§ 13F · FUND PROFILE
Burt Wealth Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $437.3T (13F)Positions · 116Turnover · — · Q3Filed · Nov 5, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 5, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | CACI | CACI INTL INC | 81K | $40.3T | 9.9% | — |
| 2 | SCHX | SCHWAB STRATEGIC TR | 1.48M | $39.0T | 9.6% | — |
| 3 | BIV | VANGUARD BD INDEX FDS | 458K | $35.8T | 8.8% | — |
| 4 | SPY | SPDR S&P 500 ETF TR | 44K | $29.3T | 7.2% | — |
| 5 | SPIB | SPDR SERIES TRUST | 857K | $29.0T | 7.1% | — |
| 6 | EFAV | ISHARES TR | 277K | $23.5T | 5.8% | — |
| 7 | OMFL | INVESCO EXCH TRD SLF IDX FD | 356K | $21.5T | 5.3% | — |
| 8 | FNDX | SCHWAB STRATEGIC TR | 652K | $17.1T | 4.2% | — |
| 9 | SCHA | SCHWAB STRATEGIC TR | 604K | $16.9T | 4.1% | — |
| 10 | STIP | ISHARES TR | 141K | $14.6T | 3.6% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BURT SIGNAL
AC read
Burt Wealth Advisors is a Other fund managing $437318.0 trillion in assets. The fund runs a portfolio of 116 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed