Sandbox Financial Partners, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 9, 2025), Sandbox Financial Partners, LLC reported 123 stock positions worth $317.0 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 11.0% of the portfolio, followed by Apple (AAPL, 9.0%) and Microsoft (MSFT, 6.3%). Compared with Q1 2025, it opened 18 new positions, sold out of 4, added to 55 and reduced 42. The biggest buy was iShares Core S&P Midcap ETF (IJH, shares +2282%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −97%).

Most Recent 13F
Q1 2026
Location
BETHESDA, MD
CIK
0001844892
Portfolio Value
$317.0M (Q2 2025)
SEC Filing
0001951757-25-000593 ↗ filed Jul 9, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $238.1M Q1 2024 Q2 2024: $260.9M Q2 2024 Q3 2024: $282.6M Q3 2024 Q4 2024: $299.9M Q4 2024 Q1 2025: $283.2M Q1 2025 Q2 2025: $317.0M $317.0M Q2 2025 Q3 2025: $349.2M Q3 2025 Q4 2025: $361.4M Q4 2025 Q1 2026: $355.6M Q1 2026

Holdings 123 stocks · $317.0M
VUG Vanguard Mrngstar GR ETF-Sui 11.04% 79,870 $35.0M Add +1.4%
AAPL Apple Inc. 9.03% 139,523 $28.6M Reduce -7.5%
MSFT Microsoft Corp. 6.25% 39,867 $19.8M Reduce -0.2%
AMZN Amazon.com Inc. 4.84% 69,872 $15.3M Add +0.0%
SNOW Snowflake Inc. 4.80% 67,956 $15.2M Reduce -0.0%
SPY SS SPDR S&P 500 ETF Trust-US 4.39% 22,533 $13.9M Add +9.4%
JEPI JPMorgan Equity Premium Inco 3.71% 206,648 $11.7M Reduce -0.5%
VTV Vanguard Mrngstr Val ETF-Aui 3.50% 62,864 $11.1M Add +0.4%
VIG Vanguard Dividend Apprec ETF 2.97% 45,959 $9.4M Reduce -0.6%
IJH iShares Core S&P Midcap ETF 2.89% 147,781 $9.2M Add +2282.0%
JPST JPMorgan Ultra-Short Income 2.74% 171,315 $8.7M Add +2.2%
NVDA Nvidia Corp. 2.59% 52,016 $8.2M Add +6.2%
QQQ Invesco QQQ Trust Series 1 2.47% 14,198 $7.8M Add +2.0%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 2.39% 139,472 $7.6M Add +5.3%
XLI SS Industrial Select Sector 1.94% 41,600 $6.1M Add +1.4%
ACWX iShares MSCI Acwi Ex US ETF 1.76% 91,554 $5.6M Reduce -5.5%
IJR iShares Core S&P Small-Cap E 1.35% 39,171 $4.3M Add +1924.3%
META Meta Platforms Inc. Class A 1.23% 5,302 $3.9M Add +2.9%
CIBR First Trust Nasdaq Cybersecu 1.11% 46,683 $3.5M Add +8.8%
GTO Invesco Total Return Bond Et 1.08% 73,093 $3.4M Add +2.8%
LLY Eli Lilly & Co. 0.97% 3,954 $3.1M Reduce -6.4%
CVLC Calvert US L-C CR Resp Index 0.95% 39,242 $3.0M Reduce -1.0%
TPL Texas Pacific Land Corp. 0.94% 2,835 $3.0M Add +1.6%
XOM Exxon Mobil Corp. 0.92% 27,003 $2.9M Reduce -0.7%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.89% 55,129 $2.8M Add +12.1%
XLF SS Financial Select Sector 0.88% 53,466 $2.8M Add +0.9%
AVGO Broadcom Inc. 0.88% 10,105 $2.8M Add +5.7%
GOOGL Alphabet Inc. Class A 0.87% 15,709 $2.8M Reduce -2.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.84% 9,003 $2.7M Add +0.3%
