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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sandbox Financial Partners LLC
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|---|---|
| CRD # | 297858 |
| SEC # | 801-113779 |
| CIK # | 0001844892 |
| AUM | $575.2 M (2025-03-31) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 301-214-4190 |
| Address | 6903 Rockledge Drive Bethesda, MD 20817 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 28.6 | ||
| Microsoft Corp | 19.8 | ||
| Amazon Com Inc | 15.3 | ||
| Snowflake Inc | 15.2 | ||
| Nvidia Corp | 8.2 | ||
| Facebook Inc | 3.9 | ||
| Lilly Eli & Co | 3.1 | ||
| Texas Pacific Land Corp | 3.0 | ||
| Exxon Mobil Corp | 2.9 | ||
| Broadcom Inc | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 233 | 32.7 |
| (b) Individuals (high net worth individuals) | 260 | 454.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 26 | 72.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 16.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,444 | 575.2 |
| By Discretionary | ||
| Discretionary | 1,356 | 525.7 |
| Non-Discretionary | 88 | 49.5 |
| Total | 1,444 | 575.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.9 | |
| United States Persons | 567.2 | |
| Total | 1,444 | 575.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001844892] |
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|---|---|---|
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TX | 0.6 |
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GA | 0.6 |
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TX | 0.6 |
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MN | 0.6 |
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OH | 0.6 |
|
Ironwood Financial LLC
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AZ | 0.6 |
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Investment Management Associates Inc
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CO | 0.6 |