Burt Wealth Advisors Portfolio Holdings

Burt Wealth Advisors

  • $399 Million
  • Q3 2025

Burt Wealth Advisors has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $399 Million distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $39M, Vanguard Bd Index Fd Inc Inter with a value of $35.8M, Caci International Inc with a value of $34.5M, Spdr S&P 500 ETF Trust with a value of $29.3M, and Spdr Portfolio Intermediate Te with a value of $29M.

Examining the 13F form we can see an decrease of $32M in the current position value, from $431M to 399M.

Below you can find more details about Burt Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $399 Million
ETFs: $301 Million
Technology: $51.6 Million
Healthcare: $16.8 Million
Financial Services: $8.95 Million
Consumer Cyclical: $6.13 Million
Industrials: $4.76 Million
Consumer Defensive: $2.88 Million
Communication Services: $2.35 Million
Other: $1.64 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$815,000 0.2% of portfolio
15,052
Q1 2025 Added 0.47%
$0
$815,000 0.2% of portfolio
3,180
Q2 2025 Reduced 0.06%
$183B
$800,000 0.2% of portfolio
2,838
Q3 2025 Reduced 0.42%
$0
$786,000 0.2% of portfolio
9,504
Q2 2025 Added 13.12%
$0
$781,000 0.2% of portfolio
31,347
Q3 2025 Reduced 24.62%
$136B
$811,000 0.2% of portfolio
3,432
Q4 2024 Reduced 0.72%
$1.74T
$773,000 0.19% of portfolio
3,177
Q4 2024 Added 1.53%
$0
$768,000 0.19% of portfolio
16,450
Q1 2025 Reduced 2.53%
$0
$626,000 0.16% of portfolio
13,000
Q2 2024 Reduced 17.28%
$121B
$630,000 0.16% of portfolio
816
Q4 2024 Added 0.37%
$0
$609,000 0.15% of portfolio
6,527
Q1 2025 Added 81.76%
$533B
$615,000 0.15% of portfolio
1,803
Q4 2024 Added 7.39%
$0
$551,000 0.14% of portfolio
12,489
Q2 2025 Added 5.84%
$367B
$531,000 0.13% of portfolio
1,311
Q3 2024 Reduced 3.67%
$47B
$520,000 0.13% of portfolio
1,059
Q1 2025 Reduced 0.19%
$0
$516,000 0.13% of portfolio
1,364
Q4 2024 Reduced 20.09%
$91.4B
$466,000 0.12% of portfolio
3,005
Q2 2025 Added 44.12%
$0
$474,000 0.12% of portfolio
8,761
Q3 2025 Reduced 2.25%
$0
$436,000 0.11% of portfolio
1,331
Q3 2025 Reduced 0.75%
$0
$452,000 0.11% of portfolio
3,176
Q3 2025 Reduced 4.51%
$317B
$427,000 0.11% of portfolio
5,101
Q4 2024 Reduced 0.31%
$0
$458,000 0.11% of portfolio
5,492
Q3 2025 Added 8.71%
$0
$424,000 0.11% of portfolio
7,747
Q1 2025 Added 6.14%
$414B
$427,000 0.11% of portfolio
1,848
Q3 2025 Reduced 1.07%
$25.4B
$389,000 0.1% of portfolio
1,520
Q1 2025 Added 37.81%
$319B
$385,000 0.1% of portfolio
5,641
Q3 2025 Reduced 1.26%
$67.6B
$390,000 0.1% of portfolio
8,080
Q2 2023 Reduced 19.26%
$0
$412,000 0.1% of portfolio
8,331
Q3 2025 Added 0.12%
$0
$393,000 0.1% of portfolio
7,715
Q3 2025 Reduced 2.64%
$0
$417,000 0.1% of portfolio
4,785
Q2 2025 Added 0.29%
$42.9B
$382,000 0.1% of portfolio
3,300
Q1 2025 Added 10.0%
$62.3B
$346,000 0.09% of portfolio
3,078
Q4 2024 Reduced 1.79%
$413B
$359,000 0.09% of portfolio
6,967
Q2 2025 Added 0.01%
$0
$348,000 0.09% of portfolio
1,235
Q2 2024 Reduced 0.32%
$77.2B
$362,000 0.09% of portfolio
1,703
Q2 2025 New
$79.2B
$341,000 0.09% of portfolio
4,901
Q4 2024 Reduced 1.69%
$193B
$365,000 0.09% of portfolio
3,189
Q2 2025 Reduced 3.04%
$465B
$301,000 0.08% of portfolio
1,617
Q3 2025 Added 3.45%
$141B
$329,000 0.08% of portfolio
12,927
Q3 2025 Added 0.14%
$0
$304,000 0.08% of portfolio
4,764
Q3 2025 Reduced 1.1%
$534M
$281,000 0.07% of portfolio
13,945
Q3 2024 New
$0
$282,000 0.07% of portfolio
12,149
Q3 2025 Added 23.67%
$0
$296,000 0.07% of portfolio
11,551
Q3 2025 Added 0.01%
$0
$287,000 0.07% of portfolio
6,213
Q1 2025 Added 4.31%
$0
$263,000 0.07% of portfolio
5,681
Q4 2023 Reduced 67.37%
$37.9B
$279,000 0.07% of portfolio
3,400
Q4 2024 Reduced 2.69%
$303B
$286,000 0.07% of portfolio
1,848
Q3 2025 Added 8.64%
$235B
$297,000 0.07% of portfolio
3,539
Q3 2025 Reduced 0.11%
$270B
$239,000 0.06% of portfolio
1,505
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $399 Million
  • Prior Value $431 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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