Sandbox Financial Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, Sandbox Financial Partners, LLC held in its portfolio 123 assets valued at $361,380,805 (i.e. $361.38M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($42.05M), APPLE INC ($38.16M), and MICROSOFT CORP ($19.30M).
The chart below shows the top 10 valuable assets, and the table below shows the top 123 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Sandbox Financial Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 86195 | 42050866 | GROWTH ETF |
| APPLE INC | 140357 | 38157325 | COM |
| MICROSOFT CORP | 39904 | 19298537 | COM |
| SPDR S&P 500 ETF TR | 25548 | 17421964 | TR UNIT |
| AMAZON COM INC | 69826 | 16117187 | COM |
| SNOWFLAKE INC | 65106 | 14281652 | COM SHS |
| VANGUARD INDEX FDS | 70047 | 13378260 | VALUE ETF |
| J P MORGAN EXCHANGE TRADED F | 197674 | 11314831 | EQUITY PREMIUM |
| ISHARES TR | 164938 | 10885911 | CORE S&P MCP ETF |
| VANGUARD SPECIALIZED FUNDS | 46875 | 10302131 | DIV APP ETF |
| NVIDIA CORPORATION | 52617 | 9813095 | COM |
| J P MORGAN EXCHANGE TRADED F | 187532 | 9487253 | ULTRA SHRT ETF |
| INVESCO QQQ TR | 15318 | 9410099 | UNIT SER 1 |
| J P MORGAN EXCHANGE TRADED F | 139962 | 8134591 | NASDAQ EQT PREM |
| ISHARES TR | 117865 | 7912259 | MSCI ACWI EX US |
| ISHARES TR | 21094 | 7234677 | S&P 100 ETF |
| SELECT SECTOR SPDR TR | 97330 | 5330776 | STATE STREET FIN |
| ISHARES TR | 43395 | 5215178 | CORE S&P SCP ETF |
| ALPHABET INC | 15925 | 4984643 | CAP STK CL A |
| META PLATFORMS INC | 6687 | 4413783 | CL A |
| SPDR GOLD TR | 10858 | 4303023 | GOLD SHS |
| ISHARES TR | 41524 | 3992953 | 7-10 YR TRSY BD |
| BROADCOM INC | 11533 | 3991734 | COM |
| MORGAN STANLEY ETF TRUST | 44959 | 3787340 | CALVERT US LARCP |
| FIRST TR EXCHANGE TRADED FD | 49377 | 3528008 | NASDAQ CYB ETF |
| ALPHABET INC | 10391 | 3260847 | CAP STK CL C |
| EXXON MOBIL CORP | 26825 | 3228106 | COM |
| PACER FDS TR | 50523 | 3039949 | US CASH COWS 100 |
| SPDR INDEX SHS FDS | 46720 | 3008299 | EURO STOXX 50 |
| J P MORGAN EXCHANGE TRADED F | 58573 | 2983733 | ULTRA SHT MUNCPL |
| ELI LILLY & CO | 2657 | 2855265 | COM |
| INTERNATIONAL BUSINESS MACHS | 8969 | 2656665 | COM |
| VANGUARD INDEX FDS | 3866 | 2424410 | S&P 500 ETF SHS |
| BERKSHIRE HATHAWAY INC DEL | 3952 | 1986426 | CL B NEW |
| JPMORGAN CHASE & CO. | 6039 | 1945954 | COM |
| VISA INC | 5503 | 1930104 | COM CL A |
| TEXAS PACIFIC LAND CORPORATI | 6669 | 1915462 | COM |
| BLACKSTONE INC | 11562 | 1782241 | COM |
| ISHARES TR | 13457 | 1658659 | S&P 500 GRWT ETF |
| TESLA INC | 3006 | 1351895 | COM |
| GE AEROSPACE | 4225 | 1301487 | COM NEW |
| ISHARES TR | 21303 | 1226607 | ESG MSCI USA ETF |
| NUSHARES ETF TR | 12404 | 1213141 | NUVEEN ESG LRGCP |
| NEXTERA ENERGY INC | 14990 | 1203363 | COM |
| ISHARES TR | 1702 | 1165699 | CORE S&P500 ETF |
| TIDAL TRUST I | 46957 | 1162652 | FUNDSTRAT GRANNY |
| GE VERNOVA INC | 1773 | 1158984 | COM |
| MASTERCARD INCORPORATED | 1887 | 1077000 | CL A |
| BOEING CO | 4503 | 977606 | COM |
| NETFLIX INC | 10249 | 960906 | COM |
| ISHARES TR | 21812 | 957745 | ESG ADVANCED UNI |
| INVESCO EXCHANGE TRADED FD T | 4728 | 905632 | S&P500 EQL WGT |
| PALANTIR TECHNOLOGIES INC | 4911 | 873005 | CL A |
| VANGUARD INDEX FDS | 2549 | 854478 | TOTAL STK MKT |
| CHEVRON CORP NEW | 5411 | 824625 | COM |
| ABBVIE INC | 3131 | 715452 | COM |
| SELECT SECTOR SPDR TR | 4955 | 713438 | STATE STREET TEC |
