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
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Filing history

2025Q3Sep 30
$407M▼ 6.9%
115 positionsLocked2025Q2Jun 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
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