Sandbox Financial Partners, LLC Portfolio Holdings

Sandbox Financial Partners, LLC

  • $307 Million
  • Q2 2025

Sandbox Financial Partners, LLC has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $307 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 $35M, Apple Inc. with a value of $28.6M, Microsoft Corp with a value of $19.8M, Amazon Com Inc with a value of $15.3M, and Snowflake Inc. with a value of $15.2M.

Examining the 13F form we can see an increase of $32M in the current position value, from $275M to 307M.

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 $307 Million
ETFs: $167 Million
Technology: $79.4 Million
Consumer Cyclical: $18.5 Million
Communication Services: $9.94 Million
Financial Services: $9.65 Million
Energy: $7.03 Million
Healthcare: $4.57 Million
Industrials: $3.27 Million
Other: $5.24 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$35 Million 11.42% of portfolio
79,870
Q2 2025 Added 1.41%
$3.69T
$28.6 Million 9.33% of portfolio
139,523
Q2 2025 Reduced 7.5%
$3.95T
$19.8 Million 6.46% of portfolio
39,867
Q2 2025 Reduced 0.19%
$2.26T
$15.3 Million 5.0% of portfolio
69,872
Q2 2025 Added 0.02%
$61.8B
$15.2 Million 4.96% of portfolio
67,956
Q2 2025 Reduced 0.01%
$0
$13.9 Million 4.54% of portfolio
22,533
Q2 2025 Added 9.45%
$0
$11.7 Million 3.83% of portfolio
206,648
Q2 2025 Reduced 0.5%
$0
$11.1 Million 3.62% of portfolio
62,864
Q2 2025 Added 0.4%
$0
$9.17 Million 2.99% of portfolio
147,781
Q2 2025 Added 2,282.03%
$0
$8.68 Million 2.83% of portfolio
171,315
Q2 2025 Added 2.18%
$0
$8.37 Million 2.73% of portfolio
45,959
Q2 2025 Reduced 0.61%
$456B
$8.22 Million 2.68% of portfolio
52,016
Q2 2025 Added 6.16%
$0
$7.83 Million 2.55% of portfolio
14,198
Q2 2025 Added 2.0%
$0
$7.59 Million 2.47% of portfolio
139,472
Q2 2025 Added 5.33%
$0
$6.14 Million 2.0% of portfolio
41,600
Q2 2025 Added 1.38%
$0
$5.58 Million 1.82% of portfolio
91,554
Q2 2025 Reduced 5.46%
$1.78T
$3.91 Million 1.28% of portfolio
5,302
Q2 2025 Added 2.91%
$0
$3.53 Million 1.15% of portfolio
46,683
Q2 2025 Added 8.82%
$0
$3.43 Million 1.12% of portfolio
73,093
Q2 2025 Added 2.83%
$608B
$3.08 Million 1.0% of portfolio
3,954
Q2 2025 Reduced 6.41%
$6.61B
$2.99 Million 0.98% of portfolio
2,835
Q2 2025 Added 1.61%
$442B
$2.91 Million 0.95% of portfolio
27,003
Q2 2025 Reduced 0.71%
$0
$2.81 Million 0.92% of portfolio
55,129
Q2 2025 Added 12.08%
$127B
$2.79 Million 0.91% of portfolio
10,105
Q2 2025 Added 5.66%
$0
$2.8 Million 0.91% of portfolio
53,466
Q2 2025 Added 0.88%
$1.21T
$2.77 Million 0.9% of portfolio
15,709
Q2 2025 Reduced 2.79%
$210B
$2.65 Million 0.86% of portfolio
9,003
Q2 2025 Added 0.26%
$106B
$2.63 Million 0.86% of portfolio
8,626
Q2 2025 Reduced 33.41%
$0
$2.56 Million 0.83% of portfolio
46,435
Q2 2025 Reduced 4.26%
$0
$2.24 Million 0.73% of portfolio
3,936
Q2 2025 Added 3.66%
$1.08T
$2.18 Million 0.71% of portfolio
6,847
Q2 2025 Added 2.45%
$551B
$2.12 Million 0.69% of portfolio
5,970
Q2 2025 Reduced 0.3%
$439B
$2.08 Million 0.68% of portfolio
2,102
Q2 2025 Added 5.0%
$0
$2.06 Million 0.67% of portfolio
34,514
Q2 2025 New
$621B
$2 Million 0.65% of portfolio
4,114
Q2 2025 Reduced 0.68%
$1.24T
$1.83 Million 0.6% of portfolio
10,344
Q2 2025 Reduced 4.29%
$123B
$1.8 Million 0.59% of portfolio
12,042
Q2 2025 Added 0.69%
$859B
$1.74 Million 0.57% of portfolio
5,994
Q2 2025 Added 0.81%
$0
$1.51 Million 0.49% of portfolio
13,675
Q2 2025 Added 0.12%
$548B
$1.23 Million 0.4% of portfolio
2,193
Q2 2025 Reduced 0.09%
$0
$1.1 Million 0.36% of portfolio
6,034
Q2 2025 Reduced 12.97%
$306B
$1.11 Million 0.36% of portfolio
4,321
Q2 2025 Added 0.09%
$0
$1.03 Million 0.34% of portfolio
1,663
Q2 2025 Added 0.18%
$0
$1.03 Million 0.33% of portfolio
19,024
Q2 2025 Added 0.13%
$0
$975,000 0.32% of portfolio
22,401
Q2 2025 Added 10.48%
$141B
$989,000 0.32% of portfolio
14,261
Q2 2025 Reduced 1.49%
$0
$940,000 0.31% of portfolio
10,008
Q2 2025 Added 12.58%
$139B
$941,000 0.31% of portfolio
4,492
Q1 2025 Reduced 7.23%
$0
$861,000 0.28% of portfolio
11,698
Q2 2025 Added 0.53%

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $307 Million
  • Prior Value $275 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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