Institutional Manager · CIK 0001844892
Sandbox Financial Partners, LLC
BETHESDA, MD · File #028-20767
Latest AUM
$361.4M
Positions
123
Top-10 Concentration
58.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025123 pos · $361.4M
- 13F HOLDINGS REPORTQ/E Sep 2025128 pos · $349.2M
- 13F HOLDINGS REPORTQ/E Jun 2025123 pos · $317.0M
- 13F HOLDINGS REPORTQ/E Mar 2025109 pos · $283.2M
- 13F HOLDINGS REPORTQ/E Dec 2024107 pos · $299.9M
- 13F HOLDINGS REPORTQ/E Sep 2024108 pos · $282.6M
- 13F HOLDINGS REPORTQ/E Jun 202497 pos · $260.9M
- 13F HOLDINGS REPORTQ/E Mar 202497 pos · $238.1M
- 13F HOLDINGS REPORTQ/E Dec 202385 pos · $189.2M
- 13F HOLDINGS REPORTQ/E Sep 202395 pos · $191.5M
- 13F HOLDINGS REPORTQ/E Jun 202391 pos · $165.7M
- 13F HOLDINGS REPORTQ/E Mar 202389 pos · $144.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908736 | 86,195 | $42.1M | 12.66% |
| 2 | APPLE INC | AAPL | 140,357 | $38.2M | 11.49% |
| 3 | MICROSOFT CORP | MSFT | 39,904 | $19.3M | 5.81% |
| 4 | SPDR S&P 500 ETF TR | SPY | 25,548 | $17.4M | 5.24% |
| 5 | AMAZON COM INC | AMZN | 69,826 | $16.1M | 4.85% |
| 6 | SNOWFLAKE INC | SNOW | 65,106 | $14.3M | 4.30% |
| 7 | VANGUARD INDEX FDS | 922908744 | 70,047 | $13.4M | 4.03% |
| 8 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 197,674 | $11.3M | 3.41% |
| 9 | ISHARES TR | 464287507 | 164,938 | $10.9M | 3.28% |
| 10 | VANGUARD SPECIALIZED FUNDS | 921908844 | 46,875 | $10.3M | 3.10% |
| 11 | NVIDIA CORPORATION | NVDA | 52,617 | $9.8M | 2.95% |
| 12 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 187,532 | $9.5M | 2.86% |
| 13 | INVESCO QQQ TR | IVZ | 15,318 | $9.4M | 2.83% |
| 14 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 139,962 | $8.1M | 2.45% |
| 15 | ISHARES TR | 464288240 | 117,865 | $7.9M | 2.38% |
| 16 | ISHARES TR | 464287101 | 21,094 | $7.2M | 2.18% |
| 17 | SELECT SECTOR SPDR TR | 81369Y605 | 97,330 | $5.3M | 1.60% |
| 18 | ISHARES TR | 464287804 | 43,395 | $5.2M | 1.57% |
| 19 | ALPHABET INC | GOOG | 15,925 | $5.0M | 1.50% |
| 20 | META PLATFORMS INC | META | 6,687 | $4.4M | 1.33% |