Sandbox Financial Partners, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 17, 2025), Sandbox Financial Partners, LLC reported 128 stock positions worth $349.2 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 11.4% of the portfolio, followed by Apple (AAPL, 10.2%) and Microsoft (MSFT, 5.9%). Compared with Q2 2025, it opened 12 new positions, sold out of 7, added to 62 and reduced 45. The biggest buy was Apple (AAPL, shares +1%) and the biggest sale Snowflake (SNOW, shares −4%).

Most Recent 13F
Q1 2026
Location
BETHESDA, MD
CIK
0001844892
Portfolio Value
$349.2M (Q3 2025)
SEC Filing
0001951757-25-001157 ↗ filed Oct 17, 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 Q2 2025 Q3 2025: $349.2M $349.2M Q3 2025 Q4 2025: $361.4M Q4 2025 Q1 2026: $355.6M Q1 2026

Holdings 128 stocks · $349.2M
VUG Vanguard Mrngstar GR ETF-Sui 11.37% 82,787 $39.7M Add +3.6%
AAPL Apple Inc. 10.23% 140,272 $35.7M Add +0.5%
MSFT Microsoft Corp. 5.93% 39,982 $20.7M Add +0.3%
SPY SS SPDR S&P 500 ETF Trust-US 4.61% 24,182 $16.1M Add +7.3%
AMZN Amazon.com Inc. 4.40% 69,928 $15.4M Add +0.1%
SNOW Snowflake Inc. 4.20% 65,076 $14.7M Reduce -4.2%
VTV Vanguard Mrngstr Val ETF-Aui 3.46% 64,789 $12.1M Add +3.1%
JEPI JPMorgan Equity Premium Inco 3.24% 198,398 $11.3M Reduce -4.0%
VIG Vanguard Dividend Apprec ETF 2.92% 47,178 $10.2M Add +2.6%
IJH iShares Core S&P Midcap ETF 2.91% 155,765 $10.2M Add +5.4%
NVDA Nvidia Corp. 2.76% 51,674 $9.6M Reduce -0.7%
JPST JPMorgan Ultra-Short Income 2.60% 178,863 $9.1M Add +4.4%
QQQ Invesco QQQ Trust Series 1 2.51% 14,585 $8.8M Add +2.7%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 2.34% 142,120 $8.2M Add +1.9%
ACWX iShares MSCI Acwi Ex US ETF 1.90% 101,925 $6.6M Add +11.3%
XLI SS Industrial Select Sector 1.87% 42,344 $6.5M Add +1.8%
IJR iShares Core S&P Small-Cap E 1.38% 40,637 $4.8M Add +3.7%
META Meta Platforms Inc. Class A 1.32% 6,301 $4.6M Add +18.8%
GOOGL Alphabet Inc. Class A 1.09% 15,654 $3.8M Reduce -0.3%
GTO Invesco Total Return Bond Et 1.09% 80,049 $3.8M Add +9.5%
CIBR First Trust Nasdaq Cybersecu 1.03% 47,464 $3.6M Add +1.7%
AVGO Broadcom Inc. 1.03% 10,921 $3.6M Add +8.1%
CVLC Calvert US L-C CR Resp Index 1.03% 43,888 $3.6M Add +11.8%
GLD SPDR Gold Shares 0.97% 9,528 $3.4M Add +10.5%
XLF SS Financial Select Sector 0.92% 59,825 $3.2M Add +11.9%
XOM Exxon Mobil Corp. 0.87% 26,795 $3.0M Reduce -0.8%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.84% 57,244 $2.9M Add +3.8%
COWZ Pacer US Cash Cows 100 ETF 0.78% 47,122 $2.7M Add +1.5%
GOOG Alphabet Inc. Class C 0.72% 10,353 $2.5M Add +0.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.72% 8,935 $2.5M Reduce -0.8%
FEZ State Street SPDR Euro Stoxx 0.68% 38,449 $2.4M Add +11.4%
