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Portfolio (Quarterly) Guide ↗

Sandbox Financial Partners, LLC

· CIK 0001844892
13F Portfolio $361M AUM 123 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 123 New
Page 2 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GLD SPDR GOLD TR Financial Services 10,858.0 $4.3M 1.19% NEW $396.30 +4.4%
22 IEF ISHARES TR 41,524.0 $4.0M 1.10% NEW $96.16 -2.4%
23 AVGO BROADCOM INC Technology 11,533.0 $4.0M 1.10% NEW $346.11 +19.7%
24 CVLC MORGAN STANLEY ETF TRUST 44,959.0 $3.8M 1.05% NEW $84.24 +10.0%
25 CIBR FIRST TR EXCHANGE TRADED FD 49,377.0 $3.5M 0.98% NEW $71.45 +18.0%
26 GOOG ALPHABET INC Communication Services 10,391.0 $3.3M 0.90% NEW $313.81 +20.9%
27 XOM EXXON MOBIL CORP Energy 26,825.0 $3.2M 0.89% NEW $120.34 +28.7%
28 COWZ PACER FDS TR 50,523.0 $3.0M 0.84% NEW $60.17 +6.9%
29 FEZ SPDR INDEX SHS FDS 46,720.0 $3.0M 0.83% NEW $64.39 +4.3%
30 JMST J P MORGAN EXCHANGE TRADED F 58,573.0 $3.0M 0.83% NEW $50.94 -0.1%
31 LLY ELI LILLY & CO Healthcare 2,657.0 $2.9M 0.79% NEW $1074.62 -0.9%
32 IBM INTERNATIONAL BUSINESS MACHS Technology 8,969.0 $2.7M 0.73% NEW $296.21 -14.3%
33 VOO VANGUARD INDEX FDS 3,866.0 $2.4M 0.67% NEW $627.11 +9.3%
34 BERKSHIRE HATHAWAY INC DEL 3,952.0 $2.0M 0.55% NEW $502.64
35 JPM JPMORGAN CHASE & CO. Financial Services 6,039.0 $1.9M 0.54% NEW $322.23 -4.9%
36 V VISA INC Financial Services 5,503.0 $1.9M 0.53% NEW $350.74 -6.2%
37 TPL TEXAS PACIFIC LAND CORPORATI Energy 6,669.0 $1.9M 0.53% NEW $287.22 +40.0%
38 BX BLACKSTONE INC Financial Services 11,562.0 $1.8M 0.49% NEW $154.15 -23.1%
39 IVW ISHARES TR 13,457.0 $1.7M 0.46% NEW $123.26 +10.8%
40 TSLA TESLA INC Consumer Cyclical 3,006.0 $1.4M 0.37% NEW $449.73 -5.3%
Page 2 of 7  ·  123 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 49.9%
Financial Services 22.0%
Consumer Cyclical 10.1%
Communication Services 7.8%
Energy 3.4%
Healthcare 2.3%
Utilities 1.8%
Industrials 1.6%
Consumer Defensive 0.9%
Real Estate 0.1%