Sandbox Financial Partners, LLC
CIK: 0001844892SEC EDGAR →
Portfolio Value
$361.4M
Holdings
123
As of
Q4 2025
New Positions
123
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 86,195 | $42.0M | 11.64% |
| 2 | APPLE INC | 140,357 | $38.2M | 10.56% |
| 3 | MICROSOFT CORP | 39,904 | $19.3M | 5.34% |
| 4 | SPDR S&P 500 ETF TR | 25,548 | $17.4M | 4.82% |
| 5 | AMAZON COM INC | 69,826 | $16.1M | 4.46% |
| 6 | SNOWFLAKE INC | 65,106 | $14.3M | 3.95% |
| 7 | VANGUARD INDEX FDS | 70,047 | $13.4M | 3.70% |
| 8 | J P MORGAN EXCHANGE TRADED F | 197,674 | $11.3M | 3.13% |
| 9 | ISHARES TR | 164,938 | $10.9M | 3.01% |
| 10 | VANGUARD SPECIALIZED FUNDS | 46,875 | $10.3M | 2.85% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (123)
$42.0M · 86K shares
$38.2M · 140K shares
$19.3M · 40K shares
$17.4M · 26K shares
$16.1M · 70K shares
$14.3M · 65K shares
$13.4M · 70K shares
$11.3M · 198K shares
$10.9M · 165K shares
$10.3M · 47K shares
$10.0M · 25K shares
$9.8M · 53K shares
$9.5M · 188K shares
$9.4M · 15K shares
$8.1M · 140K shares
$7.9M · 118K shares
$7.2M · 21K shares
$5.3M · 97K shares
$5.2M · 43K shares
$5.0M · 16K shares
$4.4M · 7K shares
$4.3M · 11K shares
$4.0M · 42K shares
$4.0M · 12K shares
$3.8M · 45K shares
$3.5M · 49K shares
$3.3M · 10K shares
$3.2M · 27K shares
$3.0M · 51K shares
$3.0M · 47K shares
$3.0M · 59K shares
$2.9M · 3K shares
$2.7M · 9K shares
$2.4M · 4K shares
$2.0M · 4K shares
$1.9M · 6K shares
$1.9M · 6K shares
$1.9M · 7K shares
$1.8M · 12K shares
$1.7M · 13K shares
$1.4M · 3K shares
$1.3M · 4K shares
$1.2M · 21K shares
$1.2M · 12K shares
$1.2M · 15K shares
$1.2M · 2K shares
$1.2M · 47K shares
$1.2M · 2K shares
$1.1M · 2K shares
$977K · 5K shares
$960K · 10K shares
$957K · 22K shares
$905K · 5K shares
$873K · 5K shares
$854K · 3K shares
$824K · 5K shares
$715K · 3K shares
$713K · 5K shares
$712K · 826 shares
$686K · 14K shares
$672K · 5K shares
$647K · 14K shares
$630K · 9K shares
$611K · 3K shares
$593K · 15K shares
$557K · 2K shares
$537K · 7K shares
$509K · 1K shares
$505K · 5K shares
$505K · 7K shares
$499K · 2K shares
$490K · 5K shares
$487K · 10K shares
$485K · 1K shares
$479K · 1K shares
$475K · 2K shares
$470K · 7K shares
$466K · 6K shares
$451K · 1K shares
$438K · 4K shares
$425K · 2K shares
$415K · 6K shares
$409K · 3K shares
$384K · 3K shares
$370K · 3K shares
$356K · 3K shares
$349K · 23K shares
$329K · 7K shares
$314K · 5K shares
$307K · 4K shares
$305K · 4K shares
$302K · 2K shares
$297K · 8K shares
$294K · 9K shares
$293K · 1K shares
$291K · 7K shares
$286K · 4K shares
$286K · 3K shares
$284K · 770 shares
$276K · 2K shares
$268K · 3K shares
$264K · 2K shares
$262K · 1K shares
$261K · 2K shares
$247K · 9K shares
$245K · 508 shares
$241K · 4K shares
$235K · 8K shares
$233K · 5K shares
$232K · 4K shares
$229K · 2K shares
$226K · 5K shares
$219K · 2K shares
$218K · 1K shares
$216K · 4K shares
$215K · 2K shares
$209K · 7K shares
$209K · 1K shares
$204K · 3K shares
$202K · 5K shares
$58K · 40K shares
$51K · 10K shares
$51K · 28K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 66 | $201.1M | 54.2% |
| Technology | 15 | $92.0M | 24.8% |
| Unknown | 7 | $26.8M | 7.2% |
| Consumer Cyclical | 5 | $18.5M | 5.0% |
| Communication Services | 5 | $13.8M | 3.7% |
| Energy | 4 | $6.3M | 1.7% |
| Healthcare | 5 | $4.3M | 1.2% |
| Utilities | 5 | $3.3M | 0.9% |
| Industrials | 6 | $3.3M | 0.9% |
| Consumer Defensive | 4 | $1.6M | 0.4% |
| Real Estate | 1 | $216K | 0.1% |