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Sandbox Financial Partners

Latest statistics and disclosures from Sandbox Financial Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, AAPL, MSFT, SPY, AMZN, and represent 36.53% of Sandbox Financial Partners's stock portfolio.
Added to shares of these 10 stocks: VUG, SPY, NFLX, META, GRNY, ACWX, USXF, PLTR, IJH, CSCO.
Started 12 new stock positions in FDVV, GDLC, CSCO, ORCL, DFAC, TSM, BAC, IYW, VOOG, IREN. PFF, PIO.
Reduced shares in these 10 stocks: TSLA, LLY, SNOW, COST, JEPI, BND, NUBD, TPL, LB, VOO.
Sold out of its positions in ISRG, KBWY, SHY, NUSC, NUBD, PDSB, TWLO.
Sandbox Financial Partners was a net buyer of stock by $8.4M.
Sandbox Financial Partners has $349M in assets under management (AUM), dropping by 10.16%.
Central Index Key (CIK): 0001844892

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Portfolio Holdings for Sandbox Financial Partners

Sandbox Financial Partners holds 128 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	11.4	$40M	+3%	83k	479.61	View chart
Apple (AAPL)	10.2	$36M		140k	254.63	View chart
Microsoft Corporation (MSFT)	5.9	$21M		40k	517.96	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.6	$16M	+7%	24k	666.17	View chart
Amazon (AMZN)	4.4	$15M		70k	219.57	View chart
Snowflake Com Shs (SNOW)	4.2	$15M	-4%	65k	225.55	View chart
Vanguard Index Fds Value Etf (VTV)	3.5	$12M	+3%	65k	186.49	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	3.2	$11M	-3%	198k	57.10	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.9	$10M	+2%	47k	215.79	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.9	$10M	+5%	156k	65.26	View chart
NVIDIA Corporation (NVDA)	2.8	$9.6M		52k	186.58	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.6	$9.1M	+4%	179k	50.73	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.5	$8.8M	+2%	15k	600.35	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	2.3	$8.2M		142k	57.52	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	1.9	$6.6M	+11%	102k	65.01	View chart
Select Sector Spdr Tr Indl (XLI)	1.9	$6.5M		42k	154.23	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.4	$4.8M	+3%	41k	118.83	View chart
Meta Platforms Cl A (META)	1.3	$4.6M	+18%	6.3k	734.36	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$3.8M		16k	243.10	View chart
Invesco Actively Managed Exc Total Return (GTO)	1.1	$3.8M	+9%	80k	47.51	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.0	$3.6M		48k	76.01	View chart
Broadcom (AVGO)	1.0	$3.6M	+8%	11k	329.90	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	1.0	$3.6M	+11%	44k	81.87	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$3.4M	+10%	9.5k	355.47	View chart
Select Sector Spdr Tr Financial (XLF)	0.9	$3.2M	+11%	60k	53.87	View chart
Exxon Mobil Corporation (XOM)	0.9	$3.0M		27k	112.75	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.8	$2.9M	+3%	57k	51.04	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.8	$2.7M		47k	57.47	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$2.5M		10k	243.54	View chart
International Business Machines (IBM)	0.7	$2.5M		8.9k	282.16	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.7	$2.4M	+11%	38k	62.12	View chart
Texas Pacific Land Corp (TPL)	0.7	$2.3M	-13%	2.4k	933.80	View chart
Eli Lilly & Co. (LLY)	0.6	$2.1M	-29%	2.8k	762.95	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$2.1M	-12%	3.4k	612.40	View chart
Tesla Motors (TSLA)	0.6	$2.1M	-31%	4.7k	444.74	View chart
Blackstone Group Inc Com Cl A (BX)	0.6	$2.0M		12k	170.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$2.0M		4.1k	502.78	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.9M		6.1k	315.42	View chart
Visa Com Cl A (V)	0.5	$1.9M	-7%	5.6k	341.37	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.5	$1.7M		22k	77.78	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.5	$1.7M	+52%	29k	57.31	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$1.6M	-2%	13k	120.72	View chart
Costco Wholesale Corporation (COST)	0.4	$1.4M	-26%	1.5k	925.88	View chart
Netflix (NFLX)	0.4	$1.4M	+160%	1.2k	1198.64	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.4	$1.3M	+31%	13k	99.45	View chart
Ge Aerospace Com New (GE)	0.4	$1.3M		4.3k	300.79	View chart
Nextera Energy (NEE)	0.3	$1.1M	+6%	15k	75.49	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.3	$1.1M	+14%	26k	43.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.1M		1.7k	669.11	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$1.1M	-2%	5.9k	189.69	View chart
Mastercard Incorporated Cl A (MA)	0.3	$1.1M	-14%	1.9k	568.86	View chart
Ge Vernova (GEV)	0.3	$1.0M		1.6k	614.77	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.3	$979k	+254%	39k	24.99	View chart
Boeing Company (BA)	0.3	$975k		4.5k	215.85	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$939k	+13%	2.9k	328.21	View chart
Chevron Corporation (CVX)	0.3	$894k		5.8k	155.29	View chart