TPL Texas Pacific Land Corp. 0.65% 2,441 $2.3M Reduce -13.9%
LLY Eli Lilly & Co. 0.61% 2,804 $2.1M Reduce -29.1%
VOO Vanguard S&P 500 ETF 0.60% 3,443 $2.1M Reduce -12.5%
TSLA Tesla Inc. 0.60% 4,705 $2.1M Reduce -31.3%
BX Blackstone Inc. 0.59% 11,999 $2.0M Reduce -0.4%
BRK.B Berkshire Hathaway Inc. Class B 0.58% 4,063 $2.0M Reduce -1.2%
JPM JPMorgan Chase & Co. 0.55% 6,053 $1.9M Add +1.0%
V Visa Inc. Class A 0.54% 5,552 $1.9M Reduce -7.0%
RSPF Invesco S&P 500 Equal Weight 0.48% 21,613 $1.7M Add +1.6%
USXF iShares ESG Advance MSCI USA 0.48% 29,099 $1.7M Add +53.0%
IVW iShares S&P 500 Growth ETF 0.46% 13,393 $1.6M Reduce -2.1%
COST Costco Wholesale Corp. 0.41% 1,548 $1.4M Reduce -26.4%
NFLX Netflix Inc. 0.41% 1,183 $1.4M Add +160.6%
NULG Nuveen ESG LRG-Cap GRW ETF 0.37% 13,144 $1.3M Add +31.3%
GE General Electric filed as GE AEROSPACE 0.37% 4,293 $1.3M Reduce -0.7%
NEE Nextera Energy Inc. 0.33% 15,195 $1.1M Add +6.5%
EUSB Ishr ESG Advn Universal BD-$ 0.32% 25,720 $1.1M Add +14.8%
IVV iShares Core S&P 500 ETF 0.32% 1,688 $1.1M Add +1.5%
RSP Invesco S&P 500 Equal Weight 0.32% 5,883 $1.1M Reduce -2.5%
MA Mastercard Inc. Class A 0.31% 1,884 $1.1M Reduce -14.1%
GEV GE Vernova Inc. 0.29% 1,627 $1.0M Add +0.6%
GRNY Fundstr Gran SH US LRG Cap 0.28% 39,183 $979K Add +254.4%
BA The Boeing Co. 0.28% 4,516 $975K Add +0.5%
VTI VG Morningstar TS MKT ETF-US 0.27% 2,862 $939K Add +13.2%
CVX Chevron Corp. 0.26% 5,756 $894K Reduce -0.1%
PLTR Palantir Technologies Inc. Class A 0.25% 4,850 $885K Add +169.6%
IBIT iShares Bitcoin Trust ETF 0.25% 13,567 $882K Add +15.1%
FBTC Fidelity Wise Origin Bitcoin 0.23% 7,929 $791K Add +21.5%
XLK SS Technology Select Sector 0.22% 2,720 $767K Reduce -2.5%
ABBV Abbvie Inc. 0.21% 3,135 $726K Reduce -4.3%
NOW ServiceNow Inc. 0.20% 754 $694K Reduce -7.6%
VYM Vanguard High DVD Yield ETF 0.19% 4,661 $657K Add +1.9%
ESML iShares ESG Aware MSCI USA S 0.19% 14,463 $652K Add +73.8%
VZ Verizon Communications Inc. 0.19% 14,818 $651K Add +5.2%
HD Home Depot Inc. 0.18% 1,555 $630K Add +10.4%
CVIE Cal Intl Responsible Index 0.17% 8,470 $578K Add +25.7%
GBTC Grayscale Bitcoin Trust ETF 0.15% 5,864 $526K Reduce -0.1%
IWF iShares Russell 1000 Growth 0.14% 1,076 $504K Add +0.1%
ITA iShares U.S. Aerospace & Def 0.14% 2,383 $499K Add +15.7%
MCD McDonald's Corp. 0.14% 1,632 $496K Reduce -3.0%
BND Vanguard Total Bond Market 0.14% 6,467 $481K Reduce -44.7%
IGV iShares Expanded Tech-Softwa 0.14% 4,148 $477K Reduce -5.4%
VXF Vanguard Extended Market ETF 0.14% 2,268 $475K Add +0.0%
PRF Invesco Rafi US 1000 ETF 0.13% 10,377 $469K Add +0.2%
MUB iShares National Muni Bond E 0.13% 4,396 $468K Reduce -12.0%
CRWD CrowdStrike Holdings Inc. Class A 0.13% 913 $448K Add +65.4%
