What does Burt Wealth Advisors hold? Q3 2025 13F Holdings & Portfolio

AI Analysis · Q3 2025 · 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.

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight

CACI INTL INC

$40M81K9.9%

SCHWAB STRATEGIC TR

$39M1.5M9.6%

VANGUARD BD INDEX FDS

$36M458K8.8%

SPDR S&P 500 ETF TR

$29M44K7.2%

SPDR SERIES TRUST

$29M857K7.1%

ISHARES TR

$23M277K5.8%

INVESCO EXCH TRD SLF IDX FD

$21M356K5.3%

SCHWAB STRATEGIC TR

$17M652K4.2%

SCHWAB STRATEGIC TR

$17M604K4.1%

ISHARES TR

$15M141K3.6%

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