Palantir Technologies Cl A (PLTR)	0.3	$885k	+169%	4.9k	182.41	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$882k	+15%	14k	65.00	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$791k	+21%	7.9k	99.81	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$767k	-2%	2.7k	281.84	View chart
Abbvie (ABBV)	0.2	$726k	-4%	3.1k	231.52	View chart
Servicenow (NOW)	0.2	$694k	-7%	754.00	920.32	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$657k		4.7k	140.95	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$652k	+73%	15k	45.08	View chart
Verizon Communications (VZ)	0.2	$651k	+5%	15k	43.95	View chart
Home Depot (HD)	0.2	$630k	+10%	1.6k	405.07	View chart
Morgan Stanley Etf Trust Calvert Internat (CVIE)	0.2	$578k	+25%	8.5k	68.23	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$526k		5.9k	89.77	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$504k		1.1k	468.53	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$499k	+15%	2.4k	209.30	View chart
McDonald's Corporation (MCD)	0.1	$496k	-2%	1.6k	303.89	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$481k	-44%	6.5k	74.38	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$477k	-5%	4.1k	115.01	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$475k		2.3k	209.35	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$469k		10k	45.21	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$468k	-12%	4.4k	106.48	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$448k	+65%	913.00	490.40	View chart
Duke Energy Corp Com New (DUK)	0.1	$436k		3.5k	123.76	View chart
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC)	0.1	$432k	+7%	6.8k	63.49	View chart
Cisco Systems (CSCO)	0.1	$430k	NEW	6.3k	68.42	View chart
World Fds Tr T Rex Target Etf (BTCL)	0.1	$425k		7.6k	56.19	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$403k	+12%	1.2k	326.37	View chart
Global X Fds Russell 2000 (RYLD)	0.1	$393k	-34%	26k	15.05	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$382k	+63%	3.8k	100.70	View chart
Johnson & Johnson (JNJ)	0.1	$380k	-2%	2.1k	185.38	View chart
Bank of New York Mellon Corporation (BK)	0.1	$362k		3.3k	108.98	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$358k	-4%	7.5k	48.03	View chart
American Electric Power Company (AEP)	0.1	$348k		3.1k	112.52	View chart
Wal-Mart Stores (WMT)	0.1	$345k	-4%	3.3k	103.06	View chart
Uber Technologies (UBER)	0.1	$341k		3.5k	97.98	View chart
Docusign (DOCU)	0.1	$324k		4.5k	72.09	View chart
Procter & Gamble Company (PG)	0.1	$322k	-26%	2.1k	153.64	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$320k	NEW	1.1k	279.41	View chart
Arista Networks Com Shs (ANET)	0.1	$303k	-3%	2.1k	145.74	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.1	$297k		6.7k	44.00	View chart
Enterprise Products Partners (EPD)	0.1	$293k	-2%	9.4k	31.27	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$289k	NEW	7.5k	38.57	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$285k		2.8k	100.25	View chart
Oracle Corporation (ORCL)	0.1	$274k	NEW	974.00	281.20	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$272k		2.9k	95.14	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$267k		2.7k	100.71	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$261k		4.4k	58.85	View chart
American Express Company (AXP)	0.1	$256k	-3%	769.00	332.25	View chart
Lockheed Martin Corporation (LMT)	0.1	$253k	-24%	506.00	499.18	View chart
Csw Industrials (CSW)	0.1	$243k		1.0k	242.75	View chart
Invesco Exch Traded Fd Tr Ii Global Water (PIO)	0.1	$241k	NEW	5.4k	44.89	View chart
Gilead Sciences (GILD)	0.1	$239k	-5%	2.2k	110.99	View chart
Realty Income (O)	0.1	$234k	-2%	3.8k	60.79	View chart
Raytheon Technologies Corp (RTX)	0.1	$229k	-3%	1.4k	167.33	View chart
Iren Ordinary Shares (IREN)	0.1	$228k	NEW	4.9k	46.93	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$226k		4.7k	47.63	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$224k	-3%	5.7k	39.26	View chart
Eaton Corp SHS (ETN)	0.1	$222k		593.00	374.20	View chart
Grayscale Coindesk Crypto Usd Shs (GDLC)	0.1	$221k	NEW	3.9k	55.90	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$219k		2.2k	98.59	View chart
Pepsi (PEP)	0.1	$219k	-4%	1.6k	140.44	View chart
Dominion Resources (D)	0.1	$219k		3.6k	61.16	View chart
Bank of America Corporation (BAC)	0.1	$218k	NEW	4.2k	51.59	View chart
Mid Penn Ban (MPB)	0.1	$216k		7.5k	28.64	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$214k	NEW	6.8k	31.62	View chart
3M Company (MMM)	0.1	$212k		1.4k	155.21	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$208k	NEW	477.00	435.56	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$206k	NEW	3.7k	55.71	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$206k	NEW	1.1k	195.86	View chart
Landbridge Company Cl A (LB)	0.1	$203k	-62%	3.8k	53.35	View chart
I-80 Gold Corp (IAUX)	0.0	$38k		40k	0.96	View chart
Pacific Biosciences of California (PACB)	0.0	$35k		28k	1.28	View chart
Sangamo Biosciences (SGMO)	0.0	$17k		25k	0.67	View chart

