Sandbox Financial Partners, LLC
Q3 2025 13F Holdings
- Locationbethesda, MD
- Num holdings
128
- Value ($000)
$349,246
- Date Filed10/17/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $39.71M | 11 % | 82,787 | ||
AAPL APPLE INC | COM | 037833100 | $35.72M | 10 % | 140,272 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $20.71M | 6 % | 39,982 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $16.11M | 5 % | 24,182 | ||
AMZN AMAZON COM INC | COM | 023135106 | $15.35M | 4 % | 69,928 | ||
SNOW SNOWFLAKE INC | COM SHS | 833445109 | $14.68M | 4 % | 65,076 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $12.08M | 4 % | 64,789 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $11.33M | 3 % | 198,398 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $10.18M | 3 % | 47,178 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $10.17M | 3 % | 155,765 |
Rows Per Page
10
- 10
- 50
- 100