
| 20 | IEF | ISHARES TR | $4.7M | 1.31% | 48,916 | Added |
| 21 | GOOGL | ALPHABET INC | $4.6M | 1.29% | 15,908 | Trimmed |
| 22 | XOM | EXXON MOBIL CORP | $4.6M | 1.28% | 26,840 | Added |
| 23 | META | META PLATFORMS INC | $3.8M | 1.08% | 6,693 | Added |
| 24 | GOOG | ALPHABET INC | $3.7M | 1.05% | 12,992 | Added |
| 25 | COWZ | PACER FDS TR | $3.6M | 1.02% | 57,950 | Added |
Source: SEC Form 13F filings · as of 2026-03-31