Sandbox Financial Partners, LLC

All 13F Filings

Location
Bethesda, MD
Most recent 13F
Q1 2026
Holdings value ($000)
355,620
Description
—
Website
—
Founded
—
Chairman
—
CEO
—
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 4/8/2026 117 355,620 13F-HR Sandbox Financial Partners, LLC
Q4 2025 1/7/2026 123 361,381 13F-HR Sandbox Financial Partners, LLC
Q3 2025 10/17/2025 128 349,246 13F-HR Sandbox Financial Partners, LLC
Q2 2025 7/9/2025 123 317,034 13F-HR Sandbox Financial Partners, LLC
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 142 K 39.9% 0 106.6 K -106.6 K
ETFs 213.6 K 60.1% 100.8 K 0 100.8 K
Swipe for more columns

Fund Snapshot

Q1 2026
Latest filed
4/8/2026
Total value ($000)
355,620
Holdings
117
QoQ value change ($000)
-5,761 (-1.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.