Sandbox Financial Partners, LLC

CIK 0001844892 • 5 13F filings • Apr 11, 2025 – Apr 8, 2026

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Filer information

Filed by: Sandbox Financial Partners, LLC, Chief Compliance Officer
Address: 6903 ROCKLEDGE DRIVE, SUITE 300, BETHESDA, MD, 20817
Phone: (301) 214-4190
AUM: $361.4M

AUM over time

$355.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2025

Q1 2026

Q1 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $361.4M123 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$219K	0.1%Prev: 0.1%	1,367 SH	Increased+2 SH
ABBVIE INC	COM	$715K	0.2%Prev: 0.2%	3,131 SH	Decreased-4 SH
ALPHABET INC	CAP STK CL A	$5.0M	1.4%Prev: 1.1%	15,925 SH	Increased+271 SH
ALPHABET INC	CAP STK CL C	$3.3M	0.9%Prev: 0.7%	10,391 SH	Increased+38 SH
AMAZON COM INC	COM	$16.1M	4.5%Prev: 4.4%	69,826 SH	Increased-102 SH
AMERICAN ELEC PWR CO INC	COM	$356K	0.1%Prev: 0.1%	3,090 SH	Increased+1 SH
AMERICAN EXPRESS CO	COM	$285K	0.1%Prev: 0.1%	770 SH	Increased+1 SH
APPLE INC	COM	$38.2M	10.6%Prev: 10.2%	140,357 SH	Increased+85 SH
ARISTA NETWORKS INC	COM SHS	$262K	0.1%Prev: 0.1%	1,998 SH	Decreased-80 SH
BANK AMERICA CORP	COM	$232K	0.1%Prev: 0.1%	4,220 SH	Increased+2 SH
BANK NEW YORK MELLON CORP	COM	$384K	0.1%Prev: 0.1%	3,309 SH	Increased-15 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.0M	0.5%Prev: 0.6%	3,952 SH	Decreased-111 SH
BLACKSTONE INC	COM	$1.8M	0.5%Prev: 0.6%	11,562 SH	Decreased-437 SH
BOEING CO	COM	$978K	0.3%Prev: 0.3%	4,503 SH	Increased-13 SH
BROADCOM INC	COM	$4.0M	1.1%Prev: 1.0%	11,533 SH	Increased+612 SH
CHEVRON CORP NEW	COM	$825K	0.2%Prev: 0.3%	5,411 SH	Decreased-345 SH
CISCO SYS INC	COM	$506K	0.1%Prev: 0.1%	6,566 SH	Increased+278 SH
COSTCO WHSL CORP NEW	COM	$712K	0.2%Prev: 0.4%	826 SH	Decreased-722 SH
CROWDSTRIKE HLDGS INC	CL A	$479K	0.1%Prev: 0.1%	1,022 SH	Increased+109 SH
CSW INDUSTRIALS INC	COM	$294K	0.1%Prev: 0.1%	1,000 SH	Increased
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$297K	0.1%Prev: 0.1%	7,503 SH	Increased+17 SH
DOCUSIGN INC	COM	$307K	0.1%Prev: 0.1%	4,494 SH	Decreased
DOMINION ENERGY INC	COM	$205K	0.1%Prev: 0.1%	3,494 SH	Decreased-85 SH
DUKE ENERGY CORP NEW	COM NEW	$410K	0.1%Prev: 0.1%	3,495 SH	Decreased-28 SH
ELI LILLY & CO	COM	$2.9M	0.8%Prev: 0.6%	2,657 SH	Increased-147 SH
ENTERPRISE PRODS PARTNERS L	COM	$294K	0.1%Prev: 0.1%	9,176 SH	Increased-200 SH
EXXON MOBIL CORP	COM	$3.2M	0.9%Prev: 0.9%	26,825 SH	Increased+30 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$241K	0.1%Prev: 0.1%	4,254 SH	Increased+552 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$538K	0.1%Prev: 0.2%	7,052 SH	Decreased-877 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$215K	0.1%Prev: 0.1%	2,225 SH	Decreased
