Sandbox Financial Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 15, 2025), Sandbox Financial Partners, LLC reported 107 stock positions worth $299.9 million. Its top holding was Apple (AAPL) at 12.8% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 10.8%) and Microsoft (MSFT, 5.8%). Compared with Q3 2024, it opened 7 new positions, sold out of 8, added to 58 and reduced 38. The biggest buy was a new position in iShares U.S. Home Constructi (ITB) and the biggest sale iShares Core S&P Midcap ETF (IJH, shares −23%).
- Most Recent 13F
- Q1 2026
- Location
- BETHESDA, MD
- CIK
- 0001844892
- Portfolio Value
- $299.9M (Q4 2024)
- SEC Filing
- 0001951757-25-000044 ↗ filed Jan 15, 2025
Holdings Value
Holdings 107 stocks · $299.9M
| AAPL Apple Inc. | 12.79% | 153,099 | $38.3M | Reduce -2.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 10.84% | 79,164 | $32.5M | Add +4.7% |
| MSFT Microsoft Corp. | 5.79% | 41,177 | $17.4M | Add +1.1% |
| AMZN Amazon.com Inc. | 5.22% | 71,387 | $15.7M | Reduce -2.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.95% | 20,205 | $11.8M | Add +12.7% |
| JEPI JPMorgan Equity Premium Inco | 3.77% | 196,643 | $11.3M | Add +4.0% |
| SNOW Snowflake Inc. | 3.58% | 69,571 | $10.7M | Add +0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.52% | 62,420 | $10.6M | Add +4.7% |
| VIG Vanguard Dividend Apprec ETF | 3.13% | 47,941 | $9.4M | Reduce -4.3% |
| IJH iShares Core S&P Midcap ETF | 2.93% | 140,937 | $8.8M | Reduce -23.2% |
| JPST JPMorgan Ultra-Short Income | 2.82% | 167,936 | $8.5M | Reduce -0.2% |
| QQQ Invesco QQQ Trust Series 1 | 2.42% | 14,189 | $7.3M | Add +8.6% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 2.32% | 123,333 | $7.0M | Add +6.5% |
| NVDA Nvidia Corp. | 2.23% | 49,727 | $6.7M | Add +0.7% |
| ACWI iShares MSCI Acwi ETF | 1.96% | 50,121 | $5.9M | Add +8.8% |
| XLI SS Industrial Select Sector | 1.83% | 41,537 | $5.5M | Add +10.1% |
| IWM iShares Russell 2000 ETF | 1.58% | 21,433 | $4.7M | Add +7.3% |
| LLY Eli Lilly & Co. | 1.24% | 4,806 | $3.7M | Reduce -0.4% |
| GTO Invesco Total Return Bond Et | 1.08% | 69,974 | $3.2M | Add +9.9% |
| ITB iShares U.S. Home Constructi | 1.03% | 29,929 | $3.1M | New |
| META Meta Platforms Inc. Class A | 1.03% | 5,281 | $3.1M | Add +3.8% |
| GOOGL Alphabet Inc. Class A | 1.02% | 16,087 | $3.0M | Reduce -5.6% |
| TPL Texas Pacific Land Corp. | 1.00% | 2,722 | $3.0M | Add +17.4% |
| CVLC Calvert US L-C CR Resp Index | 0.98% | 39,936 | $2.9M | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.97% | 27,069 | $2.9M | Reduce -4.6% |
| CIBR First Trust Nasdaq Cybersecu | 0.93% | 43,794 | $2.8M | Add +0.0% |
| COWZ Pacer US Cash Cows 100 ETF | 0.88% | 46,827 | $2.6M | Add +8.3% |
| XLF SS Financial Select Sector | 0.84% | 52,406 | $2.5M | Add +9.4% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.81% | 47,885 | $2.4M | Reduce -4.0% |
