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☆Sandbox Financial Partners, LLC

CIK 0001844892 · holdings for 2026Q1 (change vs 2025Q4) · in signal universe
Quality Q
0.505
AUM ($M)
356
Positions
117
Turnover
0.07
Top-10 wt
52%
Herfindahl
0.040
History (qtrs)
5
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 129 positions · portfolio value $356M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VUG funds › VANGUARD INDEX FDS ADD — 11.1% -0.5% 39.5 90,337 +4,142 4 —
☆AAPL funds › APPLE INC TRIM — 9.7% -0.9% 34.4 135,362 -4,995 4 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 5.1% +0.3% 18.1 27,763 +2,215 4 —
☆ACWX funds › ISHARES TR ADD — 4.3% +2.1% 15.3 223,917 +106,052 4 —
☆VTV funds › VANGUARD INDEX FDS ADD — 4.2% +0.5% 15.0 76,287 +6,240 4 —
☆AMZN funds › AMAZON COM INC ADD — 4.1% -0.3% 14.7 70,406 +580 4 —
☆MSFT funds › MICROSOFT CORP TRIM — 4.0% -1.3% 14.3 38,595 -1,309 4 —
☆IJH funds › ISHARES TR ADD — 3.4% +0.4% 12.0 178,414 +13,476 4 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F ADD — 3.2% +0.0% 11.2 198,207 +533 4 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F ADD — 2.9% +0.2% 10.2 201,987 +14,455 4 —
☆SNOW funds › SNOWFLAKE INC TRIM — 2.8% -1.2% 9.8 65,076 -30 4 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 2.7% -0.1% 9.8 45,369 -1,506 4 —
☆QQQ funds › INVESCO QQQ TR ADD — 2.6% +0.0% 9.4 16,215 +897 4 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 2.6% -0.1% 9.2 52,469 -148 4 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F ADD — 2.3% +0.0% 8.1 145,733 +5,771 4 —
☆OEF funds › ISHARES TR ADD — 2.1% +0.1% 7.4 23,122 +2,028 2 —
☆IJR funds › ISHARES TR ADD — 1.7% +0.3% 6.2 49,622 +6,227 4 —
☆GLD funds › SPDR GOLD TR ADD — 1.5% +0.3% 5.3 12,202 +1,344 4 —
☆XLF funds › SELECT SECTOR SPDR TR ADD — 1.4% -0.0% 5.1 103,928 +6,598 4 —
☆IEF funds › ISHARES TR ADD — 1.3% +0.2% 4.7 48,916 +7,392 2 —
☆GOOGL funds › ALPHABET INC TRIM — 1.3% -0.1% 4.6 15,908 -17 4 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 1.3% +0.4% 4.6 26,840 +15 4 —
☆META funds › META PLATFORMS INC ADD — 1.1% -0.1% 3.8 6,693 +6 4 —
☆GOOG funds › ALPHABET INC ADD — 1.0% +0.1% 3.7 12,992 +2,601 4 —
☆COWZ funds › PACER FDS TR ADD — 1.0% +0.2% 3.6 57,950 +7,427 4 —
☆AVGO funds › BROADCOM INC TRIM — 1.0% -0.1% 3.5 11,426 -107 4 —
☆CVLC funds › MORGAN STANLEY ETF TRUST TRIM — 1.0% -0.1% 3.5 44,150 -809 4 —
☆FEZ funds › SPDR INDEX SHS FDS ADD — 0.9% +0.1% 3.3 52,891 +6,171 4 —
☆JMST funds › J P MORGAN EXCHANGE TRADED F ADD — 0.9% +0.1% 3.1 61,103 +2,530 4 —
☆TPL funds › TEXAS PACIFIC LAND CORPORATI TRIM — 0.8% +0.3% 2.9 6,187 -482 4 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.8% -0.2% 2.8 44,073 -5,304 4 —
☆LLY funds › ELI LILLY & CO ADD — 0.7% -0.1% 2.5 2,681 +24 4 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.7% -0.0% 2.3 3,871 +5 4 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS TRIM — 0.6% -0.1% 2.1 8,634 -335 4 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.5% -0.0% 1.9 3,900 -52 4 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.5% -0.1% 1.7 5,750 -289 4 —
☆V funds › VISA INC TRIM — 0.5% -0.1% 1.6 5,417 -86 4 —
☆GEV funds › GE VERNOVA INC ADD — 0.5% +0.1% 1.6 1,860 +87 4 —
☆IVW funds › ISHARES TR ADD — 0.4% -0.0% 1.5 13,584 +127 4 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.4% +0.1% 1.4 15,276 +286 4 —