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$3.5M	1.0%Prev: 1.0%	49,377 SH	Decreased+1,913 SH
GE AEROSPACE	COM NEW	$1.3M	0.4%Prev: 0.4%	4,225 SH	Increased-68 SH
GE VERNOVA INC	COM	$1.2M	0.3%Prev: 0.3%	1,773 SH	Increased+146 SH
GILEAD SCIENCES INC	COM	$264K	0.1%Prev: 0.1%	2,155 SH	Increased+1 SH
GLOBAL X FDS	DEFENSE TECH ETF	$314K	0.1%	4,849 SH	New
GLOBAL X FDS	RUSSELL 2000	$350K	0.1%Prev: 0.1%	22,873 SH	Decreased-3,224 SH
GLOBAL X FDS	S&P 500 COVERED	$203K	0.1%Prev: 0.1%	4,987 SH	Decreased-718 SH
GLOBAL X FDS	US INFR DEV ETF	$227K	0.1%Prev: 0.1%	4,745 SH	Increased
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$305K	0.1%Prev: 0.2%	4,464 SH	Decreased-1,400 SH
HOME DEPOT INC	COM	$485K	0.1%Prev: 0.2%	1,411 SH	Decreased-144 SH
I-80 GOLD CORP	COM	$58K	0.0%Prev: 0.0%	40,000 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$2.7M	0.7%Prev: 0.7%	8,969 SH	Increased+34 SH
INVESCO EXCH TRADED FD TR II	GLOBAL WATER	$234K	0.1%Prev: 0.1%	5,299 SH	Decreased-75 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$488K	0.1%Prev: 0.1%	10,399 SH	Increased+22 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$906K	0.3%Prev: 0.3%	4,728 SH	Decreased-1,155 SH
INVESCO QQQ TR	UNIT SER 1	$9.4M	2.6%Prev: 2.5%	15,318 SH	Increased+733 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$686K	0.2%Prev: 0.3%	13,821 SH	Decreased+254 SH
ISHARES TR	7-10 YR TRSY BD	$4.0M	1.1%	41,524 SH	New
ISHARES TR	CORE S&P MCP ETF	$10.9M	3.0%Prev: 2.9%	164,938 SH	Increased+9,173 SH
ISHARES TR	CORE S&P SCP ETF	$5.2M	1.4%Prev: 1.4%	43,395 SH	Increased+2,758 SH
ISHARES TR	CORE S&P500 ETF	$1.2M	0.3%Prev: 0.3%	1,702 SH	Increased+14 SH
ISHARES TR	CORE US AGGBD ET	$286K	0.1%Prev: 0.1%	2,868 SH	Increased+21 SH
ISHARES TR	ESG ADVANCED UNI	$958K	0.3%	21,812 SH	New
ISHARES TR	ESG AWARE MSCI	$647K	0.2%Prev: 0.2%	14,077 SH	Decreased-386 SH
ISHARES TR	ESG AWR US AGRGT	$329K	0.1%Prev: 0.1%	6,884 SH	Decreased-568 SH
ISHARES TR	ESG MSCI USA ETF	$1.2M	0.3%Prev: 0.5%	21,303 SH	Decreased-7,796 SH
ISHARES TR	EXPANDED TECH	$439K	0.1%Prev: 0.1%	4,152 SH	Decreased+4 SH
ISHARES TR	MSCI ACWI EX US	$7.9M	2.2%Prev: 1.9%	117,865 SH	Increased+15,940 SH
ISHARES TR	MSCI USA MIN VOL	$269K	0.1%Prev: 0.1%	2,856 SH	Decreased-3 SH
ISHARES TR	NATIONAL MUN ETF	$506K	0.1%Prev: 0.1%	4,722 SH	Increased+326 SH
ISHARES TR	PFD AND INCM SEC	$209K	0.1%Prev: 0.1%	6,764 SH	Decreased
ISHARES TR	RUS 1000 GRW ETF	$510K	0.1%Prev: 0.1%	1,077 SH	Increased+1 SH
ISHARES TR	S&P 100 ETF	$7.2M	2.0%	21,094 SH	New