GLD SPDR Gold Shares 0.83% 8,626 $2.6M Reduce -33.4%
COWZ Pacer US Cash Cows 100 ETF 0.81% 46,435 $2.6M Reduce -4.3%
VOO Vanguard S&P 500 ETF 0.71% 3,936 $2.2M Add +3.7%
TSLA Tesla Inc. 0.69% 6,847 $2.2M Add +2.5%
V Visa Inc. Class A 0.67% 5,970 $2.1M Reduce -0.3%
COST Costco Wholesale Corp. 0.66% 2,102 $2.1M Add +5.0%
FEZ State Street SPDR Euro Stoxx 0.65% 34,514 $2.1M New
BRK.B Berkshire Hathaway Inc. Class B 0.63% 4,114 $2.0M Reduce -0.7%
GOOG Alphabet Inc. Class C 0.58% 10,344 $1.8M Reduce -4.3%
BX Blackstone Inc. 0.57% 12,042 $1.8M Add +0.7%
JPM JPMorgan Chase & Co. 0.55% 5,994 $1.7M Add +0.8%
RSPF Invesco S&P 500 Equal Weight 0.51% 21,271 $1.6M Reduce -0.6%
IVW iShares S&P 500 Growth ETF 0.47% 13,675 $1.5M Add +0.1%
MA Mastercard Inc. Class A 0.39% 2,193 $1.2M Reduce -0.1%
GE General Electric filed as GE AEROSPACE 0.35% 4,321 $1.1M Add +0.1%
RSP Invesco S&P 500 Equal Weight 0.35% 6,034 $1.1M Reduce -13.0%
IVV iShares Core S&P 500 ETF 0.33% 1,663 $1.0M Add +0.2%
USXF iShares ESG Advance MSCI USA 0.32% 19,024 $1.0M Add +0.1%
NEE Nextera Energy Inc. 0.31% 14,261 $990K Reduce -1.5%
EUSB Ishr ESG Advn Universal BD-$ 0.31% 22,401 $976K Add +10.5%
BA The Boeing Co. 0.30% 4,492 $941K No change
NULG Nuveen ESG LRG-Cap GRW ETF 0.30% 10,008 $940K Add +12.6%
BND Vanguard Total Bond Market 0.27% 11,698 $861K Add +0.5%
GEV GE Vernova Inc. 0.27% 1,618 $856K Add +6.2%
NOW ServiceNow Inc. 0.26% 816 $839K Add +0.5%
CVX Chevron Corp. 0.26% 5,764 $825K Reduce -1.3%
VTI VG Morningstar TS MKT ETF-US 0.24% 2,529 $769K Reduce -1.4%
IBIT iShares Bitcoin Trust ETF 0.23% 11,785 $721K Add +12.9%
XLK SS Technology Select Sector 0.22% 2,789 $706K Reduce -4.2%
LB Landbridge Co. LLC-A 0.22% 10,185 $688K Add +11.7%
FBTC Fidelity Wise Origin Bitcoin 0.19% 6,527 $613K Reduce -5.2%
VYM Vanguard High DVD Yield ETF 0.19% 4,572 $609K Reduce -2.0%
VZ Verizon Communications Inc. 0.19% 14,085 $609K Add +0.6%
NFLX Netflix Inc. 0.19% 454 $608K Add +23.7%
ABBV Abbvie Inc. 0.19% 3,275 $608K Reduce -15.2%
RYLD Global X Russell 2000 Cov Class 0.19% 40,006 $596K Add +19.5%
MUB iShares National Muni Bond E 0.16% 4,998 $522K Add +3.3%
HD Home Depot Inc. 0.16% 1,409 $516K Reduce -1.9%
GBTC Grayscale Bitcoin Trust ETF 0.16% 5,868 $498K No change
MCD McDonald's Corp. 0.15% 1,682 $491K Add +0.1%
IGV iShares Expanded Tech-Softwa 0.15% 4,384 $480K Reduce -9.2%
IWF iShares Russell 1000 Growth 0.14% 1,075 $457K Add +0.1%
PG The Procter & Gamble Co. 0.14% 2,852 $454K Add +0.3%
CVIE Cal Intl Responsible Index 0.14% 6,737 $439K Add +18.6%
PRF Invesco Rafi US 1000 ETF 0.14% 10,352 $438K Add +0.2%
VXF Vanguard Extended Market ETF 0.14% 2,267 $437K Reduce -5.6%
