Sandbox Financial Partners, LLC Portfolio Holdings

Sandbox Financial Partners, LLC

  • $337 Million
  • Q3 2025

Sandbox Financial Partners, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $337 Million distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $39.7M, Apple Inc. with a value of $35.7M, Microsoft Corp with a value of $20.7M, Spdr S&P 500 ETF Trust with a value of $16.1M, and Amazon Com Inc with a value of $15.4M.

Examining the 13F form we can see an increase of $30M in the current position value, from $307M to 337M.

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 $337 Million
ETFs: $183 Million
Technology: $90.6 Million
Consumer Cyclical: $18.6 Million
Communication Services: $13 Million
Financial Services: $10.2 Million
Energy: $6.49 Million
Healthcare: $3.53 Million
Industrials: $3.47 Million
Other: $4.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39.7 Million 11.79% of portfolio
82,787
Q3 2025 Added 3.65%
$4.38T
$35.7 Million 10.61% of portfolio
140,272
Q3 2025 Added 0.54%
$3.8T
$20.7 Million 6.15% of portfolio
39,982
Q3 2025 Added 0.29%
$0
$16.1 Million 4.78% of portfolio
24,182
Q3 2025 Added 7.32%
$2.39T
$15.4 Million 4.56% of portfolio
69,928
Q3 2025 Added 0.08%
$82.2B
$14.7 Million 4.36% of portfolio
65,076
Q3 2025 Reduced 4.24%
$0
$12.1 Million 3.59% of portfolio
64,789
Q3 2025 Added 3.06%
$0
$11.3 Million 3.36% of portfolio
198,398
Q3 2025 Reduced 3.99%
$0
$10.2 Million 3.02% of portfolio
155,765
Q3 2025 Added 5.4%
$474B
$9.64 Million 2.86% of portfolio
51,674
Q3 2025 Reduced 0.66%
$0
$9.07 Million 2.69% of portfolio
178,863
Q3 2025 Added 4.41%
$0
$8.76 Million 2.6% of portfolio
14,585
Q3 2025 Added 2.73%
$0
$8.59 Million 2.55% of portfolio
47,178
Q3 2025 Added 2.65%
$0
$8.17 Million 2.43% of portfolio
142,120
Q3 2025 Added 1.9%
$0
$6.63 Million 1.97% of portfolio
101,925
Q3 2025 Added 11.33%
$0
$6.53 Million 1.94% of portfolio
42,344
Q3 2025 Added 1.79%
$1.37T
$4.63 Million 1.37% of portfolio
6,301
Q3 2025 Added 18.84%
$0
$3.8 Million 1.13% of portfolio
80,049
Q3 2025 Added 9.52%
$1.65T
$3.81 Million 1.13% of portfolio
15,654
Q3 2025 Reduced 0.35%
$0
$3.61 Million 1.07% of portfolio
47,464
Q3 2025 Added 1.67%
$139B
$3.6 Million 1.07% of portfolio
10,921
Q3 2025 Added 8.08%
$130B
$3.39 Million 1.01% of portfolio
9,528
Q3 2025 Added 10.46%
$0
$3.22 Million 0.96% of portfolio
59,825
Q3 2025 Added 11.89%
$497B
$3.02 Million 0.9% of portfolio
26,795
Q3 2025 Reduced 0.77%
$0
$2.92 Million 0.87% of portfolio
57,244
Q3 2025 Added 3.84%
$0
$2.71 Million 0.8% of portfolio
47,122
Q3 2025 Added 1.48%
$274B
$2.52 Million 0.75% of portfolio
8,935
Q3 2025 Reduced 0.76%
$1.69T
$2.52 Million 0.75% of portfolio
10,353
Q3 2025 Added 0.09%
$0
$2.39 Million 0.71% of portfolio
38,449
Q3 2025 Added 11.4%
$7.89B
$2.28 Million 0.68% of portfolio
2,441
Q3 2025 Reduced 13.9%
$974B
$2.14 Million 0.64% of portfolio
2,804
Q3 2025 Reduced 29.08%
$0
$2.11 Million 0.63% of portfolio
3,443
Q3 2025 Reduced 12.53%
$1.28T
$2.09 Million 0.62% of portfolio
4,705
Q3 2025 Reduced 31.28%
$662B
$2.04 Million 0.61% of portfolio
4,063
Q3 2025 Reduced 1.24%
$100B
$2.05 Million 0.61% of portfolio
11,999
Q3 2025 Reduced 0.36%
$891B
$1.91 Million 0.57% of portfolio
6,053
Q3 2025 Added 0.98%
$540B
$1.9 Million 0.56% of portfolio
5,552
Q3 2025 Reduced 7.0%
$0
$1.67 Million 0.49% of portfolio
29,099
Q3 2025 Added 52.96%
$0
$1.62 Million 0.48% of portfolio
13,393
Q3 2025 Reduced 2.06%
$409B
$1.43 Million 0.43% of portfolio
1,548
Q3 2025 Reduced 26.36%
$495B
$1.42 Million 0.42% of portfolio
1,183
Q3 2025 Added 160.57%
$0
$1.31 Million 0.39% of portfolio
13,144
Q3 2025 Added 31.33%
$333B
$1.29 Million 0.38% of portfolio
4,293
Q3 2025 Reduced 0.65%
$0
$1.13 Million 0.34% of portfolio
1,688
Q3 2025 Added 1.5%
$165B
$1.15 Million 0.34% of portfolio
15,195
Q3 2025 Added 6.55%
$0
$1.13 Million 0.34% of portfolio
25,720
Q3 2025 Added 14.82%
$0
$1.12 Million 0.33% of portfolio
5,883
Q3 2025 Reduced 2.5%
$521B
$1.07 Million 0.32% of portfolio
1,884
Q3 2025 Reduced 14.09%
$116B
$974,000 0.29% of portfolio
4,516
Q3 2025 Added 0.53%

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $337 Million
  • Prior Value $307 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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