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Sandbox Financial Partners, LLC — 13F Holdings & Portfolio

CIK 1844892 · latest 13F-HR filed 2026-04-08

Backtest portfolio

Sandbox Financial Partners, LLC manages $355.6M in 13F-reported U.S. long-equity assets across 117 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VUG (11.10%), AAPL (9.66%), SPY (5.08%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 6 new positions and exited 12; 37 existing positions rose in reported value and 43 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$355.6M

Long-equity book

Holdings
117

Distinct positions

Period
2026-03-31

Filed 2026-04-08

Q/Q Activity
+6 / −12 / ↑37 / ↓43

vs 2025-12-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q1 26
VUG11.1% · +5%AAPL9.7% · -4%SPY5.1% · +9%ACWX4.3% · +90%VTV4.2% · +9%AMZN4.1% · +1%MSFT4.0% · -3%IJH3.4% · +8%JEPI3.2% · +0%JPST2.9% · +8%SNOW2.8% · -0%VIG2.7% · -3%QQQ2.6% · +6%NVDA2.6% · -0%JEPQ2.3% · +4%OEF2.1% · +10%IJR1.7% · +14%GLD1.5% · +12%XLF1.4% · +7%IEF1.3% · +18%GOOGL1.3% · -0%XOM1.3% · +0%META1.1% · +0%GOOG1.0% · +25%COWZ1.0% · +15%AVGO1.0% · -1%CVLC1.0% · -2%FEZ0.9% · +13%JMST0.9% · +4%TPL0.8% · -7%CIBR0.8% · -11%LLY0.7% · +1%VOO0.7% · +0%IBM0.6% · -4%BRK.B0.5% · -1%JPM0.5% · -5%V0.5% · -2%GEV0.5% · +5%IVW0.4% · +1%NEE0.4% · +2%GRNY0.4% · +17%EUSB0.3% · +27%GE0.3% · +0%TSLA0.3% · +7%CVX0.3% · +1%USXF0.3% · -5%IVV0.3% · -1%NULG0.3% · -4%BX0.3% · -22%CVMC0.3% · +134%MA0.3% · -2%RSP0.3% · -1%BA0.2% · -1%CVIE0.2% · +38%ESML0.2% · +28%VTI0.2% · +0%COST0.2% · -1%NFLX0.2% · -26%VYM0.2% · +1%MINT0.2% · +41%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q4 25 → Q1 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

2 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 51.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated May 21, 2026.

Assets Under Management
$681.7M
Discretionary
$621.9M
Employees
11
Accounts
1,590
Address
6903 ROCKLEDGE DRIVE
SUITE 300
BETHESDA, MD 20817
Phone
(301) 214-4190
Website
Name Title / Status Ownership Type
SALCETTI, ANDREW, JOSEPH ControlCHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER
since Jul 2018
10–25%Individual
SALCETTI, BRIAN, CHARLES ControlCHIEF EXECUTIVE OFFICER, MANAGING PARTNER AND MANAGING MEMBER
since Jul 2018
75% or moreIndividual
Ownership & leadership changes · 4 filings with changes since Jul 3, 2018

