White Knight Strategic Wealth Advisors
Latest statistics and disclosures from White Knight Strategic Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, NVDA, TSLA, AAPL, AMZN, and represent 37.54% of White Knight Strategic Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: META, NVO, BX, ADBE, VZ, MCD, SCHD, DE, AMZN, BRK.B.
- Started 12 new stock positions in CEF, MCD, DE, SHOP, ADBE, MCO, COLD, EMN, ISRG, ELF. BUD, NVO.
- Reduced shares in these 10 stocks: , HUBS, SQM, GOOGL, XYZ, , SNPS, HIMS, BTC, BABA.
- Sold out of its positions in BABA, CHWY, DUK, BTC, HIMS, HUBS, IBKR, QQQ, XYZ, SNPS. VALE, VOT, ASML.
- White Knight Strategic Wealth Advisors was a net buyer of stock by $6.9M.
- White Knight Strategic Wealth Advisors has $137M in assets under management (AUM), dropping by 7.60%.
- Central Index Key (CIK): 0001904677
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Download as csvPortfolio Holdings for White Knight Strategic Wealth Advisors
White Knight Strategic Wealth Advisors holds 89 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 16.6 | $23M | 45k | 502.65 |
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| NVIDIA Corporation (NVDA) | 6.8 | $9.3M | 50k | 186.50 |
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| Tesla Motors (TSLA) | 5.7 | $7.8M | +3% | 17k | 449.72 |
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| Apple (AAPL) | 4.3 | $5.8M | +3% | 22k | 271.86 |
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| Amazon (AMZN) | 4.2 | $5.7M | +6% | 25k | 230.82 |
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| Johnson & Johnson (JNJ) | 3.9 | $5.4M | 26k | 206.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $4.6M | -5% | 15k | 313.00 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 3.2 | $4.4M | +2% | 92k | 47.56 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.1 | $4.2M | 14k | 313.80 |
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| Microsoft Corporation (MSFT) | 3.1 | $4.2M | +7% | 8.7k | 483.63 |
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| Lam Research Corp Com New (LRCX) | 2.1 | $2.8M | 17k | 171.18 |
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| Blackstone Group Inc Com Cl A (BX) | 1.9 | $2.6M | +30% | 17k | 154.14 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 1.9 | $2.6M | +6% | 25k | 103.56 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.8 | $2.5M | +19% | 91k | 27.43 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.5 | $2.0M | 4.2k | 487.86 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 1.3 | $1.8M | 3.6k | 480.57 |
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| Ishares Silver Tr Ishares (SLV) | 1.2 | $1.7M | -5% | 26k | 64.42 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 1.2 | $1.6M | +10% | 14k | 113.86 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.2 | $1.6M | +16% | 27k | 60.17 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 1.2 | $1.6M | 24k | 68.36 |
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| MercadoLibre (MELI) | 1.1 | $1.6M | +10% | 770.00 | 2014.26 |
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| Visa Com Cl A (V) | 1.1 | $1.5M | +4% | 4.4k | 350.69 |
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| Verizon Communications (VZ) | 1.1 | $1.5M | +55% | 36k | 40.73 |
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| Broadcom (AVGO) | 1.0 | $1.3M | 3.9k | 346.10 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $1.2M | -8% | 1.8k | 681.92 |
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| Meta Platforms Cl A (META) | 0.9 | $1.2M | +304% | 1.9k | 660.09 |
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| Palantir Technologies Cl A (PLTR) | 0.9 | $1.2M | -5% | 6.5k | 177.75 |
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| Amgen (AMGN) | 0.8 | $1.2M | -12% | 3.5k | 327.31 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.8 | $1.1M | +13% | 20k | 57.24 |
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| Exchange Traded Concepts Tru Emqq The Emergin (EMQQ) | 0.8 | $1.1M | +4% | 28k | 40.36 |
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| Home Depot (HD) | 0.8 | $1.0M | +39% | 3.0k | 344.10 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $980k | +16% | 8.2k | 120.18 |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $965k | 1.7k | 570.88 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $876k | +25% | 7.3k | 120.34 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $838k | 26k | 32.62 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.6 | $787k | +5% | 15k | 52.80 |
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| Constellation Energy (CEG) | 0.6 | $767k | +10% | 2.2k | 353.33 |
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| Costco Wholesale Corporation (COST) | 0.6 | $759k | +35% | 880.00 | 862.50 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.5 | $749k | +29% | 17k | 44.50 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.5 | $735k | 9.6k | 76.92 |
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| Novo-nordisk A S Adr (NVO) | 0.5 | $732k | NEW | 14k | 50.88 |
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| Applied Digital Corp Com New (APLD) | 0.5 | $732k | +7% | 30k | 24.52 |
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| American Express Company (AXP) | 0.5 | $714k | 1.9k | 370.01 |
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| Ishares Gold Tr Ishares New (IAU) | 0.5 | $712k | +45% | 8.8k | 81.17 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.5 | $706k | 5.2k | 136.94 |
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| Advanced Micro Devices (AMD) | 0.5 | $691k | +2% | 3.2k | 214.16 |
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| Devon Energy Corporation (DVN) | 0.5 | $687k | -5% | 19k | 36.63 |