DUK Duke Energy Corp. 0.13% 3,472 $410K Add +0.7%
BTCL T-Rex 2X Long Bitcoin Daily 0.13% 7,429 $398K New
ITA iShares U.S. Aerospace & Def 0.12% 2,059 $388K New
NUBD Nuveen ESG US Aggregate Bond 0.12% 17,354 $386K Reduce -6.7%
CVMC Calvert US Mcap Core Resp 0.12% 6,326 $384K Add +0.3%
EAGG iShares ESG Aware US Aggrega 0.12% 7,771 $369K Reduce -1.1%
DOCU Docusign Inc. 0.11% 4,494 $350K New
WMT Walmart Inc. 0.11% 3,517 $344K Reduce -0.5%
ESML iShares ESG Aware MSCI USA S 0.11% 8,320 $344K New
UBER Uber Technologies Inc. 0.10% 3,437 $321K Add +6.8%
AEP American Electric Power 0.10% 3,089 $320K Add +0.0%
JNJ Johnson & Johnson 0.10% 2,097 $320K Reduce -14.5%
LMT Lockheed Martin Corp. 0.10% 669 $310K Reduce -14.7%
SMH Vaneck Semiconductor ETF 0.10% 1,099 $306K Reduce -29.1%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.10% 3,317 $302K Add +0.2%
EPD Enterprise Products Partners 0.09% 9,596 $298K Add +0.5%
CSW CSW Industrials Inc. 0.09% 1,000 $287K No change
SPYD SS SPDR P S&P 500 Hi Div ETF 0.09% 6,747 $286K No change
CRWD CrowdStrike Holdings Inc. Class A 0.09% 552 $281K New
AGG iShares Core U.S. Aggregate 0.09% 2,832 $281K New
NUSC Nuveen ESG Small-Cap ETF 0.09% 6,681 $272K Reduce -3.9%
SGOV iShares 0-3 Month Treasury B 0.09% 2,691 $271K Reduce -96.8%
USMV iShares MSCI USA Min Vol Fac 0.08% 2,852 $268K Add +1.5%
VGSH Vanguard Short-Term Treasury 0.08% 4,439 $261K No change
GILD Gilead Sciences Inc. 0.08% 2,282 $253K Reduce -0.0%
AXP American Express Co. 0.08% 793 $253K Reduce -7.6%
GRNY Fundstr Gran SH US LRG Cap 0.08% 11,057 $251K Reduce -49.6%
PLTR Palantir Technologies Inc. Class A 0.08% 1,799 $245K New
KBWY Invesco KBW Premium Yield Eq 0.08% 15,557 $245K Add +12.3%
ISRG Intuitive Surgical Inc. 0.08% 448 $244K New
MINT PIMCO Enhanced Short Maturit 0.07% 2,315 $233K New
XYLD Global X S&P 500 Cove Call E 0.07% 5,885 $229K Reduce -23.7%
O Realty Income Corp. 0.07% 3,957 $228K Add +0.1%
ANET Arista Networks Inc. 0.07% 2,148 $220K New
PEP Pepsico Inc. 0.07% 1,629 $215K Add +0.7%
TWLO Twilio Inc. Class A 0.07% 1,712 $213K New
ETN Eaton Corp. PLC 0.07% 591 $211K New
MPB Mid Penn Bancorp Inc. 0.07% 7,477 $211K New
SHY iShares 1-3 Year Treasury Bo 0.07% 2,531 $210K Reduce -95.0%
MMM 3M Co. 0.07% 1,368 $208K New
RTX RTX Corp. 0.07% 1,422 $208K New
PAVE Global X US Infrastructure 0.07% 4,736 $206K New
D Dominion Energy Inc. 0.07% 3,646 $206K Reduce -0.3%
TDIV FT Nasdaq Tech DVD Index FD 0.06% 2,225 $201K New
PACB Pacific Biosciences of Calif 0.01% 27,517 $34K No change
IAUX I-80 Gold Corp. 0.01% 40,000 $24K Add +33.3%
PDSB PDS Biotechnology Corp. 0.01% 12,666 $17K No change
SGMOQ Sangamo Therapeutics Inc. 0.00% 24,833 $13K No change

