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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$38,000 0.01% of portfolio
40,000
Q2 2025 Added 33.33%

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
Track This Portfolio

Track Sandbox Financial Partners, LLC Portfolio

Follow Sandbox Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sandbox Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sandbox Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email