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Home > Institutional Investor > Sandbox Financial Partners, Llc > Profile

Instuitional Investor - Sandbox Financial Partners, Llc

Fund Profile
Filing Period:
Fund Name: Sandbox Financial Partners, Llc
Portfolio Value $355,619,503
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 90,337 $39,458,242 11.1%
2.
Apple Inc.
 AAPL 135,362 $34,353,450 9.66%
3.
Spdr S & P 500 Etf Trust
 SPY 27,763 $18,055,680 5.08%
4.
Ishares Tr - MSCI ACWI EX US
 223,917 $15,331,571 4.31%
5.
Vanguard Index Fds - VALUE ETF
 76,287 $14,967,549 4.21%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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