Sandbox Financial Partners, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Sandbox Financial Partners, LLC 13F Holdings
CIK 0001844892 · BETHESDA, MD
As of Sep 30, 2025, Sandbox Financial Partners, LLC reported
128 positions worth $349.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD GROWTH INDEX FUND | VUG | — | 82,787 | $39.7M | 11.37% |
| APPLE INC | AAPL | Technology | 140,272 | $35.7M | 10.23% |
| MICROSOFT CORP | MSFT | Technology | 39,982 | $20.7M | 5.93% |
| SPDR S&P 500 ETF TRUST | SPY | — | 24,182 |
|
6.1M4.61% |
| AMAZON.COM INC | AMZN | Equity | 69,928 |
5.4M | 4.40% |
| SNOWFLAKE INC | SNOW | Technology | 65,076 |
4.7M | 4.20% |
| VANGUARD VALUE INDEX FUND | VTV | — | 64,789 |
2.1M | 3.46% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 198,398 |
1.3M | 3.24% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 47,178 |
0.2M | 2.91% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 155,765 |
0.2M | 2.91% |
| NVIDIA CORP | NVDA | Technology | 51,674 | $9.6M | 2.76% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 178,863 | $9.1M | 2.60% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 14,585 | $8.8M | 2.51% |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | JEPQ | — | 142,120 | $8.2M | 2.34% |
| ISHARES MSCI ACWI EX US ETF | ACWX | — | 101,925 | $6.6M | 1.90% |
| THE INDUSTRIAL SELECT SECTOR SPDR FUND | XLI | — | 42,344 | $6.5M | 1.87% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 40,637 | $4.8M | 1.38% |
| META PLATFORMS INC | META | Communication Services | 6,301 | $4.6M | 1.32% |
| ALPHABET INC | GOOGL | Equity | 15,654 | $3.8M | 1.09% |
| INVESCO TOTAL RETURN BOND ETF | GTO | — | 80,049 | $3.8M | 1.09% |
| FIRST TRUST NASDAQ CYBERSECURITY ETF | CIBR | — | 47,464 | $3.6M | 1.03% |
| BROADCOM INC | AVGO | Technology | 10,921 | $3.6M | 1.03% |
| CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF | CVLC | — | 43,888 | $3.6M | 1.03% |
| SPDR GOLD TRUST | GQ9 | — | 9,528 | $3.4M | 0.97% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 59,825 | $3.2M | 0.92% |