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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$465B
$9.82 Million 2.78% of portfolio
52,617
Q4 2025 Added 1.82%
$7.89B
$6.82 Million 1.93% of portfolio
6,669
Q4 2025 Added 173.21%
$1.65T
$4.4 Million 1.24% of portfolio
15,925
Q4 2025 Added 1.73%
$1.37T
$4.08 Million 1.15% of portfolio
6,687
Q4 2025 Added 6.13%
$139B
$3.95 Million 1.12% of portfolio
11,533
Q4 2025 Added 5.6%
$490B
$3.16 Million 0.89% of portfolio
26,825
Q4 2025 Added 0.11%
$1.74T
$2.97 Million 0.84% of portfolio
10,391
Q4 2025 Added 0.37%
$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%
$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%
$169B
$1.51 Million 0.43% of portfolio
1,804
Q4 2025 Added 139.26%
$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%
$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%
$114B
$863,000 0.24% of portfolio
4,503
Q4 2025 Reduced 0.29%
$303B
$837,000 0.24% of portfolio
5,411
Q4 2025 Reduced 5.99%
$342B
$854,000 0.24% of portfolio
4,911
Q4 2025 Added 1.26%
$414B
$732,000 0.21% of portfolio
3,131
Q4 2025 Reduced 0.13%
$404B
$753,000 0.21% of portfolio
826
Q4 2025 Reduced 46.64%
$172B
$597,000 0.17% of portfolio
14,564
Q4 2025 Reduced 1.71%
$115B
$549,000 0.16% of portfolio
1,022
Q4 2025 Added 11.94%
$1.46T
$516,000 0.15% of portfolio
1,833
Q4 2025 Added 60.09%
$319B
$510,000 0.14% of portfolio
6,566
Q4 2025 Added 4.42%
$367B
$505,000 0.14% of portfolio
1,411
Q4 2025 Reduced 9.26%
$224B
$497,000 0.14% of portfolio
1,633
Q4 2025 Added 0.06%
$96.4B
$437,000 0.12% of portfolio
3,495
Q4 2025 Reduced 0.79%
$522B
$410,000 0.12% of portfolio
2,055
Q4 2025 Added 0.2%
$62.3B
$374,000 0.11% of portfolio
3,090
Q4 2025 Added 0.03%
$279B
$342,000 0.1% of portfolio
3,325
Q4 2025 Reduced 0.6%
$89.3B
$365,000 0.1% of portfolio
3,309
Q4 2025 Reduced 0.45%
$346B
$307,000 0.09% of portfolio
2,109
Q4 2025 Added 0.62%
$51.1B
$329,000 0.09% of portfolio
4,464
Q4 2025 Reduced 23.87%
$13.6B
$304,000 0.09% of portfolio
4,494
Q2 2025 New
$181B
$320,000 0.09% of portfolio
3,502
Q4 2025 Added 0.57%
$70.2B
$296,000 0.08% of portfolio
9,176
Q4 2025 Reduced 2.13%
$156B
$267,000 0.08% of portfolio
2,155
Q4 2025 Added 0.05%
$4.52B
$293,000 0.08% of portfolio
1,000
Q4 2023 New
$123B
$239,000 0.07% of portfolio
508
Q4 2025 Added 0.4%
$258B
$251,000 0.07% of portfolio
1,434
Q4 2025 Added 4.9%
$255B
$262,000 0.07% of portfolio
770
Q4 2025 Added 0.13%
$91.4B
$226,000 0.06% of portfolio
1,367
Q4 2025 Added 0.15%

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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