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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 36.82% of Sandbox Financial Partners's stock portfolio.
Added to shares of these 10 stocks: OEF (+$7.2M), IEF, XLF, VUG, TPL, ACWX, VTV, SPY, NFLX, IJH.
Started 6 new stock positions in TWLO, IEF, TRFK, NIO, OEF, SHLD.
Reduced shares in these 10 stocks: , GTO, RSPF, TSLA, COST, USXF, , SGOV, , IREN.
Sold out of its positions in GTO, RSPF, SGOV, LB, ORCL, XLI, VOOG, VGSH, ETN, GDLC. IREN.
Sandbox Financial Partners was a net buyer of stock by $9.6M.
Sandbox Financial Partners has $361M in assets under management (AUM), dropping by 3.47%.
Central Index Key (CIK): 0001844892

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Portfolio Holdings for Sandbox Financial Partners

Sandbox Financial Partners holds 123 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	11.6	$42M	+4%	86k	487.86	View chart
Apple (AAPL)	10.6	$38M		140k	271.86	View chart
Microsoft Corporation (MSFT)	5.3	$19M		40k	483.62	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.8	$17M	+5%	26k	681.93	View chart
Amazon (AMZN)	4.5	$16M		70k	230.82	View chart
Snowflake Com Shs (SNOW)	4.0	$14M		65k	219.36	View chart
Vanguard Index Fds Value Etf (VTV)	3.7	$13M	+8%	70k	190.99	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	3.1	$11M		198k	57.24	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.0	$11M	+5%	165k	66.00	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.9	$10M		47k	219.78	View chart
NVIDIA Corporation (NVDA)	2.7	$9.8M		53k	186.50	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.6	$9.5M	+4%	188k	50.59	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.6	$9.4M	+5%	15k	614.32	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	2.3	$8.1M		140k	58.12	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	2.2	$7.9M	+15%	118k	67.13	View chart
Ishares Tr S&p 100 Etf (OEF)	2.0	$7.2M	NEW	21k	342.97	View chart
Select Sector Spdr Tr State Street Fin (XLF)	1.5	$5.3M	+62%	97k	54.77	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.4	$5.2M	+6%	43k	120.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$5.0M		16k	313.01	View chart
Meta Platforms Cl A (META)	1.2	$4.4M	+6%	6.7k	660.05	View chart
Spdr Gold Tr Gold Shs (GLD)	1.2	$4.3M	+13%	11k	396.30	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.1	$4.0M	NEW	42k	96.16	View chart
Broadcom (AVGO)	1.1	$4.0M	+5%	12k	346.11	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	1.0	$3.8M	+2%	45k	84.24	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.0	$3.5M	+4%	49k	71.45	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$3.3M		10k	313.81	View chart
Exxon Mobil Corporation (XOM)	0.9	$3.2M		27k	120.34	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.8	$3.0M	+7%	51k	60.17	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.8	$3.0M	+21%	47k	64.39	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.8	$3.0M	+2%	59k	50.94	View chart
Eli Lilly & Co. (LLY)	0.8	$2.9M	-5%	2.7k	1074.62	View chart
International Business Machines (IBM)	0.7	$2.7M		9.0k	296.21	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$2.4M	+12%	3.9k	627.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$2.0M	-2%	4.0k	502.64	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.9M		6.0k	322.23	View chart
Visa Com Cl A (V)	0.5	$1.9M		5.5k	350.74	View chart
Texas Pacific Land Corp (TPL)	0.5	$1.9M	+173%	6.7k	287.22	View chart
Blackstone Group Inc Com Cl A (BX)	0.5	$1.8M	-3%	12k	154.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$1.7M		14k	123.26	View chart
Tesla Motors (TSLA)	0.4	$1.4M	-36%	3.0k	449.73	View chart
Ge Aerospace Com New (GE)	0.4	$1.3M		4.2k	308.04	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.3	$1.2M	-26%	21k	57.58	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.3	$1.2M	-5%	12k	97.80	View chart
Nextera Energy (NEE)	0.3	$1.2M		15k	80.28	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.2M		1.7k	684.90	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.3	$1.2M	+19%	47k	24.76	View chart
Ge Vernova (GEV)	0.3	$1.2M	+8%	1.8k	653.69	View chart
Mastercard Incorporated Cl A (MA)	0.3	$1.1M		1.9k	570.75	View chart
Boeing Company (BA)	0.3	$978k		4.5k	217.10	View chart
Netflix (NFLX)	0.3	$961k	+766%	10k	93.76	View chart
Ishares Tr Esg Advanced Uni (EUSB)	0.3	$958k	-15%	22k	43.91	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$906k	-19%	4.7k	191.55	View chart
Palantir Technologies Cl A (PLTR)	0.2	$873k		4.9k	177.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$855k	-10%	2.5k	335.22	View chart
Chevron Corporation (CVX)	0.2	$825k	-5%	5.4k	152.40	View chart
Abbvie (ABBV)	0.2	$716k		3.1k	228.51	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$713k	+82%	5.0k	143.98	View chart
