White Knight Strategic Wealth Advisors, LLC
13F Reported Value
ⓘ$118.7M
Holdings
81
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
White Knight Strategic Wealth Advisors, LLC disclosed 81 positions worth $118.7M in its Form 13F-HR for Q1 2026, led by $BRK.B (BERKSHIRE HATHAWAY INC) at 18.0% of the equity portfolio, followed by $NVDA and $TSLA. During the quarter the fund opened 7 new positions and exited 14 — including a new stake in $PDI and a full exit from $IAU. The portfolio is most concentrated in Financials (27.7% of disclosed assets). All figures are sourced directly from White Knight Strategic Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1904677.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 64.5#634
Quality
$21.4M44,594 sh - 90.2#1
Quality
$7.8M44,919 sh - 50.1#1,478
Quality
$6.4M17,311 sh - 72.8
Quality
$6.3M25,812 sh - 76.1
Quality
$5.1M19,919 sh - 74.6
Quality
$4.9M23,408 sh - 80.2
Quality
$4.0M13,896 sh - 80.2
Quality
$3.8M13,260 sh - —
Quality
$3.4M92,509 sh - 83.7
Quality
$3.0M8,124 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| 64.5#634 | $21.4M | 44,594 | |
| 90.2#1 | $7.8M | 44,919 | |
| 50.1#1,478 | $6.4M | 17,311 | |
| 72.8 | $6.3M | 25,812 | |
| 76.1 | $5.1M | 19,919 | |
| 74.6 | $4.9M | 23,408 | |
| 80.2 | $4.0M | 13,896 | |
| 80.2 | $3.8M | 13,260 | |
| — | $3.4M | 92,509 | |
| 83.7 | $3.0M | 8,124 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of White Knight Strategic Wealth Advisors, LLC's 81 positions.
Showing top 10 of 81 holdings.
Sector Allocation
Financials
$32.9M
Technology
$28.9M
Other
$20.8M
Industrials
$10.2M
Healthcare
$8.9M
Consumer Discretionary
$8.7M
Energy
$2.6M
Communication Services
$1.8M
Full Holdings — White Knight Strategic Wealth Advisors, LLC (Q1 2026)
All 81 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC | $21.4M | 18.0% | -1% | 64.5 | |
| 2 | NVIDIA CORP | $7.8M | 6.6% | -10% | 90.2 | |
| 3 | Tesla, Inc. | $6.4M | 5.4% | +0% | 50.1 | |
| 4 | JOHNSON & JOHNSON | $6.3M | 5.3% | -1% | 72.8 | |
| 5 | Apple Inc. | $5.1M | 4.3% | -7% | 76.1 | |
| 6 | AMAZON COM INC | $4.9M | 4.1% | -5% | 74.6 | |
| 7 | Alphabet Inc. | $4.0M | 3.4% | -5% | 80.2 | |
| 8 | Alphabet Inc. | $3.8M | 3.2% | -2% | 80.2 | |
| 9 | Bitwise Bitcoin ETF | $3.4M | 2.9% | +0% | — | |
| 10 | MICROSOFT CORP | $3.0M | 2.5% | -7% | 83.7 | |
| 11 | LAM RESEARCH CORP | $2.9M | 2.4% | -18% | 82.4 | |
| 12 | — | SCHWAB STRATEGIC TR | $2.7M | 2.2% | -4% | — |
| 13 | — | VANECK ETF TRUST | $2.1M | 1.8% | -13% | — |
| 14 | Blackstone Inc. | $1.9M | 1.6% | -3% | 68 | |
| 15 | — | VANGUARD INDEX FDS | $1.8M | 1.5% | -0% | — |
| 16 | — | STATE STR SPDR DOW JONES IND | $1.7M | 1.4% | +0% | — |
| 17 | VERIZON COMMUNICATIONS INC | $1.6M | 1.4% | -10% | 71.6 | |
| 18 | — | PACER FDS TR | $1.4M | 1.2% | -14% | — |
| 19 | MERCADOLIBRE INC | $1.3M | 1.1% | +1% | 77.5 | |
| 20 | Invesco Ltd. | $1.3M | 1.1% | -14% | — | |
| 21 | Grayscale Bitcoin Trust ETF | $1.2M | 1.1% | +0% | — | |
| 22 | VISA INC. | $1.2M | 1.0% | -6% | 83.5 | |
| 23 | Broadcom Inc. | $1.2M | 1.0% | -1% | 86.4 | |
| 24 | SPDR S&P 500 ETF TRUST | $1.1M | 0.9% | -7% | — | |
| 25 | AMGEN INC | $1.1M | 0.9% | -12% | 79.5 | |
| 26 | EXXON MOBIL CORP | $995,107 | 0.8% | -19% | 61.8 | |
| 27 | Mastercard Inc | $983,331 | 0.8% | +16% | 81.7 | |
| 28 | PIMCO Dynamic Income Fund | $974,574 | 0.8% | NEW | — | |
