{"url":"https://nivawealth.com/firms/sandbox-financial-partners-297858","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/297858","regulatoryAum":681669971,"crd":"297858","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4719384","suffix":null,"lastName":"SALCETTI","firstName":"BRIAN","middleName":"CHARLES"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-08","regulatoryAum":252815617,"clients":309,"employees":7,"offices":3},{"filedOn":"2022-06-15","regulatoryAum":380540894,"clients":410,"employees":10,"offices":4},{"filedOn":"2023-06-05","regulatoryAum":364461347,"clients":416,"employees":12,"offices":3},{"filedOn":"2024-06-04","regulatoryAum":463720076,"clients":487,"employees":10,"offices":4},{"filedOn":"2025-03-31","regulatoryAum":575171012,"clients":526,"employees":11,"offices":5},{"filedOn":"2026-05-21","regulatoryAum":681669971,"clients":532,"employees":11,"offices":4}],"secFileNumber":"801-113779","legalName":"Sandbox Financial Partners, LLC","displayName":"Sandbox Financial Partners","slug":"sandbox-financial-partners-297858","website":"https://sandboxfp.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/297858/246c0aa7e42f3234-r1.webp","tone":"light","width":805,"height":200,"sourceUrl":"https://sandboxfp.com/","sourceLabel":"Sandbox Financial Partners, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/sandboxfp/","xUrl":"https://twitter.com/Sandbox_FP","founded":"2018","organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"6903 Rockledge Drive, Suite 300","city":"Bethesda","state":"MD","stateName":"Maryland","country":"United States","postalCode":"20817"},"tradeNames":[],"registration":{"secApproved":"13 August 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1150843.0140562248,"staff":{"employees":11,"advisory":8,"brokerDealerReps":0,"insuranceAgents":5,"promoters":1},"aum":{"regulatory":681669971,"discretionary":621898688,"discretionaryAccounts":1497,"nonDiscretionary":59771283,"nonDiscretionaryAccounts":93,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":225,"regulatoryAum":30057745},{"label":"High-net-worth individuals","clients":273,"regulatoryAum":543062076},{"label":"Pension and profit-sharing plans","clients":27,"regulatoryAum":87101146},{"label":"Corporations and other businesses","clients":7,"regulatoryAum":21449004}],"feePrograms":[{"role":"main","program":"Investment Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045933","versionId":1045933,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-05-21","documentName":"SANDBOX DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS","fee_rate_low":0.5,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Family Office Light Service","summary":"An annual fixed fee negotiated with the client by the nature and complexity of the services, set out in a family office agreement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045933","versionId":1045933,"submittedOn":"2026-05-21","documentName":"SANDBOX DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS"},{"role":"other","program":"Financial Planning Services","summary":"Project-based planning at an hourly rate of $150 to $300 per hour, or a fixed fee; ongoing planning is payable quarterly in advance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045933","versionId":1045933,"submittedOn":"2026-05-21","documentName":"SANDBOX DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T07:32:45.199538+00:00","documents":[{"name":"SANDBOX DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045933","versionId":1045933,"submittedOn":"2026-05-21"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":497690000},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":94830000}],"custodyNote":"Sandbox Financial Partners has custody of $3.38M in client assets for 4 clients.","leadership":[{"name":"Brian Salcetti","title":"Chief Executive Officer, Managing Partner and Managing Member","crd":"4719384"},{"name":"Andrew Salcetti","title":"Chief Operations Officer and Chief Compliance Officer","crd":"5906617"}],"ownership":[{"label":"Andrew Salcetti","detail":"Chief operations officer and chief compliance officer in the 10% to 25% ownership band and a control person, since July 2018."},{"label":"Brian Salcetti","detail":"Chief executive officer, managing partner and managing member in the 75% or more ownership band and a control person, since July 2018."