Washburn Capital Management, Inc.
Washburn Capital Management, Inc. is an investment advisory firm based in Vero Beach, Florida. Founded in 2011, the firm manages portfolios for individual investors, high net worth individuals, and charitable organizations. With a staff of 3 employees focused entirely on investment management, Washburn Capital Management provides wealth management and advisory services to its clients, operating as a registered investment adviser with the SEC.
Investment Strategy
Washburn Capital Management primarily employs a diversified, actively managed strategy focused on U.S. equities and ETFs. Their holdings are concentrated in major index funds (SPY, VTI, QQQ, DIA, NVDA, etc.), balancing growth and value across sectors. The firm manages all assets on a discretionary basis for United States clients, aiming for steady, long-term capital appreciation while also making tactical adjustments such as starting new positions and reducing or exiting existing ones based on market opportunity. Their portfolio turnover and asset allocation are driven by proactive analysis and ongoing monitoring.
Top Holdings
Equity Positions (52)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 23.50% | $40.1M | 64,866 | $371.37 | $617.85 | +$3.4M |
V VTI | VANGUARD INDEX FDS | 18.31% | $31.2M | 102,744 | $200.44 | $303.93 | +$3.2M |
Q QQQ | INVESCO QQQ TR | 13.38% | $22.8M | 41,359 | $315.19 | $551.64 | +$3.1M |
D DIA | SPDR DOW JONES INDL AVERAGE | 7.40% | $12.6M | 28,661 | $298.94 | $440.65 | -$32.3K |
N NVDA | NVIDIA CORPORATION | 3.14% | $5.4M | 33,864 | $31.40 | $157.99 | +$1.6M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Vice President | Vero Beach, FL , United States |