# EDGAR Filing Document

**Accession Number:** 0001612041
**File Stem:** 0001705819-25-000078
**Filing Date:** 2025-11
**Character Count:** 15109
**Document Hash:** 93f4520d1b2a677a7eabbb8e1ed7d076
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001705819-25-000078.hdr.sgml**: 20251105

**ACCESSION NUMBER**: 0001705819-25-000078

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251105

**DATE AS OF CHANGE**: 20251105

**EFFECTIVENESS DATE**: 20251105

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Burt Wealth Advisors
- **CENTRAL INDEX KEY:** 0001612041

**ORGANIZATION NAME:**
- **EIN:** 520957343
- **STATE OF INCORPORATION:** MD
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-16356
- **FILM NUMBER:** 251454770

**BUSINESS ADDRESS:**
- **STREET 1:** 6116 EXECUTIVE BLVD
- **STREET 2:** SUITE 550
- **CITY:** NORTH BETHESDA
- **STATE:** MD
- **ZIP:** 20852
- **BUSINESS PHONE:** 3017709880

**MAIL ADDRESS:**
- **STREET 1:** 6116 EXECUTIVE BLVD
- **STREET 2:** SUITE 550
- **CITY:** NORTH BETHESDA
- **STATE:** MD
- **ZIP:** 20852

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Burt Wealth Advisors<br>**Address:** 6116 Executive Blvd<br>Suite 550<br>North Bethesda, MD 20852

**Form 13F File Number:** 028-16356

**CRD Number (if applicable):** 000105211

**SEC File Number (if applicable):** 801-23924

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Brady Darrington<br>**Title:** Operations Manager<br>**Phone:** 301-770-9880

**Signature, Place, and Date of Signing:**

Brady Darrington  North Bethesda, MD  11-05-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 115