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 20, 2026 filing
  • No longer listedBOHLANDER, FREDERICK, JOHN · MANAGING PARTNER · 25–50% · control person · listed since Jul 2018
  • No longer listedMILLARD, BLAKE, BARRETT · VP, DIRECTOR OF INVESTMENTS · Less than 5% · control person · listed since Oct 2021
  • ChangedSALCETTI, BRIAN, CHARLES · ownership 25–50% → 75% or more
Dec 8, 2021 filing
  • AddedMILLARD, BLAKE, BARRETT · VP, DIRECTOR OF INVESTMENTS · Less than 5% · control person
Apr 4, 2019 filing
  • No longer listedBOHLANDER, FREDERICK, JOHN · MANAGING MEMBER · 50–75% · indirect via SANDBOX CAPITAL, LLC · control person · listed since Jul 2018
  • No longer listedSALCETTI, ANDREW, JOSEPH · MEMBER · General partner, trustee or manager · indirect via SANDBOX CAPITAL, LLC · control person · listed since Jul 2018
  • No longer listedSALCETTI, BRIAN, CHARLES · MANAGING MEMBER · 25–50% · indirect via SANDBOX CAPITAL, LLC · control person · listed since Jul 2018
  • No longer listedSANDBOX CAPITAL, LLC · MANAGING MEMBER · 75% or more · control person · listed since Jul 2018
  • ChangedBOHLANDER, FREDERICK, JOHN · ownership Less than 5% → 25–50%
  • ChangedSALCETTI, ANDREW, JOSEPH · ownership Less than 5% → 10–25%
  • ChangedSALCETTI, BRIAN, CHARLES · ownership Less than 5% → 25–50%
Aug 2, 2018 filing
  • No longer listedSALCETTI, ANDREW, JOSEPH · MANAGING MEMBER / MEMBER · General partner, trustee or manager · indirect via SANDBOX, LLC · control person · listed since Jul 2018
  • No longer listedSALCETTI, BRIAN, CHARLES · MANAGING MEMBER · 25–50% · indirect via SANDBOX, LLC · control person · listed since Jul 2018
  • No longer listedSANDBOX, LLC · MANAGING MEMBER · 75% or more · control person · listed since Jul 2018
  • AddedBOHLANDER, FREDERICK, JOHN · MANAGING MEMBER · 50–75% · indirect via SANDBOX CAPITAL, LLC · control person
  • AddedSALCETTI, ANDREW, JOSEPH · MEMBER · General partner, trustee or manager · indirect via SANDBOX CAPITAL, LLC · control person
  • AddedSALCETTI, BRIAN, CHARLES · MANAGING MEMBER · 25–50% · indirect via SANDBOX CAPITAL, LLC · control person
  • AddedSANDBOX CAPITAL, LLC · MANAGING MEMBER · 75% or more · control person
Jul 3, 2018 filing (earliest on record)
  • ListedBOHLANDER, FREDERICK, JOHN · MANAGING PARTNER · Less than 5% · control person
  • ListedSALCETTI, ANDREW, JOSEPH · CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedSALCETTI, ANDREW, JOSEPH · MANAGING MEMBER / MEMBER · General partner, trustee or manager · indirect via SANDBOX, LLC · control person
  • ListedSALCETTI, BRIAN, CHARLES · CHIEF EXECUTIVE OFFICER, MANAGING PARTNER AND MANAGING MEMBER · Less than 5% · control person
  • ListedSALCETTI, BRIAN, CHARLES · MANAGING MEMBER · 25–50% · indirect via SANDBOX, LLC · control person
  • ListedSANDBOX, LLC · MANAGING MEMBER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 37 →

