SEC Form 13F

Burt Wealth Advisors 13F Holdings

Report period2025-09-30
Publicly available2025-11-06
Reported value$407,304,568
Positions115

Largest disclosed positions

IssuerTickerClassReported valueReported amount
CACI INTL INCCACICL A$40,262,51980,722
SCHWAB STRATEGIC TRSCHXUS LRG CAP ETF$38,956,0821,478,970
VANGUARD BD INDEX FDSBIVINTERMED TERM$35,770,262458,065
SPDR S&P 500 ETF TRSPYTR UNIT$29,259,81643,922
SPDR SERIES TRUSTSPIBPORTFOLIO INTRMD$29,030,537856,611
ISHARES TREFAVMSCI EAFE MIN VL$23,457,587276,525
INVESCO EXCH TRD SLF IDX FDOMFLRUSL 1000 DYNM$21,461,620356,150
SCHWAB STRATEGIC TRFNDXFUNDAMENTAL US L$17,136,089651,562
SCHWAB STRATEGIC TRSCHAUS SML CAP ETF$16,854,469604,103
ISHARES TRSTIP0-5 YR TIPS ETF$14,587,912141,137

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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