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Sandbox Financial Partners, LLC - Portfolio Stock Holdings

Sandbox Financial Partners, LLC disclosed 129 stock positions in a recent SEC 13F filing. $353,070,905 of stock holdings were filed, with the largest holdings including VUG, AAPL, and SPY. This filing represented positions held on March 31, 2026, and was filed on April 8, 2026.

We estimate the fund has a total AUM of $681,669,971 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

129

Est. Stock Holding Value:

$353,070,905

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Sandbox Financial Partners, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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