Burt Wealth Advisors

CIK 0001612041 • 3 13F filings • Apr 22, 2025 – Nov 5, 2025

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Filer information

Filed by: Burt Wealth Advisors, Operations Manager
Address: 6116 Executive Blvd, Suite 550, North Bethesda, MD, 20852
Phone: 301-770-9880
AUM: $407.3M

AUM over time

$407.3M latest

Sector allocation over time

Past 3 quarters

Q3 2025

Q2 2025

Q1 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $407.3M115 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$466K	0.1%Prev: 0.1%	3,005 SH	Increased
ABBOTT LABS	COM	$259K	0.1%Prev: 0.1%	1,937 SH	Decreased-100 SH
ABBVIE INC	COM	$428K	0.1%Prev: 0.1%	1,848 SH	Increased-20 SH
ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$829K	0.2%Prev: 0.2%	5,009 SH	Increased
ALPHABET INC	CAP STK CL A	$1.2M	0.3%Prev: 0.2%	4,997 SH	Increased-310 SH
ALPHABET INC	CAP STK CL C	$774K	0.2%Prev: 0.1%	3,177 SH	Increased
AMAZON COM INC	COM	$3.8M	0.9%Prev: 0.6%	17,219 SH	Increased+5,142 SH
AMERICAN ELEC PWR CO INC	COM	$346K	0.1%Prev: 0.1%	3,078 SH	Increased
AMERICAN EXPRESS CO	COM	$837K	0.2%Prev: 0.2%	2,521 SH	Increased
AMERIPRISE FINL INC	COM	$520K	0.1%Prev: 0.1%	1,059 SH	Decreased
AMGEN INC	COM	$801K	0.2%Prev: 0.2%	2,838 SH	Increased-12 SH
APPLE INC	COM	$6.9M	1.7%Prev: 1.3%	27,257 SH	Increased-448 SH
BANK AMERICA CORP	COM	$359K	0.1%Prev: 0.1%	6,967 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.6M	0.6%	5,109 SH	New
BOOKING HOLDINGS INC	COM	$248K	0.1%Prev: 0.1%	46 SH	Decreased
CACI INTL INC	CL A	$40.3M	9.9%Prev: 8.8%	80,722 SH	Increased
CAPITAL ONE FINL CORP	COM	$362K	0.1%Prev: 0.1%	1,703 SH	Decreased
CATERPILLAR INC	COM	$225K	0.1%	471 SH	New
CHEVRON CORP NEW	COM	$287K	0.1%Prev: 0.1%	1,848 SH	Increased+147 SH
CISCO SYS INC	COM	$386K	0.1%Prev: 0.1%	5,641 SH	Decreased-72 SH
DISNEY WALT CO	COM	$365K	0.1%Prev: 0.1%	3,189 SH	Decreased
EAGLE BANCORP INC MD	COM	$282K	0.1%Prev: 0.1%	13,945 SH	Increased
ELI LILLY & CO	COM	$1.7M	0.4%Prev: 0.4%	2,255 SH	Decreased-101 SH
EQUIFAX INC	COM	$390K	0.1%Prev: 0.1%	1,520 SH	Decreased
EXXON MOBIL CORP	COM	$1.0M	0.2%Prev: 0.2%	8,947 SH	Decreased-725 SH
FLEXSHARES TR	CR SCD US BD	$258K	0.1%Prev: 0.1%	5,230 SH	Increased
FLEXSHARES TR	IBOXX 3R TARGT	$3.0M	0.7%Prev: 0.7%	123,732 SH	Decreased-3,104 SH
GE AEROSPACE	COM NEW	$1.4M	0.3%Prev: 0.3%	4,676 SH	Increased-195 SH
GE VERNOVA INC	COM	$748K	0.2%Prev: 0.1%	1,217 SH	Increased
HEICO CORP NEW	CL A	$708K	0.2%Prev: 0.2%	2,786 SH	Decreased
HEICO CORP NEW	COM	$1.0M	0.2%Prev: 0.2%	3,108 SH	Decreased
HOME DEPOT INC	COM	$531K	0.1%Prev: 0.1%	1,311 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$1.6M	0.4%Prev: 0.4%	5,691 SH	Decreased+3 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$5.0M	1.2%Prev: 1.1%	41,200 SH	Increased
INVESCO EXCH TRD SLF IDX FD	RUSL 1000 DYNM	$21.5M	5.3%Prev: 4.8%	356,150 SH	Increased-4,569 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$1.7M	0.4%Prev: 0.3%	36,838 SH	Increased+1,000 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$463K	0.1%Prev: 0.1%	7,126 SH	Increased+1,106 SH
ISHARES INC	MSCI EM ASIA ETF	$1.0M	0.3%Prev: 0.2%	11,143 SH	Increased
