Sandbox Financial Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 7, 2026), Sandbox Financial Partners, LLC reported 123 stock positions worth $361.4 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 11.6% of the portfolio, followed by Apple (AAPL, 10.6%) and Microsoft (MSFT, 5.3%). Compared with Q3 2025, it opened 6 new positions, sold out of 11, added to 61 and reduced 45. The biggest buy was a new position in iShares S&P 100 ETF (OEF) and the biggest sale an exit from SS Industrial Select Sector (XLI).
- Most Recent 13F
- Q1 2026
- Location
- BETHESDA, MD
- CIK
- 0001844892
- Portfolio Value
- $361.4M (Q4 2025)
- SEC Filing
- 0001951757-26-000028 ↗ filed Jan 7, 2026
Holdings Value
Holdings 123 stocks · $361.4M
| VUG Vanguard Mrngstar GR ETF-Sui | 11.64% | 86,195 | $42.1M | Add +4.1% |
| AAPL Apple Inc. | 10.56% | 140,357 | $38.2M | Add +0.1% |
| MSFT Microsoft Corp. | 5.34% | 39,904 | $19.3M | Reduce -0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.82% | 25,548 | $17.4M | Add +5.7% |
| AMZN Amazon.com Inc. | 4.46% | 69,826 | $16.1M | Reduce -0.1% |
| SNOW Snowflake Inc. | 3.95% | 65,106 | $14.3M | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.70% | 70,047 | $13.4M | Add +8.1% |
| JEPI JPMorgan Equity Premium Inco | 3.13% | 197,674 | $11.3M | Reduce -0.4% |
| IJH iShares Core S&P Midcap ETF | 3.01% | 164,938 | $10.9M | Add +5.9% |
| VIG Vanguard Dividend Apprec ETF | 2.85% | 46,875 | $10.3M | Reduce -0.6% |
| NVDA Nvidia Corp. | 2.72% | 52,617 | $9.8M | Add +1.8% |
| JPST JPMorgan Ultra-Short Income | 2.63% | 187,532 | $9.5M | Add +4.8% |
| QQQ Invesco QQQ Trust Series 1 | 2.60% | 15,318 | $9.4M | Add +5.0% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 2.25% | 139,962 | $8.1M | Reduce -1.5% |
| ACWX iShares MSCI Acwi Ex US ETF | 2.19% | 117,865 | $7.9M | Add +15.6% |
| OEF iShares S&P 100 ETF | 2.00% | 21,094 | $7.2M | New |
| XLF SS Financial Select Sector | 1.48% | 97,330 | $5.3M | Add +62.7% |
| IJR iShares Core S&P Small-Cap E | 1.44% | 43,395 | $5.2M | Add +6.8% |
| GOOGL Alphabet Inc. Class A | 1.38% | 15,925 | $5.0M | Add +1.7% |
| META Meta Platforms Inc. Class A | 1.22% | 6,687 | $4.4M | Add +6.1% |
| GLD SPDR Gold Shares | 1.19% | 10,858 | $4.3M | Add +14.0% |
| IEF iShares 7-10 Year Treasury B | 1.10% | 41,524 | $4.0M | New |
| AVGO Broadcom Inc. | 1.10% | 11,533 | $4.0M | Add +5.6% |
| CVLC Calvert US L-C CR Resp Index | 1.05% | 44,959 | $3.8M | Add +2.4% |
| CIBR First Trust Nasdaq Cybersecu | 0.98% | 49,377 | $3.5M | Add +4.0% |
| GOOG Alphabet Inc. Class C | 0.90% | 10,391 | $3.3M | Add +0.4% |
| XOM Exxon Mobil Corp. | 0.89% | 26,825 | $3.2M | Add +0.1% |
| COWZ Pacer US Cash Cows 100 ETF | 0.84% | 50,523 | $3.0M | Add +7.2% |
| FEZ State Street SPDR Euro Stoxx | 0.83% | 46,720 | $3.0M | Add +21.5% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.83% | 58,573 | $3.0M | Add +2.3% |
| LLY Eli Lilly & Co. | 0.79% | 2,657 | $2.9M | Reduce -5.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.74% | 8,969 | $2.7M | Add +0.4% |
| VOO Vanguard S&P 500 ETF | 0.67% | 3,866 | $2.4M | Add +12.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.55% | 3,952 | $2.0M | Reduce -2.7% |
| JPM JPMorgan Chase & Co. | 0.54% | 6,039 | $1.9M | Reduce -0.2% |
| V Visa Inc. Class A | 0.53% | 5,503 | $1.9M | Reduce -0.9% |
| TPL Texas Pacific Land Corp. | 0.53% | 6,669 | $1.9M | Reduce -8.9% |
| BX Blackstone Inc. | 0.49% | 11,562 | $1.8M | Reduce -3.6% |
| IVW iShares S&P 500 Growth ETF | 0.46% | 13,457 | $1.7M | Add +0.5% |
| TSLA Tesla Inc. | 0.37% | 3,006 | $1.4M | Reduce -36.1% |
| GE General Electric filed as GE AEROSPACE | 0.36% | 4,225 | $1.3M | Reduce -1.6% |
| USXF iShares ESG Advance MSCI USA | 0.34% | 21,303 | $1.2M | Reduce -26.8% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.34% | 12,404 | $1.2M | Reduce -5.6% |
| NEE Nextera Energy Inc. | 0.33% | 14,990 | $1.2M | Reduce -1.4% |
| IVV iShares Core S&P 500 ETF | 0.32% | 1,702 | $1.2M | Add +0.8% |
| GRNY Fundstr Gran SH US LRG Cap | 0.32% | 46,957 | $1.2M | Add +19.8% |
| GEV GE Vernova Inc. | 0.32% | 1,773 | $1.2M | Add +9.0% |
| MA Mastercard Inc. Class A | 0.30% | 1,887 | $1.1M | Add +0.2% |
| BA The Boeing Co. | 0.27% | 4,503 | $978K | Reduce -0.3% |
| NFLX Netflix Inc. | 0.27% | 10,249 | $961K | Reduce -13.4% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.27% | 21,812 | $958K | Reduce -15.2% |
| RSP Invesco S&P 500 Equal Weight | 0.25% | 4,728 | $906K | Reduce -19.6% |
| PLTR Palantir Technologies Inc. Class A | 0.24% | 4,911 | $873K | Add +1.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 2,549 | $854K | Reduce -10.9% |
| CVX Chevron Corp. | 0.23% | 5,411 | $825K | Reduce -6.0% |
| ABBV Abbvie Inc. | 0.20% | 3,131 | $715K | Reduce -0.1% |
| XLK SS Technology Select Sector | 0.20% | 4,955 | $713K | Reduce -8.9% |
| COST Costco Wholesale Corp. | 0.20% | 826 | $712K | Reduce -46.6% |
| IBIT iShares Bitcoin Trust ETF | 0.19% | 13,821 | $686K | Add +1.9% |
| VYM Vanguard High DVD Yield ETF | 0.19% | 4,687 | $673K | Add +0.6% |
| ESML iShares ESG Aware MSCI USA S | 0.18% | 14,077 | $647K | Reduce -2.7% |
| CVIE Cal Intl Responsible Index | 0.17% | 8,843 | $631K | Add +4.4% |
| ITA iShares U.S. Aerospace & Def | 0.17% | 2,848 | $611K | Add +19.5% |
| VZ Verizon Communications Inc. | 0.16% | 14,564 | $593K | Reduce -1.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.15% | 1,833 | $557K | Add +60.1% |
| FBTC Fidelity Wise Origin Bitcoin | 0.15% | 7,052 | $538K | Reduce -11.1% |
| IWF iShares Russell 1000 Growth | 0.14% | 1,077 | $510K | Add +0.1% |
| MUB iShares National Muni Bond E | 0.14% | 4,722 | $506K | Add +7.4% |
| CSCO Cisco Systems Inc. | 0.14% | 6,566 | $506K | Add +4.4% |
| MCD McDonald's Corp. | 0.14% | 1,633 | $499K | Add +0.1% |
| MINT PIMCO Enhanced Short Maturit | 0.14% | 4,889 | $491K | Add +28.9% |
| PRF Invesco Rafi US 1000 ETF | 0.14% | 10,399 | $488K | Add +0.2% |
| HD Home Depot Inc. | 0.13% | 1,411 | $485K | Reduce -9.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.13% | 1,022 | $479K | Add +11.9% |
| VXF Vanguard Extended Market ETF | 0.13% | 2,276 | $476K | Add +0.3% |
| TRFK Pacer Data and Digital Rev | 0.13% | 7,339 | $470K | New |
| BND Vanguard Total Bond Market | 0.13% | 6,296 | $466K | Reduce -2.6% |
| SMH Vaneck Semiconductor ETF | 0.12% | 1,253 | $451K | Add +1.5% |
| IGV iShares Expanded Tech-Softwa | 0.12% | 4,152 | $439K | Add +0.1% |
| JNJ Johnson & Johnson | 0.12% | 2,055 | $425K | Add +0.2% |
| CVMC Calvert US Mcap Core Resp | 0.12% | 6,481 | $416K | Reduce -4.7% |
| DUK Duke Energy Corp. | 0.11% | 3,495 | $410K | Reduce -0.8% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.11% | 3,309 | $384K | Reduce -0.5% |
| WMT Walmart Inc. | 0.10% | 3,325 | $370K | Reduce -0.6% |
| AEP American Electric Power | 0.10% | 3,090 | $356K | Add +0.0% |
| RYLD Global X Russell 2000 Cov Class | 0.10% | 22,873 | $350K | Reduce -12.3% |
| EAGG iShares ESG Aware US Aggrega | 0.09% | 6,884 | $329K | Reduce -7.6% |
| SHLD Global X Defense Tech ETF | 0.09% | 4,849 | $314K | New |
| DOCU Docusign Inc. | 0.09% | 4,494 | $307K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.08% | 4,464 | $305K | Reduce -23.9% |
| PG The Procter & Gamble Co. | 0.08% | 2,109 | $302K | Add +0.6% |
| DFAC Dimensional US Core Equity 2 | 0.08% | 7,503 | $297K | Add +0.2% |
| EPD Enterprise Products Partners | 0.08% | 9,176 | $294K | Reduce -2.1% |
| CSW CSW Industrials Inc. | 0.08% | 1,000 | $294K | No change |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.08% | 6,747 | $292K | No change |
| AGG iShares Core U.S. Aggregate | 0.08% | 2,868 | $286K | Add +0.7% |
| UBER Uber Technologies Inc. | 0.08% | 3,502 | $286K | Add +0.6% |
| AXP American Express Co. | 0.08% | 770 | $285K | Add +0.1% |
| NOW ServiceNow Inc. | 0.08% | 1,804 | $276K | Reduce -52.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.07% | 2,856 | $269K | Reduce -0.1% |
Portfolio Sells Q3 2025 → Q4 2025
| XLI SS Industrial Select Sector | Sold out | 0.00% | −1.87 |
| GTO Invesco Total Return Bond Et | Sold out | 0.00% | −1.09 |
| MSFT Microsoft Corp. | Reduce -0.2% | 5.34% | −0.59 |
| RSPF Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.48 |
| TSLA Tesla Inc. | Reduce -36.1% | 0.37% | −0.23 |
| COST Costco Wholesale Corp. | Reduce -46.6% | 0.20% | −0.21 |
| NFLX Netflix Inc. | Reduce -13.4% | 0.27% | −0.14 |
| USXF iShares ESG Advance MSCI USA | Reduce -26.8% | 0.34% | −0.14 |
| TPL Texas Pacific Land Corp. | Reduce -8.9% | 0.53% | −0.12 |
| NOW ServiceNow Inc. | Reduce -52.1% | 0.08% | −0.12 |
| JEPI JPMorgan Equity Premium Inco | Reduce -0.4% | 3.13% | −0.11 |
| BX Blackstone Inc. | Reduce -3.6% | 0.49% | −0.09 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -1.5% | 2.25% | −0.09 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.08 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -11.1% | 0.15% | −0.08 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.08 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.07 |
| RSP Invesco S&P 500 Equal Weight | Reduce -19.6% | 0.25% | −0.07 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -23.9% | 0.08% | −0.07 |
| IREN Iren Ltd. | Sold out | 0.00% | −0.07 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.6% | 2.85% | −0.06 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.06 |
| GDLC Grayscale Coindesk 5 ETF | Sold out | 0.00% | −0.06 |
| VOOG Vanguard S&P 500 Growth ETF | Sold out | 0.00% | −0.06 |
| EUSB Ishr ESG Advn Universal BD-$ | Reduce -15.2% | 0.27% | −0.06 |
| LB Landbridge Co. LLC-A | Sold out | 0.00% | −0.06 |
| HD Home Depot Inc. | Reduce -9.3% | 0.13% | −0.05 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -5.6% | 0.34% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.7% | 0.55% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -10.9% | 0.24% | −0.03 |
| CVX Chevron Corp. | Reduce -6.0% | 0.23% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -1.7% | 0.16% | −0.02 |
| XLK SS Technology Select Sector | Reduce -8.9% | 0.20% | −0.02 |
| RYLD Global X Russell 2000 Cov Class | Reduce -12.3% | 0.10% | −0.02 |
| ANET Arista Networks Inc. | Reduce -3.9% | 0.07% | −0.01 |
| DUK Duke Energy Corp. | Reduce -0.8% | 0.11% | −0.01 |
| EAGG iShares ESG Aware US Aggrega | Reduce -7.6% | 0.09% | −0.01 |
| ABBV Abbvie Inc. | Reduce -0.1% | 0.20% | −0.01 |
| GE General Electric | Reduce -1.6% | 0.36% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -2.6% | 0.13% | −0.01 |
| BA The Boeing Co. | Reduce -0.3% | 0.27% | −0.01 |
| CVMC Calvert US Mcap Core Resp | Reduce -4.7% | 0.12% | −0.01 |
| V Visa Inc. Class A | Reduce -0.9% | 0.53% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 0.54% | −0.01 |
| XYLD Global X S&P 500 Cove Call E | Reduce -12.6% | 0.06% | −0.01 |
| ESML iShares ESG Aware MSCI USA S | Reduce -2.7% | 0.18% | −0.01 |
| D Dominion Energy Inc. | Reduce -2.4% | 0.06% | −0.01 |
| PIO Invesco Global Water ETF | Reduce -1.4% | 0.06% | −0.00 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.1% | 0.07% | −0.00 |
| EPD Enterprise Products Partners | Reduce -2.1% | 0.08% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| OEF iShares S&P 100 ETF | New | 2.00% | +2.00 |
| IEF iShares 7-10 Year Treasury B | New | 1.10% | +1.10 |
| XLF SS Financial Select Sector | Add +62.7% | 1.48% | +0.55 |
| AAPL Apple Inc. | Add +0.1% | 10.56% | +0.33 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +15.6% | 2.19% | +0.29 |
| GOOGL Alphabet Inc. Class A | Add +1.7% | 1.38% | +0.29 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +4.1% | 11.64% | +0.27 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +8.1% | 3.70% | +0.24 |
| GLD SPDR Gold Shares | Add +14.0% | 1.19% | +0.22 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.7% | 4.82% | +0.21 |
| GOOG Alphabet Inc. Class C | Add +0.4% | 0.90% | +0.18 |
| FEZ State Street SPDR Euro Stoxx | Add +21.5% | 0.83% | +0.15 |
| TRFK Pacer Data and Digital Rev | New | 0.13% | +0.13 |
| IJH iShares Core S&P Midcap ETF | Add +5.9% | 3.01% | +0.10 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.0% | 2.60% | +0.10 |
| SHLD Global X Defense Tech ETF | New | 0.09% | +0.09 |
| AVGO Broadcom Inc. | Add +5.6% | 1.10% | +0.07 |
| VOO Vanguard S&P 500 ETF | Add +12.3% | 0.67% | +0.07 |
| COWZ Pacer US Cash Cows 100 ETF | Add +7.2% | 0.84% | +0.07 |
| TWLO Twilio Inc. Class A | New | 0.06% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Add +60.1% | 0.15% | +0.06 |
| IJR iShares Core S&P Small-Cap E | Add +6.8% | 1.44% | +0.06 |
| GRNY Fundstr Gran SH US LRG Cap | Add +19.8% | 0.32% | +0.04 |
| GEV GE Vernova Inc. | Add +9.0% | 0.32% | +0.03 |
| XOM Exxon Mobil Corp. | Add +0.1% | 0.89% | +0.03 |
| JPST JPMorgan Ultra-Short Income | Add +4.8% | 2.63% | +0.03 |
| ITA iShares U.S. Aerospace & Def | Add +19.5% | 0.17% | +0.03 |
| MINT PIMCO Enhanced Short Maturit | Add +28.9% | 0.14% | +0.03 |
| CVLC Calvert US L-C CR Resp Index | Add +2.4% | 1.05% | +0.02 |
| CSCO Cisco Systems Inc. | Add +4.4% | 0.14% | +0.02 |
| NIO Nio Inc. - ADR | New | 0.01% | +0.01 |
| IBM Intl Business Machines Corp. | Add +0.4% | 0.74% | +0.01 |
| SMH Vaneck Semiconductor ETF | Add +1.5% | 0.12% | +0.01 |
| CVIE Cal Intl Responsible Index | Add +4.4% | 0.17% | +0.01 |
| JNJ Johnson & Johnson | Add +0.2% | 0.12% | +0.01 |
| FDVV Fidelity High Dividend ETF | Add +14.9% | 0.07% | +0.01 |
| RTX RTX Corp. | Add +4.9% | 0.07% | +0.01 |
| MUB iShares National Muni Bond E | Add +7.4% | 0.14% | +0.01 |
| AXP American Express Co. | Add +0.1% | 0.08% | +0.01 |
| GILD Gilead Sciences Inc. | Add +0.1% | 0.07% | +0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +11.9% | 0.13% | +0.00 |
| MPB Mid Penn Bancorp Inc. | Add +0.8% | 0.07% | +0.00 |
| BAC Bank of America Corp. | Add +0.1% | 0.06% | +0.00 |
| PRF Invesco Rafi US 1000 ETF | Add +0.2% | 0.14% | +0.00 |
| MMM 3M Co. | Add +0.1% | 0.06% | −0.00 |
| DFAC Dimensional US Core Equity 2 | Add +0.2% | 0.08% | −0.00 |
| IVV iShares Core S&P 500 ETF | Add +0.8% | 0.32% | −0.00 |
| AEP American Electric Power | Add +0.0% | 0.10% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Add +0.6% | 0.19% | −0.00 |
| AGG iShares Core U.S. Aggregate | Add +0.7% | 0.08% | −0.00 |
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 |