| AVGO Broadcom Inc. | 0.76% | 9,853 | $2.3M | Reduce -8.3% |
| BX Blackstone Inc. | 0.70% | 12,092 | $2.1M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.68% | 4,467 | $2.0M | Add +9.6% |
| GOOG Alphabet Inc. Class C | 0.67% | 10,496 | $2.0M | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 0.66% | 3,669 | $2.0M | Add +2.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.65% | 8,892 | $2.0M | Add +0.3% |
| V Visa Inc. Class A | 0.63% | 5,943 | $1.9M | Reduce -0.1% |
| COST Costco Wholesale Corp. | 0.61% | 1,987 | $1.8M | Add +7.3% |
| RSPF Invesco S&P 500 Equal Weight | 0.50% | 20,818 | $1.5M | Add +10.8% |
| IVW iShares S&P 500 Growth ETF | 0.47% | 13,796 | $1.4M | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 0.45% | 5,679 | $1.4M | Add +3.0% |
| RSP Invesco S&P 500 Equal Weight | 0.44% | 7,447 | $1.3M | Reduce -9.4% |
| MA Mastercard Inc. Class A | 0.39% | 2,194 | $1.2M | Add +0.4% |
| NEE Nextera Energy Inc. | 0.36% | 14,874 | $1.1M | Reduce -5.6% |
| USXF iShares ESG Advance MSCI USA | 0.35% | 20,814 | $1.0M | Reduce -7.4% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.33% | 23,423 | $995K | Add +3.8% |
| IVV iShares Core S&P 500 ETF | 0.32% | 1,654 | $974K | Add +1.1% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.31% | 11,000 | $944K | Add +8.0% |
| BA The Boeing Co. | 0.29% | 4,842 | $857K | Reduce -0.5% |
| CVX Chevron Corp. | 0.28% | 5,739 | $831K | Add +0.4% |
| BND Vanguard Total Bond Market | 0.28% | 11,473 | $825K | Add +5.7% |
| NOW ServiceNow Inc. | 0.26% | 742 | $787K | Reduce -1.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 2,649 | $768K | Reduce -2.3% |
| GE General Electric filed as GE AEROSPACE | 0.25% | 4,412 | $736K | Reduce -24.6% |
| XLK SS Technology Select Sector | 0.23% | 2,907 | $676K | Add +4.3% |
| LB Landbridge Co. LLC-A | 0.21% | 9,867 | $637K | New |
| RYLD Global X Russell 2000 Cov Class | 0.21% | 38,985 | $637K | Reduce -24.1% |
| VZ Verizon Communications Inc. | 0.21% | 15,516 | $620K | Reduce -7.5% |
| VYM Vanguard High DVD Yield ETF | 0.20% | 4,616 | $589K | Add +6.9% |
| ABBV Abbvie Inc. | 0.19% | 3,228 | $574K | Add +3.6% |
| HD Home Depot Inc. | 0.18% | 1,406 | $547K | Add +0.1% |
| MUB iShares National Muni Bond E | 0.18% | 5,059 | $539K | Reduce -6.0% |
| NUSC Nuveen ESG Small-Cap ETF | 0.18% | 12,767 | $535K | Reduce -4.1% |
| IBIT iShares Bitcoin Trust ETF | 0.17% | 9,596 | $509K | Add +16.2% |
| PRF Invesco Rafi US 1000 ETF | 0.17% | 12,471 | $503K | Add +0.3% |
| PG The Procter & Gamble Co. | 0.17% | 2,991 | $501K | Add +2.1% |
| IGV iShares Expanded Tech-Softwa | 0.16% | 4,832 | $484K | Add +3.4% |
| MCD McDonald's Corp. | 0.16% | 1,660 | $481K | Reduce -14.0% |
| GEV GE Vernova Inc. | 0.16% | 1,432 | $471K | Reduce -0.6% |
| IWF iShares Russell 1000 Growth | 0.15% | 1,139 | $457K | Add +0.1% |
| GBTC Grayscale Bitcoin Trust ETF | 0.15% | 6,118 | $453K | Add +0.2% |
