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
V
VUG

VANGUARD INDEX FDS

GROWTH ETF
$42.05M
12 %

86,195

A
AAPL

APPLE INC

COM
$38.16M
11 %

140,357

M
MSFT

MICROSOFT CORP

COM
$19.3M
5 %

39,904

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
$17.42M
5 %

25,548

A
AMZN

AMAZON COM INC

COM
$16.12M
5 %

69,826

S
SNOW

SNOWFLAKE INC

COM SHS
$14.28M
4 %

65,106

V
VTV

VANGUARD INDEX FDS

VALUE ETF
$13.38M
4 %

70,047

J
JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
$11.31M
3 %

197,674

I
IJH

ISHARES TR

CORE S&P MCP ETF
$10.89M
3 %

164,938

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
$10.3M
3 %

46,875

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