Top Trims

Show all 43 →

New Positions

Show all 6 →

Exited Positions

Show all 12 →

Sandbox Financial Partners, LLC Holdings (2026-03-31)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VUG 922908736 $39.5M 11.10% 90,337 SH
2 APPLE INC AAPL 037833100 $34.4M 9.66% 135,362 SH
3 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $18.1M 5.08% 27,763 SH
4 ISHARES TR ACWX 464288240 $15.3M 4.31% 223,917 SH
5 VANGUARD INDEX FDS VTV 922908744 $15.0M 4.21% 76,287 SH
6 AMAZON COM INC AMZN 023135106 $14.7M 4.12% 70,406 SH
7 MICROSOFT CORP MSFT 594918104 $14.3M 4.02% 38,595 SH
8 ISHARES TR IJH 464287507 $12.0M 3.39% 178,414 SH
9 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $11.2M 3.16% 198,207 SH
10 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $10.2M 2.87% 201,987 SH
11 SNOWFLAKE INC SNOW 833445109 $9.8M 2.76% 65,076 SH
12 VANGUARD SPECIALIZED FUNDS VIG 921908844 $9.8M 2.74% 45,369 SH
13 INVESCO QQQ TR QQQ 46090E103 $9.4M 2.63% 16,215 SH
14 NVIDIA CORPORATION NVDA 67066G104 $9.2M 2.57% 52,469 SH
15 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $8.1M 2.28% 145,733 SH
16 ISHARES TR OEF 464287101 $7.4M 2.07% 23,122 SH
17 ISHARES TR IJR 464287804 $6.2M 1.73% 49,622 SH
18 SPDR GOLD TR GLD 78463V107 $5.3M 1.48% 12,202 SH
19 SELECT SECTOR SPDR TR XLF 81369Y605 $5.1M 1.44% 103,928 SH
20 ISHARES TR IEF 464287440 $4.7M 1.31% 48,916 SH
21 ALPHABET INC GOOGL 02079K305 $4.6M 1.29% 15,908 SH
22 EXXON MOBIL CORP XOM 30231G102 $4.6M 1.28% 26,840 SH
23 META PLATFORMS INC META 30303M102 $3.8M 1.08% 6,693 SH
24 ALPHABET INC GOOG 02079K107 $3.7M 1.05% 12,992 SH
25 PACER FDS TR COWZ 69374H881 $3.6M 1.02% 57,950 SH
26 BROADCOM INC AVGO 11135F101 $3.5M 0.99% 11,426 SH
27 MORGAN STANLEY ETF TRUST CVLC 61774R205 $3.5M 0.99% 44,150 SH
28 SPDR INDEX SHS FDS FEZ 78463X202 $3.3M 0.92% 52,891 SH
29 J P MORGAN EXCHANGE TRADED F JMST 46641Q654 $3.1M 0.88% 61,103 SH
30 TEXAS PACIFIC LAND CORPORATI TPL 88262P102 $2.9M 0.83% 6,187 SH
31 FIRST TR EXCHANGE-TRADED FD CIBR 33734X846 $2.8M 0.78% 44,073 SH
32 ELI LILLY & CO LLY 532457108 $2.5M 0.69% 2,681 SH
33 VANGUARD INDEX FDS VOO 922908363 $2.3M 0.65% 3,871 SH
34 INTERNATIONAL BUSINESS MACHS IBM 459200101 $2.1M 0.59% 8,634 SH
35 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.9M 0.53% 3,900 SH
36 JPMORGAN CHASE & CO JPM 46625H100 $1.7M 0.48% 5,750 SH
37 VISA INC V 92826C839 $1.6M 0.46% 5,417 SH
38 GE VERNOVA INC GEV 36828A101 $1.6M 0.46% 1,860 SH
39 ISHARES TR IVW 464287309 $1.5M 0.43% 13,584 SH
40 NEXTERA ENERGY INC NEE 65339F101 $1.4M 0.40% 15,276 SH
41 TIDAL TRUST I GRNY 886364231 $1.3M 0.37% 54,736 SH
42 ISHARES TR EUSB 46436E619 $1.2M 0.34% 27,786 SH
43 GE AEROSPACE GE 369604301 $1.2M 0.34% 4,228 SH
44 TESLA INC TSLA 88160R101 $1.2M 0.34% 3,210 SH
45 CHEVRON CORPORATION CVX 166764100 $1.1M 0.32% 5,459 SH
46 ISHARES TR USXF 46436E767 $1.1M 0.31% 20,162 SH
47 ISHARES TR IVV 464287200 $1.1M 0.31% 1,678 SH
48 NUSHARES ETF TR NULG 67092P201 $1.1M 0.30% 11,858 SH
49 BLACKSTONE INC BX 09260D107 $1.0M 0.29% 9,033 SH
50 MORGAN STANLEY ETF TRUST CVMC 61774R403 $972.2K 0.27% 15,186 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-08 $355.6M 117 0001951757-26-000530
2025-12-31 2026-01-07 $361.4M 123 0001951757-26-000028