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CIK: 0001844892
Total reported value
$355.6M
$355.6M
123 檔
37.4%
At the close of Q4 2025, Sandbox Financial Partners, LLC disclosed equity holdings valued at approximately $355.6M, spread across 123 reported holdings.
Sandbox Financial Partners, LLC executed strategic sector rebalancing during Q4 2025, establishing 5 new positions while fully exiting 11 holdings and trimming 10 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 11.64% | -0.54% | +4.12% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 10.56% | -0.90% | +0.06% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.34% | -1.32% | -0.20% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.82% | +0.26% | +5.65% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.46% | -0.34% | -0.15% | |
| 6 | SNOW | Snowflake Inc | Stock-Tech | 3.95% | -1.19% | +0.05% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 3.70% | +0.51% | +8.12% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.13% | +0.03% | -0.36% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.01% | +0.38% | +5.89% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.85% | -0.11% | -0.64% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.72% | -0.15% | +1.82% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.63% | +0.24% | +4.85% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.60% | +0.03% | +5.03% | |
| 14 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.25% | +0.03% | -1.52% | |
| 15 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.19% | +2.12% | +15.64% | |
| 16 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.00% | +0.07% | — | |
| 17 | XLF | Ss Financial Select Sector | ETF-Other | 1.48% | -0.04% | +62.69% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.44% | +0.29% | +6.79% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.38% | -0.09% | +1.73% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.22% | -0.14% | +6.13% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 1.19% | +0.29% | +13.96% | |
| 22 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.10% | +0.21% | — | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.10% | -0.11% | +5.60% | |
| 24 | CVLC | Calvert US L-c Cr Resp Index | ETF-Large Cap & Growth | 1.05% | -0.06% | +2.44% | |
| 25 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.98% | -0.20% | +4.03% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.90% | +0.15% | +0.37% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.89% | +0.39% | +0.11% | |
| 28 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.84% | +0.18% | +7.22% | |
| 29 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 0.83% | +0.09% | +21.51% | |
| 30 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.83% | +0.05% | +2.32% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | -0.10% | -5.24% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.74% | -0.15% | +0.38% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | -0.02% | +12.29% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.02% | -2.73% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | -0.06% | -0.23% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | -0.07% | -0.88% | |
| 37 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.53% | +0.30% | +173.21% | |
| 38 | BX | Blackstone Inc | Stock-Financials | 0.49% | -0.20% | -3.64% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.46% | -0.03% | +0.48% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | -0.03% | -36.11% | |
| 41 | GE | General Electric | Stock-Industrials | 0.36% | -0.02% | -1.58% | |
| 42 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.34% | -0.03% | -26.79% | |
| 43 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.34% | -0.04% | -5.63% | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.33% | +0.07% | -1.35% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | -0.01% | +0.83% | |
| 46 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.32% | +0.05% | +19.84% | |
| 47 | GEV | GE Vernova Inc | Stock-Industrials | 0.32% | +0.14% | +8.97% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.30% | -0.04% | +0.16% | |
