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