| 29 | Palantir Technologies Inc. | $972,616 | 0.8% | +2% | 85.8 | |
| 30 | Meta Platforms, Inc. | $954,313 | 0.8% | -11% | 80.9 | |
| 31 | HOME DEPOT, INC. | $938,652 | 0.8% | -5% | 69.2 | |
| 32 | — | J P MORGAN EXCHANGE TRADED F | $902,912 | 0.8% | -20% | — |
| 33 | DEVON ENERGY CORP/DE | $849,754 | 0.7% | -10% | 70.2 | |
| 34 | — | SCHWAB STRATEGIC TR | $748,641 | 0.6% | +0% | — |
| 35 | CHEMICAL & MINING CO OF CHILE INC | $747,643 | 0.6% | -3% | — | |
| 36 | — | EXCHANGE TRADED CONCEPTS TRU | $743,407 | 0.6% | -18% | — |
| 37 | — | ISHARES TR | $739,272 | 0.6% | -27% | — |
| 38 | — | AMPLIFY ETF TR | $701,557 | 0.6% | -7% | — |
| 39 | Constellation Energy Corp | $700,481 | 0.6% | +15% | 62.5 | |
| 40 | — | ISHARES TR | $652,900 | 0.6% | -1% | — |
| 41 | COSTCO WHOLESALE CORP /NEW | $639,714 | 0.5% | -27% | 67 | |
| 42 | Applied Digital Corp. | $632,339 | 0.5% | -11% | 35.4 | |
| 43 | ADVANCED MICRO DEVICES INC | $592,592 | 0.5% | -10% | 78.8 | |
| 44 | — | ISHARES TR | $581,085 | 0.5% | -15% | — |
| 45 | AMERICAN EXPRESS CO | $570,467 | 0.5% | -2% | 73.2 | |
| 46 | — | ARK ETF TR | $564,526 | 0.5% | -13% | — |
| 47 | iShares Silver Trust | $564,199 | 0.5% | -68% | — | |
| 48 | PFIZER INC | $547,981 | 0.5% | -22% | 69 | |
| 49 | — | GOLDMAN SACHS ETF TR | $542,033 | 0.5% | -27% | — |
| 50 | CAL-MAINE FOODS INC | $493,817 | 0.4% | NEW | 85.7 | |
| 51 | DIGITAL REALTY TRUST, INC. | $476,836 | 0.4% | -20% | 70.2 | |
| 52 | NOVO NORDISK A S | $457,648 | 0.4% | -13% | — | |
| 53 | ENBRIDGE INC | $449,091 | 0.4% | -7% | — | |
| 54 | MCDONALDS CORP | $446,962 | 0.4% | -4% | 73.9 | |
| 55 | Walmart Inc. | $409,068 | 0.3% | -3% | 63.2 | |
| 56 | NEXTERA ENERGY INC | $364,182 | 0.3% | -5% | 71.7 | |
| 57 | — | PACER FDS TR | $361,782 | 0.3% | -14% | — |
| 58 | LOCKHEED MARTIN CORP | $356,590 | 0.3% | -21% | 65 | |
| 59 | — | VANGUARD INDEX FDS | $351,957 | 0.3% | +17% | — |
| 60 | ADOBE INC. | $350,764 | 0.3% | -7% | 80.4 | |
| 61 | — | ISHARES TR | $346,855 | 0.3% | -11% | — |
| 62 | — | FLEXSHARES TR | $338,277 | 0.3% | -3% | — |
| 63 | LyondellBasell Industries N.V. | $337,063 | 0.3% | -28% | — | |
| 64 | CHEVRON CORP | $330,006 | 0.3% | -22% | 54.7 | |
| 65 | PayPal Holdings, Inc. | $293,905 | 0.3% | -7% | 70.5 | |
| 66 | e.l.f. Beauty, Inc. | $285,958 | 0.2% | +24% | 53.4 | |
| 67 | CATERPILLAR INC | $283,384 | 0.2% | -6% | 67.8 | |
| 68 | Kraft Heinz Co | $280,225 | 0.2% | -11% | 42.5 | |
| 69 | ELI LILLY & Co | $279,610 | 0.2% | NEW | 89.3 | |
| 70 | — | J P MORGAN EXCHANGE TRADED F | $278,655 | 0.2% | -16% | — |
| 71 | CoreWeave, Inc. | $257,975 | 0.2% | NEW | 46.5 | |
| 72 | Sony Group Corp | $256,163 | 0.2% | -22% | — | |
| 73 | — | VANGUARD SCOTTSDALE FDS | $241,000 | 0.2% | -38% | — |
| 74 | — | NUVEEN NEW JERSEY | $239,235 | 0.2% | NEW | — |
| 75 | INTUITIVE SURGICAL INC | $226,346 | 0.2% | -11% | 81.4 | |
| 76 | — | ARK ETF TR | $224,938 | 0.2% | -33% | — |
| 77 | BLACKROCK MUNIHOLDINGS NEW JERSEY QUALITY FUND, INC. | $221,708 | 0.2% | NEW | — | |
| 78 | EASTMAN CHEMICAL CO | $209,498 | 0.2% | -17% | 49.4 | |
| 79 | — | FIRST TR EXCHANGE-TRADED FD | $205,897 | 0.2% | -15% | — |
| 80 | NETFLIX INC | $205,376 | 0.2% | NEW | 86.7 | |
| 81 | Archer Aviation Inc. | $176,752 | 0.1% | -9% | 25 |
New Positions (7)
Exited Positions (14)
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