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| Ishares Tr Select Us Reit (ICF) | 0.5 | $658k | 11k | 59.67 |
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| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.5 | $658k | -31% | 9.6k | 68.80 |
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| Pfizer (PFE) | 0.5 | $623k | +68% | 25k | 24.90 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $545k | NEW | 1.6k | 349.99 |
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| Digital Realty Trust (DLR) | 0.4 | $515k | +64% | 3.3k | 154.71 |
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| United Parcel Service CL B (UPS) | 0.4 | $514k | -4% | 5.2k | 99.19 |
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| SLB Com Stk (SLB) | 0.4 | $499k | +16% | 13k | 38.38 |
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| McDonald's Corporation (MCD) | 0.3 | $457k | NEW | 1.5k | 305.65 |
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| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.3 | $438k | +51% | 12k | 35.21 |
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| Enbridge (ENB) | 0.3 | $425k | +4% | 8.9k | 47.83 |
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| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.3 | $413k | +24% | 2.8k | 147.73 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $410k | -2% | 599.00 | 684.94 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.3 | $408k | +9% | 16k | 25.60 |
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| Paypal Holdings (PYPL) | 0.3 | $407k | -14% | 7.0k | 58.38 |
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| Icon SHS (ICLR) | 0.3 | $400k | +6% | 2.2k | 182.22 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $394k | -8% | 4.9k | 79.73 |
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| Wal-Mart Stores (WMT) | 0.3 | $378k | +3% | 3.4k | 111.43 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $363k | -9% | 750.00 | 483.67 |
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| Deere & Company (DE) | 0.3 | $356k | NEW | 764.00 | 465.57 |
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| Flexshares Tr Qlt Div Def Idx (QDEF) | 0.3 | $352k | 4.4k | 80.96 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $346k | +50% | 5.9k | 58.12 |
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| Kraft Heinz (KHC) | 0.2 | $340k | -2% | 14k | 24.25 |
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| Target Corporation (TGT) | 0.2 | $337k | 3.4k | 97.76 |
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| Nextera Energy (NEE) | 0.2 | $332k | -17% | 4.1k | 80.28 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $316k | 504.00 | 627.13 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $314k | NEW | 554.00 | 566.36 |
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| Chevron Corporation (CVX) | 0.2 | $313k | +16% | 2.1k | 152.41 |
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| Qualcomm (QCOM) | 0.2 | $301k | +25% | 1.8k | 171.05 |
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| Sprott Asset Management Physical Gold An (CEF) | 0.2 | $299k | NEW | 6.5k | 45.80 |
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| Elf Beauty (ELF) | 0.2 | $290k | NEW | 3.8k | 76.04 |
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| Archer Aviation Com Cl A (ACHR) | 0.2 | $283k | +57% | 38k | 7.52 |
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| Moody's Corporation (MCO) | 0.2 | $267k | NEW | 523.00 | 510.85 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $266k | NEW | 1.7k | 160.97 |
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| UnitedHealth (UNH) | 0.2 | $258k | +4% | 780.00 | 330.11 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $252k | +20% | 5.8k | 43.30 |
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| Caterpillar (CAT) | 0.2 | $244k | -41% | 425.00 | 572.89 |
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| First Tr Exchange-traded SHS (FVD) | 0.2 | $238k | +17% | 5.2k | 46.08 |
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| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.2 | $235k | NEW | 3.7k | 64.04 |
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| salesforce (CRM) | 0.2 | $217k | -33% | 820.00 | 264.91 |
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| Eastman Chemical Company (EMN) | 0.2 | $211k | NEW | 3.3k | 63.83 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $208k | 1.5k | 141.16 |
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| Americold Rlty Tr (COLD) | 0.1 | $132k | NEW | 10k | 12.86 |
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Past Filings by White Knight Strategic Wealth Advisors
SEC 13F filings are viewable for White Knight Strategic Wealth Advisors going back to 2021
- White Knight Strategic Wealth Advisors 2025 Q4 filed Feb. 20, 2026
- White Knight Strategic Wealth Advisors 2025 Q3 filed Nov. 14, 2025
- White Knight Strategic Wealth Advisors 2025 Q2 filed Aug. 14, 2025
- White Knight Strategic Wealth Advisors 2025 Q1 filed May 15, 2025
- White Knight Strategic Wealth Advisors 2024 Q4 filed Feb. 18, 2025
- White Knight Strategic Wealth Advisors 2024 Q3 filed Nov. 14, 2024
- White Knight Strategic Wealth Advisors 2024 Q2 filed Aug. 14, 2024
- White Knight Strategic Wealth Advisors 2024 Q1 filed May 15, 2024
- White Knight Strategic Wealth Advisors 2023 Q3 filed Nov. 14, 2023
- White Knight Strategic Wealth Advisors 2023 Q2 filed Aug. 11, 2023
- White Knight Strategic Wealth Advisors 2023 Q1 filed May 15, 2023
- White Knight Strategic Wealth Advisors 2022 Q4 filed Feb. 14, 2023
- White Knight Strategic Wealth Advisors 2022 Q3 filed Nov. 14, 2022
- White Knight Strategic Wealth Advisors 2022 Q2 filed Aug. 15, 2022
- White Knight Strategic Wealth Advisors 2022 Q1 filed April 22, 2022
- White Knight Strategic Wealth Advisors 2021 Q4 filed Jan. 14, 2022