Sandbox Financial Partners, LLC Portfolio Holdings

Sandbox Financial Partners, LLC

  • $354 Million
  • Q4 2025

Sandbox Financial Partners, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $354 Million distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $41.7M, Apple Inc. with a value of $37.5M, Microsoft Corp with a value of $20.3M, Spdr S&P 500 ETF Trust with a value of $17M, and Snowflake Inc. with a value of $16.7M.

Examining the 13F form we can see an increase of $17M in the current position value, from $337M to 354M.

Sandbox Financial Partners, LLC is based out at Bethesda, MD

Below you can find more details about Sandbox Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $354 Million
ETFs: $192 Million
Technology: $95.5 Million
Consumer Cyclical: $18.7 Million
Communication Services: $13.4 Million
Energy: $11.1 Million
Financial Services: $9.3 Million
Healthcare: $4.18 Million
Industrials: $3.14 Million
Other: $4.15 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$41.7 Million 11.78% of portfolio
86,195
Q4 2025 Added 4.12%
$4.3T
$37.5 Million 10.61% of portfolio
140,357
Q4 2025 Added 0.06%
$3.78T
$20.3 Million 5.72% of portfolio
39,904
Q4 2025 Reduced 0.2%
$0
$17 Million 4.81% of portfolio
25,548
Q4 2025 Added 5.65%
$82.2B
$16.7 Million 4.73% of portfolio
65,106
Q4 2025 Added 0.05%
$2.39T
$16.4 Million 4.63% of portfolio
69,826
Q4 2025 Reduced 0.15%
$0
$13.1 Million 3.71% of portfolio
70,047
Q4 2025 Added 8.12%
$0
$11.2 Million 3.17% of portfolio
197,674
Q4 2025 Reduced 0.36%
$0
$10.6 Million 2.99% of portfolio
164,938
Q4 2025 Added 5.89%
$465B
$9.82 Million 2.78% of portfolio
52,617
Q4 2025 Added 1.82%
$0
$9.49 Million 2.68% of portfolio
187,532
Q4 2025 Added 4.85%
$0
$9.25 Million 2.61% of portfolio
15,318
Q4 2025 Added 5.03%
$0
$8.54 Million 2.41% of portfolio
46,875
Q4 2025 Reduced 0.64%
$0
$8.09 Million 2.29% of portfolio
139,962
Q4 2025 Reduced 1.52%
$0
$7.85 Million 2.22% of portfolio
117,865
Q4 2025 Added 15.64%
$7.89B
$6.82 Million 1.93% of portfolio
6,669
Q4 2025 Added 173.21%
$0
$5.1 Million 1.44% of portfolio
97,330
Q4 2025 Added 62.69%
$0
$5.07 Million 1.43% of portfolio
43,395
Q4 2025 Added 6.79%
$1.65T
$4.4 Million 1.24% of portfolio
15,925
Q4 2025 Added 1.73%
$130B
$4.08 Million 1.15% of portfolio
10,858
Q4 2025 Added 13.96%
$1.37T
$4.08 Million 1.15% of portfolio
6,687
Q4 2025 Added 6.13%
$0
$4 Million 1.13% of portfolio
41,524
Q4 2025 New
$139B
$3.95 Million 1.12% of portfolio
11,533
Q4 2025 Added 5.6%
$0
$3.69 Million 1.04% of portfolio
49,377
Q4 2025 Added 4.03%
$490B
$3.16 Million 0.89% of portfolio
26,825
Q4 2025 Added 0.11%
$0
$2.96 Million 0.84% of portfolio
50,523
Q4 2025 Added 7.22%
$1.74T
$2.97 Million 0.84% of portfolio
10,391
Q4 2025 Added 0.37%
$0
$2.98 Million 0.84% of portfolio
58,573
Q4 2025 Added 2.32%
$0
$2.95 Million 0.83% of portfolio
46,720
Q4 2025 Added 21.51%
$971B
$2.71 Million 0.77% of portfolio
2,657
Q4 2025 Reduced 5.24%
$266B
$2.67 Million 0.75% of portfolio
8,969
Q4 2025 Added 0.38%
$0
$2.39 Million 0.68% of portfolio
3,866
Q4 2025 Added 12.29%
$662B
$2.01 Million 0.57% of portfolio
3,952
Q4 2025 Reduced 2.73%
$881B
$1.81 Million 0.51% of portfolio
6,039
Q4 2025 Reduced 0.23%
$533B
$1.79 Million 0.51% of portfolio
5,503
Q4 2025 Reduced 0.88%
$0
$1.63 Million 0.46% of portfolio
13,457
Q4 2025 Added 0.48%
$98.1B
$1.6 Million 0.45% of portfolio
11,562
Q4 2025 Reduced 3.64%
$169B
$1.51 Million 0.43% of portfolio
1,804
Q4 2025 Added 139.26%
$0
$1.43 Million 0.4% of portfolio
4,955
Q4 2025 Added 82.17%
$328B
$1.27 Million 0.36% of portfolio
4,225
Q4 2025 Reduced 1.58%
$168B
$1.29 Million 0.36% of portfolio
14,990
Q4 2025 Reduced 1.35%
$1.29T
$1.23 Million 0.35% of portfolio
3,006
Q4 2025 Reduced 36.11%
$0
$1.21 Million 0.34% of portfolio
12,404
Q4 2025 Reduced 5.63%
$0
$1.21 Million 0.34% of portfolio
21,303
Q4 2025 Reduced 26.79%
$0
$1.15 Million 0.32% of portfolio
1,702
Q4 2025 Added 0.83%
$49.1B
$1.13 Million 0.32% of portfolio
10,249
Q4 2025 Added 766.36%
$512B
$1.01 Million 0.29% of portfolio
1,887
Q4 2025 Added 0.16%
$0
$956,000 0.27% of portfolio
21,812
Q4 2025 Reduced 15.19%
$0
$885,000 0.25% of portfolio
4,728
Q4 2025 Reduced 19.63%

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $354 Million
  • Prior Value $337 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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