• 13F History

Burt Wealth Advisors

13F Filings History

Latest 13F report
Q4 2024 - Feb 6, 2025
Value $
$394M
Signature - Title
Brady Darrington - Operations Manager
Location
North Bethesda, MD
Summary
This page shows a list of all the recent 13F filings made by Burt Wealth Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Burt Wealth Advisors reported 112 stock holdings with total value $394M as of Q4 2024. Top holdings included SCHX, CACI, BIV, GLDM, and SPIB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 112 $394M +$48.3M -$6.15M +$42.2M SCHX, CACI, BIV, GLDM, SPIB 13F-HR 2/6/2025, 12:00 PM
Q3 2024 118 $406M +$6.16M -$6.84M -$686K CACI, SCHX, BIV, GLDM, SPY 13F-HR 10/31/2024, 06:06 PM
Q2 2024 111 $379M +$3.27M -$25.3M -$22.1M CACI, SCHX, BIV, SPY, GLDM 13F-HR 7/16/2024, 03:29 PM
Q1 2024 119 $394M +$28.7M -$2.95M +$25.7M CACI, SCHX, SPY, BIV, GLDM 13F-HR 4/18/2024, 10:42 AM
Q4 2023 107 $350M +$22.5M -$23.5M -$987K CACI, SCHX, BIV, SPIB, SPY 13F-HR 2/1/2024, 03:45 PM
Q3 2023 101 $326M +$15M -$5.03M +$9.95M BIV, CACI, SCHX, SPIB, SPY 13F-HR 10/11/2023, 01:17 PM
Q2 2023 107 $332M +$28.1M -$28.9M -$825K BIV, CACI, SCHX, SPY, SPIB 13F-HR 7/18/2023, 12:42 PM
Q1 2023 104 $322M +$26M -$9.02M +$17M CACI, BIV, GLDM, MTUM, SPIB 13F-HR 4/13/2023, 11:50 AM
Q4 2022 106 $299M +$71.8M -$29.5M +$42.4M CACI, BIV, MTUM, GLDM, SPY Restatement 2/15/2023, 09:09 AM
Q3 2022 87 $249M +$19.6M -$4.53M +$15.1M CACI, BIV, EFAV, MTUM, SPY 13F-HR 10/11/2022, 11:07 AM
Q2 2022 90 $288M +$33.2M -$36.9M -$3.75M CACI, EFAV, MTUM, GLDM, BIV 13F-HR 7/29/2022, 09:00 AM
Q1 2022 100 $333M +$68.1M -$13.9M +$54.1M EFAV, CACI, BIV, MTUM, SPY 13F-HR 4/18/2022, 09:25 PM
Q4 2021 91 $306M +$22.8M -$11.8M +$10.9M EFAV, CACI, MTUM, BIV, SPY 13F-HR 1/13/2022, 10:42 AM
Q3 2021 97 $314M +$43.5M -$5.55M +$38M EFAV, BIV, CACI, MTUM, SPY 13F-HR 10/6/2021, 04:07 PM
Q2 2021 94 $277M +$4.6M -$10.5M -$5.92M EFAV, BIV, MTUM, SPY, GLDMXXXX 13F-HR 7/14/2021, 03:34 PM
Q1 2021 91 $271M +$5.63M -$27.5M -$21.8M EFAV, BIV, MTUM, SPY, GLDMXXXX 13F-HR 4/15/2021, 09:28 AM
Q4 2020 370 $290M +$9.49M -$7.35M +$2.14M EFAV, BIV, MTUM, SPY, GLDMXXXX 13F-HR 2/10/2021, 07:55 PM
Q3 2020 368 $267M +$47.7M -$36.7M +$10.9M BIV, EFAV, MTUM, GLDMXXXX, SPY 13F-HR 11/10/2020, 10:07 AM
