Sandbox Financial Partners, LLC

Q1 2026 13F-HR Holdings

Location
Bethesda, MD
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
117
Total value ($000)
$355,620
Net value change ($000)
-5,761 (-1.6%)
New positions
6
Sold out positions
12
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ACWX 7,420 93.8%
VTV 1,590 11.9%
XOM 1,326 41.1%
IJH 1,162 10.7%
TPL 1,021 53.3%
IJR 953 18.3%
GLD 947 22.0%
JPST 736 7.8%
AIRR 692 NEW
IEF 676 16.9%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -5,012 -26.0%
SNOW -4,467 -31.3%
AAPL -3,804 -10.0%
VUG -2,593 -6.2%
AMZN -1,454 -9.0%
CIBR -765 -21.7%
BX -743 -41.7%
NVDA -662 -6.7%
META -585 -13.3%
IBM -564 -21.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type