# Sandbox Financial Partners, LLC: Form 13F holdings

An institutional investment manager in BETHESDA, MD. SEC CIK 1844892.

- Quarter ended: 2026-03-31
- Filed: 2026-04-08
- Reported value: $355.6m
- Positions: 117 (117 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: not compared; the manager did not file for the quarter before
- Filing: https://www.sec.gov/Archives/edgar/data/1844892/000195175726000530/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Mar 31, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| VANGUARD INDEX FDS | GROWTH ETF | $39.5m | 11.1% | 90,337 |  | Not compared |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $34.4m | 9.7% | 135,362 |  | Not compared |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $18.1m | 5.1% | 27,763 |  | Not compared |
| ISHARES TR | MSCI ACWI EX US | $15.3m | 4.3% | 223,917 |  | Not compared |
| VANGUARD INDEX FDS | VALUE ETF | $15.0m | 4.2% | 76,287 |  | Not compared |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $14.7m | 4.1% | 70,406 |  | Not compared |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $14.3m | 4.0% | 38,595 |  | Not compared |
| ISHARES TR | CORE S&P MCP ETF | $12.0m | 3.4% | 178,414 |  | Not compared |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $11.2m | 3.2% | 198,207 |  | Not compared |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $10.2m | 2.9% | 201,987 |  | Not compared |
| [SNOWFLAKE INC (SNOW)](/companies/snow.md) | COM SHS | $9.8m | 2.8% | 65,076 |  | Not compared |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $9.8m | 2.7% | 45,369 |  | Not compared |
| INVESCO QQQ TR | UNIT SER 1 | $9.4m | 2.6% | 16,215 |  | Not compared |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $9.2m | 2.6% | 52,469 |  | Not compared |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $8.1m | 2.3% | 145,733 |  | Not compared |
| ISHARES TR | S&P 100 ETF | $7.4m | 2.1% | 23,122 |  | Not compared |
| ISHARES TR | CORE S&P SCP ETF | $6.2m | 1.7% | 49,622 |  | Not compared |
| [SPDR GOLD TR (GLD)](/companies/gld.md) | GOLD SHS | $5.3m | 1.5% | 12,202 |  | Not compared |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $5.1m | 1.4% | 103,928 |  | Not compared |
| ISHARES TR | 7-10 YR TRSY BD | $4.7m | 1.3% | 48,916 |  | Not compared |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $4.6m | 1.3% | 15,908 |  | Not compared |
| EXXON MOBIL CORP | COM | $4.6m | 1.3% | 26,840 |  | Not compared |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $3.8m | 1.1% | 6,693 |  | Not compared |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $3.7m | 1.0% | 12,992 |  | Not compared |
| PACER FDS TR | US CASH COWS 100 | $3.6m | 1.0% | 57,950 |  | Not compared |
| [BROADCOM INC (AVGO)](/companies/avgo.md) | COM | $3.5m | 1.0% | 11,426 |  | Not compared |
| MORGAN STANLEY ETF TRUST | CALVERT US LARCP | $3.5m | 1.0% | 44,150 |  | Not compared |
| SPDR INDEX SHS FDS | STATE STREET SPD | $3.3m | 0.9% | 52,891 |  | Not compared |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $3.1m | 0.9% | 61,103 |  | Not compared |
| [TEXAS PACIFIC LAND CORPORATI (TPL)](/companies/tpl.md) | COM | $2.9m | 0.8% | 6,187 |  | Not compared |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | $2.8m | 0.8% | 44,073 |  | Not compared |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $2.5m | 0.7% | 2,681 |  | Not compared |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.3m | 0.7% | 3,871 |  | Not compared |
| [INTERNATIONAL BUSINESS MACHS (IBM)](/companies/ibm.md) | COM | $2.1m | 0.6% | 8,634 |  | Not compared |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL B NEW | $1.9m | 0.5% | 3,900 |  | Not compared |
| [JPMORGAN CHASE & CO (JPM)](/companies/jpm.md) | COM | $1.7m | 0.5% | 5,750 |  | Not compared |
| [VISA INC (V)](/companies/v.md) | COM CL A | $1.6m | 0.5% | 5,417 |  | Not compared |
