Sandbox Financial Partners, LLC

Q4 2025 13F-HR Holdings

Location
Bethesda, MD
Holdings as of
12/31/2025
Date filed
1/7/2026
Form type
13F-HR
Num holdings
123
Total value ($000)
$361,381
Net value change ($000)
+12,135 (3.5%)
New positions
6
Sold out positions
11
Turnover %
7.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/17/2025 Next filing: 4/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
OEF 7,235 NEW
IEF 3,993 NEW
AAPL 2,439 6.8%
VUG 2,345 5.9%
XLF 2,108 65.4%
SPY 1,313 8.2%
VTV 1,295 10.7%
ACWX 1,286 19.4%
GOOGL 1,180 31.0%
GLD 916 27.0%
Top Reduces (Value $000, Stocks/ETFs)
XLI -6,531 -100.0%
GTO -3,803 -100.0%
RSPF -1,681 -100.0%
MSFT -1,410 -6.8%
TSLA -741 -35.4%
COST -721 -50.3%
NFLX -457 -32.2%
USXF -441 -26.4%
NOW -418 -60.2%
SNOW -396 -2.7%
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