Burt Wealth Advisors - Portfolio overview

Burt Wealth Advisors has 115 reported holdings in this dataset, with the latest filing dated 2025-11-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. CACI - CACI INTL INC, 9.89%
2. SCHX - SCHWAB STRATEGIC TR, 9.56%
3. BIV - VANGUARD BD INDEX FDS, 8.78%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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