Q2 2020 378 $246M +$7.81M -$8.66M -$854K AGGP, EFAV, MTUM, SPY, GLDMXXXX 13F-HR 8/5/2020, 02:48 PM
Q1 2020 373 $222M +$10.8M -$6.28M +$4.55M AGGP, EFAV, MTUM, SPY, GLDMXXXX 13F-HR 4/29/2020, 12:35 PM
Q4 2019 325 $256M +$21M -$20M +$1.05M AGGP, EFAV, SPY, MTUM, EEMV 13F-HR 1/28/2020, 04:42 PM
Q3 2019 327 $243M +$18.5M -$2.21M +$16.3M AGGP, EFAV, SPY, MTUM, VWO 13F-HR 10/31/2019, 03:29 PM
Q2 2019 331 $228M +$3.43M -$1.65M +$1.78M AGGP, EFAV, SPY, MTUM, VWO 13F-HR 8/5/2019, 03:20 PM
Q1 2019 343 $188M +$14.7M -$22.4M -$7.74M EFAV, SPY, MTUM, VWO, SCHP 13F-HR 4/24/2019, 04:46 PM
Q4 2018 334 $211M +$24.1M -$11.1M +$13.1M AGGP, EFAV, SPY, VWO, MTUM 13F-HR 2/7/2019, 04:31 PM
Q3 2018 367 $220M +$7.05M -$1.43M +$5.62M EFAV, AGGP, MTUM, SPY, VWO 13F-HR 10/30/2018, 02:27 PM
Q2 2018 355 $209M +$24.4M -$7.05M +$17.3M EFAV, AGGP, MTUM, SPY, VWO 13F-HR 7/27/2018, 10:42 AM
Q1 2018 365 $196M +$37.1M -$958K +$36.1M EFAV, AGGP, SPY, VWO, FM 13F-HR 4/24/2018, 05:18 PM
Q4 2017 358 $161M +$3.02M -$1.18M +$1.84M EFAV, SPY, VWO, FM, SCHP 13F-HR 1/30/2018, 04:17 PM
Q3 2017 340 $153M +$3.8M -$5.74M -$1.95M EFAV, SPY, VWO, FM, SCHP 13F-HR 11/8/2017, 04:32 PM
Q2 2017 372 $139M +$11.8M -$3.14M +$8.63M EFAV, SPY, VWO, SCHP, SCHA 13F-HR 8/7/2017, 12:08 PM
Q1 2017 337 $139M +$7.43M -$161M -$153M EFAV, SPY, VWO, SCHP, FM 13F-HR 4/28/2017, 04:22 PM
Q4 2016 360 $107M +$17.5M -$2.06M +$15.4M SPY, VWO, SCHP, SCHA, FM 13F-HR 1/31/2017, 12:22 PM
Q3 2016 354 $90.6M +$1.44M -$19.4M -$18M SPY, VWO, FM, SCHA, UNH 13F-HR 10/26/2016, 12:06 PM
Q2 2016 359 $89.6M +$1.1M -$3.26M -$2.16M SPY, VWO, FM, SCHA, BNDX 13F-HR 7/22/2016, 02:15 PM
Q1 2016 497 $110M +$12.3M -$24.4M -$12M SPY, EFAV, VWO, FM, SCHA Restatement 5/13/2016, 03:04 PM
Q4 2015 458 $119M +$26.4M -$6.88M +$19.5M SPY, EFAV, VWO, BNDX, SCHA 13F-HR 1/29/2016, 01:57 PM
Q3 2015 340 $77.1M +$5.82M -$2.26M +$3.56M EFAV, VWO, SCHA, FM, BNDX 13F-HR 10/21/2015, 04:20 PM
Q2 2015 346 $82.9M +$8.1M -$1.38M +$6.72M SPY, VWO, SCHA, BNDX, UNH 13F-HR 7/31/2015, 05:40 PM
Q1 2015 328 $97.6M +$12.9M -$8.86M +$4.08M SPY, EFAV, VWO, FM, SCHA Restatement 8/3/2015, 05:40 PM
Q4 2014 323 $94M SPY, EFAV, VWO, FM, CWI Restatement 7/31/2015, 05:46 PM