Sandbox Financial Partners, LLC

RIA/Wealth

Sandbox Financial Partners, LLC is a RIA/Wealth based in Grapevine, TX led by Brian Charles Salcetti, reporting $575.2M in AUM as of Q3 2025 with 52% ETF concentration and 53% concentrated in top 10 holdings.

CEOBrian Charles Salcetti

Portfolio Value: $348.3M
Positions: 127
Top Holding: VUG at 11.4%
Last Reported: Q3 2025

Address1600 W Northwest Hwy, Suite 300, Grapevine, TX, 76051, United States

Top Holdings

Largest long holdings in Sandbox Financial Partners, LLC's portfolio (53.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Growth VUG	ETF ETF	$39.7M	11.40%	+$1.4M Bought	— 82.8K shares	Q4 2020 Held for 4y 11m
2 Apple AAPL	Consumer Electronics Technology	$35.7M	10.26%	+$190.7K Bought	0.00% 140.3K shares	Q4 2020 Held for 4y 11m
3 Microsoft MSFT	Software - Infrastructure Technology	$20.7M	5.95%	+$59.6K Bought	0.00% 40.0K shares	Q4 2020 Held for 4y 11m
4 SPDR S&P 500 ETF Trust SPY	ETF ETF	$16.1M	4.63%	+$1.1M Bought	— 24.2K shares	Q4 2020 Held for 4y 11m
5 Amazon AMZN	Specialty Retail Consumer Cyclical	$15.4M	4.41%	+$12.3K Bought	0.00% 69.9K shares	Q4 2020 Held for 4y 11m
6 Snowflake SNOW	Software - Application Technology	$14.7M	4.21%	-$649.6K Sold	0.02% 65.1K shares	Q1 2022 Held for 3y 8m
7 Vanguard Value VTV	ETF ETF	$12.1M	3.47%	+$359.0K Bought	— 64.8K shares	Q1 2022 Held for 3y 8m
8 JPMorgan Equity Premium Income JEPI	ETF ETF	$11.3M	3.25%	-$471.1K Sold	— 198.4K shares	Q4 2021 Held for 3y 11m
9 Vanguard Dividend Appreciation VIG	Unknown Unknown	$10.2M	2.92%	+$263.0K Bought	— 47.2K shares	Q4 2022 Held for 2y 11m
10 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$10.2M	2.92%	+$521.0K Bought	— 155.8K shares	Q3 2021 Held for 4y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Sandbox Financial Partners, LLC's latest filing

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Market Value

$348.3M

Prior: $316.8M

Q/Q Change

+9.94%

+$31.5M

Net Flows % of MV

+1.98%

Turnover Ratio

3.33%

New Purchases

9 stocks

$2.2M

Added To

61 stocks

+$12.4M

Sold Out Of

7 stocks

$1.6M

Reduced Holdings

45 stocks

-$6.2M

Increased Positions

Position	Shares Δ	Change
1 Taiwan Semiconductor Manufacturing Company TSM	New	0 → 1.1K +$319.9K
2 Dimensional U.S. Core Equity 2 DFAC	New	0 → 7.5K +$288.7K
3 Oracle ORCL	New	0 → 974.0 +$273.9K
4 PIO Invesco Global Water PIO	New	0 → 5.4K +$241.2K
5 Iris Energy IREN	New	0 → 4.9K +$227.6K

Decreased Positions

Position	Shares Δ	Change
1 Nuveen ESG U.S. Aggregate Bond NUBD	Sold	17.4K → 0 −$386.3K
2 Nuveen ESG Small-Cap NUSC	Sold	6.7K → 0 −$272.2K
3 Invesco KBW Premium Yield Equity REIT KBWY	Sold	15.6K → 0 −$244.7K
4 Intuitive Surgical ISRG	Sold	448.0 → 0 −$243.6K
5 Twilio TWLO	Sold	1.7K → 0 −$212.9K