0001951757-23-000539.txt : 20231010
0001951757-23-000539.hdr.sgml : 20231010
20231010134247
ACCESSION NUMBER: 0001951757-23-000539
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231010
DATE AS OF CHANGE: 20231010
EFFECTIVENESS DATE: 20231010
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Sandbox Financial Partners, LLC
CENTRAL INDEX KEY: 0001844892
IRS NUMBER: 821525822
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20767
FILM NUMBER: 231317307
BUSINESS ADDRESS:
STREET 1: 6903 ROCKLEDGE DRIVE, SUITE 300
CITY: BETHESDA
STATE: MD
ZIP: 20817
BUSINESS PHONE: 301-214-4190
MAIL ADDRESS:
STREET 1: 6903 ROCKLEDGE DRIVE, SUITE 300
CITY: BETHESDA
STATE: MD
ZIP: 20817
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001844892
XXXXXXXX
09-30-2023
09-30-2023
Sandbox Financial Partners, LLC
6903 ROCKLEDGE DRIVE, SUITE 300
BETHESDA
MD
20817
13F HOLDINGS REPORT
028-20767
N
Andrew Salcetti
Chief Compliance Officer
(301) 214-4190
Andrew Salcetti
Bethesda
MD
10-10-2023
0
85
189160217
false
INFORMATION TABLE
2
F_13F_Sandbox_Q32023.xml
AMAZON COM INC
COM
023135106
9821129
77259
SH
SOLE
0
0
77259
APPLE INC
COM
037833100
33151391
193630
SH
SOLE
0
0
193630
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1066019
3043
SH
SOLE
0
0
3043
BOEING CO
COM
097023105
1022119
5332
SH
SOLE
0
0
5332
BRISTOL-MYERS SQUIBB CO
COM
110122108
258394
4452
SH
SOLE
0
0
4452
CHEVRON CORP NEW
COM
166764100
1144432
6787
SH
SOLE
0
0
6787
ENTERPRISE PRODS PARTNERS L
COM
293792107
263868
9641
SH
SOLE
0
0
9641
HOME DEPOT INC
COM
437076102
450913
1492
SH
SOLE
0
0
1492
HONEYWELL INTL INC
COM
438516106
211822
1147
SH
SOLE
0
0
1147
INTERNATIONAL BUSINESS MACHS
COM
459200101
1225692
8736
SH
SOLE
0
0
8736
ISHARES TR
CORE S&P500 ETF
464287200
739490
1722
SH
SOLE
0
0
1722
ISHARES TR
S&P 500 GRWT ETF
464287309
975804
14262
SH
SOLE
0
0
14262
ISHARES TR
CORE S&P MCP ETF
464287507
8038133
32236
SH
SOLE
0
0
32236
ISHARES TR
EXPANDED TECH
464287515
296480
869
SH
SOLE
0
0
869
ISHARES TR
RUS 1000 GRW ETF
464287614
365772
1375
SH
SOLE
0
0
1375
ISHARES TR
RUSSELL 2000 ETF
464287655
3013158
17049
SH
SOLE
0
0
17049
ISHARES TR
MSCI ACWI ETF
464288257
3595320
38923
SH
SOLE
0
0
38923
ISHARES TR
NATIONAL MUN ETF
464288414
980042
9558
SH
SOLE
0
0
9558
ISHARES TR
U.S. MED DVC ETF
464288810
274699
5664
SH
SOLE
0
0
5664
JOHNSON & JOHNSON
COM
478160104
441986
2838
SH
SOLE
0
0
2838
ELI LILLY & CO
COM
532457108
823066
1532
SH
SOLE
0
0
1532
MCDONALDS CORP
COM
580135101
555714
2109
SH
SOLE
0
0
2109
MICROSOFT CORP
COM
594918104
10807050
34227
SH
SOLE
0
0
34227
PEPSICO INC
COM
713448108
343584
2028
SH
SOLE
0
0
2028
PIONEER MUNICIPAL HIGH INCOM
COM SHS
723763108
98732
13656
SH
SOLE
0
0
13656
PROCTER AND GAMBLE CO
COM
742718109
419217
2874
SH
SOLE
0
0
2874
SHELL PLC
SPON ADS
780259305
260457
4046
SH
SOLE
0
0
4046
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
245728
3473
SH
SOLE
0
0
3473
SNOWFLAKE INC
CL A
833445109
5847251
38275
SH
SOLE
0
0
38275
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
7155127
46049
SH
SOLE
0
0
46049
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
398161
5706
SH
SOLE
0
0
5706
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
400411
3875
SH
SOLE
0
0
3875
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
756146
1926
SH
SOLE
0
0
1926
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
304858
2127
SH
SOLE
0
0
2127
VANGUARD INDEX FDS
GROWTH ETF
922908736
17175043
63072
SH
SOLE
0
0
63072
VANGUARD INDEX FDS
VALUE ETF
