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 36.37% of White Knight Strategic Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: ACYN, VUG, VOO, IVV, CLSE, MU, SPY, Innovator Etfs Trust, BUFD, UNH.
- Started 14 new stock positions in QQQ, Innovator Etfs Trust, TSM, ACYN, CLSE, BUFD, Innovator Etfs Trust, FTLS, UNH, MU. BUD, QCOM, ASML, ICLR.
- Reduced shares in these 10 stocks: SPGP, , SQM, , SCHG, , NFLX, GOOG, JEPI, DLR.
- Sold out of its positions in DVN, SPGP, SLV, NFLX, NXJ, SQM.
- White Knight Strategic Wealth Advisors was a net buyer of stock by $14M.
- White Knight Strategic Wealth Advisors has $143M in assets under management (AUM), dropping by 20.29%.
- Central Index Key (CIK): 0001904677
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Positions held by White Knight Strategic Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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 June 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) | 15.8 | $23M | 45k | 500.39 |
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| NVIDIA Corporation (NVDA) | 6.4 | $9.2M | +2% | 46k | 200.09 |
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| Tesla Motors (TSLA) | 5.3 | $7.6M | +4% | 18k | 420.60 |
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| Johnson & Johnson (JNJ) | 4.6 | $6.6M | 26k | 253.97 |
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| Apple (AAPL) | 4.2 | $6.0M | +3% | 21k | 289.36 |
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| Lam Research Corp Com New (LRCX) | 4.1 | $5.9M | 14k | 433.33 |
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| Amazon (AMZN) | 4.0 | $5.8M | +3% | 24k | 238.34 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $4.9M | 14k | 357.37 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.1 | $4.5M | -4% | 13k | 353.33 |
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| Microsoft Corporation (MSFT) | 2.3 | $3.3M | +9% | 8.9k | 373.01 |
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| First Tr Exchange-traded Vest Laddered (ACYN) | 2.2 | $3.1M | NEW | 150k | 20.79 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 2.1 | $3.1M | +3% | 96k | 31.86 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.0 | $2.8M | +2% | 89k | 31.71 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 1.8 | $2.5M | +11% | 24k | 103.96 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.5 | $2.1M | +493% | 25k | 86.14 |
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| Blackstone Group Inc Com Cl A (BX) | 1.4 | $2.0M | +4% | 17k | 117.67 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 1.3 | $1.9M | 3.6k | 522.39 |
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| Advanced Micro Devices (AMD) | 1.3 | $1.9M | +11% | 3.3k | 580.91 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $1.9M | +359% | 2.7k | 686.81 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.2 | $1.7M | +37% | 2.3k | 746.61 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.1 | $1.6M | +14% | 26k | 62.20 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $1.6M | +311% | 2.2k | 748.89 |
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| Verizon Communications (VZ) | 1.1 | $1.6M | +14% | 37k | 42.34 |
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| MercadoLibre (MELI) | 1.1 | $1.5M | +14% | 891.00 | 1697.39 |
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| Visa Com Cl A (V) | 1.0 | $1.5M | +6% | 4.4k | 343.07 |
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| Broadcom (AVGO) | 1.0 | $1.4M | 3.8k | 377.75 |
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| Trust For Professional Man Convergence Lng (CLSE) | 0.9 | $1.2M | NEW | 36k | 34.13 |
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| Amgen (AMGN) | 0.9 | $1.2M | +8% | 3.4k | 362.12 |
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| Pimco Dynamic Income SHS (PDI) | 0.9 | $1.2M | +27% | 73k | 16.70 |
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| Home Depot (HD) | 0.8 | $1.1M | +11% | 3.2k | 352.68 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.8 | $1.1M | 24k | 45.52 |
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| Meta Platforms Cl A (META) | 0.7 | $1.1M | +13% | 1.9k | 563.29 |
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| Applied Digital Corp Com New (APLD) | 0.7 | $1.0M | +3% | 28k | 37.30 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $1.0M | +16% | 6.9k | 148.31 |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $1.0M | 2.0k | 513.60 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $884k | +10% | 6.5k | 136.71 |
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| Palantir Technologies Cl A (PLTR) | 0.6 | $797k | +2% | 6.8k | 116.67 |
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| Exchange Traded Concepts Tru Emqq Eme Mar Etf (EMQQ) | 0.5 | $772k | +10% | 25k | 31.20 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $771k | -14% | 14k | 56.48 |
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| Constellation Energy (CEG) | 0.5 | $769k | +23% | 3.1k | 248.35 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.5 | $761k | +6% | 17k | 45.70 |
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| Micron Technology (MU) | 0.5 | $758k | NEW | 657.00 | 1154.29 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.5 | $747k | +10% | 9.2k | 80.82 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.5 | $746k | 5.1k | 146.41 |
