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CIK: 0001844892
Total reported value
$355.6M
$355.6M
109 檔
28.9%
At the close of Q1 2025, Sandbox Financial Partners, LLC disclosed equity holdings valued at approximately $355.6M, spread across 109 reported holdings.
In Q1 2025, Sandbox Financial Partners, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.83% | -0.90% | -1.48% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 10.31% | -0.54% | -0.51% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.29% | -1.32% | -3.00% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.69% | -0.34% | -2.14% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.19% | +0.03% | +5.62% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.07% | +0.26% | +1.90% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 3.82% | +0.51% | +0.31% | |
| 8 | SNOW | Snowflake Inc | Stock-Tech | 3.51% | -1.19% | -2.31% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.17% | -0.11% | -3.55% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.00% | +0.24% | -0.17% | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.96% | — | — | |
| 12 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.42% | +0.03% | +7.36% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.30% | +0.03% | -1.90% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 1.90% | — | -1.21% | |
| 15 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.90% | +2.12% | — | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.87% | -0.15% | -1.47% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.48% | — | — | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 1.32% | +0.29% | +811.61% | |
| 19 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.30% | +0.30% | +2.50% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.23% | -0.10% | -12.09% | |
| 21 | GTO | Invesco Total Return Bond Et | ETF-Other | 1.18% | — | +1.58% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.14% | +0.39% | +0.47% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.05% | -0.14% | -2.44% | |
| 24 | CVLC | Calvert US L-c Cr Resp Index | ETF-Large Cap & Growth | 0.96% | -0.06% | -0.76% | |
| 25 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.95% | -0.20% | -2.04% | |
| 26 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.94% | +0.18% | +3.57% | |
| 27 | XLF | Ss Financial Select Sector | ETF-Other | 0.93% | -0.04% | +1.13% | |
| 28 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.88% | +0.05% | +2.72% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | -0.09% | +0.45% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.79% | -0.15% | +0.99% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.02% | -7.28% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.74% | -0.07% | +0.76% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | -0.02% | +3.49% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | +0.03% | +0.75% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.61% | -0.03% | +804.33% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.15% | +2.97% | |
| 37 | BX | Blackstone Inc | Stock-Financials | 0.59% | -0.20% | -1.10% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | -0.11% | -2.93% | |
| 39 | RSPF | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.55% | — | +2.80% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | -0.06% | +4.70% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.45% | -0.03% | -0.99% | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.42% | -0.04% | +0.05% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.42% | — | -6.90% | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.36% | +0.07% | -2.68% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.34% | +0.09% | +1.71% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | -0.01% | +0.36% | |
| 47 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.31% | -0.03% | -8.72% | |
| 48 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.31% | +0.08% | -13.44% | |
| 49 | GE | General Electric | Stock-Industrials | 0.31% | -0.02% | -2.15% | |
| 50 | BND | Vanguard Total Bond Market | ETF-Other | 0.30% | — | +1.42% |
According to official SEC Form 13F filings, Sandbox Financial Partners, LLC reported a total U.S. public equity portfolio value of $355.6M across 109 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VUG, MSFT) accounted for 28.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $33.5M
During Q1 2025, Sandbox Financial Partners, LLC's top holdings by market value included AAPL (11.8%)、VUG (10.3%)、MSFT (5.3%). The largest single position, AAPL, represented 11.8% of total portfolio value.
In Q1 2025, Sandbox Financial Partners, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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