| COSTCO WHSL CORP NEW | 826 | 712060 | COM |
| ISHARES BITCOIN TRUST ETF | 13821 | 686202 | SHS BEN INT |
| VANGUARD WHITEHALL FDS | 4687 | 672655 | HIGH DIV YLD |
| ISHARES TR | 14077 | 647266 | ESG AWARE MSCI |
| MORGAN STANLEY ETF TRUST | 8843 | 630511 | CALVERT INTERNAT |
| ISHARES TR | 2848 | 611338 | US AER DEF ETF |
| VERIZON COMMUNICATIONS INC | 14564 | 593211 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1833 | 557152 | SPONSORED ADS |
| FIDELITY WISE ORIGIN BITCOIN | 7052 | 537573 | SHS |
| ISHARES TR | 1077 | 509858 | RUS 1000 GRW ETF |
| ISHARES TR | 4722 | 505798 | NATIONAL MUN ETF |
| CISCO SYS INC | 6566 | 505761 | COM |
| MCDONALDS CORP | 1633 | 499083 | COM |
| PIMCO ETF TR | 4889 | 490570 | ENHAN SHRT MA AC |
| INVESCO EXCHANGE TRADED FD T | 10399 | 487934 | RAFI US 1000 ETF |
| HOME DEPOT INC | 1411 | 485447 | COM |
| CROWDSTRIKE HLDGS INC | 1022 | 479047 | CL A |
| VANGUARD INDEX FDS | 2276 | 475957 | EXTEND MKT ETF |
| PACER FDS TR | 7339 | 470154 | DATA & DIGI REVO |
| VANGUARD BD INDEX FDS | 6296 | 466353 | TOTAL BND MRKT |
| VANECK ETF TRUST | 1253 | 451288 | SEMICONDUCTR ETF |
| ISHARES TR | 4152 | 438841 | EXPANDED TECH |
| JOHNSON & JOHNSON | 2055 | 425201 | COM |
| MORGAN STANLEY ETF TRUST | 6481 | 415644 | CALVERT US MDCP |
| DUKE ENERGY CORP NEW | 3495 | 409608 | COM NEW |
| BANK NEW YORK MELLON CORP | 3309 | 384090 | COM |
| WALMART INC | 3325 | 370404 | COM |
| AMERICAN ELEC PWR CO INC | 3090 | 356327 | COM |
| GLOBAL X FDS | 22873 | 349957 | RUSSELL 2000 |
| ISHARES TR | 6884 | 329389 | ESG AWR US AGRGT |
| GLOBAL X FDS | 4849 | 314162 | DEFENSE TECH ETF |
| DOCUSIGN INC | 4494 | 307390 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 4464 | 305159 | SHS REP COM UT |
| PROCTER AND GAMBLE CO | 2109 | 302294 | COM |
| DIMENSIONAL ETF TRUST | 7503 | 297053 | US CORE EQUITY 2 |
| ENTERPRISE PRODS PARTNERS L | 9176 | 294172 | COM |
| CSW INDUSTRIALS INC | 1000 | 293530 | COM |
| SPDR SERIES TRUST | 6747 | 291808 | STATE STREET SPD |
| ISHARES TR | 2868 | 286424 | CORE US AGGBD ET |
| UBER TECHNOLOGIES INC | 3502 | 286184 | COM |
| AMERICAN EXPRESS CO | 770 | 284793 | COM |
| SERVICENOW INC | 1804 | 276414 | COM |
| ISHARES TR | 2856 | 268933 | MSCI USA MIN VOL |
| GILEAD SCIENCES INC | 2155 | 264482 | COM |
| RTX CORPORATION | 1434 | 262989 | COM |
| ARISTA NETWORKS INC | 1998 | 261856 | COM SHS |
| WORLD FDS TR | 8560 | 247601 | T REX TARGET ETF |
| LOCKHEED MARTIN CORP | 508 | 245651 | COM |
| FIDELITY COVINGTON TRUST | 4254 | 241178 | HIGH DIVID ETF |
| MID PENN BANCORP INC | 7584 | 235268 | COM |
| INVESCO EXCH TRADED FD TR II | 5299 | 233964 | GLOBAL WATER |
| BANK AMERICA CORP | 4220 | 232112 | COM |
| TWILIO INC | 1612 | 229291 | CL A |
| GLOBAL X FDS | 4745 | 226745 | US INFR DEV ETF |
| PEPSICO INC | 1529 | 219509 | COM |
| 3M CO | 1367 | 218807 | COM |
| REALTY INCOME CORP | 3846 | 216799 | COM |
| FIRST TR EXCHANGE TRADED FD | 2225 | 215469 | NASD TECH DIV |
| ISHARES TR | 1050 | 209664 | U.S. TECH ETF |
| ISHARES TR | 6764 | 209417 | PFD AND INCM SEC |
| DOMINION ENERGY INC | 3494 | 204702 | COM |
| GLOBAL X FDS | 4987 | 202613 | S&P 500 COVERED |
| I-80 GOLD CORP | 40000 | 58400 | COM |
| NIO INC | 10097 | 51495 | SPON ADS |
| PACIFIC BIOSCIENCES CALIF IN | 27517 | 51457 | COM |
| SANGAMO THERAPEUTICS INC | 24833 | 10430 | COM |
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