Sandbox Financial Partners, LLC
Q2 2025 13F Holdings
- Locationbethesda, MD
- Num holdings
123
- Value ($000)
$317,034
- Date Filed07/09/2025
- Form type13F-HR
- CIK0001844892
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $35.01M | 11 % | 79,870 | ||
AAPL APPLE INC | COM | 037833100 | $28.63M | 9 % | 139,523 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $19.83M | 6 % | 39,867 | ||
AMZN AMAZON COM INC | COM | 023135106 | $15.33M | 5 % | 69,872 | ||
SNOW SNOWFLAKE INC | CL A | 833445109 | $15.21M | 5 % | 67,956 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $13.92M | 4 % | 22,533 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $11.75M | 4 % | 206,648 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $11.11M | 4 % | 62,864 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $9.41M | 3 % | 45,959 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $9.17M | 3 % | 147,781 |
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