White Knight Strategic Wealth Advisors, LLC
13F Reported Value
ⓘ$142.8M
Holdings
89
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
White Knight Strategic Wealth Advisors, LLC disclosed 89 positions worth $142.8M in its Form 13F-HR for Q2 2026, led by $BRK.B (BERKSHIRE HATHAWAY INC) at 15.8% of the equity portfolio, followed by $NVDA and $TSLA. During the quarter the fund opened 14 new positions and exited 6 and a full exit from $IVZ. The portfolio is most concentrated in Technology (25.5% 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
Diversifying
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 73.8#126
Quality
$22.5M45,058 sh - 85.9#5
Quality
$9.2M45,978 sh - 53.9#1,361
Quality
$7.6M18,004 sh - 69.0
Quality
$6.6M26,121 sh - 76.4
Quality
$6.0M20,634 sh - 79.4
Quality
$5.9M13,624 sh - 68.7
Quality
$5.8M24,189 sh - 78.2
Quality
$4.9M13,839 sh - 78.2
Quality
$4.5M12,708 sh - 79.8
Quality
$3.3M8,928 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8#126 | $22.5M | 45,058 |
 NVIDIA CORP$NVDA | 85.9#5 | $9.2M | 45,978 |
 Tesla, Inc.$TSLA | 53.9#1,361 | $7.6M | 18,004 |
 JOHNSON & JOHNSON$JNJ | 69.0 | $6.6M | 26,121 |
 Apple Inc.$AAPL | 76.4 | $6.0M | 20,634 |
 LAM RESEARCH CORP$LRCX | 79.4 | $5.9M | 13,624 |
 AMAZON COM INC$AMZN | 68.7 | $5.8M | 24,189 |
 Alphabet Inc.$GOOG | 78.2 | $4.9M | 13,839 |
 Alphabet Inc.$GOOGL | 78.2 | $4.5M | 12,708 |
 MICROSOFT CORP$MSFT | 79.8 | $3.3M | 8,928 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of White Knight Strategic Wealth Advisors, LLC's 89 positions.
Showing top 10 of 89 holdings.
Sector Allocation
Technology
$36.4M
Other
$32.5M
Financials
$32.2M
Industrials
$14.6M
Healthcare
$10.4M
Consumer Discretionary
$9.9M
Energy
$1.7M
Consumer Staples
$1.6M
Full Holdings — White Knight Strategic Wealth Advisors, LLC (Q2 2026)
All 89 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 | $BRK.B | BERKSHIRE HATHAWAY INC | $22.5M | 15.8% | +1% | 73.8 |
| 2 | $NVDA | NVIDIA CORP | $9.2M | 6.4% | +2% | 85.9 |
| 3 | $TSLA | Tesla, Inc. | $7.6M | 5.3% | +4% | 53.9 |
| 4 | $JNJ | JOHNSON & JOHNSON | $6.6M | 4.7% | +1% | 69 |
| 5 | $AAPL | Apple Inc. | $6.0M | 4.2% | +4% | 76.4 |
| 6 | $LRCX | LAM RESEARCH CORP | $5.9M | 4.1% | +0% | 79.4 |
| 7 | $AMZN | AMAZON COM INC | $5.8M | 4.0% | +3% | 68.7 |
| 8 | $GOOG | Alphabet Inc. | $4.9M | 3.5% | -0% | 78.2 |
| 9 | $GOOGL | Alphabet Inc. | $4.5M | 3.1% | -4% | 78.2 |
| 10 | $MSFT | MICROSOFT CORP | $3.3M | 2.3% | +10% | 79.8 |
| 11 | — | FIRST TR EXCHANGE-TRADED FD - VEST LADDERED | $3.1M | 2.2% | NEW | — |
| 12 |  $BITB | Bitwise Bitcoin ETF | $3.1M | 2.1% | +4% | — |
| 13 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $2.8M | 2.0% | +2% | — |
| 14 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $2.5M | 1.8% | +11% | — |
| 15 | — | VANGUARD INDEX FDS - GROWTH ETF | $2.1M | 1.5% | +493% | — |
| 16 |  $BX | Blackstone Inc. | $2.0M | 1.4% | +4% | 74.4 |
| 17 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $1.9M | 1.3% | +0% | — |
| 18 |  $AMD | ADVANCED MICRO DEVICES INC | $1.9M | 1.3% | +12% | 79.8 |
| 19 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.9M | 1.3% | +359% | — |
| 20 |  $SPY | SPDR S&P 500 ETF TRUST | $1.7M | 1.2% | +38% | — |
| 21 | — | PACER FDS TR - US CASH COWS 100 | $1.6M | 1.1% | +14% | — |
| 22 | — | ISHARES TR - CORE S&P500 ETF | $1.6M | 1.1% | +312% | — |
| 23 |  $VZ | VERIZON COMMUNICATIONS INC | $1.6M | 1.1% | +15% | 65.8 |
| 24 |  $MELI | MERCADOLIBRE INC | $1.5M | 1.1% | +14% | 80.2 |
| 25 |  $V | VISA INC. | $1.5M | 1.1% | +6% | 82.9 |
| 26 |  $AVGO | Broadcom Inc. | $1.4M | 1.0% | -1% | 84.5 |
| 27 | — | TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG | $1.2M | 0.9% | NEW | — |
| 28 |  $AMGN | AMGEN INC | $1.2M | 0.8% | +8% | 79.2 |
