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, BITB, AAPL, and represent 39.30% of White Knight Strategic Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SCHG, APLD, DLR, HUBS, SLV, ASML, UNH, HIMS, BABA, CHWY.
- Started 14 new stock positions in CHWY, BABA, IBKR, APLD, SCHG, VOT, DUK, HUBS, UNH, ASML. IJT, DLR, ACHR, HIMS.
- Reduced shares in these 10 stocks: SNPS, NVDA, MOAT, ARKK, BITB, AMZN, IJR, SPY, AAPL, BX.
- Sold out of its positions in AMN, BAX, COIN, ELF, MRK.
- White Knight Strategic Wealth Advisors was a net seller of stock by $-3.1M.
- White Knight Strategic Wealth Advisors has $127M in assets under management (AUM), dropping by 8.07%.
- Central Index Key (CIK): 0001904677
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Portfolio Holdings for White Knight Strategic Wealth Advisors
White Knight Strategic Wealth Advisors holds 90 positions in its portfolio as reported in the September 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) | 17.6 | $22M | 45k | 502.74 |
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| NVIDIA Corporation (NVDA) | 7.2 | $9.2M | -4% | 49k | 186.58 |
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| Tesla Motors (TSLA) | 5.9 | $7.4M | 17k | 444.72 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 4.4 | $5.6M | -5% | 90k | 62.22 |
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| Apple (AAPL) | 4.2 | $5.3M | -5% | 21k | 254.63 |
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| Amazon (AMZN) | 4.0 | $5.1M | -5% | 23k | 219.57 |
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| Johnson & Johnson (JNJ) | 3.8 | $4.8M | -2% | 26k | 185.42 |
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| Microsoft Corporation (MSFT) | 3.3 | $4.2M | -2% | 8.1k | 517.98 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $3.8M | -4% | 16k | 243.10 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.6 | $3.3M | 14k | 243.55 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 1.9 | $2.4M | -14% | 24k | 99.11 |
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| Blackstone Group Inc Com Cl A (BX) | 1.8 | $2.2M | -11% | 13k | 170.85 |
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| Lam Research Corp Com New (LRCX) | 1.7 | $2.2M | -3% | 16k | 133.90 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 1.7 | $2.1M | 24k | 89.77 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.6 | $2.1M | -9% | 76k | 27.30 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.6 | $2.0M | 4.2k | 479.61 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 1.3 | $1.7M | 3.6k | 463.74 |
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| MercadoLibre (MELI) | 1.3 | $1.6M | -6% | 698.00 | 2336.94 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 1.2 | $1.5M | -14% | 13k | 113.62 |
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| Visa Com Cl A (V) | 1.1 | $1.4M | -8% | 4.2k | 341.36 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.0 | $1.3M | -14% | 23k | 57.47 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $1.3M | -18% | 2.0k | 666.18 |
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| Palantir Technologies Cl A (PLTR) | 1.0 | $1.3M | -16% | 7.0k | 182.42 |
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| Broadcom (AVGO) | 1.0 | $1.3M | -6% | 3.8k | 329.91 |
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| Exchange Traded Concepts Tru Emqq The Emergin (EMQQ) | 1.0 | $1.2M | -12% | 26k | 46.44 |
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| Ishares Silver Tr Ishares (SLV) | 0.9 | $1.2M | +32% | 28k | 42.37 |
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| Amgen (AMGN) | 0.9 | $1.1M | 4.0k | 282.20 |
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| Verizon Communications (VZ) | 0.8 | $1.0M | +11% | 23k | 43.95 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.8 | $994k | -8% | 17k | 57.10 |
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| Mastercard Incorporated Cl A (MA) | 0.8 | $980k | 1.7k | 568.81 |
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| Home Depot (HD) | 0.7 | $874k | 2.2k | 405.19 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.7 | $840k | -32% | 9.7k | 86.30 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $834k | -27% | 7.0k | 118.83 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $820k | NEW | 26k | 31.91 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.6 | $740k | -7% | 14k | 52.23 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.6 | $727k | 5.1k | 142.41 |
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| Devon Energy Corporation (DVN) | 0.5 | $694k | -6% | 20k | 35.06 |
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| Ishares Tr Select Us Reit (ICF) | 0.5 | $683k | -14% | 11k | 61.62 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $656k | +16% | 5.8k | 112.75 |
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| Constellation Energy (CEG) | 0.5 | $644k | -10% | 2.0k | 329.09 |
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| American Express Company (AXP) | 0.5 | $641k | 1.9k | 332.11 |
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| Applied Digital Corp Com New (APLD) | 0.5 | $636k | NEW | 28k | 22.94 |
