Sandbox Financial Partners

Sandbox Financial Partners as of Dec. 31, 2025

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