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, JNJ, AAPL, and represent 39.60% of White Knight Strategic Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: PDI, CALM, LLY, CRWV, NXJ, MUJ, NFLX, MA, CEG, ELF.
- Started 7 new stock positions in NFLX, MUJ, NXJ, CALM, CRWV, LLY, PDI.
- Reduced shares in these 10 stocks: SLV, NVDA, IAU, LRCX, UPS, SLB, , AAPL, DE, .
- Sold out of its positions in COLD, BUD, DE, IAU, IJT, MCO, QCOM, CRM, SLB, SHOP. CEF, TGT, UPS, UNH, ICLR.
- White Knight Strategic Wealth Advisors was a net seller of stock by $-11M.
- White Knight Strategic Wealth Advisors has $119M in assets under management (AUM), dropping by -13.14%.
- Central Index Key (CIK): 0001904677
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Portfolio Holdings for White Knight Strategic Wealth Advisors
White Knight Strategic Wealth Advisors holds 81 positions in its portfolio as reported in the March 2026 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) | 18.0 | $21M | 45k | 479.20 |
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| NVIDIA Corporation (NVDA) | 6.6 | $7.8M | -9% | 45k | 174.40 |
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| Tesla Motors (TSLA) | 5.4 | $6.4M | 17k | 371.75 |
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| Johnson & Johnson (JNJ) | 5.3 | $6.3M | 26k | 244.44 |
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| Apple (AAPL) | 4.3 | $5.1M | -7% | 20k | 253.79 |
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| Amazon (AMZN) | 4.1 | $4.9M | -4% | 23k | 208.27 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $4.0M | -5% | 14k | 287.56 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.2 | $3.8M | 13k | 286.86 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 2.9 | $3.4M | 93k | 36.81 |
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| Microsoft Corporation (MSFT) | 2.5 | $3.0M | -6% | 8.1k | 370.19 |
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| Lam Research Corp Com New (LRCX) | 2.4 | $2.9M | -17% | 14k | 213.66 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.2 | $2.7M | -4% | 87k | 30.68 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 1.8 | $2.1M | -13% | 22k | 96.70 |
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| Blackstone Group Inc Com Cl A (BX) | 1.6 | $1.9M | -3% | 17k | 114.99 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.5 | $1.8M | 4.2k | 436.79 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 1.4 | $1.7M | 3.6k | 463.19 |
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| Verizon Communications (VZ) | 1.4 | $1.6M | -10% | 32k | 50.20 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.2 | $1.4M | -13% | 23k | 62.56 |
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| MercadoLibre (MELI) | 1.1 | $1.3M | 780.00 | 1729.02 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 1.1 | $1.3M | -13% | 12k | 107.62 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 1.0 | $1.2M | 24k | 52.76 |
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| Visa Com Cl A (V) | 1.0 | $1.2M | -6% | 4.1k | 302.22 |
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| Broadcom (AVGO) | 1.0 | $1.2M | 3.8k | 309.51 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.9 | $1.1M | -7% | 1.7k | 650.34 |
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| Amgen (AMGN) | 0.9 | $1.1M | -11% | 3.1k | 351.85 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $995k | -19% | 5.9k | 169.67 |
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| Mastercard Incorporated Cl A (MA) | 0.8 | $983k | +16% | 2.0k | 499.66 |
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| Pimco Dynamic Income SHS (PDI) | 0.8 | $975k | NEW | 57k | 17.11 |
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| Palantir Technologies Cl A (PLTR) | 0.8 | $973k | 6.6k | 146.28 |
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| Meta Platforms Cl A (META) | 0.8 | $954k | -10% | 1.7k | 572.13 |
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| Home Depot (HD) | 0.8 | $939k | -4% | 2.9k | 328.89 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.8 | $903k | -19% | 16k | 56.68 |
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| Devon Energy Corporation (DVN) | 0.7 | $850k | -9% | 17k | 50.32 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $749k | 26k | 29.13 |
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| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.6 | $748k | -3% | 9.2k | 80.94 |
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| Exchange Traded Concepts Tru Emqq The Emergin (EMQQ) | 0.6 | $743k | -18% | 23k | 33.08 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $739k | -27% | 5.9k | 124.31 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.6 | $702k | -7% | 16k | 44.85 |
