White Knight Strategic Wealth Advisors, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1904677
Institutional-grade research for retail investors

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.

Sector Allocation

FinancialsTechnologyOtherIndustrialsHealthcareConsumer Discretionary

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

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.

#TickerCompanyValueWeightQoQQuality
1BRK.B$BRK.BBERKSHIRE HATHAWAY INC$21.4M18.0%-1%64.5
2NVDA$NVDANVIDIA CORP$7.8M6.6%-10%90.2
3TSLA$TSLATesla, Inc.$6.4M5.4%+0%50.1
4JNJ$JNJJOHNSON & JOHNSON$6.3M5.3%-1%72.8
5AAPL$AAPLApple Inc.$5.1M4.3%-7%76.1
6AMZN$AMZNAMAZON COM INC$4.9M4.1%-5%74.6
7GOOG$GOOGAlphabet Inc.$4.0M3.4%-5%80.2
8GOOGL$GOOGLAlphabet Inc.$3.8M3.2%-2%80.2
9BITB$BITBBitwise Bitcoin ETF$3.4M2.9%+0%
10MSFT$MSFTMICROSOFT CORP$3.0M2.5%-7%83.7
11LRCX$LRCXLAM RESEARCH CORP$2.9M2.4%-18%82.4
12SCHWAB STRATEGIC TR$2.7M2.2%-4%
13VANECK ETF TRUST$2.1M1.8%-13%
14BX$BXBlackstone Inc.$1.9M1.6%-3%68
15VANGUARD INDEX FDS$1.8M1.5%-0%
16STATE STR SPDR DOW JONES IND$1.7M1.4%+0%
17VZ$VZVERIZON COMMUNICATIONS INC$1.6M1.4%-10%71.6
18PACER FDS TR$1.4M1.2%-14%
19MELI$MELIMERCADOLIBRE INC$1.3M1.1%+1%77.5
20IVZ$IVZInvesco Ltd.$1.3M1.1%-14%
21GBTC$GBTCGrayscale Bitcoin Trust ETF$1.2M1.1%+0%
22V$VVISA INC.$1.2M1.0%-6%83.5
23AVGO$AVGOBroadcom Inc.$1.2M1.0%-1%86.4
24SPY$SPYSPDR S&P 500 ETF TRUST$1.1M0.9%-7%
25AMGN$AMGNAMGEN INC$1.1M0.9%-12%79.5
26XOM$XOMEXXON MOBIL CORP$995,1070.8%-19%61.8
27MA$MAMastercard Inc$983,3310.8%+16%81.7
28PDI$PDIPIMCO Dynamic Income Fund$974,5740.8%NEW
29PLTR$PLTRPalantir Technologies Inc.$972,6160.8%+2%85.8
30META$METAMeta Platforms, Inc.$954,3130.8%-11%80.9
31HD$HDHOME DEPOT, INC.$938,6520.8%-5%69.2
32J P MORGAN EXCHANGE TRADED F$902,9120.8%-20%
33DVN$DVNDEVON ENERGY CORP/DE$849,7540.7%-10%70.2
34SCHWAB STRATEGIC TR$748,6410.6%+0%
35SQM$SQMCHEMICAL & MINING CO OF CHILE INC$747,6430.6%-3%
36EXCHANGE TRADED CONCEPTS TRU$743,4070.6%-18%
37ISHARES TR$739,2720.6%-27%
38AMPLIFY ETF TR$701,5570.6%-7%
39CEG$CEGConstellation Energy Corp$700,4810.6%+15%62.5
40ISHARES TR$652,9000.6%-1%
41COST$COSTCOSTCO WHOLESALE CORP /NEW$639,7140.5%-27%67
42APLD$APLDApplied Digital Corp.$632,3390.5%-11%35.4
43AMD$AMDADVANCED MICRO DEVICES INC$592,5920.5%-10%78.8
44ISHARES TR$581,0850.5%-15%
45AXP$AXPAMERICAN EXPRESS CO$570,4670.5%-2%73.2