| SMH Vaneck Semiconductor ETF | 0.14% | 1,753 | $425K | Reduce -8.6% |
| NUBD Nuveen ESG US Aggregate Bond | 0.14% | 19,123 | $416K | Add +1.0% |
| VXF Vanguard Extended Market ETF | 0.14% | 2,134 | $405K | Add +0.1% |
| EAGG iShares ESG Aware US Aggrega | 0.13% | 8,512 | $395K | Add +2.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.13% | 1,437 | $387K | Reduce -0.8% |
| LMT Lockheed Martin Corp. | 0.13% | 780 | $379K | Add +0.5% |
| CVMC Calvert US Mcap Core Resp | 0.12% | 6,292 | $374K | Add +0.4% |
| DUK Duke Energy Corp. | 0.12% | 3,438 | $370K | Reduce -0.4% |
| ESML iShares ESG Aware MSCI USA S | 0.12% | 8,652 | $364K | Add +11.4% |
| CSW CSW Industrials Inc. | 0.12% | 1,000 | $353K | No change |
| GLD SPDR Gold Shares | 0.11% | 1,421 | $344K | Reduce -16.6% |
| ETN Eaton Corp. PLC | 0.11% | 964 | $320K | New |
| EPD Enterprise Products Partners | 0.11% | 10,103 | $317K | Add +3.1% |
| WMT Walmart Inc. | 0.11% | 3,496 | $316K | Reduce -1.5% |
| XYLD Global X S&P 500 Cove Call E | 0.11% | 7,530 | $315K | Reduce -1.4% |
| NFLX Netflix Inc. | 0.10% | 339 | $302K | Reduce -10.3% |
| TSLA Tesla Inc. | 0.10% | 739 | $298K | Reduce -23.9% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.10% | 6,747 | $292K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.10% | 3,224 | $286K | Add +0.2% |
| PEP Pepsico Inc. | 0.09% | 1,816 | $276K | Add +2.8% |
| AEP American Electric Power | 0.09% | 2,970 | $274K | No change |
| UNH Unitedhealth Group Inc. | 0.09% | 535 | $271K | Add +3.3% |
| IJR iShares Core S&P Small-Cap E | 0.09% | 2,322 | $268K | Add +0.7% |
| AXP American Express Co. | 0.08% | 857 | $254K | Add +3.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.08% | 3,301 | $254K | Reduce -0.5% |
| KBWY Invesco KBW Premium Yield Eq | 0.08% | 13,857 | $248K | Add +0.5% |
| EMR Emerson Electric Co. | 0.08% | 1,942 | $241K | Add +5.3% |
| FBTC Fidelity Wise Origin Bitcoin | 0.08% | 2,914 | $238K | New |
| JNJ Johnson & Johnson | 0.08% | 1,619 | $234K | Reduce -2.4% |
| BTCL T-Rex 2X Long Bitcoin Daily | 0.08% | 4,760 | $231K | New |
Portfolio Sells Q3 2024 → Q4 2024
| IJH iShares Core S&P Midcap ETF | Reduce -23.2% | 2.93% | −1.12 |
| VIG Vanguard Dividend Apprec ETF | Reduce -4.3% | 3.13% | −0.38 |
| LLY Eli Lilly & Co. | Reduce -0.4% | 1.24% | −0.28 |
| XOM Exxon Mobil Corp. | Reduce -4.6% | 0.97% | −0.21 |
| JPST JPMorgan Ultra-Short Income | Reduce -0.2% | 2.82% | −0.20 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.19 |
| AAPL Apple Inc. | Reduce -2.5% | 12.79% | −0.16 |
| GE General Electric | Reduce -24.6% | 0.25% | −0.15 |
| NEE Nextera Energy Inc. | Reduce -5.6% | 0.36% | −0.12 |
| JMST JPM Ultra-Short Muni Income | Reduce -4.0% | 0.81% | −0.09 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.09 |
| RSP Invesco S&P 500 Equal Weight | Reduce -9.4% | 0.44% | −0.09 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.08 |
| RYLD Global X Russell 2000 Cov Class | Reduce -24.1% | 0.21% | −0.08 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.08 |
| MMM 3M Co. | Sold out | 0.00% | −0.07 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.07 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.07 |
| VZ Verizon Communications Inc. | Reduce -7.5% | 0.21% | −0.06 |
| MCD McDonald's Corp. | Reduce -14.0% | 0.16% | −0.05 |
| USXF iShares ESG Advance MSCI USA | Reduce -7.4% | 0.35% | −0.05 |
| GLD SPDR Gold Shares | Reduce -16.6% | 0.11% | −0.03 |
| MUB iShares National Muni Bond E | Reduce -6.0% | 0.18% | −0.03 |
| SMH Vaneck Semiconductor ETF | Reduce -8.6% | 0.14% | −0.02 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -4.1% | 0.18% | −0.02 |
| DUK Duke Energy Corp. | Reduce -0.4% | 0.12% | −0.02 |
| JNJ Johnson & Johnson | Reduce -2.4% | 0.08% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.3% | 0.26% | −0.02 |
| PACB Pacific Biosciences of Calif | Sold out | 0.00% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -10.1% | 0.07% | −0.01 |
| XYLD Global X S&P 500 Cove Call E | Reduce -1.4% | 0.11% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.8% | 0.13% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.6% | 0.47% | −0.00 |
| BNY Bank of New York Mellon Corp. | Reduce -0.5% | 0.08% | +0.00 |
| WMT Walmart Inc. | Reduce -1.5% | 0.11% | +0.00 |
| NFLX Netflix Inc. | Reduce -10.3% | 0.10% | +0.01 |
| TSLA Tesla Inc. | Reduce -23.9% | 0.10% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -5.6% | 1.02% | +0.02 |
| BA The Boeing Co. | Reduce -0.5% | 0.29% | +0.02 |
| NOW ServiceNow Inc. | Reduce -1.3% | 0.26% | +0.02 |
| GEV GE Vernova Inc. | Reduce -0.6% | 0.16% | +0.03 |
| BX Blackstone Inc. | Reduce -0.1% | 0.70% | +0.04 |
| GOOG Alphabet Inc. Class C | Reduce -0.3% | 0.67% | +0.04 |
| V Visa Inc. Class A | Reduce -0.1% | 0.63% | +0.05 |
| AVGO Broadcom Inc. | Reduce -8.3% | 0.76% | +0.11 |
| AMZN Amazon.com Inc. | Reduce -2.2% | 5.22% | +0.41 |
Portfolio Buys Q3 2024 → Q4 2024
| ITB iShares U.S. Home Constructi | New | 1.03% | +1.03 |
| SNOW Snowflake Inc. | Add +0.0% | 3.58% | +0.75 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +4.7% | 10.84% | +0.56 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +12.7% | 3.95% | +0.31 |
| TPL Texas Pacific Land Corp. | Add +17.4% | 1.00% | +0.28 |
| LB Landbridge Co. LLC-A | New | 0.21% | +0.21 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.6% | 2.42% | +0.16 |
| ETN Eaton Corp. PLC | New | 0.11% | +0.11 |
| NVDA Nvidia Corp. | Add +0.7% | 2.23% | +0.11 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.08% | +0.08 |
| BTCL T-Rex 2X Long Bitcoin Daily | New | 0.08% | +0.08 |
| XLF SS Financial Select Sector | Add +9.4% | 0.84% | +0.08 |
| GILD Gilead Sciences Inc. | New | 0.07% | +0.07 |
| ETHE Grayscale Ethereum Staking E | New | 0.07% | +0.07 |