☆GRNY funds › TIDAL TRUST I ADD — 0.4% +0.0% 1.3 54,736 +7,779 4 —
☆EUSB funds › ISHARES TR ADD — 0.3% +0.1% 1.2 27,786 +5,974 4 —
☆GE funds › GE AEROSPACE ADD — 0.3% -0.0% 1.2 4,228 +3 4 —
☆TSLA funds › TESLA INC ADD — 0.3% -0.0% 1.2 3,210 +204 4 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.3% +0.1% 1.1 5,459 +48 4 —
☆USXF funds › ISHARES TR TRIM — 0.3% -0.0% 1.1 20,162 -1,141 4 —
☆IVV funds › ISHARES TR TRIM — 0.3% -0.0% 1.1 1,678 -24 4 —
☆NULG funds › NUSHARES ETF TR TRIM — 0.3% -0.0% 1.1 11,858 -546 4 —
☆BX funds › BLACKSTONE INC TRIM — 0.3% -0.2% 1.0 9,033 -2,529 4 —
☆CVMC funds › MORGAN STANLEY ETF TRUST ADD — 0.3% +0.2% 1.0 15,186 +8,705 4 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.3% -0.0% 0.9 1,840 -47 4 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.3% +0.0% 0.9 4,683 -45 4 —
☆BA funds › BOEING CO TRIM — 0.2% -0.0% 0.9 4,454 -49 4 —
☆CVIE funds › MORGAN STANLEY ETF TRUST ADD — 0.2% +0.1% 0.9 12,174 +3,331 4 —
☆ESML funds › ISHARES TR ADD — 0.2% +0.1% 0.8 18,063 +3,986 4 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.2% -0.0% 0.8 2,552 +3 4 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.2% +0.0% 0.8 817 -9 4 —
☆NFLX funds › NETFLIX INC. TRIM — 0.2% -0.1% 0.7 7,601 -2,648 4 —
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 0.2% +0.0% 0.7 4,750 +63 4 —
☆MINT funds › PIMCO ETF TR ADD — 0.2% +0.1% 0.7 6,898 +2,009 4 —
☆AIRR funds › FIRST TR EXCHANGE TRADED FD NEW — 0.2% +0.2% 0.7 6,244 +6,244 1 —
☆ABBV funds › ABBVIE INC ADD — 0.2% -0.0% 0.7 3,156 +25 4 —
☆XLK funds › SELECT SECTOR SPDR TR TRIM — 0.2% -0.0% 0.7 4,916 -39 4 —
☆ITA funds › ISHARES TR ADD — 0.2% +0.0% 0.6 2,867 +19 4 —
☆VZ funds › VERIZON COMMUNICATIONS INC TRIM — 0.2% +0.0% 0.6 12,344 -2,220 4 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM — 0.2% +0.0% 0.6 1,820 -13 3 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.2% -0.1% 0.6 4,128 -783 4 —
☆SHLD funds › GLOBAL X FDS ADD — 0.2% +0.1% 0.6 7,881 +3,032 2 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.1% +0.0% 0.5 2,133 +78 4 —
☆CSCO funds › CISCO SYS INC ADD — 0.1% +0.0% 0.5 6,649 +83 3 —
☆MUB funds › ISHARES TR ADD — 0.1% +0.0% 0.5 4,759 +37 4 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF TRIM — 0.1% -0.1% 0.5 12,845 -976 4 —
☆PRF funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.1% +0.0% 0.5 10,379 -20 4 —
☆MCD funds › MCDONALDS CORP TRIM — 0.1% -0.0% 0.5 1,578 -55 4 —
☆SMH funds › VANECK ETF TRUST TRIM — 0.1% +0.0% 0.5 1,250 -3 4 —
☆VXF funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 0.5 2,277 +1 4 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 0.1% +0.0% 0.5 6,299 +3 4 —
☆TRFK funds › PACER FDS TR ADD — 0.1% -0.0% 0.5 7,340 +1 2 —
☆IWF funds › ISHARES TR TRIM — 0.1% -0.0% 0.5 1,071 -6 4 —
☆HD funds › HOME DEPOT INC TRIM — 0.1% -0.0% 0.4 1,363 -48 4 —
☆CRWD funds › CROWDSTRIKE HLDGS INC ADD — 0.1% -0.0% 0.4 1,085 +63 4 —
☆WMT funds › WALMART INC ADD — 0.1% +0.0% 0.4 3,330 +5 4 —
☆IGV funds › ISHARES TR ADD — 0.1% -0.0% 0.4 5,087 +935 4 —
☆AEP funds › AMERICAN ELEC PWR CO INC ADD — 0.1% +0.0% 0.4 3,091 +1 4 —
☆DUK funds › DUKE ENERGY CORP NEW TRIM — 0.1% -0.0% 0.4 3,074 -421 4 —
☆BNY funds › BANK NEW YORK MELLON CORP TRIM — 0.1% +0.0% 0.4 3,306 -3 4 —
