account_balance

Investment manager · 13F filer · SEC CIK 1844892

Sandbox Financial Partners, LLC

Reported value$356Mas of Mar 31, 2026

Positions117

Top 10 weight51.9%VUG alone is 11%

FiledApr 88 days after quarter end

Portfolio · as of Mar 31, 2026

Where the money is

VUGVanguard Index FDS

11.1%

AAPLApple Inc.

SPYSPDR S&P 500 ETF Trust

ACWXiShares Tr

4.3%

VTVVanguard Index FDS

4.2%

AMZNAmazon.com Inc

MSFTMicrosoft Corp

IJHiShares Tr

3.4%

JEPIJ P Morgan Exchange Traded F

3.2%

JPSTJ P Morgan Exchange Traded F

2.9%

SNOWSnowflake Inc.

VIGVanguard Specialized Funds

2.7%

VUGVanguard Index FDS

11.1%

AAPLApple Inc.

SPYSPDR S&P 500 ETF Trust

ACWXiShares Tr

4.3%

VTVVanguard Index FDS

4.2%

AMZNAmazon.com Inc

MSFTMicrosoft Corp

IJHiShares Tr

3.4%

JEPIJ P Morgan Exchange Traded F

3.2%

JPST2.9%

VIG2.7%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

VUG Vanguard Index FDS 11.1%

AAPL Apple Inc. 9.7% SPY SPDR S&P 500 ETF Trust 5.1%

ACWX iShares Tr 4.3%

VTV Vanguard Index FDS 4.2%

AMZN Amazon.com Inc 4.1% MSFT Microsoft Corp 4.0%

IJH iShares Tr 3.4%

JEPI J P Morgan Exchange Traded F 3.2%

JPST J P Morgan Exchange Traded F 2.9%

SNOW Snowflake Inc. 2.8%

VIG Vanguard Specialized Funds 2.7%