46ARK ETF TR$564,5260.5%-13%
47SLV$SLViShares Silver Trust$564,1990.5%-68%
48PFE$PFEPFIZER INC$547,9810.5%-22%69
49GOLDMAN SACHS ETF TR$542,0330.5%-27%
50CALM$CALMCAL-MAINE FOODS INC$493,8170.4%NEW85.7
51DLR$DLRDIGITAL REALTY TRUST, INC.$476,8360.4%-20%70.2
52NVO$NVONOVO NORDISK A S$457,6480.4%-13%
53ENB$ENBENBRIDGE INC$449,0910.4%-7%
54MCD$MCDMCDONALDS CORP$446,9620.4%-4%73.9
55WMT$WMTWalmart Inc.$409,0680.3%-3%63.2
56NEE$NEENEXTERA ENERGY INC$364,1820.3%-5%71.7
57PACER FDS TR$361,7820.3%-14%
58LMT$LMTLOCKHEED MARTIN CORP$356,5900.3%-21%65
59VANGUARD INDEX FDS$351,9570.3%+17%
60ADBE$ADBEADOBE INC.$350,7640.3%-7%80.4
61ISHARES TR$346,8550.3%-11%
62FLEXSHARES TR$338,2770.3%-3%
63LYB$LYBLyondellBasell Industries N.V.$337,0630.3%-28%
64CVX$CVXCHEVRON CORP$330,0060.3%-22%54.7
65PYPL$PYPLPayPal Holdings, Inc.$293,9050.3%-7%70.5
66ELF$ELFe.l.f. Beauty, Inc.$285,9580.2%+24%53.4
67CAT$CATCATERPILLAR INC$283,3840.2%-6%67.8
68KHC$KHCKraft Heinz Co$280,2250.2%-11%42.5
69LLY$LLYELI LILLY & Co$279,6100.2%NEW89.3
70J P MORGAN EXCHANGE TRADED F$278,6550.2%-16%
71CRWV$CRWVCoreWeave, Inc.$257,9750.2%NEW46.5
72SONY$SONYSony Group Corp$256,1630.2%-22%
73VANGUARD SCOTTSDALE FDS$241,0000.2%-38%
74NUVEEN NEW JERSEY$239,2350.2%NEW
75ISRG$ISRGINTUITIVE SURGICAL INC$226,3460.2%-11%81.4
76ARK ETF TR$224,9380.2%-33%
77MUJ$MUJBLACKROCK MUNIHOLDINGS NEW JERSEY QUALITY FUND, INC.$221,7080.2%NEW
78EMN$EMNEASTMAN CHEMICAL CO$209,4980.2%-17%49.4
79FIRST TR EXCHANGE-TRADED FD$205,8970.2%-15%
80NFLX$NFLXNETFLIX INC$205,3760.2%NEW86.7
81ACHR$ACHRArcher Aviation Inc.$176,7520.1%-9%25

New Positions (7)

PDI$PDI PIMCO Dynamic Income Fund$974,574
CALM$CALM CAL-MAINE FOODS INC$493,817
LLY$LLY ELI LILLY & Co$279,610
CRWV$CRWV CoreWeave, Inc.$257,975
NUVEEN NEW JERSEY$239,235
MUJ$MUJ BLACKROCK MUNIHOLDINGS NEW JERSEY QUALITY FUND, INC.$221,708
NFLX$NFLX NETFLIX INC$205,376

Exited Positions (14)

IAU$IAU ISHARES GOLD TRUST
UPS$UPS UNITED PARCEL SERVICE INC
SLB$SLB SLB LIMITED/NV
ICLR$ICLR ICON PLC
DE$DE DEERE & CO
TGT$TGT TARGET CORP
QCOM$QCOM QUALCOMM INC/DE
CEF$CEF Sprott Physical Gold & Silver Trust
MCO$MCO MOODYS CORP /DE/
SHOP$SHOP SHOPIFY INC.
UNH$UNH UNITEDHEALTH GROUP INC
BUD$BUD Anheuser-Busch InBev SA/NV
CRM$CRM Salesforce, Inc.
COLD$COLD AMERICOLD REALTY TRUST

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