ISHARES INC	MSCI EMERG MRKT	$304K	0.1%Prev: 0.1%	4,764 SH	Increased-53 SH
ISHARES TR	0-5 YR TIPS ETF	$14.6M	3.6%Prev: 3.2%	141,137 SH	Increased+5,063 SH
ISHARES TR	CORE 60/40 BALAN	$4.1M	1.0%Prev: 0.9%	63,984 SH	Increased-92 SH
ISHARES TR	CORE INTL AGGR	$4.0M	1.0%Prev: 0.9%	78,009 SH	Decreased-335 SH
ISHARES TR	CORE MSCI EAFE	$418K	0.1%Prev: 0.1%	4,785 SH	Increased
ISHARES TR	CORE MSCI TOTAL	$4.4M	1.1%Prev: 1.0%	53,284 SH	Increased-562 SH
ISHARES TR	CORE S&P SCP ETF	$211K	0.1%	1,778 SH	New
ISHARES TR	CORE S&P500 ETF	$211K	0.1%	315 SH	New
ISHARES TR	CORE TOTAL USD	$768K	0.2%Prev: 0.2%	16,450 SH	Increased
ISHARES TR	GLOBAL EQUITY	$471K	0.1%Prev: 0.1%	9,117 SH	Increased
ISHARES TR	MRGSTR MD CP GRW	$786K	0.2%Prev: 0.2%	9,504 SH	Increased
ISHARES TR	MRGSTR MD CP VAL	$2.2M	0.5%Prev: 0.5%	27,418 SH	Increased-304 SH
ISHARES TR	MSCI EAFE MIN VL	$23.5M	5.8%Prev: 5.4%	276,525 SH	Decreased-2,633 SH
ISHARES TR	MSCI INTL QUALTY	$552K	0.1%Prev: 0.1%	12,489 SH	Increased
ISHARES TR	MSCI USA MMENTM	$816K	0.2%Prev: 0.2%	3,180 SH	Increased
ISHARES TR	NATIONAL MUN ETF	$4.5M	1.1%Prev: 1.0%	42,541 SH	Increased+1,962 SH
ISHARES TR	RUS MD CP GR ETF	$452K	0.1%Prev: 0.1%	3,176 SH	Decreased-150 SH
ISHARES TR	RUSSELL 3000 ETF	$517K	0.1%Prev: 0.1%	1,364 SH	Increased
ISHARES TR	ULTRA SHORT DUR	$5.1M	1.2%Prev: 0.2%	100,246 SH	Increased+81,888 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$264K	0.1%Prev: 0.1%	5,681 SH	Increased
JOHNSON & JOHNSON	COM	$2.4M	0.6%Prev: 0.4%	12,753 SH	Increased
JPMORGAN CHASE & CO.	COM	$1.7M	0.4%Prev: 0.4%	5,487 SH	Increased-64 SH
LOCKHEED MARTIN CORP	COM	$223K	0.1%Prev: 0.0%	447 SH	Increased
MARRIOTT INTL INC NEW	CL A	$1.2M	0.3%Prev: 0.3%	4,735 SH	Decreased
MCKESSON CORP	COM	$630K	0.2%Prev: 0.1%	816 SH	Increased
MERCK & CO INC	COM	$297K	0.1%Prev: 0.1%	3,539 SH	Increased-4 SH
MICROSOFT CORP	COM	$5.9M	1.4%Prev: 1.3%	11,323 SH	Increased-40 SH
MORGAN STANLEY	COM NEW	$239K	0.1%Prev: 0.0%	1,505 SH	Increased
NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	$1.7M	0.4%Prev: 0.4%	70,430 SH	Increased
NIKE INC	CL B	$342K	0.1%Prev: 0.1%	4,901 SH	Decreased
NORFOLK SOUTHN CORP	COM	$240K	0.1%Prev: 0.0%	800 SH	Increased
NVIDIA CORPORATION	COM	$302K	0.1%Prev: 0.1%	1,617 SH	Increased+54 SH
ORACLE CORP	COM	$874K	0.2%Prev: 0.2%	3,107 SH	Increased
PACER FDS TR	LUNT LRGCP MULTI	$2.3M	0.6%Prev: 0.5%	43,979 SH	Decreased-2,565 SH
PACER FDS TR	TRENDP US LAR CP	$424K	0.1%Prev: 0.1%	7,747 SH	Increased
PALANTIR TECHNOLOGIES INC	CL A	$1.1M	0.3%Prev: 0.2%	6,109 SH	Increased-290 SH
PEPSICO INC	COM	$256K	0.1%Prev: 0.1%	1,826 SH	Increased
PFIZER INC	COM	$329K	0.1%Prev: 0.1%	12,927 SH	Increased+18 SH
PIMCO ETF TR	0-5 HIGH YIELD	$472K	0.1%Prev: 0.1%	4,929 SH	Decreased-53 SH
PIMCO ETF TR	1-5 US TIP IDX	$815K	0.2%Prev: 0.2%	15,052 SH	Increased
PIMCO ETF TR	ACTIVE BD ETF	$609K	0.1%Prev: 0.1%	6,527 SH	Increased
PNC FINL SVCS GROUP INC	COM	$241K	0.1%Prev: 0.1%	1,197 SH	Increased
PROCTER AND GAMBLE CO	COM	$1.3M	0.3%Prev: 0.3%	8,499 SH	Decreased