| [GE VERNOVA INC (GEV)](/companies/gev.md) | COM | $1.6m | 0.5% | 1,860 |  | Not compared |
| ISHARES TR | S&P 500 GRWT ETF | $1.5m | 0.4% | 13,584 |  | Not compared |
| [NEXTERA ENERGY INC (NEE)](/companies/nee.md) | COM | $1.4m | 0.4% | 15,276 |  | Not compared |
| TIDAL TRUST I | FUNDSTRAT GRANNY | $1.3m | 0.4% | 54,736 |  | Not compared |
| ISHARES TR | ESG ADVANCED UNI | $1.2m | 0.3% | 27,786 |  | Not compared |
| [GE AEROSPACE (GE)](/companies/ge.md) | COM NEW | $1.2m | 0.3% | 4,228 |  | Not compared |
| [TESLA INC (TSLA)](/companies/tsla.md) | COM | $1.2m | 0.3% | 3,210 |  | Not compared |
| [CHEVRON CORPORATION (CVX)](/companies/cvx.md) | COM | $1.1m | 0.3% | 5,459 |  | Not compared |
| ISHARES TR | ESG MSCI USA ETF | $1.1m | 0.3% | 20,162 |  | Not compared |
| ISHARES TR | CORE S&P500 ETF | $1.1m | 0.3% | 1,678 |  | Not compared |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $1.1m | 0.3% | 11,858 |  | Not compared |
| [BLACKSTONE INC (BX)](/companies/bx.md) | COM | $1.0m | 0.3% | 9,033 |  | Not compared |
| MORGAN STANLEY ETF TRUST | CALVERT US MDCP | $972.2k | 0.3% | 15,186 |  | Not compared |
| [MASTERCARD INCORPORATED (MA)](/companies/ma.md) | CL A | $919.4k | 0.3% | 1,840 |  | Not compared |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $898.8k | 0.3% | 4,683 |  | Not compared |
| [BOEING CO (BA)](/companies/ba.md) | COM | $886.4k | 0.2% | 4,454 |  | Not compared |
| MORGAN STANLEY ETF TRUST | CALVERT INTERNAT | $884.9k | 0.2% | 12,174 |  | Not compared |
| ISHARES TR | ESG AWARE MSCI | $849.3k | 0.2% | 18,063 |  | Not compared |
| VANGUARD INDEX FDS | TOTAL STK MKT | $818.6k | 0.2% | 2,552 |  | Not compared |
| [COSTCO WHOLESALE CORPORATION (COST)](/companies/cost.md) | COM | $814.2k | 0.2% | 817 |  | Not compared |
| [NETFLIX INC. (NFLX)](/companies/nflx.md) | COM | $730.8k | 0.2% | 7,601 |  | Not compared |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $703.4k | 0.2% | 4,750 |  | Not compared |
| PIMCO ETF TR | ENHAN SHRT MA AC | $693.7k | 0.2% | 6,898 |  | Not compared |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | $691.7k | 0.2% | 6,244 |  | Not compared |
| [ABBVIE INC (ABBV)](/companies/abbv.md) | COM | $686.4k | 0.2% | 3,156 |  | Not compared |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $653.4k | 0.2% | 4,916 |  | Not compared |
| ISHARES TR | US AER DEF ETF | $627.2k | 0.2% | 2,867 |  | Not compared |
| [VERIZON COMMUNICATIONS INC (VZ)](/companies/vz.md) | COM | $619.7k | 0.2% | 12,344 |  | Not compared |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $615.1k | 0.2% | 1,820 |  | Not compared |
| [PALANTIR TECHNOLOGIES INC (PLTR)](/companies/pltr.md) | CL A | $603.9k | 0.2% | 4,128 |  | Not compared |
| GLOBAL X FDS | DEFENSE TECH ETF | $558.3k | 0.2% | 7,881 |  | Not compared |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | COM | $521.4k | 0.1% | 2,133 |  | Not compared |
| [CISCO SYS INC (CSCO)](/companies/csco.md) | COM | $515.9k | 0.1% | 6,649 |  | Not compared |
| ISHARES TR | NATIONAL MUN ETF | $505.2k | 0.1% | 4,759 |  | Not compared |
| [ISHARES BITCOIN TRUST ETF (IBIT)](/companies/ibit.md) | SHS BEN INT | $493.5k | 0.1% | 12,845 |  | Not compared |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $493.3k | 0.1% | 10,379 |  | Not compared |
| [MCDONALDS CORP (MCD)](/companies/mcd.md) | COM | $490.6k | 0.1% | 1,578 |  | Not compared |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $479.1k | 0.1% | 1,250 |  | Not compared |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $468.6k | 0.1% | 2,277 |  | Not compared |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $463.9k | 0.1% | 6,299 |  | Not compared |
| PACER FDS TR | DATA & DIGI REVO | $456.8k | 0.1% | 7,340 |  | Not compared |