ISHARES TR	S&P 500 GRWT ETF	$1.7M	0.5%Prev: 0.5%	13,457 SH	Increased+64 SH
ISHARES TR	U.S. TECH ETF	$210K	0.1%Prev: 0.1%	1,050 SH	Increased
ISHARES TR	US AER DEF ETF	$611K	0.2%Prev: 0.1%	2,848 SH	Increased+465 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$11.3M	3.1%Prev: 3.2%	197,674 SH	Decreased-724 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$8.1M	2.3%Prev: 2.3%	139,962 SH	Decreased-2,158 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$9.5M	2.6%Prev: 2.6%	187,532 SH	Increased+8,669 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$3.0M	0.8%Prev: 0.8%	58,573 SH	Increased+1,329 SH
JOHNSON & JOHNSON	COM	$425K	0.1%Prev: 0.1%	2,055 SH	Increased+4 SH
JPMORGAN CHASE & CO.	COM	$1.9M	0.5%Prev: 0.5%	6,039 SH	Increased-14 SH
LOCKHEED MARTIN CORP	COM	$246K	0.1%Prev: 0.1%	508 SH	Decreased+2 SH
MASTERCARD INCORPORATED	CL A	$1.1M	0.3%Prev: 0.3%	1,887 SH	Increased+3 SH
MCDONALDS CORP	COM	$499K	0.1%Prev: 0.1%	1,633 SH	Increased+1 SH
META PLATFORMS INC	CL A	$4.4M	1.2%Prev: 1.3%	6,687 SH	Decreased+386 SH
MICROSOFT CORP	COM	$19.3M	5.3%Prev: 5.9%	39,904 SH	Decreased-78 SH
MID PENN BANCORP INC	COM	$235K	0.1%Prev: 0.1%	7,584 SH	Increased+57 SH
MORGAN STANLEY ETF TRUST	CALVERT INTERNAT	$631K	0.2%Prev: 0.2%	8,843 SH	Increased+373 SH
MORGAN STANLEY ETF TRUST	CALVERT US LARCP	$3.8M	1.0%Prev: 1.0%	44,959 SH	Increased+1,071 SH
MORGAN STANLEY ETF TRUST	CALVERT US MDCP	$416K	0.1%Prev: 0.1%	6,481 SH	Decreased-317 SH
NETFLIX INC	COM	$961K	0.3%Prev: 0.4%	10,249 SH	Decreased+9,066 SH
NEXTERA ENERGY INC	COM	$1.2M	0.3%Prev: 0.3%	14,990 SH	Increased-205 SH
NIO INC	SPON ADS	$51K	0.0%	10,097 SH	New
NUSHARES ETF TR	NUVEEN ESG LRGCP	$1.2M	0.3%Prev: 0.4%	12,404 SH	Decreased-740 SH
NVIDIA CORPORATION	COM	$9.8M	2.7%Prev: 2.8%	52,617 SH	Increased+943 SH
PACER FDS TR	DATA & DIGI REVO	$470K	0.1%	7,339 SH	New
PACER FDS TR	US CASH COWS 100	$3.0M	0.8%Prev: 0.8%	50,523 SH	Increased+3,401 SH
PACIFIC BIOSCIENCES CALIF IN	COM	$51K	0.0%Prev: 0.0%	27,517 SH	Increased
PALANTIR TECHNOLOGIES INC	CL A	$873K	0.2%Prev: 0.3%	4,911 SH	Decreased+61 SH
PEPSICO INC	COM	$220K	0.1%Prev: 0.1%	1,529 SH	Increased-30 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$491K	0.1%Prev: 0.1%	4,889 SH	Increased+1,096 SH
PROCTER AND GAMBLE CO	COM	$302K	0.1%Prev: 0.1%	2,109 SH	Decreased+13 SH
REALTY INCOME CORP	COM	$217K	0.1%Prev: 0.1%	3,846 SH	Decreased
RTX CORPORATION	COM	$263K	0.1%Prev: 0.1%	1,434 SH	Increased+67 SH
SANGAMO THERAPEUTICS INC	COM	$10K	0.0%Prev: 0.0%	24,833 SH	Decreased
SELECT SECTOR SPDR TR	STATE STREET FIN	$5.3M	1.5%	97,330 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$713K	0.2%	4,955 SH	New
