Sandbox Financial Partners, LLC

Q4 2025 13F Holdings

  • Location
    bethesda, MD
  • Num holdings

    123

  • Value ($000)

    $361,381

  • Date Filed
    01/07/2026
  • Form type
    13F-HR
  • CIK
    0001844892
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VUG

VANGUARD INDEX FDS

GROWTH ETF
$42.05M
12 %

86,195

AAPL

APPLE INC

COM
$38.16M
11 %

140,357

MSFT

MICROSOFT CORP

COM
$19.3M
5 %

39,904

SPY

SPDR S&P 500 ETF TR

TR UNIT
$17.42M
5 %

25,548

AMZN

AMAZON COM INC

COM
$16.12M
5 %

69,826

SNOW

SNOWFLAKE INC

COM SHS
$14.28M
4 %

65,106

VTV

VANGUARD INDEX FDS

VALUE ETF
$13.38M
4 %

70,047

JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
$11.31M
3 %

197,674

IJH

ISHARES TR

CORE S&P MCP ETF
$10.89M
3 %

164,938

VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
$10.3M
3 %

46,875

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