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$17.1M	4.2%Prev: 3.7%	651,562 SH	Increased-3,448 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$283K	0.1%Prev: 0.0%	12,149 SH	Increased+2,325 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$982K	0.2%Prev: 0.2%	41,828 SH	Increased+98 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$297K	0.1%Prev: 0.1%	11,551 SH	Increased+1 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$953K	0.2%Prev: 0.2%	29,853 SH	Increased-397 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$39.0M	9.6%Prev: 8.3%	1,478,970 SH	Increased+2,275 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$16.9M	4.1%Prev: 3.5%	604,103 SH	Increased+2,411 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$348K	0.1%Prev: 0.1%	1,235 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$29.3M	7.2%Prev: 6.3%	43,922 SH	Increased-525 SH
SPDR SERIES TRUST	NUVEEN ICE HIGH	$781K	0.2%Prev: 0.2%	31,347 SH	Decreased-10,236 SH
SPDR SERIES TRUST	NUVEEN ICE SHORT	$627K	0.2%Prev: 0.1%	13,000 SH	Increased
SPDR SERIES TRUST	PORTFOLIO AGRGTE	$7.4M	1.8%Prev: 1.7%	285,082 SH	Decreased-4,092 SH
SPDR SERIES TRUST	PORTFOLIO INTRMD	$29.0M	7.1%Prev: 6.4%	856,611 SH	Increased+21,938 SH
SPDR SERIES TRUST	PORTFOLIO S&P600	$288K	0.1%Prev: 0.1%	6,213 SH	Increased
SPDR SERIES TRUST	S&P 400 MDCP VAL	$458K	0.1%Prev: 0.1%	5,492 SH	Increased+440 SH
STATE STR CORP	COM	$383K	0.1%Prev: 0.1%	3,300 SH	Increased
SYSCO CORP	COM	$280K	0.1%Prev: 0.1%	3,400 SH	Increased
UNION PAC CORP	COM	$811K	0.2%Prev: 0.2%	3,432 SH	Increased
UNITEDHEALTH GROUP INC	COM	$5.2M	1.3%Prev: 1.1%	15,141 SH	Increased-355 SH
US BANCORP DEL	COM NEW	$391K	0.1%Prev: 0.1%	8,080 SH	Increased
VANECK ETF TRUST	MRNGSTR WDE MOAT	$201K	0.0%	2,023 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$35.8M	8.8%Prev: 7.9%	458,065 SH	Increased+13,140 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.1M	0.3%Prev: 0.3%	14,504 SH	Decreased-250 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$412K	0.1%Prev: 0.1%	8,331 SH	Increased+10 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.6M	0.6%Prev: 0.6%	4,272 SH	Increased-14 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$437K	0.1%Prev: 0.1%	1,331 SH	Increased-10 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$475K	0.1%Prev: 0.1%	8,761 SH	Increased-202 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$6.0M	1.5%Prev: 1.5%	120,469 SH	Decreased-13,949 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.7M	1.4%Prev: 1.2%	95,099 SH	Increased+4,158 SH
VICTORY PORTFOLIOS II	SHORT TRM BD ETF	$393K	0.1%Prev: 0.1%	7,715 SH	Decreased-209 SH
VISA INC	COM CL A	$616K	0.2%Prev: 0.1%	1,803 SH	Decreased
WALMART INC	COM	$1.0M	0.3%Prev: 0.2%	10,053 SH	Increased+2 SH
WELLS FARGO CO NEW	COM	$428K	0.1%Prev: 0.1%	5,101 SH	Increased
WEST PHARMACEUTICAL SVSC INC	COM	$4.8M	1.2%Prev: 1.0%	18,109 SH	Increased-954 SH

Sold (vs prior filing)

BRISTOL-MYERS SQUIBB CO — $212K
CANADIAN NATL RY CO — $215K
INVESCO EXCH TRADED FD TR II — $21.3M
LITMAN GREGORY FDS TR — $552K
RTX CORPORATION — $242K
WORLD GOLD TR — $35.3M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Nov 5, 2025	Q3 2025	13F-HR	0001705819-25-000078	$407.3M	View
Jul 9, 2025	Q2 2025	13F-HR	0001705819-25-000043	$437.3M	View
Apr 22, 2025	Q1 2025