Burt Wealth Advisors — 13F holdings

Burt Wealth Advisors reported 115 holdings worth $407M in its 13F filing for Q3 2025, filed November 5, 2025.

Largest positions

1. CACI CACI INTL INC — $40.3M (9.9%)
2. SCHX SCHWAB STRATEGIC TR — $39.0M (9.6%)
3. BIV VANGUARD BD INDEX FDS — $35.8M (8.8%)
4. SPY SPDR S&P 500 ETF TR — $29.3M (7.2%)
5. SPIB SPDR SERIES TRUST — $29.0M (7.1%)
6. EFAV ISHARES TR — $23.5M (5.8%)
7. OMFL INVESCO EXCH TRD SLF IDX FD — $21.5M (5.3%)
8. FNDX SCHWAB STRATEGIC TR — $17.1M (4.2%)
9. SCHA SCHWAB STRATEGIC TR — $16.9M (4.1%)
10. STIP ISHARES TR — $14.6M (3.6%)