DUK Duke Energy Corp. 0.12% 3,523 $436K Add +1.5%
CVMC Calvert US Mcap Core Resp 0.12% 6,798 $432K Add +7.5%
CSCO Cisco Systems Inc. 0.12% 6,288 $430K New
BTCL T-Rex 2X Long Bitcoin Daily 0.12% 7,563 $425K Add +1.8%
SMH Vaneck Semiconductor ETF 0.12% 1,235 $403K Add +12.4%
RYLD Global X Russell 2000 Cov Class 0.11% 26,097 $393K Reduce -34.8%
MINT PIMCO Enhanced Short Maturit 0.11% 3,793 $382K Add +63.8%
JNJ Johnson & Johnson 0.11% 2,051 $380K Reduce -2.2%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.10% 3,324 $362K Add +0.2%
EAGG iShares ESG Aware US Aggrega 0.10% 7,452 $358K Reduce -4.1%
AEP American Electric Power 0.10% 3,089 $348K No change
WMT Walmart Inc. 0.10% 3,345 $345K Reduce -4.9%
UBER Uber Technologies Inc. 0.10% 3,482 $341K Add +1.3%
DOCU Docusign Inc. 0.09% 4,494 $324K No change
PG The Procter & Gamble Co. 0.09% 2,096 $322K Reduce -26.5%
TSM Taiwan Semiconductor-SP ADR 0.09% 1,145 $320K New
ANET Arista Networks Inc. 0.09% 2,078 $303K Reduce -3.3%
SPYD SS SPDR P S&P 500 Hi Div ETF 0.09% 6,747 $297K No change
EPD Enterprise Products Partners 0.08% 9,376 $293K Reduce -2.3%
DFAC Dimensional US Core Equity 2 0.08% 7,486 $289K New
AGG iShares Core U.S. Aggregate 0.08% 2,847 $285K Add +0.5%
ORCL Oracle Corp. 0.08% 974 $274K New
USMV iShares MSCI USA Min Vol Fac 0.08% 2,859 $272K Add +0.3%
SGOV iShares 0-3 Month Treasury B 0.08% 2,654 $267K Reduce -1.4%
VGSH Vanguard Short-Term Treasury 0.07% 4,439 $261K No change
AXP American Express Co. 0.07% 769 $256K Reduce -3.0%
LMT Lockheed Martin Corp. 0.07% 506 $253K Reduce -24.4%
CSW CSW Industrials Inc. 0.07% 1,000 $243K No change
PIO Invesco Global Water ETF 0.07% 5,374 $241K New
GILD Gilead Sciences Inc. 0.07% 2,154 $239K Reduce -5.6%
O Realty Income Corp. 0.07% 3,846 $234K Reduce -2.8%
RTX RTX Corp. 0.07% 1,367 $229K Reduce -3.9%
IREN Iren Ltd. filed as IREN LIMITED 0.07% 4,850 $228K New
PAVE Global X US Infrastructure 0.06% 4,745 $226K Add +0.2%
XYLD Global X S&P 500 Cove Call E 0.06% 5,705 $224K Reduce -3.1%
ETN Eaton Corp. PLC 0.06% 593 $222K Add +0.3%
GDLC Grayscale Coindesk 5 ETF 0.06% 3,945 $221K New
TDIV FT Nasdaq Tech DVD Index FD 0.06% 2,225 $219K No change
PEP Pepsico Inc. 0.06% 1,559 $219K Reduce -4.3%
D Dominion Energy Inc. 0.06% 3,579 $219K Reduce -1.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 4,218 $218K New
MPB Mid Penn Bancorp Inc. 0.06% 7,527 $216K Add +0.7%
PFF iShares Preferred & Income S 0.06% 6,764 $214K New
MMM 3M Co. 0.06% 1,365 $212K Reduce -0.2%
VOOG Vanguard S&P 500 Growth ETF 0.06% 477 $208K New
FDVV Fidelity High Dividend ETF 0.06% 3,702 $206K New
IYW iShares Ustechnology ETF 0.06% 1,050 $206K New
LB Landbridge Co. LLC-A 0.06% 3,805 $203K Reduce -62.6%
