Sandbox Financial Partners, LLC
Sandbox Financial Partners, LLC is an employee-owned, independent Registered Investment Adviser (RIA) headquartered in Bethesda, Maryland. The firm was founded in 2011 and employs approximately 11 staff, primarily consisting of investment professionals. It offers comprehensive financial planning and investment management services to individuals (including high-net-worth), pension and profit-sharing plans, and corporations. Sandbox is structured as a fiduciary firm focused on personalized, objective financial guidance, and serves clients seeking both investment management and holistic financial planning solutions.
Investment Strategy
Sandbox Financial Partners employs a personalized, client-centric investment strategy, emphasizing comprehensive financial planning and investment management. The firm acts as a fiduciary, developing transparent, tailor-made portfolios designed to align with each client’s unique goals, risk profile, and time horizon. Sandbox maintains an open architecture, offering objective advice without reliance on proprietary products, and applies a collaborative approach to building and preserving wealth. Their holdings typically include diversified allocations across major equities, ETFs, and fixed income, with significant positions in large-cap technology and growth names. They serve a variety of clients, including high-net-worth individuals and institutional plans, by providing both discretionary and non-discretionary investment management.
Top Holdings
Equity Positions (125)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 11.37% | $39.7M | 82,787 | $300.47 | $479.61 | +$4.7M |
A AAPL | APPLE INC | 10.23% | $35.7M | 140,272 | $136.23 | $254.63 | +$7.1M |
M MSFT | MICROSOFT CORP | 5.93% | $20.7M | 39,982 | $273.31 | $517.95 | +$878.8K |
S SPY | SPDR S&P 500 ETF TR | 4.61% | $16.1M | 24,182 | $498.70 | $666.18 | +$2.2M |
A AMZN | AMAZON COM INC | 4.40% | $15.4M | 69,928 | $163.21 | $219.57 | +$24.9K |