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| Constellation Energy (CEG) | 0.6 | $701k | +15% | 2.5k | 279.30 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.6 | $653k | 5.1k | 128.12 |
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| Costco Wholesale Corporation (COST) | 0.5 | $640k | -27% | 642.00 | 996.44 |
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| Applied Digital Corp Com New (APLD) | 0.5 | $632k | -10% | 27k | 23.74 |
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| Advanced Micro Devices (AMD) | 0.5 | $593k | -9% | 2.9k | 203.43 |
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| Ishares Tr Select Us Reit (ICF) | 0.5 | $581k | -14% | 9.4k | 61.89 |
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| American Express Company (AXP) | 0.5 | $571k | -2% | 1.9k | 302.47 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.5 | $565k | -12% | 8.4k | 67.59 |
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| Ishares Silver Tr Ishares (SLV) | 0.5 | $564k | -68% | 8.3k | 68.14 |
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| Pfizer (PFE) | 0.5 | $548k | -22% | 20k | 28.08 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.5 | $542k | -27% | 11k | 50.04 |
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| Cal Maine Foods Com New (CALM) | 0.4 | $494k | NEW | 6.2k | 79.15 |
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| Digital Realty Trust (DLR) | 0.4 | $477k | -20% | 2.6k | 180.21 |
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| Novo-nordisk A S Adr (NVO) | 0.4 | $458k | -13% | 13k | 36.75 |
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| Enbridge (ENB) | 0.4 | $449k | -6% | 8.3k | 54.14 |
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| McDonald's Corporation (MCD) | 0.4 | $447k | -3% | 1.4k | 310.82 |
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| Wal-Mart Stores (WMT) | 0.3 | $409k | -2% | 3.3k | 124.26 |
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| Nextera Energy (NEE) | 0.3 | $364k | -5% | 3.9k | 92.88 |
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| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.3 | $362k | -13% | 11k | 33.74 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $357k | -21% | 590.00 | 604.39 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $352k | +16% | 589.00 | 597.55 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $351k | -7% | 1.4k | 243.08 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $347k | -11% | 531.00 | 653.21 |
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| Flexshares Tr Qlt Div Def Idx (QDEF) | 0.3 | $338k | -2% | 4.2k | 79.82 |
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| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.3 | $337k | -28% | 4.2k | 80.56 |
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| Chevron Corporation (CVX) | 0.3 | $330k | -22% | 1.6k | 206.90 |
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| Paypal Holdings (PYPL) | 0.2 | $294k | -6% | 6.5k | 45.23 |
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| Elf Beauty (ELF) | 0.2 | $286k | +23% | 4.7k | 60.61 |
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| Caterpillar (CAT) | 0.2 | $283k | -5% | 400.00 | 708.46 |
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| Kraft Heinz (KHC) | 0.2 | $280k | -11% | 13k | 22.49 |
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| Eli Lilly & Co. (LLY) | 0.2 | $280k | NEW | 304.00 | 919.77 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $279k | -15% | 5.0k | 55.52 |
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| Coreweave Com Cl A (CRWV) | 0.2 | $258k | NEW | 3.3k | 77.47 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $256k | -22% | 12k | 20.70 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $241k | -38% | 3.0k | 79.28 |
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| Nuveen Nj Div Advantage Mun (NXJ) | 0.2 | $239k | NEW | 20k | 12.30 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $226k | -11% | 491.00 | 460.99 |
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| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.2 | $225k | -33% | 1.9k | 120.61 |
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| BlackRock MuniHoldings New Jersey Ins Fn (MUJ) | 0.2 | $222k | NEW | 19k | 11.57 |
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| Eastman Chemical Company (EMN) | 0.2 | $210k | -16% | 2.7k | 76.32 |
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| First Tr Exchange-traded SHS (FVD) | 0.2 | $206k | -15% | 4.4k | 47.03 |
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| Netflix (NFLX) | 0.2 | $205k | NEW | 2.1k | 96.15 |
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| Archer Aviation Com Cl A (ACHR) | 0.1 | $177k | -8% | 34k | 5.17 |
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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 2026 Q1 filed May 15, 2026
- 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