Institutional Fund
Sandbox Financial Partners, LLC
Bethesda, MDCIK 18448925 filings on record
Portfolio Value
$355.62M
Q1 2026
Holdings
117
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-1.6%
from $361.38M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds11.1%
- Apple Inc9.7%
- Spdr S&P 500 ETF Tr5.1%
- Ishares Tr4.3%
- Vanguard Index Fds4.2%
- Amazon Com Inc4.1%
- Other61.5%
Portfolio Holdings
117 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 90.3K | $39.46M | 11.1% | +4.1K | Added |
| 2 | Apple Inc | 135.4K | $34.35M | 9.7% | −5.0K | Reduced |
| 3 | Spdr S&P 500 ETF Tr | 27.8K | $18.06M | 5.1% | +2.2K | Added |
| 4 | Ishares Tr | 223.9K | $15.33M | 4.3% | +106.1K | Added |
| 5 | Vanguard Index Fds | 76.3K | $14.97M | 4.2% | +6.2K | Added |
| 6 | Amazon Com Inc | 70.4K | $14.66M | 4.1% | +580 | Added |
| 7 | Microsoft Corp | 38.6K | $14.29M | 4.0% | −1.3K | Reduced |
| 8 | Ishares Tr | 178.4K | $12.05M | 3.4% | +13.5K | Added |
| 9 | J P Morgan Exchange Traded F | 198.2K | $11.23M | 3.2% | +533 | Added |
| 10 | J P Morgan Exchange Traded F | 202.0K | $10.22M | 2.9% | +14.5K | Added |
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