StockDriftsStockDriftsTop 50 Burt Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CACI | CACI INTL INC | 9.89% | 80.7K | $40.3M | 0.00%(+0) | $210.87(+176.99%) | 2025-09-30 | |
| SCHX | SCHWAB STRATEGIC TR | 9.56% | 1.48M | $39.0M | +0.15%(+2.27K) | $14.36(+90.11%) | 2025-09-30 | |
| BIV | VANGUARD BD INDEX FDS | 8.78% | 458.1K | $35.8M | +2.95%(+13.14K) | $80.33(-3.04%) | 2025-09-30 | |
| SPY | SPDR S&P 500 ETF TR | 7.18% | 43.9K | $29.3M | -1.18%(-525) | $229.54(+200.38%) | 2025-09-30 | |
| SPIB | SPDR SERIES TRUST | 7.13% | 856.6K | $29.0M | +2.63%(+21.94K) | $32.43(+4.38%) | 2025-09-30 | |
| EFAV | ISHARES TR | 5.76% | 276.5K | $23.5M | -0.94%(-2.63K) | $66.71(+30.96%) | 2025-09-30 | |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 5.27% | 356.1K | $21.5M | -1.27%(-4.57K) | $47.95(+31.62%) | 2025-09-30 | |
| FNDX | SCHWAB STRATEGIC TR | 4.21% | 651.6K | $17.1M | -0.53%(-3.45K) | $15.26(+84.37%) | 2025-09-30 | |
| SCHA | SCHWAB STRATEGIC TR | 4.14% | 604.1K | $16.9M | +0.40%(+2.41K) | $16.00(+87.87%) | 2025-09-30 | |
| STIP | ISHARES TR | 3.58% | 141.1K | $14.6M | +3.72%(+5.06K) | $102.29(+0.19%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.19% | +52.84% | — | — | +52.84% |
| Top 20 Holdings Unweighted | +15.49% | +54.02% | — | — | +54.02% |
Burt Wealth Advisors reports $407.30M in US-listed equity holdings across 115 positions in its most recent 13F filing. Its largest disclosed positions are CACI (9.9%), SCHX (9.6%) and BIV (8.8%). The top 20 holdings account for 79.36% of reported assets. Its disclosed equity book has returned +52.84% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Burt Wealth Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1612041). View Burt Wealth Advisors’s 13F filings on SEC