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

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 Q3 2025 Q4 2025: $361.4M $361.4M Q4 2025 Q1 2026: $355.6M Q1 2026

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%
GILD Gilead Sciences Inc. 0.07% 2,155 $264K Add +0.1%
RTX RTX Corp. 0.07% 1,434 $263K Add +4.9%
ANET Arista Networks Inc. 0.07% 1,998 $262K Reduce -3.9%
BTCL T-Rex 2X Long Bitcoin Daily 0.07% 8,560 $248K Add +13.2%
LMT Lockheed Martin Corp. 0.07% 508 $246K Add +0.4%
FDVV Fidelity High Dividend ETF 0.07% 4,254 $241K Add +14.9%
MPB Mid Penn Bancorp Inc. 0.07% 7,584 $235K Add +0.8%
PIO Invesco Global Water ETF 0.06% 5,299 $234K Reduce -1.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 4,220 $232K Add +0.1%
TWLO Twilio Inc. Class A 0.06% 1,612 $229K New
PAVE Global X US Infrastructure 0.06% 4,745 $227K No change
PEP Pepsico Inc. 0.06% 1,529 $220K Reduce -1.9%
MMM 3M Co. 0.06% 1,367 $219K Add +0.1%
O Realty Income Corp. 0.06% 3,846 $217K No change
TDIV FT Nasdaq Tech DVD Index FD 0.06% 2,225 $215K No change
IYW iShares Ustechnology ETF 0.06% 1,050 $210K No change
PFF iShares Preferred & Income S 0.06% 6,764 $209K No change
D Dominion Energy Inc. 0.06% 3,494 $205K Reduce -2.4%
XYLD Global X S&P 500 Cove Call E 0.06% 4,987 $203K Reduce -12.6%
IAUX I-80 Gold Corp. 0.02% 40,000 $58K No change
NIO Nio Inc. - ADR 0.01% 10,097 $51K New
PACB Pacific Biosciences of Calif 0.01% 27,517 $51K No change
SGMOQ Sangamo Therapeutics Inc. 0.00% 24,833 $10K No change

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

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