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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.
Latest 13F Filing Activity
Washburn Capital Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 52 equity positions with a total 13F market value of $171M. The fund increased holdings in SPDR S&P 500 Etf TR, Vanguard Index FDS, Invesco QQQ TR among other positions. Washburn Capital Management, Inc. reduced exposure to United Parcel Service Inc., Apple Inc., Unitedhealth Group Inc. among others.
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 |
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