Sandbox Financial Partners, LLC

Q3 2025 13F-HR Holdings

Location
Bethesda, MD
Holdings as of
9/30/2025
Date filed
10/17/2025
Form type
13F-HR
Num holdings
128
Total value ($000)
$349,246
Net value change ($000)
+32,212 (10.2%)
New positions
12
Sold out positions
7
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2025 Next filing: 1/7/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 7,092 24.8%
VUG 4,691 13.4%
SPY 2,187 15.7%
NVDA 1,423 17.3%
ACWX 1,047 18.8%
GOOGL 1,037 37.5%
IJH 1,000 10.9%
VTV 972 8.7%
QQQ 924 11.8%
MSFT 879 4.4%
Top Reduces (Value $000, Stocks/ETFs)
LLY -943 -30.6%
TPL -715 -23.9%
COST -648 -31.1%
SNOW -529 -3.5%
LB -485 -70.5%
JEPI -419 -3.6%
NUBD -386 -100.0%
BND -380 -44.1%
NUSC -272 -100.0%
KBWY -245 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type