| ISHARES TR | RUS 1000 GRW ETF | $456.7k | 0.1% | 1,071 |  | Not compared |
| [HOME DEPOT INC (HD)](/companies/hd.md) | COM | $448.2k | 0.1% | 1,363 |  | Not compared |
| [CROWDSTRIKE HLDGS INC (CRWD)](/companies/crwd.md) | CL A | $423.6k | 0.1% | 1,085 |  | Not compared |
| [WALMART INC (WMT)](/companies/wmt.md) | COM | $413.8k | 0.1% | 3,330 |  | Not compared |
| ISHARES TR | EXPANDED TECH | $407.2k | 0.1% | 5,087 |  | Not compared |
| [AMERICAN ELEC PWR CO INC (AEP)](/companies/aep.md) | COM | $405.1k | 0.1% | 3,091 |  | Not compared |
| [DUKE ENERGY CORP NEW (DUK)](/companies/duk.md) | COM NEW | $402.6k | 0.1% | 3,074 |  | Not compared |
| [BANK NEW YORK MELLON CORP (BNY)](/companies/bny.md) | COM | $392.1k | 0.1% | 3,306 |  | Not compared |
| GLOBAL X FDS | RUSSELL 2000 | $342.0k | <0.1% | 22,873 |  | Not compared |
| ONCOLYTICS BIOTECH INC | COM NEW | $339.5k | <0.1% | 400,000 |  | Not compared |
| [FIDELITY WISE ORIGIN BITCOIN (FBTC)](/companies/fbtc.md) | SHS | $337.0k | <0.1% | 5,710 |  | Not compared |
| [ENTERPRISE PRODS PARTNERS L (EPD)](/companies/epd.md) | COM | $335.9k | <0.1% | 8,876 |  | Not compared |
| SPDR SERIES TRUST | STATE STREET SPD | $307.1k | <0.1% | 6,747 |  | Not compared |
| [GILEAD SCIENCES INC (GILD)](/companies/gild.md) | COM | $293.2k | <0.1% | 2,104 |  | Not compared |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $292.3k | <0.1% | 7,522 |  | Not compared |
| ISHARES TR | CORE US AGGBD ET | $285.7k | <0.1% | 2,878 |  | Not compared |
| GLOBAL X FDS | GLB X MLP ENRG I | $283.4k | <0.1% | 3,833 |  | Not compared |
| [RTX CORPORATION (RTX)](/companies/rtx.md) | COM | $283.3k | <0.1% | 1,469 |  | Not compared |
| [PROCTER & GAMBLE CO (PG)](/companies/pg.md) | COM | $283.3k | <0.1% | 1,961 |  | Not compared |
| ISHARES TR | MSCI USA MIN VOL | $265.6k | <0.1% | 2,864 |  | Not compared |
| [CSW INDUSTRIALS INC (CSW)](/companies/csw.md) | COM | $260.6k | <0.1% | 1,000 |  | Not compared |
| INVESCO EXCH TRADED FD TR II | GLOBAL WATER | $249.0k | <0.1% | 5,734 |  | Not compared |
| VANGUARD WORLD FD | ESG INTL STK ETF | $247.8k | <0.1% | 3,455 |  | Not compared |
| [MID PENN BANCORP INC (MPB)](/companies/mpb.md) | COM | $245.9k | <0.1% | 7,645 |  | Not compared |
| GLOBAL X FDS | US INFR DEV ETF | $241.8k | <0.1% | 4,759 |  | Not compared |
| [ARISTA NETWORKS INC (ANET)](/companies/anet.md) | COM SHS | $240.8k | <0.1% | 1,961 |  | Not compared |
| [LOCKHEED MARTIN CORP (LMT)](/companies/lmt.md) | COM | $240.7k | <0.1% | 398 |  | Not compared |
| [GRAYSCALE BITCOIN TRUST ETF (GBTC)](/companies/gbtc.md) | SHS REP COM UT | $235.5k | <0.1% | 4,464 |  | Not compared |
| [REALTY INCOME CORP (O)](/companies/o.md) | COM | $235.3k | <0.1% | 3,846 |  | Not compared |
| [AMERICAN EXPRESS CO (AXP)](/companies/axp.md) | COM | $233.0k | <0.1% | 770 |  | Not compared |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $221.7k | <0.1% | 7,225 |  | Not compared |
| [DOMINION ENERGY INC (D)](/companies/d.md) | COM | $215.7k | <0.1% | 3,489 |  | Not compared |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | $208.4k | <0.1% | 2,225 |  | Not compared |
| [TWILIO INC (TWLO)](/companies/twlo.md) | CL A | $202.8k | <0.1% | 1,612 |  | Not compared |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $200.8k | <0.1% | 8,112 |  | Not compared |
| [NIO INC (NIO)](/companies/nio.md) | SPON ADS | $66.9k | <0.1% | 11,097 |  | Not compared |
| [I-80 GOLD CORP (IAUX)](/companies/iaux.md) | COM | $60.8k | <0.1% | 40,000 |  | Not compared |
| [PACIFIC BIOSCIENCES CALIF IN (PACB)](/companies/pacb.md) | COM | $36.3k | <0.1% | 27,517 |  | Not compared |
| [SANGAMO THERAPEUTICS INC (SGMOQ)](/companies/sgmoq.md) | COM | $6.1k | <0.1% | 24,833 |  | Not compared |

Source: SEC EDGAR, Form 13F-HR, accession 0001951757-26-000530. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.