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| Costco Wholesale Corporation (COST) | 0.5 | $603k | -19% | 651.00 | 925.84 |
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| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.5 | $600k | -7% | 14k | 42.98 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.5 | $580k | -3% | 13k | 44.57 |
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| Paypal Holdings (PYPL) | 0.4 | $545k | +15% | 8.1k | 67.06 |
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| Advanced Micro Devices (AMD) | 0.4 | $510k | -18% | 3.1k | 161.79 |
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| United Parcel Service CL B (UPS) | 0.4 | $454k | +16% | 5.4k | 83.53 |
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| Ishares Gold Tr Ishares New (IAU) | 0.3 | $440k | +80% | 6.0k | 72.77 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $430k | -8% | 5.4k | 79.93 |
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| Enbridge (ENB) | 0.3 | $427k | -9% | 8.5k | 50.46 |
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| Vale S A Sponsored Ads (VALE) | 0.3 | $422k | -24% | 39k | 10.86 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.3 | $420k | -14% | 15k | 28.79 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $414k | -18% | 830.00 | 499.21 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $410k | 613.00 | 669.30 |
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| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.3 | $391k | -35% | 2.2k | 174.61 |
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| Schlumberger Com Stk (SLB) | 0.3 | $384k | 11k | 34.37 |
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| Pfizer (PFE) | 0.3 | $379k | +3% | 15k | 25.48 |
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| Nextera Energy (NEE) | 0.3 | $379k | -13% | 5.0k | 75.49 |
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| Kraft Heinz (KHC) | 0.3 | $373k | +4% | 14k | 26.04 |
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| Icon SHS (ICLR) | 0.3 | $359k | +14% | 2.1k | 175.00 |
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| Digital Realty Trust (DLR) | 0.3 | $351k | NEW | 2.0k | 172.88 |
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| Flexshares Tr Qlt Div Def Idx (QDEF) | 0.3 | $348k | 4.4k | 79.98 |
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| Caterpillar (CAT) | 0.3 | $345k | -42% | 723.00 | 477.11 |
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| Wal-Mart Stores (WMT) | 0.3 | $339k | -3% | 3.3k | 103.08 |
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| Meta Platforms Cl A (META) | 0.3 | $339k | -7% | 461.00 | 734.54 |
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| Hubspot (HUBS) | 0.3 | $327k | NEW | 699.00 | 467.80 |
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| Target Corporation (TGT) | 0.2 | $313k | -3% | 3.5k | 89.71 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $312k | 509.00 | 612.38 |
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| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.2 | $298k | +6% | 8.2k | 36.30 |
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| salesforce (CRM) | 0.2 | $294k | -2% | 1.2k | 237.00 |
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| Block Cl A (XYZ) | 0.2 | $276k | 3.8k | 72.27 |
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| Chevron Corporation (CVX) | 0.2 | $275k | -20% | 1.8k | 155.29 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $270k | NEW | 279.00 | 968.09 |
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| UnitedHealth (UNH) | 0.2 | $257k | NEW | 745.00 | 345.30 |
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| Synopsys (SNPS) | 0.2 | $246k | -65% | 499.00 | 493.39 |
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| Hims & Hers Health Com Cl A (HIMS) | 0.2 | $238k | NEW | 4.2k | 56.72 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.2 | $237k | 4.7k | 50.63 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $237k | 4.8k | 49.04 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $235k | NEW | 1.3k | 178.73 |
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| Qualcomm (QCOM) | 0.2 | $234k | -9% | 1.4k | 166.36 |
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| Chewy Cl A (CHWY) | 0.2 | $233k | NEW | 5.8k | 40.45 |
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| Archer Aviation Com Cl A (ACHR) | 0.2 | $229k | NEW | 24k | 9.58 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $227k | +6% | 4.0k | 57.52 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $213k | -8% | 355.00 | 600.37 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $209k | NEW | 710.00 | 293.79 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $209k | NEW | 1.5k | 141.50 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $206k | NEW | 3.0k | 68.81 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $204k | NEW | 1.7k | 123.75 |
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| First Tr Exchange-traded SHS (FVD) | 0.2 | $202k | -24% | 4.4k | 46.24 |
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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 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