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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 $361,380,805
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 86,195 $42,050,866 11.64%
2.
Apple Inc.
 AAPL 140,357 $38,157,325 10.56%
3.
Microsoft Corp
 MSFT 39,904 $19,298,537 5.34%
4.
Spdr S & P 500 Etf Trust
 SPY 25,548 $17,421,964 4.82%
5.
Amazon Com Inc
 AMZN 69,826 $16,117,187 4.46%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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