Sandbox Financial Partners, LLC - Portfolio overview

Sandbox Financial Partners, LLC has 140 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 10.57%
2. AAPL - APPLE INC, 9.21%
3. SPY - STATE STR SPDR S&P 500 ETF T, 4.84%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.