SERVICENOW INC	COM	$276K	0.1%Prev: 0.2%	1,804 SH	Decreased+1,050 SH
SNOWFLAKE INC	COM SHS	$14.3M	4.0%Prev: 4.2%	65,106 SH	Decreased+30 SH
SPDR GOLD TR	GOLD SHS	$4.3M	1.2%Prev: 1.0%	10,858 SH	Increased+1,330 SH
SPDR INDEX SHS FDS	EURO STOXX 50	$3.0M	0.8%Prev: 0.7%	46,720 SH	Increased+8,271 SH
SPDR S&P 500 ETF TR	TR UNIT	$17.4M	4.8%Prev: 4.6%	25,548 SH	Increased+1,366 SH
SPDR SERIES TRUST	STATE STREET SPD	$292K	0.1%	6,747 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$557K	0.2%Prev: 0.1%	1,833 SH	Increased+688 SH
TESLA INC	COM	$1.4M	0.4%Prev: 0.6%	3,006 SH	Decreased-1,699 SH
TEXAS PACIFIC LAND CORPORATI	COM	$1.9M	0.5%Prev: 0.7%	6,669 SH	Decreased+4,228 SH
TIDAL TRUST I	FUNDSTRAT GRANNY	$1.2M	0.3%Prev: 0.3%	46,957 SH	Increased+7,774 SH
TWILIO INC	CL A	$229K	0.1%	1,612 SH	New
UBER TECHNOLOGIES INC	COM	$286K	0.1%Prev: 0.1%	3,502 SH	Decreased+20 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$451K	0.1%Prev: 0.1%	1,253 SH	Increased+18 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$466K	0.1%Prev: 0.1%	6,296 SH	Decreased-171 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$476K	0.1%Prev: 0.1%	2,276 SH	Increased+8 SH
VANGUARD INDEX FDS	GROWTH ETF	$42.1M	11.6%Prev: 11.4%	86,195 SH	Increased+3,408 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.4M	0.7%Prev: 0.6%	3,866 SH	Increased+423 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$854K	0.2%Prev: 0.3%	2,549 SH	Decreased-313 SH
VANGUARD INDEX FDS	VALUE ETF	$13.4M	3.7%Prev: 3.5%	70,047 SH	Increased+5,258 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$10.3M	2.9%Prev: 2.9%	46,875 SH	Increased-303 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$673K	0.2%Prev: 0.2%	4,687 SH	Increased+26 SH
VERIZON COMMUNICATIONS INC	COM	$593K	0.2%Prev: 0.2%	14,564 SH	Decreased-254 SH
VISA INC	COM CL A	$1.9M	0.5%Prev: 0.5%	5,503 SH	Increased-49 SH
WALMART INC	COM	$370K	0.1%Prev: 0.1%	3,325 SH	Increased-20 SH
WORLD FDS TR	T REX TARGET ETF	$248K	0.1%Prev: 0.1%	8,560 SH	Decreased+997 SH

Sold (vs prior filing)

EATON CORP PLC — $222K
GRAYSCALE COINDESK CRYPTO — $221K
INVESCO ACTIVELY MANAGED EXC — $3.8M
INVESCO EXCHANGE TRADED FD T — $1.7M
IREN LIMITED — $228K
ISHARES TR — $267K
ISHARES TR — $1.1M
LANDBRIDGE COMPANY LLC — $203K
ORACLE CORP — $274K
SELECT SECTOR SPDR TR — $3.2M
SELECT SECTOR SPDR TR — $6.5M
SELECT SECTOR SPDR TR — $767K
SPDR SERIES TRUST — $297K
VANGUARD ADMIRAL FDS INC — $208K
VANGUARD SCOTTSDALE FDS — $261K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 7, 2026	Q4 2025	13F-HR	0001951757-26-000028	$361.4M	View
Oct 17, 2025	Q3 2025	13F-HR	0001951757-25-001157	$349.2M	View
Jul 9, 2025	Q2 2025