}],"filedOffices":{"otherThanPrincipal":3,"privateResidences":3},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Maryland","offices":1,"addresses":[{"street":"6903 Rockledge Drive, Suite 300","city":"Bethesda","headquarters":true}]}],"brochureServices":["estate planning","family office services","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"301-214-4190","stateRegisteredReps":7,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":67},{"label":"U.S. government/agency bonds","percent":4},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":18},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":9}],"privateFunds":0},"sources":{"adv1FilingDate":"21 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/297858/PDF/297858.pdf","brochureDate":"21 May 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045933","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Sandbox Financial Partners have?","answer":"Sandbox Financial Partners has 532 clients and manages $682 million for them, as of May 2026. They include 273 high-net-worth individuals, 225 individual clients, and 27 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 21 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sandbox Financial Partners offer?","answer":"Sandbox Financial Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, estate planning, family office services, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Sandbox Financial Partners charge?","answer":"Sandbox Financial Partners charges 0.50%–1.50% a year for its Investment Management Services. The fee is billed in advance and is negotiable.","source":"SANDBOX DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 21 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Sandbox Financial Partners use?","answer":"Sandbox Financial Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $498M and Charles Schwab & Co., Inc. (San Francisco, CA), with $94.8M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sandbox Financial Partners have?","answer":"Sandbox Financial Partners has 7 investment adviser representatives registered with state securities authorities, out of 11 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sandbox Financial Partners invest in?","answer":"At the end of its last fiscal year, Sandbox Financial Partners’ separately managed accounts held 67% exchange-traded equities, 18% investment grade corporate bonds, 9% cash and equivalents, 4% U.S. government and agency bonds, 1% state and local bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Sandbox Financial Partners?","answer":"Sandbox Financial Partners’ direct owners are Andrew Salcetti (10% to 25%) and Brian Salcetti (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 21 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sandbox Financial Partners get paid?","answer":"Sandbox Financial Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Sandbox Financial Partners registered with the SEC?","answer":"Yes, Sandbox Financial Partners has been registered with the SEC as an investment adviser since 13 August 2018. Its CRD number is 297858 and its SEC file number is 801-113779.","source":"Form ADV Part 1A, Item 1, filed 21 May 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Sandbox Financial Partners?","answer":"Sandbox Financial Partners’ main office is at 6903 Rockledge Drive, Suite 300, Bethesda, MD 20817. Its phone number is 301-214-4190. Its website is sandboxfp.com.","source":"Form ADV Part 1A, Item 1.F, filed 21 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/sandbox-financial-partners-297858/holdings","form":"13F-HR","periodOfReport":"2026-03-31","filedOn":"2026-04-08","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1844892/000195175726000530/0001951757-26-000530-index.html","totalValue":355619503,"positionCount":117,"top10Share":0.519155286598553,"top10":[{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":39458242,"shares":90337,"shareType":"SH"},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":34353450,"shares":135362,"shareType":"SH"},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":18055680,"shares":27763,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"MSCI ACWI EX US","cusip":"464288240","value":15331571,"shares":223917,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":14967549,"shares":76287,"shareType":"SH"},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":14663384,"shares":70406,"shareType":"SH"},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":14286593,"shares":38595,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":12048323,"shares":178414,"shareType":"SH"},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"EQUITY