**Form 13F Information Table Value Total:** $407304568

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 466316 | 3005 | SH |  | SOLE |  | 0 | 0 | 3005 |
| ABBOTT LABS | COM | 002824100 |  | 259442 | 1937 | SH |  | SOLE |  | 0 | 0 | 1937 |
| ABBVIE INC | COM | 00287Y109 |  | 427859 | 1848 | SH |  | SOLE |  | 0 | 0 | 1848 |
| ABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | 003263100 |  | 828739 | 5009 | SH |  | SOLE |  | 0 | 0 | 5009 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1214771 | 4997 | SH |  | SOLE |  | 0 | 0 | 4997 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 773834 | 3177 | SH |  | SOLE |  | 0 | 0 | 3177 |
| AMAZON COM INC | COM | 023135106 |  | 3780776 | 17219 | SH |  | SOLE |  | 0 | 0 | 17219 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 346275 | 3078 | SH |  | SOLE |  | 0 | 0 | 3078 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 837375 | 2521 | SH |  | SOLE |  | 0 | 0 | 2521 |
| AMERIPRISE FINL INC | COM | 03076C106 |  | 520234 | 1059 | SH |  | SOLE |  | 0 | 0 | 1059 |
| AMGEN INC | COM | 031162100 |  | 800884 | 2838 | SH |  | SOLE |  | 0 | 0 | 2838 |
| APPLE INC | COM | 037833100 |  | 6940525 | 27257 | SH |  | SOLE |  | 0 | 0 | 27257 |
| BANK AMERICA CORP | COM | 060505104 |  | 359412 | 6967 | SH |  | SOLE |  | 0 | 0 | 6967 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2568499 | 5109 | SH |  | SOLE |  | 0 | 0 | 5109 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 248366 | 46 | SH |  | SOLE |  | 0 | 0 | 46 |
| CACI INTL INC | CL A | 127190304 |  | 40262519 | 80722 | SH |  | SOLE |  | 0 | 0 | 80722 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 362024 | 1703 | SH |  | SOLE |  | 0 | 0 | 1703 |
| CATERPILLAR INC | COM | 149123101 |  | 224553 | 471 | SH |  | SOLE |  | 0 | 0 | 471 |
| CHEVRON CORP NEW | COM | 166764100 |  | 286976 | 1848 | SH |  | SOLE |  | 0 | 0 | 1848 |
| CISCO SYS INC | COM | 17275R102 |  | 385957 | 5641 | SH |  | SOLE |  | 0 | 0 | 5641 |
| DISNEY WALT CO | COM | 254687106 |  | 365141 | 3189 | SH |  | SOLE |  | 0 | 0 | 3189 |
| EAGLE BANCORP INC MD | COM | 268948106 |  | 281968 | 13945 | SH |  | SOLE |  | 0 | 0 | 13945 |
| ELI LILLY  CO | COM | 532457108 |  | 1720565 | 2255 | SH |  | SOLE |  | 0 | 0 | 2255 |
| EQUIFAX INC | COM | 294429105 |  | 389926 | 1520 | SH |  | SOLE |  | 0 | 0 | 1520 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1008774 | 8947 | SH |  | SOLE |  | 0 | 0 | 8947 |
| FLEXSHARES TR | CR SCD US BD | 33939L761 |  | 257578 | 5230 | SH |  | SOLE |  | 0 | 0 | 5230 |
| FLEXSHARES TR | IBOXX 3R TARGT | 33939L506 |  | 3010400 | 123732 | SH |  | SOLE |  | 0 | 0 | 123732 |
| GE AEROSPACE | COM NEW | 369604301 |  | 1406551 | 4676 | SH |  | SOLE |  | 0 | 0 | 4676 |
| GE VERNOVA INC | COM | 36828A101 |  | 748338 | 1217 | SH |  | SOLE |  | 0 | 0 | 1217 |
| HEICO CORP NEW | COM | 422806109 |  | 1003325 | 3108 | SH |  | SOLE |  | 0 | 0 | 3108 |
| HEICO CORP NEW | CL A | 422806208 |  | 707895 | 2786 | SH |  | SOLE |  | 0 | 0 | 2786 |
| HOME DEPOT INC | COM | 437076102 |  | 531204 | 1311 | SH |  | SOLE |  | 0 | 0 | 1311 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 1605757 | 5691 | SH |  | SOLE |  | 0 | 0 | 5691 |
| INVESCO EXCH TRADED FD TR II | S 500 MOMNTM | 46138E339 |  | 4987672 | 41200 | SH |  | SOLE |  | 0 | 0 | 41200 |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 46138J619 |  | 21461620 | 356150 | SH |  | SOLE |  | 0 | 0 | 356150 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 |  | 1665446 | 36838 | SH |  | SOLE |  | 0 | 0 | 36838 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 463190 | 7126 | SH |  | SOLE |  | 0 | 0 | 7126 |
| ISHARES INC | MSCI EM ASIA ETF | 464286426 |  | 1022370 | 11143 | SH |  | SOLE |  | 0 | 0 | 11143 |