922908744
8111743
58811
SH
SOLE
0
0
58811
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
392589
1848
SH
SOLE
0
0
1848
INVESCO QQQ TR
UNIT SER 1
46090E103
544839
1521
SH
SOLE
0
0
1521
ABBVIE INC
COM
00287Y109
466576
3130
SH
SOLE
0
0
3130
ADOBE INC
COM
00724F101
212118
416
SH
SOLE
0
0
416
ALPHABET INC
CAP STK CL C
02079K107
1293760
9812
SH
SOLE
0
0
9812
ALPHABET INC
CAP STK CL A
02079K305
2065047
15781
SH
SOLE
0
0
15781
BLACKSTONE INC
COM
09260D107
1332091
12433
SH
SOLE
0
0
12433
BROADCOM INC
COM
11135F101
697539
840
SH
SOLE
0
0
840
COSTCO WHSL CORP NEW
COM
22160K105
365630
647
SH
SOLE
0
0
647
DUKE ENERGY CORP NEW
COM NEW
26441C204
301388
3415
SH
SOLE
0
0
3415
EXXON MOBIL CORP
COM
30231G102
3286089
27948
SH
SOLE
0
0
27948
META PLATFORMS INC
CL A
30303M102
591202
1969
SH
SOLE
0
0
1969
INVESCO MUN OPPORTUNITY TR
COM
46132C107
103446
12569
SH
SOLE
0
0
12569
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
1044977
7375
SH
SOLE
0
0
7375
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
391120
12292
SH
SOLE
0
0
12292
ISHARES TR
MSCI USA MIN VOL
46429B697
224739
3105
SH
SOLE
0
0
3105
ISHARES TR
CORE DIV GRWTH
46434V621
6342540
128055
SH
SOLE
0
0
128055
ISHARES TR
BLACKROCK ULTRA
46434V878
310356
6160
SH
SOLE
0
0
6160
ISHARES TR
ESG AWR US AGRGT
46435U549
576169
12719
SH
SOLE
0
0
12719
ISHARES TR
ESG ADV TTL USD
46436E619
460252
11267
SH
SOLE
0
0
11267
ISHARES TR
ESG MSCI USA ETF
46436E767
400132
11544
SH
SOLE
0
0
11544
JPMORGAN CHASE & CO
COM
46625H100
788689
5438
SH
SOLE
0
0
5438
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46641Q332
8960290
167294
SH
SOLE
0
0
167294
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
46641Q654
2341168
46406
SH
SOLE
0
0
46406
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
10821387
215651
SH
SOLE
0
0
215651
MASTERCARD INCORPORATED
CL A
57636Q104
868237
2193
SH
SOLE
0
0
2193
MERCK & CO INC
COM
58933Y105
245225
2382
SH
SOLE
0
0
2382
MORGAN STANLEY ETF TRUST
CALVERT US LARCP
61774R205
2490207
46795
SH
SOLE
0
0
46795
MORGAN STANLEY ETF TRUST
CALVERT US MDCP
61774R403
455969
9581
SH
SOLE
0
0
9581
MORGAN STANLEY ETF TRUST
CALVERT ULT SHR
61774R601
498800
9974
SH
SOLE
0
0
9974
NEXTERA ENERGY INC
COM
65339F101
1176727
20540
SH
SOLE
0
0
20540
NVIDIA CORPORATION
COM
67066G104
755787
1737
SH
SOLE
0
0
1737
NUSHARES ETF TR
NUVEEN ESG LRGVL
67092P300
1151746
34288
SH
SOLE
0
0
34288
NUSHARES ETF TR
NUVEEN ESG SMLCP
67092P607
787610
22619
SH
SOLE
0
0
22619
NUSHARES ETF TR
NUVEEN ESG US
67092P870
552877
26203
SH
SOLE
0
0
26203
PACER FDS TR
US CASH COWS 100
69374H881
1212998
24540
SH
SOLE
0
0
24540
PACIFIC BIOSCIENCES CALIF IN
COM
69404D108
200400
24000
SH
SOLE
0
0
24000
SPDR S&P 500 ETF TR
TR UNIT
78462F103
5491722
12847
SH
SOLE
0
0
12847
SELECT SECTOR SPDR TR
ENERGY
81369Y506
1154608
12774
SH
SOLE
0
0
12774
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
455899
2781
SH
SOLE
0
0
2781
SERVICENOW INC
COM
81762P102
429665
769
SH
SOLE
0
0
769
TEKLA WORLD HEALTHCARE FD
BEN INT SHS
87911L108
126369
10782
SH
SOLE
0
0
10782
TESLA INC
COM
88160R101
263483
1053
SH
SOLE
0
0
1053
TEXAS PACIFIC LAND CORPORATI
COM
88262P102
1362214
747
SH
SOLE
0
0
747
UNITEDHEALTH GROUP INC
COM
91324P102
509784
1011
SH
SOLE
0
0
1011
VANECK ETF TRUST
OIL SERVICES ETF
92189H607
1022052
2962
SH
SOLE
0
0
2962
VERIZON COMMUNICATIONS INC
COM
92343V104
569427
17569
SH
SOLE
0
0
17569
VISA INC
COM CL A
92826C839
1491171
6483
SH
SOLE
0
0
6483
EATON CORP PLC
SHS
G29183103
534156
2504
SH
SOLE
0
0
2504