PREMIUM","cusip":"46641Q332","value":11234389,"shares":198207,"shareType":"SH"},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ULTRA SHRT ETF","cusip":"46641Q837","value":10222564,"shares":201987,"shareType":"SH"}],"positionsListed":117,"positions":[{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":39458242,"shares":90337,"shareType":"SH"},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":34353450,"shares":135362,"shareType":"SH"},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":18055680,"shares":27763,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"MSCI ACWI EX US","cusip":"464288240","value":15331571,"shares":223917,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":14967549,"shares":76287,"shareType":"SH"},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":14663384,"shares":70406,"shareType":"SH"},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":14286593,"shares":38595,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":12048323,"shares":178414,"shareType":"SH"},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"EQUITY PREMIUM","cusip":"46641Q332","value":11234389,"shares":198207,"shareType":"SH"},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ULTRA SHRT ETF","cusip":"46641Q837","value":10222564,"shares":201987,"shareType":"SH"},{"issuer":"SNOWFLAKE INC","titleOfClass":"COM SHS","cusip":"833445109","value":9814762,"shares":65076,"shareType":"SH"},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":9757020,"shares":45369,"shareType":"SH"},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":9358926,"shares":16215,"shareType":"SH"},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":9150512,"shares":52469,"shareType":"SH"},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"NASDAQ EQT PREM","cusip":"46654Q203","value":8091082,"shares":145733,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"S&P 100 ETF","cusip":"464287101","value":7354449,"shares":23122,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":6168470,"shares":49622,"shareType":"SH"},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":5250295,"shares":12202,"shareType":"SH"},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"STATE STREET FIN","cusip":"81369Y605","value":5130905,"shares":103928,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"7-10 YR TRSY BD","cusip":"464287440","value":4668571,"shares":48916,"shareType":"SH"},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":4574464,"shares":15908,"shareType":"SH"},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":4553643,"shares":26840,"shareType":"SH"},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":3829018,"shares":6693,"shareType":"SH"},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":3726919,"shares":12992,"shareType":"SH"},{"issuer":"PACER FDS TR","titleOfClass":"US CASH COWS 100","cusip":"69374H881","value":3625366,"shares":57950,"shareType":"SH"},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":3536371,"shares":11426,"shareType":"SH"},{"issuer":"MORGAN STANLEY ETF TRUST","titleOfClass":"CALVERT US LARCP","cusip":"61774R205","value":3534628,"shares":44150,"shareType":"SH"},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"STATE STREET SPD","cusip":"78463X202","value":3283490,"shares":52891,"shareType":"SH"},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ULTRA SHT MUNCPL","cusip":"46641Q654","value":3115050,"shares":61103,"shareType":"SH"},{"issuer":"TEXAS PACIFIC LAND CORPORATI","titleOfClass":"COM","cusip":"88262P102","value":2935988,"shares":6187,"shareType":"SH"},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"NASDAQ CYB ETF","cusip":"33734X846","value":2762520,"shares":44073,"shareType":"SH"},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":2465573,"shares":2681,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":2313345,"shares":3871,"shareType":"SH"},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":2092850,"shares":8634,"shareType":"SH"},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":1868783,"shares":3900,"shareType":"SH"},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":1691360,"shares":5750,"shareType":"SH"},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":1637338,"shares":5417,"shareType":"SH"},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":1623716,"shares":1860,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":1536435,"shares":13584,"shareType":"SH"},{"issuer":"NEXTERA ENERGY