☆RYLD funds › GLOBAL X FDS HOLD — 0.1% -0.0% 0.3 22,873 +0 4 —
☆CUSIP:682310875 funds › ONCOLYTICS BIOTECH INC NEW — 0.1% +0.1% 0.3 400,000 +400,000 1 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN TRIM — 0.1% -0.1% 0.3 5,710 -1,342 4 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L TRIM — 0.1% +0.0% 0.3 8,876 -300 4 —
☆SPYD funds › SPDR SERIES TRUST HOLD — 0.1% +0.0% 0.3 6,747 +0 4 —
☆GILD funds › GILEAD SCIENCES INC TRIM — 0.1% +0.0% 0.3 2,104 -51 4 —
☆DFAC funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 0.3 7,522 +19 3 —
☆AGG funds › ISHARES TR ADD — 0.1% +0.0% 0.3 2,878 +10 4 —
☆MLPX funds › GLOBAL X FDS NEW — 0.1% +0.1% 0.3 3,833 +3,833 1 —
☆RTX funds › RTX CORPORATION ADD — 0.1% +0.0% 0.3 1,469 +35 4 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.1% -0.0% 0.3 1,961 -148 4 —
☆USMV funds › ISHARES TR ADD — 0.1% +0.0% 0.3 2,864 +8 4 —
☆CSW funds › CSW INDUSTRIALS INC HOLD — 0.1% -0.0% 0.3 1,000 +0 4 —
☆PIO funds › INVESCO EXCH TRADED FD TR II ADD — 0.1% +0.0% 0.2 5,734 +435 3 —
☆VSGX funds › VANGUARD WORLD FD NEW — 0.1% +0.1% 0.2 3,455 +3,455 1 —
☆MPB funds › MID PENN BANCORP INC ADD — 0.1% +0.0% 0.2 7,645 +61 4 —
☆PAVE funds › GLOBAL X FDS ADD — 0.1% +0.0% 0.2 4,759 +14 4 —
☆ANET funds › ARISTA NETWORKS INC TRIM — 0.1% -0.0% 0.2 1,961 -37 4 —
☆LMT funds › LOCKHEED MARTIN CORP TRIM — 0.1% -0.0% 0.2 398 -110 4 —
☆GBTC funds › GRAYSCALE BITCOIN TRUST ETF HOLD — 0.1% -0.0% 0.2 4,464 +0 4 —
☆O funds › REALTY INCOME CORP HOLD — 0.1% +0.0% 0.2 3,846 +0 4 —
☆AXP funds › AMERICAN EXPRESS CO HOLD — 0.1% -0.0% 0.2 770 +0 4 —
☆SCHD funds › SCHWAB STRATEGIC TR NEW — 0.1% +0.1% 0.2 7,225 +7,225 1 —
☆D funds › DOMINION ENERGY INC TRIM — 0.1% +0.0% 0.2 3,489 -5 4 —
☆TDIV funds › FIRST TR EXCHANGE TRADED FD HOLD — 0.1% -0.0% 0.2 2,225 +0 4 —
☆TWLO funds › TWILIO INC HOLD — 0.1% -0.0% 0.2 1,612 +0 2 —
☆SCHF funds › SCHWAB STRATEGIC TR NEW — 0.1% +0.1% 0.2 8,112 +8,112 1 —
☆NIO funds › NIO INC ADD — 0.0% +0.0% 0.1 11,097 +1,000 2 —
☆IAUX funds › I-80 GOLD CORP HOLD — 0.0% +0.0% 0.1 40,000 +0 4 —
☆PACB funds › PACIFIC BIOSCIENCES CALIF IN HOLD — 0.0% -0.0% 0.0 27,517 +0 4 —
☆SGMOQ funds › SANGAMO THERAPEUTICS INC HOLD — 0.0% -0.0% 0.0 24,833 +0 4 —
☆XYLD funds › GLOBAL X FDS EXIT — 0.0% -0.1% 0.0 0 -4,987 0 —
☆MMM funds › 3M CO EXIT — 0.0% -0.1% 0.0 0 -1,367 0 —
☆IYW funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -1,050 0 —
☆UBER funds › UBER TECHNOLOGIES INC EXIT — 0.0% -0.1% 0.0 0 -3,502 0 —
☆DOCU funds › DOCUSIGN INC EXIT — 0.0% -0.1% 0.0 0 -4,494 0 —
☆BTCL funds › WORLD FDS TR EXIT — 0.0% -0.1% 0.0 0 -8,560 0 —
☆FDVV funds › FIDELITY COVINGTON TRUST EXIT — 0.0% -0.1% 0.0 0 -4,254 0 —
☆NOW funds › SERVICENOW INC EXIT — 0.0% -0.1% 0.0 0 -1,804 0 —
☆BAC funds › BANK AMERICA CORP EXIT — 0.0% -0.1% 0.0 0 -4,220 0 —
☆EAGG funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -6,884 0 —
☆PEP funds › PEPSICO INC EXIT — 0.0% -0.1% 0.0 0 -1,529 0 —
☆PFF funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -6,764 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q1 356 117 0.07 52% 0.040 0.515 — in
2025Q4 361 123 0.07 53% 0.043 0.482 — in
2025Q3 349 128 0.05 53% 0.042 0.524 — in
2025Q2 317 123 0.12 53% 0.041 0.417 — entered
2025Q1 283 109 0.00 54% 0.043 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status