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| Ishares Tr Select Us Reit (ICF) | 0.5 | $733k | +15% | 11k | 67.63 |
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| Costco Wholesale Corporation (COST) | 0.5 | $715k | +19% | 764.00 | 935.48 |
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| Novo-nordisk A S Adr (NVO) | 0.5 | $712k | +19% | 15k | 47.94 |
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| American Express Company (AXP) | 0.5 | $682k | +6% | 2.0k | 338.28 |
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| Cal Maine Foods Com New (CALM) | 0.4 | $602k | +19% | 7.5k | 80.56 |
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| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.4 | $574k | +33% | 14k | 40.15 |
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| Pfizer (PFE) | 0.4 | $553k | +17% | 23k | 24.08 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.4 | $531k | -11% | 9.6k | 55.57 |
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| Innovator Etfs Trust Eqty Dul Dirct15 | 0.3 | $450k | NEW | 23k | 19.39 |
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| Enbridge (ENB) | 0.3 | $450k | 8.3k | 54.21 |
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| Caterpillar (CAT) | 0.3 | $428k | 402.00 | 1064.90 |
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| Eli Lilly & Co. (LLY) | 0.3 | $426k | +16% | 355.00 | 1199.43 |
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| McDonald's Corporation (MCD) | 0.3 | $426k | +9% | 1.6k | 270.34 |
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| First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD) | 0.3 | $425k | NEW | 14k | 29.72 |
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| Elf Beauty (ELF) | 0.3 | $414k | +18% | 5.6k | 74.00 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $401k | +29% | 6.5k | 61.46 |
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| Wal-Mart Stores (WMT) | 0.3 | $393k | +5% | 3.5k | 113.24 |
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| BlackRock MuniHoldings New Jersey Ins Fn (MUJ) | 0.3 | $385k | +63% | 31k | 12.31 |
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| Digital Realty Trust (DLR) | 0.3 | $375k | -21% | 2.1k | 179.58 |
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| Flexshares Tr Qlt Div Def Idx (QDEF) | 0.3 | $369k | 4.2k | 87.02 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $358k | +21% | 1.7k | 205.02 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $355k | -59% | 11k | 33.84 |
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| Coreweave Com Cl A (CRWV) | 0.2 | $355k | +7% | 3.6k | 99.54 |
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| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.2 | $350k | +29% | 2.4k | 144.86 |
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| Nextera Energy (NEE) | 0.2 | $341k | 3.9k | 87.77 |
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| Chevron Corporation (CVX) | 0.2 | $335k | +26% | 2.0k | 165.76 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $331k | +10% | 650.00 | 509.46 |
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| Kraft Heinz (KHC) | 0.2 | $327k | +11% | 14k | 23.62 |
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| UnitedHealth (UNH) | 0.2 | $326k | NEW | 784.00 | 415.63 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $310k | +29% | 3.9k | 79.04 |
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| Qualcomm (QCOM) | 0.2 | $306k | NEW | 1.7k | 184.79 |
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| Paypal Holdings (PYPL) | 0.2 | $303k | +7% | 7.0k | 43.18 |
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| Icon Pub SHS (ICLR) | 0.2 | $277k | NEW | 1.6k | 173.71 |
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| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.2 | $265k | NEW | 3.6k | 73.80 |
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| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.2 | $257k | NEW | 3.1k | 82.40 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $247k | 12k | 20.06 |
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| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.2 | $245k | +11% | 4.7k | 52.65 |
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| First Tr Exchange-traded SHS (FVD) | 0.2 | $233k | +10% | 4.8k | 48.18 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $228k | +16% | 574.00 | 397.68 |
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| Innovator Etfs Trust Equi Dual 15 May | 0.2 | $221k | NEW | 11k | 20.03 |
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| Eastman Chemical Company (EMN) | 0.1 | $212k | +15% | 3.2k | 66.98 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $212k | NEW | 288.00 | 736.40 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $209k | NEW | 105.00 | 1989.44 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $202k | NEW | 422.00 | 477.57 |
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| Archer Aviation Com Cl A (ACHR) | 0.1 | $184k | +13% | 39k | 4.73 |
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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 Q2 filed Aug. 14, 2026
- 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