INC","titleOfClass":"COM","cusip":"65339F101","value":1418831,"shares":15276,"shareType":"SH"},{"issuer":"TIDAL TRUST I","titleOfClass":"FUNDSTRAT GRANNY","cusip":"886364231","value":1306545,"shares":54736,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"ESG ADVANCED UNI","cusip":"46436E619","value":1208689,"shares":27786,"shareType":"SH"},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":1199782,"shares":4228,"shareType":"SH"},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":1193142,"shares":3210,"shareType":"SH"},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":1129519,"shares":5459,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"ESG MSCI USA ETF","cusip":"46436E767","value":1112958,"shares":20162,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":1096096,"shares":1678,"shareType":"SH"},{"issuer":"NUSHARES ETF TR","titleOfClass":"NUVEEN ESG LRGCP","cusip":"67092P201","value":1078356,"shares":11858,"shareType":"SH"},{"issuer":"BLACKSTONE INC","titleOfClass":"COM","cusip":"09260D107","value":1038698,"shares":9033,"shareType":"SH"},{"issuer":"MORGAN STANLEY ETF TRUST","titleOfClass":"CALVERT US MDCP","cusip":"61774R403","value":972200,"shares":15186,"shareType":"SH"},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":919409,"shares":1840,"shareType":"SH"},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":898785,"shares":4683,"shareType":"SH"},{"issuer":"BOEING CO","titleOfClass":"COM","cusip":"097023105","value":886402,"shares":4454,"shareType":"SH"},{"issuer":"MORGAN STANLEY ETF TRUST","titleOfClass":"CALVERT INTERNAT","cusip":"61774R106","value":884944,"shares":12174,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"ESG AWARE MSCI","cusip":"46435U663","value":849321,"shares":18063,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":818551,"shares":2552,"shareType":"SH"},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":814180,"shares":817,"shareType":"SH"},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":730806,"shares":7601,"shareType":"SH"},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"HIGH DIV YLD","cusip":"921946406","value":703438,"shares":4750,"shareType":"SH"},{"issuer":"PIMCO ETF TR","titleOfClass":"ENHAN SHRT MA AC","cusip":"72201R833","value":693722,"shares":6898,"shareType":"SH"},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"RBA INDL ETF","cusip":"33738R704","value":691735,"shares":6244,"shareType":"SH"},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":686392,"shares":3156,"shareType":"SH"},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"STATE STREET TEC","cusip":"81369Y803","value":653369,"shares":4916,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"US AER DEF ETF","cusip":"464288760","value":627199,"shares":2867,"shareType":"SH"},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":619685,"shares":12344,"shareType":"SH"},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":615089,"shares":1820,"shareType":"SH"},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":603854,"shares":4128,"shareType":"SH"},{"issuer":"GLOBAL X FDS","titleOfClass":"DEFENSE TECH ETF","cusip":"37960A529","value":558300,"shares":7881,"shareType":"SH"},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":521386,"shares":2133,"shareType":"SH"},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":515864,"shares":6649,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"NATIONAL MUN ETF","cusip":"464288414","value":505209,"shares":4759,"shareType":"SH"},{"issuer":"ISHARES BITCOIN TRUST ETF","titleOfClass":"SHS BEN INT","cusip":"46438F101","value":493517,"shares":12845,"shareType":"SH"},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"RAFI US 1000 ETF","cusip":"46137V613","value":493291,"shares":10379,"shareType":"SH"},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":490573,"shares":1578,"shareType":"SH"},{"issuer":"VANECK ETF TRUST","titleOfClass":"SEMICONDUCTR ETF","cusip":"92189F676","value":479082,"shares":1250,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"EXTEND MKT ETF","cusip":"922908652","value":468594,"shares":2277,"shareType":"SH"},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"TOTAL BND MRKT","cusip":"921937835","value":463880,"shares":6299,"shareType":"SH"},{"issuer":"PACER FDS TR","titleOfClass":"DATA & DIGI REVO","cusip":"69374H386","value":456846,"shares":7340,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":456721,"shares":1071,"shareType":"SH"},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":448178,"shares":1363,"shareType":"SH"},{"issuer":"CROWDSTRIKE