| ISHARES INC | MSCI EMERG MRKT | 464286533 |  | 304086 | 4764 | SH |  | SOLE |  | 0 | 0 | 4764 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 14587912 | 141137 | SH |  | SOLE |  | 0 | 0 | 141137 |
| ISHARES TR | CORE 60/40 BALAN | 464289867 |  | 4119290 | 63984 | SH |  | SOLE |  | 0 | 0 | 63984 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 3996401 | 78009 | SH |  | SOLE |  | 0 | 0 | 78009 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 417770 | 4785 | SH |  | SOLE |  | 0 | 0 | 4785 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 4400193 | 53284 | SH |  | SOLE |  | 0 | 0 | 53284 |
| ISHARES TR | CORE S ETF | 464287200 |  | 210830 | 315 | SH |  | SOLE |  | 0 | 0 | 315 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 211280 | 1778 | SH |  | SOLE |  | 0 | 0 | 1778 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 768380 | 16450 | SH |  | SOLE |  | 0 | 0 | 16450 |
| ISHARES TR | MSCI INTL QUALTY | 46434V456 |  | 551889 | 12489 | SH |  | SOLE |  | 0 | 0 | 12489 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 815511 | 3180 | SH |  | SOLE |  | 0 | 0 | 3180 |
| ISHARES TR | GLOBAL EQUITY | 46434V316 |  | 470582 | 9117 | SH |  | SOLE |  | 0 | 0 | 9117 |
| ISHARES TR | MRGSTR MD CP GRW | 464288307 |  | 786266 | 9504 | SH |  | SOLE |  | 0 | 0 | 9504 |
| ISHARES TR | MRGSTR MD CP VAL | 464288406 |  | 2203050 | 27418 | SH |  | SOLE |  | 0 | 0 | 27418 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 |  | 23457587 | 276525 | SH |  | SOLE |  | 0 | 0 | 276525 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 516874 | 1364 | SH |  | SOLE |  | 0 | 0 | 1364 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 452294 | 3176 | SH |  | SOLE |  | 0 | 0 | 3176 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 4530191 | 42541 | SH |  | SOLE |  | 0 | 0 | 42541 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 |  | 5087485 | 100246 | SH |  | SOLE |  | 0 | 0 | 100246 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 |  | 263655 | 5681 | SH |  | SOLE |  | 0 | 0 | 5681 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 2364678 | 12753 | SH |  | SOLE |  | 0 | 0 | 12753 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1730764 | 5487 | SH |  | SOLE |  | 0 | 0 | 5487 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 223147 | 447 | SH |  | SOLE |  | 0 | 0 | 447 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 1233183 | 4735 | SH |  | SOLE |  | 0 | 0 | 4735 |
| MCKESSON CORP | COM | 58155Q103 |  | 630393 | 816 | SH |  | SOLE |  | 0 | 0 | 816 |
| MERCK  CO INC | COM | 58933Y105 |  | 297028 | 3539 | SH |  | SOLE |  | 0 | 0 | 3539 |
| MICROSOFT CORP | COM | 594918104 |  | 5864771 | 11323 | SH |  | SOLE |  | 0 | 0 | 11323 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 239235 | 1505 | SH |  | SOLE |  | 0 | 0 | 1505 |
| NEW YORK LIFE INVTS ACTIVE E | NYLI MACKAY MUN | 45409F827 |  | 1711449 | 70430 | SH |  | SOLE |  | 0 | 0 | 70430 |
| NIKE INC | CL B | 654106103 |  | 341774 | 4901 | SH |  | SOLE |  | 0 | 0 | 4901 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 240328 | 800 | SH |  | SOLE |  | 0 | 0 | 800 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 301702 | 1617 | SH |  | SOLE |  | 0 | 0 | 1617 |
| ORACLE CORP | COM | 68389X105 |  | 873813 | 3107 | SH |  | SOLE |  | 0 | 0 | 3107 |
| PACER FDS TR | LUNT LRGCP MULTI | 69374H816 |  | 2276793 | 43979 | SH |  | SOLE |  | 0 | 0 | 43979 |
| PACER FDS TR | TRENDP US LAR CP | 69374H105 |  | 424226 | 7747 | SH |  | SOLE |  | 0 | 0 | 7747 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 1114404 | 6109 | SH |  | SOLE |  | 0 | 0 | 6109 |
| PEPSICO INC | COM | 713448108 |  | 256443 | 1826 | SH |  | SOLE |  | 0 | 0 | 1826 |
| PFIZER INC | COM | 717081103 |  | 329381 | 12927 | SH |  | SOLE |  | 0 | 0 | 12927 |
| PIMCO ETF TR | 0-5 HIGH YIELD | 72201R783 |  | 471607 | 4929 | SH |  | SOLE |  | 0 | 0 | 4929 |
