WASHBURN CAPITAL MANAGEMENT, INC.
RIA/Wealth
WASHBURN CAPITAL MANAGEMENT, INC. is a RIA/Wealth based in Vero Beach, FL led by Robert Everett Washburn, reporting $237.3M in AUM as of Q3 2025 with 68% ETF concentration, 75% concentrated in top 10 holdings, and 24% allocation to SPY.
FounderRobert Everett Washburn
- Portfolio Value
- $179.0M
- Positions
- 56
- Top Holding
- SPY at 23.54%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in WASHBURN CAPITAL MANAGEMENT, INC.'s portfolio (75.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $42.1M | 23.54% | -$1.1M Sold | — 63.2K shares | |
ETF ETF | $32.8M | 18.34% | -$885.4K Sold | — 100.0K shares | |
ETF ETF | $24.1M | 13.46% | -$737.2K Sold | — 40.1K shares | |
ETF ETF | $12.4M | 6.94% | -$864.0K Sold | — 26.8K shares | |
Semiconductors Technology | $5.3M | 2.95% | -$1.0M Sold | 0.00% 28.3K shares | |
Software - Infrastructure Technology | $4.5M | 2.52% | -$201.0K Sold | 0.00% 8.7K shares | |
Internet Content & Information Communication Services | $4.0M | 2.22% | -$96.2K Sold | 0.00% 5.4K shares | |
Consumer Electronics Technology | $3.5M | 1.93% | -$341.0K Sold | 0.00% 13.6K shares | |
Financial - Credit Services Financial Services | $3.3M | 1.83% | -$187.8K Sold | 0.00% 9.6K shares | |
Specialty Retail Consumer Cyclical | $3.1M | 1.74% | -$214.1K Sold | 0.00% 14.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in WASHBURN CAPITAL MANAGEMENT, INC.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+267.0% | |
+70.07% | |
+24.72% | |
+14.02% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-43.91% | |
-42.5% | |
-22.1% |
Analytics
Portfolio insights and performance metrics for WASHBURN CAPITAL MANAGEMENT, INC.
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