HLDGS INC","titleOfClass":"CL A","cusip":"22788C105","value":423604,"shares":1085,"shareType":"SH"},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":413813,"shares":3330,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"EXPANDED TECH","cusip":"464287515","value":407204,"shares":5087,"shareType":"SH"},{"issuer":"AMERICAN ELEC PWR CO INC","titleOfClass":"COM","cusip":"025537101","value":405138,"shares":3091,"shareType":"SH"},{"issuer":"DUKE ENERGY CORP NEW","titleOfClass":"COM NEW","cusip":"26441C204","value":402562,"shares":3074,"shareType":"SH"},{"issuer":"BANK NEW YORK MELLON CORP","titleOfClass":"COM","cusip":"064058100","value":392135,"shares":3306,"shareType":"SH"},{"issuer":"GLOBAL X FDS","titleOfClass":"RUSSELL 2000","cusip":"37954Y459","value":341951,"shares":22873,"shareType":"SH"},{"issuer":"ONCOLYTICS BIOTECH INC","titleOfClass":"COM NEW","cusip":"682310875","value":339520,"shares":400000,"shareType":"SH"},{"issuer":"FIDELITY WISE ORIGIN BITCOIN","titleOfClass":"SHS","cusip":"315948109","value":337046,"shares":5710,"shareType":"SH"},{"issuer":"ENTERPRISE PRODS PARTNERS L","titleOfClass":"COM","cusip":"293792107","value":335850,"shares":8876,"shareType":"SH"},{"issuer":"SPDR SERIES TRUST","titleOfClass":"STATE STREET SPD","cusip":"78468R788","value":307123,"shares":6747,"shareType":"SH"},{"issuer":"GILEAD SCIENCES INC","titleOfClass":"COM","cusip":"375558103","value":293199,"shares":2104,"shareType":"SH"},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US CORE EQUITY 2","cusip":"25434V708","value":292315,"shares":7522,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE US AGGBD ET","cusip":"464287226","value":285691,"shares":2878,"shareType":"SH"},{"issuer":"GLOBAL X FDS","titleOfClass":"GLB X MLP ENRG I","cusip":"37954Y293","value":283410,"shares":3833,"shareType":"SH"},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":283334,"shares":1469,"shareType":"SH"},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":283265,"shares":1961,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA MIN VOL","cusip":"46429B697","value":265620,"shares":2864,"shareType":"SH"},{"issuer":"CSW INDUSTRIALS INC","titleOfClass":"COM","cusip":"126402106","value":260580,"shares":1000,"shareType":"SH"},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"GLOBAL WATER","cusip":"46138E651","value":248951,"shares":5734,"shareType":"SH"},{"issuer":"VANGUARD WORLD FD","titleOfClass":"ESG INTL STK ETF","cusip":"921910725","value":247844,"shares":3455,"shareType":"SH"},{"issuer":"MID PENN BANCORP INC","titleOfClass":"COM","cusip":"59540G107","value":245869,"shares":7645,"shareType":"SH"},{"issuer":"GLOBAL X FDS","titleOfClass":"US INFR DEV ETF","cusip":"37954Y673","value":241822,"shares":4759,"shareType":"SH"},{"issuer":"ARISTA NETWORKS INC","titleOfClass":"COM SHS","cusip":"040413205","value":240786,"shares":1961,"shareType":"SH"},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":240745,"shares":398,"shareType":"SH"},{"issuer":"GRAYSCALE BITCOIN TRUST ETF","titleOfClass":"SHS REP COM UT","cusip":"389637109","value":235521,"shares":4464,"shareType":"SH"},{"issuer":"REALTY INCOME CORP","titleOfClass":"COM","cusip":"756109104","value":235298,"shares":3846,"shareType":"SH"},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":233039,"shares":770,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US DIVIDEND EQ","cusip":"808524797","value":221663,"shares":7225,"shareType":"SH"},{"issuer":"DOMINION ENERGY INC","titleOfClass":"COM","cusip":"25746U109","value":215717,"shares":3489,"shareType":"SH"},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"NASD TECH DIV","cusip":"33738R118","value":208394,"shares":2225,"shareType":"SH"},{"issuer":"TWILIO INC","titleOfClass":"CL A","cusip":"90138F102","value":202822,"shares":1612,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL EQTY ETF","cusip":"808524805","value":200772,"shares":8112,"shareType":"SH"},{"issuer":"NIO INC","titleOfClass":"SPON ADS","cusip":"62914V106","value":66915,"shares":11097,"shareType":"SH"},{"issuer":"I-80 GOLD CORP","titleOfClass":"COM","cusip":"44955L106","value":60800,"shares":40000,"shareType":"SH"},{"issuer":"PACIFIC BIOSCIENCES CALIF IN","titleOfClass":"COM","cusip":"69404D108","value":36322,"shares":27517,"shareType":"SH"},{"issuer":"SANGAMO THERAPEUTICS INC","titleOfClass":"COM","cusip":"800677106","value":6131,"shares":24833,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}