Sandbox Financial Partners, LLC
•CIK: 1844892•Filing: Q4 2025
**Sandbox Financial Partners, LLC** manages $361M across a diversified portfolio of 123 holdings. The fund maintains significant exposure to mega-cap growth and technology leaders, evidenced by top positions including VUG ($42.1M) and AAPL ($38.2M). Further allocations target broad market indices (SPY at $17.4M) and defensive income strategies (JEPI at $11.3M). This structure suggests a core focus on established growth pillars complemented by tactical sector and income plays.
Total AUM
$361.4M
QoQ Performance
+3.5%
Positions
88
Top 10 Concentration
53.5%
Latest Filing
Q4 2025
Top Holdings Allocation
VUG
AAPL
MSFT
VUG11.6%
AAPL10.6%
MSFT5.3%
SPY4.8%
AMZN4.5%
SNOW4.0%
VTV3.7%
JEPI3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other58.6%
Technology24.1%
ETF5.8%
Consumer5.5%
Financial2.2%
Healthcare1.2%
Energy0.9%
Industrial0.8%
🚪 Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW6 new positions
↑65 increased
↓41 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023