Past Filings by Sandbox Financial Partners

SEC 13F filings are viewable for Sandbox Financial Partners going back to 2020

Sandbox Financial Partners 2025 Q3 filed Oct. 17, 2025
Sandbox Financial Partners 2025 Q2 filed July 9, 2025
Sandbox Financial Partners 2025 Q1 filed April 11, 2025
Sandbox Financial Partners 2024 Q4 filed Jan. 15, 2025
Sandbox Financial Partners 2024 Q3 filed Oct. 7, 2024
Sandbox Financial Partners 2024 Q2 filed July 15, 2024
Sandbox Financial Partners 2024 Q1 filed April 15, 2024
Sandbox Financial Partners 2023 Q4 filed Jan. 18, 2024
Sandbox Financial Partners 2023 Q3 filed Oct. 10, 2023
Sandbox Financial Partners 2023 Q2 filed July 14, 2023
Sandbox Financial Partners 2023 Q1 filed April 21, 2023
Sandbox Financial Partners 2022 Q4 filed Jan. 25, 2023
Sandbox Financial Partners 2022 Q3 filed Nov. 14, 2022
Sandbox Financial Partners 2022 Q2 filed Aug. 11, 2022
Sandbox Financial Partners 2022 Q1 filed April 13, 2022
Sandbox Financial Partners 2021 Q4 filed Feb. 11, 2022

View all past filings

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