Burt Wealth Advisors
Annual return '25
+18.1%
SPY '25
+17.7%
Alpha
+0.4ptsvs SPY
Invested
$54.3B
Holdings
1,466
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
SPDR S&P 500 ETF TR
Q1 2026: Increased +509.1% (11.5k → 70.2k shares)
9.4%
02
$MSFT
MICROSOFT CORP
Q1 2026: Increased +580.0% (46.6k → 317.0k shares)
2.8%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +630.0% (33.1k → 241.6k shares)
2.7%
04
$ANET
ARISTA NETWORKS INC
Q1 2026: Increased +9108.8% (114 → 10.5k shares)
2.3%
05
$NDQ
INVESCO QQQ TR
Q1 2026: Increased +1135.7% (582 → 7.2k shares)
2.0%
06
$AMZN
AMAZON COM INC
Q1 2026: Increased +492.9% (53.3k → 316.1k shares)
1.3%
07
$CRDO
CREDO TECHNOLOGY GROUP HOLDI
Held since at least Q1 2024
1.3%
08
$BIIB
BIOGEN INC
Held since at least Q1 2024
1.3%
09
$META
META PLATFORMS INC
Q1 2026: Increased +498.4% (12.4k → 74.2k shares)
1.3%
10
$TER
TERADYNE INC
Held since at least Q1 2024
1.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:29 UTC.