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Showing Q3 2025 data
Burt Wealth Advisors's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Burt Wealth Advisors
•CIK: 1612041•Filing: Q3 2025
**Burt Wealth Advisors** manages $407M across a diversified portfolio of 115 positions. The fund exhibits significant concentration in core equity indices and sector plays, notably holding CA8A at $40.3M and SCHX at $39.0M. Further allocations include substantial positions in BIV ($35.8M) and SPY ($29.3M), indicating a tactical focus on broad market exposure and specific sector opportunities. This structure suggests a disciplined, large-cap oriented approach to wealth preservation and growth.
Total AUM
$407.3M
QoQ Performance
-6.9%
Positions
78
Top 10 Concentration
65.5%
Latest Filing
Q3 2025
Top Holdings Allocation
CA8A
SCHX
BIV
SPY
SPIB
EFAV
OMFL
CA8A9.9%
SCHX9.6%
BIV8.8%
SPY7.2%
SPIB7.1%
EFAV5.8%
OMFL5.3%
FNDX4.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.3%
ETF7.9%
Technology4.4%
Healthcare2.8%
Consumer1.8%
Financial1.7%
Industrial0.8%
Energy0.2%
🚪 Exited Positionssold since Q2 2025
+1 more exited positions
Changes from Q2 2025
NEW5 new positions
↑21 increased
↓37 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023