Portfolio Sells Q1 2025 → Q2 2025
SGOV iShares 0-3 Month Treasury B Reduce -96.8% 0.09% −2.88
AAPL Apple Inc. Reduce -7.5% 9.03% −2.80
SHY iShares 1-3 Year Treasury Bo Reduce -95.0% 0.07% −1.41
GLD SPDR Gold Shares Reduce -33.4% 0.83% −0.49
JEPI JPMorgan Equity Premium Inco Reduce -0.5% 3.71% −0.48
LLY Eli Lilly & Co. Reduce -6.4% 0.97% −0.26
XOM Exxon Mobil Corp. Reduce -0.7% 0.92% −0.22
VIG Vanguard Dividend Apprec ETF Reduce -0.6% 2.97% −0.20
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.7% 0.63% −0.15
VV Vngrd Mrgstr LRG-Cap ETF-Usd Sold out 0.00% −0.14
ACWX iShares MSCI Acwi Ex US ETF Reduce -5.5% 1.76% −0.14
COWZ Pacer US Cash Cows 100 ETF Reduce -4.3% 0.81% −0.13
ACWI iShares MSCI Acwi ETF Sold out 0.00% −0.11
ABBV Abbvie Inc. Reduce -15.2% 0.19% −0.09
UNH Unitedhealth Group Inc. Sold out 0.00% −0.09
CVX Chevron Corp. Reduce -1.3% 0.26% −0.08
RSP Invesco S&P 500 Equal Weight Reduce -13.0% 0.35% −0.08
EMR Emerson Electric Co. Sold out 0.00% −0.07
V Visa Inc. Class A Reduce -0.3% 0.67% −0.07
GRNY Fundstr Gran SH US LRG Cap Reduce -49.6% 0.08% −0.06
NEE Nextera Energy Inc. Reduce -1.5% 0.31% −0.05
JNJ Johnson & Johnson Reduce -14.5% 0.10% −0.04
RSPF Invesco S&P 500 Equal Weight Reduce -0.6% 0.51% −0.04
MA Mastercard Inc. Class A Reduce -0.1% 0.39% −0.04
XYLD Global X S&P 500 Cove Call E Reduce -23.7% 0.07% −0.04
LMT Lockheed Martin Corp. Reduce -14.7% 0.10% −0.03
NUBD Nuveen ESG US Aggregate Bond Reduce -6.7% 0.12% −0.02
HD Home Depot Inc. Reduce -1.9% 0.16% −0.02
VYM Vanguard High DVD Yield ETF Reduce -2.0% 0.19% −0.02
SMH Vaneck Semiconductor ETF Reduce -29.1% 0.10% −0.02
GOOG Alphabet Inc. Class C Reduce -4.3% 0.58% −0.02
CVLC Calvert US L-C CR Resp Index Reduce -1.0% 0.95% −0.02
EAGG iShares ESG Aware US Aggrega Reduce -1.1% 0.12% −0.02
GILD Gilead Sciences Inc. Reduce -0.0% 0.08% −0.01
GOOGL Alphabet Inc. Class A Reduce -2.8% 0.87% −0.01
NUSC Nuveen ESG Small-Cap ETF Reduce -3.9% 0.09% −0.01
VXF Vanguard Extended Market ETF Reduce -5.6% 0.14% −0.01
D Dominion Energy Inc. Reduce -0.3% 0.07% −0.01
VTI VG Morningstar TS MKT ETF-US Reduce -1.4% 0.24% −0.01
AXP American Express Co. Reduce -7.6% 0.08% −0.00
WMT Walmart Inc. Reduce -0.5% 0.11% −0.00
IGV iShares Expanded Tech-Softwa Reduce -9.2% 0.15% −0.00
XLK SS Technology Select Sector Reduce -4.2% 0.22% +0.01
FBTC Fidelity Wise Origin Bitcoin Reduce -5.2% 0.19% +0.02
MSFT Microsoft Corp. Reduce -0.2% 6.25% +0.96
SNOW Snowflake Inc. Reduce -0.0% 4.80% +1.29

Portfolio Buys Q1 2025 → Q2 2025
IJH iShares Core S&P Midcap ETF Add +2282.0% 2.89% +2.76
IJR iShares Core S&P Small-Cap E Add +1924.3% 1.35% +1.28
VUG Vanguard Mrngstar GR ETF-Sui Add +1.4% 11.04% +0.73
