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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.13T
$28.6 Million 9.33% of portfolio
139,523
Q2 2025 Reduced 7.5%
$3.84T
$19.8 Million 6.46% of portfolio
39,867
Q2 2025 Reduced 0.19%
$2.27T
$15.3 Million 5.0% of portfolio
69,872
Q2 2025 Added 0.02%
$77B
$15.2 Million 4.96% of portfolio
67,956
Q2 2025 Reduced 0.01%
$471B
$8.22 Million 2.68% of portfolio
52,016
Q2 2025 Added 6.16%
$1.65T
$3.91 Million 1.28% of portfolio
5,302
Q2 2025 Added 2.91%
$779B
$3.08 Million 1.0% of portfolio
3,954
Q2 2025 Reduced 6.41%
$7.46B
$2.99 Million 0.98% of portfolio
2,835
Q2 2025 Added 1.61%
$464B
$2.91 Million 0.95% of portfolio
27,003
Q2 2025 Reduced 0.71%
$137B
$2.79 Million 0.91% of portfolio
10,105
Q2 2025 Added 5.66%
$1.45T
$2.77 Million 0.9% of portfolio
15,709
Q2 2025 Reduced 2.79%
$257B
$2.65 Million 0.86% of portfolio
9,003
Q2 2025 Added 0.26%
$1.38T
$2.18 Million 0.71% of portfolio
6,847
Q2 2025 Added 2.45%
$566B
$2.12 Million 0.69% of portfolio
5,970
Q2 2025 Reduced 0.3%
$406B
$2.08 Million 0.68% of portfolio
2,102
Q2 2025 Added 5.0%
$654B
$2 Million 0.65% of portfolio
4,114
Q2 2025 Reduced 0.68%
$118B
$1.8 Million 0.59% of portfolio
12,042
Q2 2025 Added 0.69%
$902B
$1.74 Million 0.57% of portfolio
5,994
Q2 2025 Added 0.81%
$551B
$1.23 Million 0.4% of portfolio
2,193
Q2 2025 Reduced 0.09%
$327B
$1.11 Million 0.36% of portfolio
4,321
Q2 2025 Added 0.09%
$154B
$989,000 0.32% of portfolio
14,261
Q2 2025 Reduced 1.49%
$130B
$941,000 0.31% of portfolio
4,492
Q1 2025 Reduced 7.23%
$300B
$825,000 0.27% of portfolio
5,764
Q2 2025 Reduced 1.25%
$184B
$838,000 0.27% of portfolio
816
Q2 2025 Added 0.49%
$418B
$607,000 0.2% of portfolio
3,275
Q2 2025 Reduced 15.18%
$517B
$607,000 0.2% of portfolio
454
Q2 2025 Added 23.71%
$182B
$609,000 0.2% of portfolio
14,085
Q2 2025 Added 0.59%
$404B
$516,000 0.17% of portfolio
1,409
Q2 2025 Reduced 1.95%
$221B
$491,000 0.16% of portfolio
1,682
Q2 2025 Added 0.06%
$62.2B
$497,000 0.16% of portfolio
5,868
Q1 2025 Reduced 4.09%
$360B
$454,000 0.15% of portfolio
2,852
Q2 2025 Added 0.35%
$93.6B
$409,000 0.13% of portfolio
3,472
Q2 2025 Added 0.73%
$13.7B
$350,000 0.11% of portfolio
4,494
Q2 2025 New
$276B
$343,000 0.11% of portfolio
3,517
Q2 2025 Reduced 0.48%
$68.4B
$297,000 0.1% of portfolio
9,596
Q2 2025 Added 0.5%
$86B
$302,000 0.1% of portfolio
3,317
Q2 2025 Added 0.24%
$191B
$320,000 0.1% of portfolio
3,437
Q2 2025 Added 6.81%
$131B
$309,000 0.1% of portfolio
669
Q2 2025 Reduced 14.67%
$58.3B
$320,000 0.1% of portfolio
3,089
Q2 2025 Added 0.03%
$486B
$320,000 0.1% of portfolio
2,097
Q2 2025 Reduced 14.51%
$107B
$281,000 0.09% of portfolio
552
Q2 2025 New
$4.52B
$286,000 0.09% of portfolio
1,000
Q4 2023 New
$139B
$253,000 0.08% of portfolio
2,282
Q2 2025 Reduced 0.04%
$247B
$252,000 0.08% of portfolio
793
Q2 2025 Reduced 7.58%
$157B
$243,000 0.08% of portfolio
448
Q2 2025 New
$367B
$245,000 0.08% of portfolio
1,799
Q2 2025 New
$18.3B
$212,000 0.07% of portfolio
1,712
Q2 2025 New
$87.8B
$208,000 0.07% of portfolio
1,368
Q2 2025 New
$150B
$210,000 0.07% of portfolio
591
Q2 2025 New

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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