| 49 | BA | Boeing Co/the | Stock-Industrials | 0.27% | -0.02% | -0.29% | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.27% | -0.06% | +766.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLF | Ss Financial Select Sector | +0.6% | +62.69% | Add |
| 2 | AAPL | Apple Inc | +0.3% | +0.06% | Add |
| 3 | ACWX | Ishares Msci Acwi Ex US ETF | +0.3% | +15.64% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.73% | Add |
| 5 | VUG | Vanguard Growth ETF | +0.3% | +4.12% | Add |
| 6 | VTV | Vanguard Value ETF | +0.2% | +8.12% | Add |
| 7 | GLD | Spdr Gold Shares | +0.2% | +13.96% | Add |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +5.65% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | +0.37% | Add |
| 10 | LLY | Eli Lilly & Co | +0.2% | -5.24% | Trim |
| 11 | FEZ | State Street Spdr Euro Stoxx | +0.2% | +21.51% | Add |
| 12 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +5.89% | Add |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +5.03% | Add |
| 14 | AVGO | Broadcom Inc | +0.1% | +5.60% | Add |
| 15 | VOO | Vanguard S&p 500 ETF | +0.1% | +12.29% | Add |
| 16 | AMZN | Amazon.com Inc | +0.1% | -0.15% | Trim |
| 17 | IJR | Ishares Core S&p Small-cap E | +0.1% | +6.79% | Add |
| 18 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | +7.22% | Add |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +60.09% | Add |
| 20 | JPST | Jpmorgan Ultra-short Income | 0% | +4.85% | Add |
| 21 | XOM | Exxon Mobil CORP | 0% | +0.11% | Add |
| 22 | GBTC | Grayscale Bitcoin Trust ETF | -0.1% | -23.87% | Trim |
| 23 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -19.63% | Trim |
| 24 | FBTC | Fidelity Wise Origin Bitcoin | -0.1% | -11.06% | Trim |
| 25 | BX | Blackstone Inc | -0.1% | -3.64% | Trim |
| 26 | META | Meta Platforms Inc-class A | -0.1% | +6.13% | Add |
| 27 | NOW | Servicenow Inc | -0.1% | +139.26% | Add |
| 28 | TPL | Texas Pacific Land CORP | -0.1% | +173.21% | Add |
| 29 | NFLX | Netflix Inc | -0.1% | +766.36% | Add |
| 30 | USXF | Ishares Esg Advance Msci USA | -0.1% | -26.79% | Trim |
| 31 | COST | Costco Wholesale CORP | -0.2% | -46.64% | Trim |
| 32 | TSLA | Tesla Inc | -0.2% | -36.11% | Trim |
| 33 | SNOW | Snowflake Inc | -0.3% | +0.05% | Add |
| 34 | MSFT | Microsoft CORP | -0.6% | -0.20% | Trim |
| 35 | OEF | Ishares S&p 100 ETF | — | NEW | New buy |
| 36 | XLI | Ss Industrial Select Sector | — | EXIT | Sold out |
| 37 | IEF | Ishares 7-10 Year Treasury B | — | NEW | New buy |
| 38 | GTO | Invesco Total Return Bond Et | — | EXIT | Sold out |
| 39 | RSPF | Invesco S&p 500 Equal Weight | — | EXIT | Sold out |
| 40 | TRFK | Pacer Data And Digital Rev | — | NEW | New buy |
| 41 | SHLD | Global X Defense Tech ETF | — | NEW | New buy |
| 42 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 43 | SGOV | Ishares 0-3 Month Treasury B | — | EXIT | Sold out |
| 44 | VGSH | Vanguard Short-term Treasury | — | EXIT | Sold out |
| 45 | TWLO | Twilio Inc - A | — | NEW | New buy |
| 46 | IREN | IREN Limited | — | EXIT | Sold out |
| 47 | ETN | Eaton Corporation plc | — | EXIT | Sold out |
| 48 | ✓ | Grayscale Digital Large Cap | — | EXIT | Sold out |
| 49 | VOOG | Vanguard S&p 500 Growth ETF | — | EXIT | Sold out |
| 50 | LB | Landbridge Co Llc-a | — | EXIT | Sold out |
According to official SEC Form 13F filings, Sandbox Financial Partners, LLC reported a total U.S. public equity portfolio value of $355.6M across 123 disclosed positions in Q4 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 VUG, AAPL, MSFT) accounted for 37.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
OEF
市值: $7.2M
Top Position Liquidated / Trimmed
XLI
前期市值: $6.5M
During Q4 2025, Sandbox Financial Partners, LLC's top holdings by market value included VUG (11.6%)、AAPL (10.6%)、MSFT (5.3%). The largest single position, VUG, represented 11.6% of total portfolio value.
In Q4 2025, Sandbox Financial Partners, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 24 positions, trimming 10 holdings, and fully liquidating 11 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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