| JEPQ JPM Nasdaq Equity Premium | Add +6.5% | 2.32% | +0.07 |
| IBIT iShares Bitcoin Trust ETF | Add +16.2% | 0.17% | +0.06 |
| RSPF Invesco S&P 500 Equal Weight | Add +10.8% | 0.50% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +3.0% | 0.45% | +0.04 |
| GBTC Grayscale Bitcoin Trust ETF | Add +0.2% | 0.15% | +0.04 |
| COST Costco Wholesale Corp. | Add +7.3% | 0.61% | +0.03 |
| IWM iShares Russell 2000 ETF | Add +7.3% | 1.58% | +0.02 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Add +8.0% | 0.31% | +0.02 |
| XLI SS Industrial Select Sector | Add +10.1% | 1.83% | +0.02 |
| ACWI iShares MSCI Acwi ETF | Add +8.8% | 1.96% | +0.01 |
| IGV iShares Expanded Tech-Softwa | Add +3.4% | 0.16% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +9.6% | 0.68% | +0.01 |
| EMR Emerson Electric Co. | Add +5.3% | 0.08% | +0.01 |
| CIBR First Trust Nasdaq Cybersecu | Add +0.0% | 0.93% | +0.01 |
| ESML iShares ESG Aware MSCI USA S | Add +11.4% | 0.12% | +0.01 |
| AXP American Express Co. | Add +3.0% | 0.08% | +0.01 |
| EPD Enterprise Products Partners | Add +3.1% | 0.11% | +0.00 |
| MA Mastercard Inc. Class A | Add +0.4% | 0.39% | +0.00 |
| XLK SS Technology Select Sector | Add +4.3% | 0.23% | +0.00 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.15% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Add +6.9% | 0.20% | +0.00 |
| META Meta Platforms Inc. Class A | Add +3.8% | 1.03% | 0.00 |
| VXF Vanguard Extended Market ETF | Add +0.1% | 0.14% | −0.00 |
| CVIE Cal Intl Responsible Index | Add +11.0% | 0.07% | −0.00 |
| COWZ Pacer US Cash Cows 100 ETF | Add +8.3% | 0.88% | −0.00 |
| GTO Invesco Total Return Bond Et | Add +9.9% | 1.08% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Add +0.7% | 0.09% | −0.01 |
| MPB Mid Penn Bancorp Inc. | Add +0.6% | 0.07% | −0.01 |
| VOO Vanguard S&P 500 ETF | Add +2.7% | 0.66% | −0.01 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.2% | 0.10% | −0.01 |
| CVMC Calvert US Mcap Core Resp | Add +0.4% | 0.12% | −0.01 |
| IVV iShares Core S&P 500 ETF | Add +1.1% | 0.32% | −0.01 |
| EAGG iShares ESG Aware US Aggrega | Add +2.5% | 0.13% | −0.01 |
| PRF Invesco Rafi US 1000 ETF | Add +0.3% | 0.17% | −0.01 |
| PG The Procter & Gamble Co. | Add +2.1% | 0.17% | −0.01 |
| NUBD Nuveen ESG US Aggregate Bond | Add +1.0% | 0.14% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 117 | $355.6M | VUG, AAPL, SPY, ACWX, VTV |
| Q4 2025 | 123 | $361.4M | VUG, AAPL, MSFT, SPY, AMZN |
| Q3 2025 | 128 | $349.2M | VUG, AAPL, MSFT, SPY, AMZN |
| Q2 2025 | 123 | $317.0M | VUG, AAPL, MSFT, AMZN, SNOW |
| Q1 2025 | 109 | $283.2M | AAPL, VUG, MSFT, AMZN, JEPI |
| Q4 2024 | 107 | $299.9M | AAPL, VUG, MSFT, AMZN, SPY |
| Q3 2024 | 108 | $282.6M | AAPL, VUG, MSFT, AMZN, IJH |
| Q2 2024 | 97 | $260.9M | AAPL, VUG, MSFT, AMZN, JEPI |
| Q1 2024 | 97 | $238.1M | AAPL, VUG, MSFT, AMZN, IJH |