IAUX I-80 Gold Corp. 0.01% 40,000 $38K No change
PACB Pacific Biosciences of Calif 0.01% 27,517 $35K No change
SGMOQ Sangamo Therapeutics Inc. 0.00% 24,833 $17K No change

Portfolio Sells Q2 2025 → Q3 2025
SNOW Snowflake Inc. Reduce -4.2% 4.20% −0.59
JEPI JPMorgan Equity Premium Inco Reduce -4.0% 3.24% −0.46
LLY Eli Lilly & Co. Reduce -29.1% 0.61% −0.36
TPL Texas Pacific Land Corp. Reduce -13.9% 0.65% −0.29
COST Costco Wholesale Corp. Reduce -26.4% 0.41% −0.25
LB Landbridge Co. LLC-A Reduce -62.6% 0.06% −0.16
BND Vanguard Total Bond Market Reduce -44.7% 0.14% −0.13
V Visa Inc. Class A Reduce -7.0% 0.54% −0.13
NUBD Nuveen ESG US Aggregate Bond Sold out 0.00% −0.12
IBM Intl Business Machines Corp. Reduce -0.8% 0.72% −0.12
VOO Vanguard S&P 500 ETF Reduce -12.5% 0.60% −0.10
TSLA Tesla Inc. Reduce -31.3% 0.60% −0.09
NUSC Nuveen ESG Small-Cap ETF Sold out 0.00% −0.09
MA Mastercard Inc. Class A Reduce -14.1% 0.31% −0.08
KBWY Invesco KBW Premium Yield Eq Sold out 0.00% −0.08
ISRG Intuitive Surgical Inc. Sold out 0.00% −0.08
RYLD Global X Russell 2000 Cov Class Reduce -34.8% 0.11% −0.08
TWLO Twilio Inc. Class A Sold out 0.00% −0.07
SHY iShares 1-3 Year Treasury Bo Sold out 0.00% −0.07
NOW ServiceNow Inc. Reduce -7.6% 0.20% −0.07
XOM Exxon Mobil Corp. Reduce -0.8% 0.87% −0.05
PG The Procter & Gamble Co. Reduce -26.5% 0.09% −0.05
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.2% 0.58% −0.05
MUB iShares National Muni Bond E Reduce -12.0% 0.13% −0.03
RSP Invesco S&P 500 Equal Weight Reduce -2.5% 0.32% −0.03
LMT Lockheed Martin Corp. Reduce -24.4% 0.07% −0.03
IGV iShares Expanded Tech-Softwa Reduce -5.4% 0.14% −0.01
EAGG iShares ESG Aware US Aggrega Reduce -4.1% 0.10% −0.01
MCD McDonald's Corp. Reduce -3.0% 0.14% −0.01
IVW iShares S&P 500 Growth ETF Reduce -2.1% 0.46% −0.01
GILD Gilead Sciences Inc. Reduce -5.6% 0.07% −0.01
EPD Enterprise Products Partners Reduce -2.3% 0.08% −0.01
WMT Walmart Inc. Reduce -4.9% 0.10% −0.01
SGOV iShares 0-3 Month Treasury B Reduce -1.4% 0.08% −0.01
XYLD Global X S&P 500 Cove Call E Reduce -3.1% 0.06% −0.01
AXP American Express Co. Reduce -3.0% 0.07% −0.01
GBTC Grayscale Bitcoin Trust ETF Reduce -0.1% 0.15% −0.01
PDSB PDS Biotechnology Corp. Sold out 0.00% −0.01
PEP Pepsico Inc. Reduce -4.3% 0.06% −0.01
O Realty Income Corp. Reduce -2.8% 0.07% −0.01
MMM 3M Co. Reduce -0.2% 0.06% −0.01
CVX Chevron Corp. Reduce -0.1% 0.26% −0.00
XLK SS Technology Select Sector Reduce -2.5% 0.22% −0.00
D Dominion Energy Inc. Reduce -1.8% 0.06% −0.00
RTX RTX Corp. Reduce -3.9% 0.07% 0.00
JNJ Johnson & Johnson Reduce -2.2% 0.11% +0.01
ABBV Abbvie Inc. Reduce -4.3% 0.21% +0.02
ANET Arista Networks Inc. Reduce -3.3% 0.09% +0.02
