Sandbox Financial Partners, LLC Q4 2025 Filing

Filed January 7, 2026

Portfolio Value

$361.4M

Holdings

123

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (123 positions)

StockValue
VUGVANGUARD INDEX FDS
$42.0M
AAPLAPPLE INC
$38.2M
MSFTMICROSOFT CORP
$19.3M
SPYSPDR S&P 500 ETF TR
$17.4M
AMZNAMAZON COM INC
$16.1M
SNOWSNOWFLAKE INC
$14.3M
VTVVANGUARD INDEX FDS
$13.4M
JEPIJ P MORGAN EXCHANGE TRADED F
$11.3M
IJHISHARES TR
$10.9M
VIGVANGUARD SPECIALIZED FUNDS
$10.3M
NVDANVIDIA CORPORATION
$9.8M
JPSTJ P MORGAN EXCHANGE TRADED F
$9.5M
NDQINVESCO QQQ TR
$9.4M
JEPQJ P MORGAN EXCHANGE TRADED F
$8.1M
ACWXISHARES TR
$7.9M
OEFISHARES TR
$7.2M
XLFSELECT SECTOR SPDR TR
$5.3M
IJRISHARES TR
$5.2M
GOOGLALPHABET INC
$5.0M
METAMETA PLATFORMS INC
$4.4M
GQ9SPDR GOLD TR
$4.3M
IEFISHARES TR
$4.0M
AVGOBROADCOM INC
$4.0M
CVLCMORGAN STANLEY ETF TRUST
$3.8M
CIBRFIRST TR EXCHANGE TRADED FD
$3.5M
GOOGALPHABET INC
$3.3M
XOMEXXON MOBIL CORP
$3.2M
COWZPACER FDS TR
$3.0M
FEZSPDR INDEX SHS FDS
$3.0M
JMSTJ P MORGAN EXCHANGE TRADED F
$3.0M
LLYELI LILLY & CO
$2.9M
IBMINTERNATIONAL BUSINESS MACHS
$2.7M
VOOVANGUARD INDEX FDS
$2.4M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.0M
JPMJPMORGAN CHASE & CO.
$1.9M
VVISA INC
$1.9M
TPLTEXAS PACIFIC LAND CORPORATI
$1.9M
BXBLACKSTONE INC
$1.8M
IVWISHARES TR
$1.7M
TSLATESLA INC
$1.4M
GEGE AEROSPACE
$1.3M
USXFISHARES TR
$1.2M
NULGNUSHARES ETF TR
$1.2M
NEENEXTERA ENERGY INC
$1.2M
IVVISHARES TR
$1.2M
GRNYTIDAL TRUST I
$1.2M
GEVGE VERNOVA INC
$1.2M
MAMASTERCARD INCORPORATED
$1.1M
BABOEING CO
$977K
NFLXNETFLIX INC
$960K
EUSBISHARES TR
$957K
RSPINVESCO EXCHANGE TRADED FD T
$905K
PLTRPALANTIR TECHNOLOGIES INC
$873K
VTIVANGUARD INDEX FDS
$854K
CVXCHEVRON CORP NEW
$824K
ABBVABBVIE INC
$715K
XLKSELECT SECTOR SPDR TR
$713K
COSTCOSTCO WHSL CORP NEW
$712K
IBITISHARES BITCOIN TRUST ETF
$686K
VYMVANGUARD WHITEHALL FDS
$672K
ESMLISHARES TR
$647K
CVIEMORGAN STANLEY ETF TRUST
$630K
ITA*ISHARES TR
$611K
BACVERIZON COMMUNICATIONS INC
$593K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$557K
FBTCFIDELITY WISE ORIGIN BITCOIN
$537K
IWFISHARES TR
$509K
MUBISHARES TR
$505K
CSCOCISCO SYS INC
$505K
MCDMCDONALDS CORP
$499K
MINTPIMCO ETF TR
$490K
PRFINVESCO EXCHANGE TRADED FD T
$487K
HDHOME DEPOT INC
$485K
CRWDCROWDSTRIKE HLDGS INC
$479K
VXFVANGUARD INDEX FDS
$475K
TRFKPACER FDS TR
$470K
BNDVANGUARD BD INDEX FDS
$466K
SMHVANECK ETF TRUST
$451K
IGVISHARES TR
$438K
JNJJOHNSON & JOHNSON
$425K
CVMCMORGAN STANLEY ETF TRUST
$415K
DUKDUKE ENERGY CORP NEW
$409K
BKBANK NEW YORK MELLON CORP
$384K
WMTWALMART INC
$370K
AEPAMERICAN ELEC PWR CO INC
$356K
RYLDGLOBAL X FDS
$349K
EAGGISHARES TR
$329K
SHLDGLOBAL X FDS
$314K
DOCUDOCUSIGN INC
$307K
GBTCGRAYSCALE BITCOIN TRUST ETF
$305K
PGPROCTER AND GAMBLE CO
$302K
DFACDIMENSIONAL ETF TRUST
$297K
EPDENTERPRISE PRODS PARTNERS L
$294K
CSWCSW INDUSTRIALS INC
$293K
SPYDSPDR SERIES TRUST
$291K
UBERUBER TECHNOLOGIES INC
$286K
AGGISHARES TR
$286K
AXPAMERICAN EXPRESS CO
$284K
NOWSERVICENOW INC
$276K
USMVISHARES TR
$268K
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