Sandbox Financial Partners, LLC

Q3 2025 13F Holdings

  • Location
    bethesda, MD
  • Num holdings

    128

  • Value ($000)

    $349,246

  • Date Filed
    10/17/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$39.71M
11 %

82,787

A
AAPL

APPLE INC

COM
037833100
$35.72M
10 %

140,272

M
MSFT

MICROSOFT CORP

COM
594918104
$20.71M
6 %

39,982

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$16.11M
5 %

24,182

A
AMZN

AMAZON COM INC

COM
023135106
$15.35M
4 %

69,928

S
SNOW

SNOWFLAKE INC

COM SHS
833445109
$14.68M
4 %

65,076

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$12.08M
4 %

64,789

J
JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
46641Q332
$11.33M
3 %

198,398

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$10.18M
3 %

47,178

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$10.17M
3 %

155,765

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