NVDA Nvidia Corp. Add +6.2% 2.59% +0.72
FEZ State Street SPDR Euro Stoxx New 0.65% +0.65
SPY SS SPDR S&P 500 ETF Trust-US Add +9.4% 4.39% +0.33
AVGO Broadcom Inc. Add +5.7% 0.88% +0.31
META Meta Platforms Inc. Class A Add +2.9% 1.23% +0.19
QQQ Invesco QQQ Trust Series 1 Add +2.0% 2.47% +0.17
CIBR First Trust Nasdaq Cybersecu Add +8.8% 1.11% +0.16
AMZN Amazon.com Inc. Add +0.0% 4.84% +0.14
BTCL T-Rex 2X Long Bitcoin Daily New 0.13% +0.13
ITA iShares U.S. Aerospace & Def New 0.12% +0.12
DOCU Docusign Inc. New 0.11% +0.11
ESML iShares ESG Aware MSCI USA S New 0.11% +0.11
GEV GE Vernova Inc. Add +6.2% 0.27% +0.11
CRWD CrowdStrike Holdings Inc. Class A New 0.09% +0.09
AGG iShares Core U.S. Aggregate New 0.09% +0.09
PLTR Palantir Technologies Inc. Class A New 0.08% +0.08
ISRG Intuitive Surgical Inc. New 0.08% +0.08
TSLA Tesla Inc. Add +2.5% 0.69% +0.07
MINT PIMCO Enhanced Short Maturit New 0.07% +0.07
NFLX Netflix Inc. Add +23.7% 0.19% +0.07
ANET Arista Networks Inc. New 0.07% +0.07
TWLO Twilio Inc. Class A New 0.07% +0.07
ETN Eaton Corp. PLC New 0.07% +0.07
MPB Mid Penn Bancorp Inc. New 0.07% +0.07
MMM 3M Co. New 0.07% +0.07
RTX RTX Corp. New 0.07% +0.07
PAVE Global X US Infrastructure New 0.07% +0.07
TDIV FT Nasdaq Tech DVD Index FD New 0.06% +0.06
IBIT iShares Bitcoin Trust ETF Add +12.9% 0.23% +0.06
NULG Nuveen ESG LRG-Cap GRW ETF Add +12.6% 0.30% +0.05
IBM Intl Business Machines Corp. Add +0.3% 0.84% +0.05
GE General Electric Add +0.1% 0.35% +0.05
XLI SS Industrial Select Sector Add +1.4% 1.94% +0.04
NOW ServiceNow Inc. Add +0.5% 0.26% +0.04
JPM JPMorgan Chase & Co. Add +0.8% 0.55% +0.03
IVW iShares S&P 500 Growth ETF Add +0.1% 0.47% +0.03
CVIE Cal Intl Responsible Index Add +18.6% 0.14% +0.02
UBER Uber Technologies Inc. Add +6.8% 0.10% +0.02
VOO Vanguard S&P 500 ETF Add +3.7% 0.71% +0.02
USXF iShares ESG Advance MSCI USA Add +0.1% 0.32% +0.01
RYLD Global X Russell 2000 Cov Class Add +19.5% 0.19% +0.01
IWF iShares Russell 1000 Growth Add +0.1% 0.14% +0.01
JMST JPM Ultra-Short Muni Income Add +12.1% 0.89% +0.00
IAUX I-80 Gold Corp. Add +33.3% 0.01% +0.00
EUSB Ishr ESG Advn Universal BD-$ Add +10.5% 0.31% −0.00
BNY Bank of New York Mellon Corp. Add +0.2% 0.10% −0.00
IVV iShares Core S&P 500 ETF Add +0.2% 0.33% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q1 2026 117$355.6MVUG, AAPL, SPY, ACWX, VTV
Q4 2025 123$361.4MVUG, AAPL, MSFT, SPY, AMZN
Q3 2025 128$349.2MVUG, AAPL, MSFT, SPY, AMZN
Q2 2025 123$317.0MVUG, AAPL, MSFT, AMZN, SNOW
Q1 2025 109$283.2MAAPL, VUG, MSFT, AMZN, JEPI
Q4 2024 107$299.9MAAPL, VUG, MSFT, AMZN, SPY
Q3 2024 108$282.6MAAPL, VUG, MSFT, AMZN, IJH
Q2 2024 97$260.9MAAPL, VUG, MSFT, AMZN, JEPI
Q1 2024 97$238.1MAAPL, VUG, MSFT, AMZN, IJH