BX Blackstone Inc. Reduce -0.4% 0.59% +0.02
GE General Electric Reduce -0.7% 0.37% +0.02

Portfolio Buys Q2 2025 → Q3 2025
AAPL Apple Inc. Add +0.5% 10.23% +1.20
VUG Vanguard Mrngstar GR ETF-Sui Add +3.6% 11.37% +0.32
SPY SS SPDR S&P 500 ETF Trust-US Add +7.3% 4.61% +0.22
NFLX Netflix Inc. Add +160.6% 0.41% +0.21
GRNY Fundstr Gran SH US LRG Cap Add +254.4% 0.28% +0.20
PLTR Palantir Technologies Inc. Class A Add +169.6% 0.25% +0.18
USXF iShares ESG Advance MSCI USA Add +53.0% 0.48% +0.15
AVGO Broadcom Inc. Add +8.1% 1.03% +0.15
GOOG Alphabet Inc. Class C Add +0.1% 0.72% +0.14
GLD SPDR Gold Shares Add +10.5% 0.97% +0.14
ACWX iShares MSCI Acwi Ex US ETF Add +11.3% 1.90% +0.14
CSCO Cisco Systems Inc. New 0.12% +0.12
TSM Taiwan Semiconductor-SP ADR New 0.09% +0.09
META Meta Platforms Inc. Class A Add +18.8% 1.32% +0.09
DFAC Dimensional US Core Equity 2 New 0.08% +0.08
CVLC Calvert US L-C CR Resp Index Add +11.8% 1.03% +0.08
ORCL Oracle Corp. New 0.08% +0.08
ESML iShares ESG Aware MSCI USA S Add +73.8% 0.19% +0.08
NULG Nuveen ESG LRG-Cap GRW ETF Add +31.3% 0.37% +0.08
PIO Invesco Global Water ETF New 0.07% +0.07
IREN Iren Ltd. New 0.07% +0.07
GDLC Grayscale Coindesk 5 ETF New 0.06% +0.06
BAC Bank of America Corp. New 0.06% +0.06
PFF iShares Preferred & Income S New 0.06% +0.06
VOOG Vanguard S&P 500 Growth ETF New 0.06% +0.06
FDVV Fidelity High Dividend ETF New 0.06% +0.06
IYW iShares Ustechnology ETF New 0.06% +0.06
XLF SS Financial Select Sector Add +11.9% 0.92% +0.04
CRWD CrowdStrike Holdings Inc. Class A Add +65.4% 0.13% +0.04
QQQ Invesco QQQ Trust Series 1 Add +2.7% 2.51% +0.04
MINT PIMCO Enhanced Short Maturit Add +63.8% 0.11% +0.04
FEZ State Street SPDR Euro Stoxx Add +11.4% 0.68% +0.03
FBTC Fidelity Wise Origin Bitcoin Add +21.5% 0.23% +0.03
IJR iShares Core S&P Small-Cap E Add +3.7% 1.38% +0.03
CVIE Cal Intl Responsible Index Add +25.7% 0.17% +0.03
VTI VG Morningstar TS MKT ETF-US Add +13.2% 0.27% +0.03
IBIT iShares Bitcoin Trust ETF Add +15.1% 0.25% +0.03
ITA iShares U.S. Aerospace & Def Add +15.7% 0.14% +0.02
IJH iShares Core S&P Midcap ETF Add +5.4% 2.91% +0.02
SMH Vaneck Semiconductor ETF Add +12.4% 0.12% +0.02
HD Home Depot Inc. Add +10.4% 0.18% +0.02
GEV GE Vernova Inc. Add +0.6% 0.29% +0.02
NEE Nextera Energy Inc. Add +6.5% 0.33% +0.02
EUSB Ishr ESG Advn Universal BD-$ Add +14.8% 0.32% +0.02
BNY Bank of New York Mellon Corp. Add +0.2% 0.10% +0.01
GTO Invesco Total Return Bond Et Add +9.5% 1.09% +0.01
CVMC Calvert US Mcap Core Resp Add +7.5% 0.12% +0.00
IWF iShares Russell 1000 Growth Add +0.1% 0.14% +0.00
PAVE Global X US Infrastructure Add +0.2% 0.06% −0.00
JPM JPMorgan Chase & Co. Add +1.0% 0.55% −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