Costco Wholesale Corporation (COST)	0.2	$712k	-46%	826.00	862.06	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$686k		14k	49.65	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$673k		4.7k	143.51	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$647k	-2%	14k	45.98	View chart
Morgan Stanley Etf Trust Calvert Internat (CVIE)	0.2	$631k	+4%	8.8k	71.30	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$611k	+19%	2.8k	214.66	View chart
Verizon Communications (VZ)	0.2	$593k		15k	40.73	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$557k	+60%	1.8k	303.96	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$538k	-11%	7.1k	76.23	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$510k		1.1k	473.41	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$506k	+7%	4.7k	107.12	View chart
Cisco Systems (CSCO)	0.1	$506k	+4%	6.6k	77.03	View chart
McDonald's Corporation (MCD)	0.1	$499k		1.6k	305.62	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$491k	+28%	4.9k	100.34	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$488k		10k	46.92	View chart
Home Depot (HD)	0.1	$485k	-9%	1.4k	344.04	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$479k	+11%	1.0k	468.73	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$476k		2.3k	209.12	View chart
Pacer Fds Tr Data & Digi Revo (TRFK)	0.1	$470k	NEW	7.3k	64.06	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$466k	-2%	6.3k	74.07	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$451k		1.3k	360.17	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$439k		4.2k	105.69	View chart
Johnson & Johnson (JNJ)	0.1	$425k		2.1k	206.91	View chart
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC)	0.1	$416k	-4%	6.5k	64.13	View chart
Duke Energy Corp Com New (DUK)	0.1	$410k		3.5k	117.20	View chart
Bank of New York Mellon Corporation (BK)	0.1	$384k		3.3k	116.07	View chart
Wal-Mart Stores (WMT)	0.1	$370k		3.3k	111.40	View chart
American Electric Power Company (AEP)	0.1	$356k		3.1k	115.32	View chart
Global X Fds Russell 2000 (RYLD)	0.1	$350k	-12%	23k	15.30	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$329k	-7%	6.9k	47.85	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$314k	NEW	4.8k	64.79	View chart
Docusign (DOCU)	0.1	$307k		4.5k	68.40	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$305k	-23%	4.5k	68.36	View chart
Procter & Gamble Company (PG)	0.1	$302k		2.1k	143.34	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$297k		7.5k	39.59	View chart
Enterprise Products Partners (EPD)	0.1	$294k	-2%	9.2k	32.06	View chart
Csw Industrials (CSW)	0.1	$294k		1.0k	293.53	View chart
Spdr Series Trust State Street Spd (SPYD)	0.1	$292k		6.7k	43.25	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$286k		2.9k	99.87	View chart
Uber Technologies (UBER)	0.1	$286k		3.5k	81.72	View chart
American Express Company (AXP)	0.1	$285k		770.00	369.86	View chart
Servicenow (NOW)	0.1	$276k	+139%	1.8k	153.22	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$269k		2.9k	94.16	View chart
Gilead Sciences (GILD)	0.1	$265k		2.2k	122.73	View chart
Raytheon Technologies Corp (RTX)	0.1	$263k	+4%	1.4k	183.40	View chart
Arista Networks Com Shs (ANET)	0.1	$262k	-3%	2.0k	131.06	View chart
World Fds Tr T Rex Target Etf (BTCL)	0.1	$248k	+13%	8.6k	28.93	View chart
Lockheed Martin Corporation (LMT)	0.1	$246k		508.00	483.56	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$241k	+14%	4.3k	56.69	View chart
Mid Penn Ban (MPB)	0.1	$235k		7.6k	31.02	View chart
Invesco Exch Traded Fd Tr Ii Global Water (PIO)	0.1	$234k		5.3k	44.15	View chart
Bank of America Corporation (BAC)	0.1	$232k		4.2k	55.00	View chart
Twilio Cl A (TWLO)	0.1	$229k	NEW	1.6k	142.24	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$227k		4.7k	47.79	View chart
Pepsi (PEP)	0.1	$220k		1.5k	143.56	View chart
3M Company (MMM)	0.1	$219k		1.4k	160.06	View chart
Realty Income (O)	0.1	$217k		3.8k	56.37	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$216k		2.2k	96.84	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$210k		1.1k	199.68	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$209k		6.8k	30.96	View chart
Dominion Resources (D)	0.1	$205k	-2%	3.5k	58.59	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$203k	-12%	5.0k	40.63	View chart
I-80 Gold Corp (IAUX)	0.0	$58k		40k	1.46	View chart
Nio Spon Ads (NIO)	0.0	$52k	NEW	10k	5.10	View chart
Pacific Biosciences of California (PACB)	0.0	$52k		28k	1.87	View chart
Sangamo Biosciences (SGMO)	0.0	$10k		25k	0.42	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 Q4 filed Jan. 7, 2026
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

View all past filings

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