Sandbox Financial Partners, LLC
SEC Form 13F institutional filer · CIK 0001844892
13F-HR · 58 reported holdings · 2026-03-31
Reported long-US-equity value
$0.19B
Top-10 concentration
70.8%
Sandbox Financial Partners, LLC — $190M AUM allocation strategy
Sandbox Financial Partners, LLC files SEC Form 13F and reports $190M of long US equity value across 58 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 33.4%, followed by Consumer Discretionary 7.7% and Communication Services 6.4%.
The top 10 holdings account for 71% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Sandbox Financial Partners, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$190M
total across 58 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
71% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +19.7K sh · +$2.05M+$MS +11.2K sh · +$558K+$XLF +6.6K sh · −$200K
Biggest trims (shares)
−$AAPL −5K sh · −$3.8M−$NFLX −2.65K sh · −$230K−$BX −2.53K sh · −$744K
Exited to nil (held last quarter, gone now)
$UBER ($286K last qtr)$NOW ($276K last qtr)$BAC ($232K last qtr)$PEP ($220K last qtr)$MMM ($219K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals18.1%—
- Broadline Retail7.7%—
- Systems Software7.5%—
- Semiconductors6.7%—
- Interactive Media & Services6.4%—
- Investment Banking & Brokerage2.8%—
- Integrated Oil & Gas2.4%—
- Oil & Gas Exploration & Production1.5%—
- Other holdings46.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 135K | $34.4M | -5K | 18.1% |
| $AMZN | Amazon.com Inc | 70.4K | $14.7M | +580 | 7.7% |
| $MSFT | Microsoft Corporation | 38.6K | $14.3M | -1.31K | 7.5% |
| $NVDA | NVIDIA Corporation | 52.5K | $9.15M | -148 | 4.8% |
| $MS | Morgan Stanley | 71.5K | $5.39M | +11.2K | 2.8% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 15.9K | $4.57M | -17 | 2.4% |
…and 52 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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