| PIMCO ETF TR | 1-5 US TIP IDX | 72201R205 |  | 815489 | 15052 | SH |  | SOLE |  | 0 | 0 | 15052 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 |  | 609323 | 6527 | SH |  | SOLE |  | 0 | 0 | 6527 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 240513 | 1197 | SH |  | SOLE |  | 0 | 0 | 1197 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1305871 | 8499 | SH |  | SOLE |  | 0 | 0 | 8499 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 |  | 17136089 | 651562 | SH |  | SOLE |  | 0 | 0 | 651562 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 282838 | 12149 | SH |  | SOLE |  | 0 | 0 | 12149 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 981703 | 41828 | SH |  | SOLE |  | 0 | 0 | 41828 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 296964 | 11551 | SH |  | SOLE |  | 0 | 0 | 11551 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 38956082 | 1478970 | SH |  | SOLE |  | 0 | 0 | 1478970 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 952609 | 29853 | SH |  | SOLE |  | 0 | 0 | 29853 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 16854469 | 604103 | SH |  | SOLE |  | 0 | 0 | 604103 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 348097 | 1235 | SH |  | SOLE |  | 0 | 0 | 1235 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 29259816 | 43922 | SH |  | SOLE |  | 0 | 0 | 43922 |
| SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 |  | 29030537 | 856611 | SH |  | SOLE |  | 0 | 0 | 856611 |
| SPDR SERIES TRUST | NUVEEN ICE SHORT | 78468R739 |  | 626860 | 13000 | SH |  | SOLE |  | 0 | 0 | 13000 |
| SPDR SERIES TRUST | NUVEEN ICE HIGH | 78464A284 |  | 781481 | 31347 | SH |  | SOLE |  | 0 | 0 | 31347 |
| SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 |  | 7369370 | 285082 | SH |  | SOLE |  | 0 | 0 | 285082 |
| SPDR SERIES TRUST | S 400 MDCP VAL | 78464A839 |  | 458107 | 5492 | SH |  | SOLE |  | 0 | 0 | 5492 |
| SPDR SERIES TRUST | PORTFOLIO S | 78468R853 |  | 287786 | 6213 | SH |  | SOLE |  | 0 | 0 | 6213 |
| STATE STR CORP | COM | 857477103 |  | 382833 | 3300 | SH |  | SOLE |  | 0 | 0 | 3300 |
| SYSCO CORP | COM | 871829107 |  | 279956 | 3400 | SH |  | SOLE |  | 0 | 0 | 3400 |
| UNION PAC CORP | COM | 907818108 |  | 811222 | 3432 | SH |  | SOLE |  | 0 | 0 | 3432 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 5228108 | 15141 | SH |  | SOLE |  | 0 | 0 | 15141 |
| US BANCORP DEL | COM NEW | 902973304 |  | 390506 | 8080 | SH |  | SOLE |  | 0 | 0 | 8080 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 |  | 200500 | 2023 | SH |  | SOLE |  | 0 | 0 | 2023 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 35770262 | 458065 | SH |  | SOLE |  | 0 | 0 | 458065 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 1144511 | 14504 | SH |  | SOLE |  | 0 | 0 | 14504 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 412054 | 8331 | SH |  | SOLE |  | 0 | 0 | 8331 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2616174 | 4272 | SH |  | SOLE |  | 0 | 0 | 4272 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 436794 | 1331 | SH |  | SOLE |  | 0 | 0 | 1331 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 474685 | 8761 | SH |  | SOLE |  | 0 | 0 | 8761 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 6031883 | 120469 | SH |  | SOLE |  | 0 | 0 | 120469 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 5698342 | 95099 | SH |  | SOLE |  | 0 | 0 | 95099 |
| VICTORY PORTFOLIOS II | SHORT TRM BD ETF | 92647N535 |  | 393385 | 7715 | SH |  | SOLE |  | 0 | 0 | 7715 |
| VISA INC | COM CL A | 92826C839 |  | 615508 | 1803 | SH |  | SOLE |  | 0 | 0 | 1803 |
| WALMART INC | COM | 931142103 |  | 1036040 | 10053 | SH |  | SOLE |  | 0 | 0 | 10053 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 427566 | 5101 | SH |  | SOLE |  | 0 | 0 | 5101 |
| WEST PHARMACEUTICAL SVSC INC | COM | 955306105 |  | 4750534 | 18109 | SH |  | SOLE |  | 0 | 0 | 18109 |

---