§ 13F · FUND PROFILE
Burt Wealth Advisors.
AUM · $407M (13F)Positions · 115Turnover · n/a · Q3Filed · Nov 5, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 5, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | CACI | CACI INTL INC | 81K | $40M | 9.9% | ±0% |
| 2 | SCHX | SCHWAB STRATEGIC TR | 1.48M | $39M | 9.6% | ±0% |
| 3 | BIV | VANGUARD BD INDEX FDS | 458K | $36M | 8.8% | +3% |
| 4 | SPY | SPDR S&P 500 ETF TR | 44K | $29M | 7.2% | −1% |
| 5 | SPIB | SPDR SERIES TRUST | 857K | $29M | 7.1% | +3% |
| 6 | EFAV | ISHARES TR | 277K | $23M | 5.8% | −1% |
| 7 | OMFL | INVESCO EXCH TRD SLF IDX FD | 356K | $21M | 5.3% | −1% |
| 8 | FNDX | SCHWAB STRATEGIC TR | 652K | $17M | 4.2% | −1% |
| 9 | SCHA | SCHWAB STRATEGIC TR | 604K | $17M | 4.1% | ±0% |
| 10 | STIP | ISHARES TR | 141K | $15M | 3.6% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BURT SIGNAL
AC read
Burt Wealth Advisors is a Other fund managing $407 million in assets. The fund runs a portfolio of 115 positions.
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