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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.1B
$34.5 Million 8.65% of portfolio
80,722
Q4 2024 Added 0.04%
$4.38T
$6.94 Million 1.74% of portfolio
27,257
Q3 2025 Reduced 1.62%
$3.8T
$5.86 Million 1.47% of portfolio
11,323
Q3 2025 Reduced 0.35%
$301B
$5.23 Million 1.31% of portfolio
15,141
Q3 2025 Reduced 2.29%
$19.3B
$4.75 Million 1.19% of portfolio
18,109
Q3 2025 Reduced 5.0%
$2.39T
$3.78 Million 0.95% of portfolio
17,219
Q3 2025 Added 42.58%
$647B
$2.57 Million 0.64% of portfolio
5,109
Q3 2025 New
$512B
$2.36 Million 0.59% of portfolio
12,753
Q2 2025 Reduced 0.2%
$974B
$1.72 Million 0.43% of portfolio
2,255
Q3 2025 Reduced 4.29%
$891B
$1.73 Million 0.43% of portfolio
5,487
Q3 2025 Reduced 1.15%
$274B
$1.61 Million 0.4% of portfolio
5,691
Q3 2025 Added 0.05%
$333B
$1.41 Million 0.35% of portfolio
4,676
Q3 2025 Reduced 4.0%
$350B
$1.31 Million 0.33% of portfolio
8,499
Q2 2025 Reduced 1.96%
$92.7B
$1.23 Million 0.31% of portfolio
4,735
Q1 2025 Reduced 1.09%
$1.65T
$1.21 Million 0.3% of portfolio
4,997
Q3 2025 Reduced 5.84%
$342B
$1.11 Million 0.28% of portfolio
6,109
Q3 2025 Reduced 4.53%
$17.1B
$1 Million 0.25% of portfolio
3,108
Q1 2025 Reduced 12.99%
$497B
$1.01 Million 0.25% of portfolio
8,947
Q3 2025 Reduced 7.5%
$601B
$873,000 0.22% of portfolio
3,107
Q4 2024 Reduced 3.63%
$267B
$837,000 0.21% of portfolio
2,521
Q4 2024 Added 0.24%
$180B
$800,000 0.2% of portfolio
2,838
Q3 2025 Reduced 0.42%
$137B
$811,000 0.2% of portfolio
3,432
Q4 2024 Reduced 0.72%
$1.69T
$773,000 0.19% of portfolio
3,177
Q4 2024 Added 1.53%
$121B
$630,000 0.16% of portfolio
816
Q4 2024 Added 0.37%
$540B
$615,000 0.15% of portfolio
1,803
Q4 2024 Added 7.39%
$371B
$531,000 0.13% of portfolio
1,311
Q3 2024 Reduced 3.67%
$48.9B
$520,000 0.13% of portfolio
1,059
Q1 2025 Reduced 0.19%
$92.6B
$466,000 0.12% of portfolio
3,005
Q2 2025 Added 44.12%
$323B
$427,000 0.11% of portfolio
5,101
Q4 2024 Reduced 0.31%
$411B
$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%
$320B
$385,000 0.1% of portfolio
5,641
Q3 2025 Reduced 1.26%
$70B
$390,000 0.1% of portfolio
8,080
Q2 2023 Reduced 19.26%
$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%
$422B
$359,000 0.09% of portfolio
6,967
Q2 2025 Added 0.01%
$81B
$362,000 0.09% of portfolio
1,703
Q2 2025 New
$80.8B
$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%
$474B
$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%
$527M
$281,000 0.07% of portfolio
13,945
Q3 2024 New
$37.9B
$279,000 0.07% of portfolio
3,400
Q4 2024 Reduced 2.69%
$309B
$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%
$278B
$239,000 0.06% of portfolio
1,505
Q2 2025 New
$229B
$259,000 0.06% of portfolio
1,937
Q3 2025 Reduced 4.91%
$122B
$223,000 0.06% of portfolio
447
Q2 2025 New
$292B
$224,000 0.06% of portfolio
471
Q3 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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