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Portfolio (Quarterly) Guide ↗

Sandbox Financial Partners, LLC

· CIK 0001844892
13F Portfolio $356M AUM 117 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 43 Added 35 Reduced 12 Exited
Page 4 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AIRR FIRST TR EXCHANGE TRADED FD 6,244.0 $692K 0.20% NEW $110.78 +15.8%
62 ABBV ABBVIE INC Healthcare 3,156.0 $686K 0.19% +25.0 +0.8% $217.49 -2.0%
63 XLK SELECT SECTOR SPDR TR 4,916.0 $653K 0.18% -39.0 -0.8% $132.91 +39.4%
64 ITA ISHARES TR 2,867.0 $627K 0.18% +19.0 +0.7% $218.76 +4.9%
65 VZ VERIZON COMMUNICATIONS INC Communication Services 12,344.0 $620K 0.17% -2K -15.2% $50.20 -3.7%
66 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,820.0 $615K 0.17% -13.0 -0.7% $337.96 +22.0%
67 PLTR PALANTIR TECHNOLOGIES INC Technology 4,128.0 $604K 0.17% -783.0 -15.9% $146.28 -6.6%
68 SHLD GLOBAL X FDS 7,881.0 $558K 0.16% +3K +62.5% $70.84 -6.7%
69 JNJ JOHNSON & JOHNSON Healthcare 2,133.0 $521K 0.15% +78.0 +3.8% $244.44 -5.8%
70 CSCO CISCO SYS INC Technology 6,649.0 $516K 0.14% +83.0 +1.3% $77.59 +52.5%
71 MUB ISHARES TR 4,759.0 $505K 0.14% +37.0 +0.8% $106.16 +0.5%
72 IBIT ISHARES BITCOIN TRUST ETF Financial Services 12,845.0 $494K 0.14% -976.0 -7.1% $38.42 +11.9%
73 PRF INVESCO EXCHANGE TRADED FD T 10,379.0 $493K 0.14% $47.53 +12.6%
74 MCD MCDONALDS CORP Consumer Cyclical 1,578.0 $491K 0.14% -55.0 -3.4% $310.88 -10.2%
75 SMH VANECK ETF TRUST 1,250.0 $479K 0.14% $383.27 +57.1%
76 VXF VANGUARD INDEX FDS 2,277.0 $469K 0.13% $205.79 +14.0%
77 BND VANGUARD BD INDEX FDS 6,299.0 $464K 0.13% $73.64 -0.6%
78 TRFK PACER FDS TR 7,340.0 $457K 0.13% $62.24 +58.5%
79 IWF ISHARES TR 1,071.0 $457K 0.13% -6.0 -0.6% $426.44 -70.5%
80 HD HOME DEPOT INC Consumer Cyclical 1,363.0 $448K 0.13% -48.0 -3.4% $328.82 -5.6%
Page 4 of 6  ·  117 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.2%
Financial Services 23.8%
Consumer Cyclical 10.1%
Communication Services 8.2%
Energy 5.3%
Healthcare 2.4%
Utilities 2.4%
Industrials 1.6%
Consumer Defensive 0.9%
Real Estate 0.1%