Washington Growth Strategies LLC
Washington Growth Strategies LLC is a Registered Investment Advisory firm headquartered in Washington, DC. The firm provides highly customized investment management services, focusing on building tailored portfolios for successful individuals and families to help them reach their financial goals. It serves primarily high net worth individuals, with an employee count of 2 as of 2025. The firm is licensed by the SEC (CRD #171774, SEC #801-80069) and manages assets for approximately 114 accounts, primarily discretionary, with nearly all clients United States persons. Founded in 2015, Washington Growth Strategies has maintained a boutique, client-centric approach.
Investment Strategy
Washington Growth Strategies employs a customized, client-focused approach, constructing individualized portfolios for high net worth individuals and families. The firm utilizes a range of investment vehicles, including ETFs and direct equities, to create diversified portfolios aligned to specific financial goals and risk profiles. The strategy emphasizes superior service, prudent asset allocation, and ongoing portfolio management, aiming for both capital preservation and growth according to each client's objectives.
Top Holdings
Equity Positions (52)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 31.27% | $43.9M | 65,834 | $617.35 | $666.18 | +$3.1M |
X XLF | SELECT SECTOR SPDR TR | 6.92% | $9.7M | 180,139 | $52.37 | $53.87 | +$269.1K |
Q QQQ | INVESCO QQQ TR | 6.52% | $9.1M | 15,231 | $549.09 | $600.37 | +$742.2K |
E EEM | ISHARES TR | 5.71% | $8.0M | 149,915 | $48.24 | $53.40 | +$773.5K |
P PAVE | GLOBAL X FDS | 3.83% | $5.4M | 112,708 | $43.58 | $47.63 | +$424.3K |