13F Insight
DOSSIER · 13F-HR · Q3 2025

Burt Wealth Advisors

$407M in tracked AUM across 115 positions as of Q3 2025.

BW
CIK 0001612041 · last filed Sep 30, 2025
Total AUM
$407M
as of Q3 2025
Holdings
115
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

Burt Wealth Advisors filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
CACI
CACI INTL INC
$40M81K9.9%02
SCHX
SCHWAB STRATEGIC TR
$39M1.5M9.6%03
BIV
VANGUARD BD INDEX FDS
$36M458K8.8%04
SPY
SPDR S&P 500 ETF TR
$29M44K7.2%05
SPIB
SPDR SERIES TRUST
$29M857K7.1%06
EFAV
ISHARES TR
$23M277K5.8%07
OMFL
INVESCO EXCH TRD SLF IDX FD
$21M356K5.3%08
FNDX
SCHWAB STRATEGIC TR
$17M652K4.2%09
SCHA
SCHWAB STRATEGIC TR
$17M604K4.1%10
STIP
ISHARES TR
$15M141K3.6%

Filing history

2025Q3Sep 30
$407M▼ 6.9%
115 positionsView →2025Q2Jun 30
$437M▲ 9.6%
116 positionsLocked2025Q1Mar 31
$399M▲ 1.3%
110 positionsLocked2024Q4Dec 31
$394M▼ 3.1%
112 positionsLocked2024Q3Sep 30
$406M▲ 7.1%
118 positionsLocked2024Q2Jun 30
$379M▼ 3.8%
111 positionsLocked2024Q1Mar 31
$394M▲ 12.6%
119 positionsLocked2023Q4Dec 31
$350M▲ 7.6%
107 positionsLocked2023Q3Sep 30
$326M▼ 1.9%
101 positionsLocked2023Q2Jun 30
$332M▲ 3.1%
107 positionsLocked2023Q1Mar 31
$322M▲ 7.8%
104 positionsLocked2022Q4Dec 31
$299M▲ 19.8%
106 positionsLocked
Showing 12 of 40