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
$39 Million 9.76% of portfolio
1,478,970
Q3 2025 Added 0.15%
$0
$35.8 Million 8.96% of portfolio
458,065
Q3 2025 Added 2.95%
$10.1B
$34.5 Million 8.65% of portfolio
80,722
Q4 2024 Added 0.04%
$0
$29.3 Million 7.33% of portfolio
43,922
Q3 2025 Reduced 1.18%
$0
$29 Million 7.27% of portfolio
856,611
Q3 2025 Added 2.63%
$0
$23.5 Million 5.88% of portfolio
276,525
Q3 2025 Reduced 0.94%
$0
$21.5 Million 5.38% of portfolio
356,150
Q3 2025 Reduced 1.27%
$0
$17.1 Million 4.29% of portfolio
651,562
Q3 2025 Reduced 0.53%
$0
$16.9 Million 4.22% of portfolio
604,103
Q3 2025 Added 0.4%
$0
$14.6 Million 3.65% of portfolio
141,137
Q3 2025 Added 3.72%
$0
$7.37 Million 1.85% of portfolio
285,082
Q3 2025 Reduced 1.42%
$4.34T
$6.94 Million 1.74% of portfolio
27,257
Q3 2025 Reduced 1.62%
$0
$6.03 Million 1.51% of portfolio
120,469
Q3 2025 Reduced 10.38%
$3.83T
$5.86 Million 1.47% of portfolio
11,323
Q3 2025 Reduced 0.35%
$0
$5.7 Million 1.43% of portfolio
95,099
Q3 2025 Added 4.57%
$309B
$5.23 Million 1.31% of portfolio
15,141
Q3 2025 Reduced 2.29%
$0
$4.99 Million 1.25% of portfolio
41,200
Q3 2023 Reduced 4.96%
$21.2B
$4.75 Million 1.19% of portfolio
18,109
Q3 2025 Reduced 5.0%
$0
$4.53 Million 1.14% of portfolio
42,541
Q3 2025 Added 4.84%
$0
$4.4 Million 1.1% of portfolio
53,284
Q3 2025 Reduced 1.04%
$0
$4.12 Million 1.03% of portfolio
63,984
Q3 2025 Reduced 0.14%
$0
$4 Million 1.0% of portfolio
78,009
Q3 2025 Reduced 0.43%
$2.54T
$3.78 Million 0.95% of portfolio
17,219
Q3 2025 Added 42.58%
$0
$3.01 Million 0.75% of portfolio
123,732
Q3 2025 Reduced 2.45%
$0
$2.62 Million 0.66% of portfolio
4,272
Q3 2025 Reduced 0.33%
$635B
$2.57 Million 0.64% of portfolio
5,109
Q3 2025 New
$489B
$2.36 Million 0.59% of portfolio
12,753
Q2 2025 Reduced 0.2%
$0
$2.28 Million 0.57% of portfolio
43,979
Q3 2025 Reduced 5.51%
$0
$2.2 Million 0.55% of portfolio
27,418
Q3 2025 Reduced 1.1%
$862B
$1.72 Million 0.43% of portfolio
2,255
Q3 2025 Reduced 4.29%
$907B
$1.73 Million 0.43% of portfolio
5,487
Q3 2025 Reduced 1.15%
$0
$1.71 Million 0.43% of portfolio
70,430
Q2 2025 Added 137.3%
$0
$1.67 Million 0.42% of portfolio
36,838
Q3 2025 Added 2.79%
$270B
$1.61 Million 0.4% of portfolio
5,691
Q3 2025 Added 0.05%
$332B
$1.41 Million 0.35% of portfolio
4,676
Q3 2025 Reduced 4.0%
$349B
$1.31 Million 0.33% of portfolio
8,499
Q2 2025 Reduced 1.96%
$88.4B
$1.23 Million 0.31% of portfolio
4,735
Q1 2025 Reduced 1.09%
$1.66T
$1.21 Million 0.3% of portfolio
4,997
Q3 2025 Reduced 5.84%
$0
$1.14 Million 0.29% of portfolio
14,504
Q3 2025 Reduced 1.69%
$375B
$1.11 Million 0.28% of portfolio
6,109
Q3 2025 Reduced 4.53%
$278B
$1.04 Million 0.26% of portfolio
10,053
Q3 2025 Added 0.02%
$0
$1.02 Million 0.26% of portfolio
11,143
Q2 2025 Added 4.34%
$0
$981,000 0.25% of portfolio
41,828
Q3 2025 Added 0.23%
$17.2B
$1 Million 0.25% of portfolio
3,108
Q1 2025 Reduced 12.99%
$476B
$1.01 Million 0.25% of portfolio
8,947
Q3 2025 Reduced 7.5%
$0
$952,000 0.24% of portfolio
29,853
Q3 2025 Reduced 1.31%
$669B
$873,000 0.22% of portfolio
3,107
Q4 2024 Reduced 3.63%
$2.04B
$828,000 0.21% of portfolio
5,009
Q4 2022 New
$269B
$837,000 0.21% of portfolio
2,521
Q4 2024 Added 0.24%

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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