| 29 |  $PDI | PIMCO Dynamic Income Fund | $1.2M | 0.8% | +28% | — |
| 30 |  $HD | HOME DEPOT, INC. | $1.1M | 0.8% | +12% | 60.3 |
| 31 |  $GBTC | Grayscale Bitcoin Trust ETF | $1.1M | 0.8% | +0% | — |
| 32 |  $META | Meta Platforms, Inc. | $1.1M | 0.8% | +13% | 79.6 |
| 33 |  $APLD | Applied Digital Corp. | $1.0M | 0.7% | +3% | 35.8 |
| 34 | — | ISHARES TR - CORE S&P SCP ETF | $1.0M | 0.7% | +16% | — |
| 35 |  $MA | Mastercard Inc | $1.0M | 0.7% | +1% | 85.1 |
| 36 |  $XOM.R34088 | EXXON MOBIL CORP | $883,978 | 0.6% | +10% | 57.9 |
| 37 |  $PLTR | Palantir Technologies Inc. | $797,439 | 0.6% | +3% | 84.6 |
| 38 | — | EXCHANGE TRADED CONCEPTS TRU - EMQQ EME MAR ETF | $771,713 | 0.5% | +10% | — |
| 39 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $770,557 | 0.5% | -14% | — |
| 40 |  $CEG | Constellation Energy Corp | $769,151 | 0.5% | +23% | 59.4 |
| 41 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | $761,079 | 0.5% | +6% | — |
| 42 |  $MU | MICRON TECHNOLOGY INC | $758,369 | 0.5% | NEW | 86.2 |
| 43 | — | ARK ETF TR - INNOVATION ETF | $747,310 | 0.5% | +11% | — |
| 44 | — | ISHARES TR - RUS MD CP GR ETF | $746,252 | 0.5% | +0% | — |
| 45 | — | ISHARES TR - SELECT US REIT | $733,447 | 0.5% | +16% | — |
| 46 |  $COST | COSTCO WHOLESALE CORP /NEW | $714,706 | 0.5% | +19% | 66.2 |
| 47 |  $NVO | NOVO NORDISK A S | $711,813 | 0.5% | +19% | — |
| 48 |  $AXP | AMERICAN EXPRESS CO | $681,973 | 0.5% | +7% | 69.4 |
| 49 |  $CALM | CAL-MAINE FOODS INC | $601,864 | 0.4% | +20% | 64.2 |
| 50 | — | PACER FDS TR - US LRG CP CASH | $574,094 | 0.4% | +33% | — |
| 51 |  $PFE | PFIZER INC | $552,805 | 0.4% | +18% | 62 |
| 52 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | $531,445 | 0.4% | -12% | — |
| 53 | — | INNOVATOR ETFS TRUST - EQTY DUL DIRCT15 | $449,770 | 0.3% | NEW | — |
| 54 |  $ENB | ENBRIDGE INC | $449,672 | 0.3% | +0% | 66.7 |
| 55 |  $CAT | CATERPILLAR INC | $428,090 | 0.3% | +1% | 66.5 |
| 56 |  $LLY | ELI LILLY & Co | $425,798 | 0.3% | +17% | 87.5 |
| 57 |  $MCD | MCDONALDS CORP | $425,517 | 0.3% | +9% | 69 |
| 58 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST DEEP ETF | $425,263 | 0.3% | NEW | — |
| 59 |  $ELF | e.l.f. Beauty, Inc. | $413,660 | 0.3% | +18% | 58.2 |
| 60 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $400,965 | 0.3% | +30% | — |
| 61 |  $WMT | Walmart Inc. | $392,845 | 0.3% | +5% | 60.2 |
| 62 |  $MUJ | BLACKROCK MUNIHOLDINGS NEW JERSEY QUALITY FUND, INC. | $384,557 | 0.3% | +63% | — |
| 63 |  $DLR | DIGITAL REALTY TRUST, INC. | $374,783 | 0.3% | -21% | 72.8 |
| 64 | — | FLEXSHARES TR - QLT DIV DEF IDX | $368,797 | 0.3% | +0% | — |
| 65 |  $ADBE | ADOBE INC. | $358,375 | 0.3% | +21% | 77.6 |
| 66 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $355,320 | 0.3% | -59% | — |
| 67 |  $CRWV | CoreWeave, Inc. | $354,860 | 0.3% | +7% | 52.2 |
| 68 | — | ARK ETF TR - NEXT GNRTN INTER | $349,837 | 0.3% | +29% | — |
| 69 |  $NEE | NEXTERA ENERGY INC | $341,074 | 0.2% | -1% | 64.6 |
| 70 |  $CVX | CHEVRON CORP | $334,835 | 0.2% | +27% | 62.8 |
| 71 |  $LMT | LOCKHEED MARTIN CORP | $331,149 | 0.2% | +10% | 65.6 |
| 72 |  $KHC | Kraft Heinz Co | $326,688 | 0.2% | +11% | 47 |
| 73 |  $UNH | UNITEDHEALTH GROUP INC | $325,854 | 0.2% | NEW | 62.7 |
| 74 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $310,231 | 0.2% | +29% | — |
| 75 |  $QCOM | QUALCOMM INC/DE | $305,827 | 0.2% | NEW | 70.5 |
| 76 |  $PYPL | PayPal Holdings, Inc. | $302,821 | 0.2% | +8% | 64.1 |
| 77 |  $ICLR | ICON PLC | $276,546 | 0.2% | NEW | — |
| 78 | — | FIRST TR EXCH TRADED FD III - LNG/SHT EQUITY | $264,868 | 0.2% | NEW | — |
| 79 |  $BUD | Anheuser-Busch InBev SA/NV | $257,170 | 0.2% | NEW | — |
| 80 |  $SONY | Sony Group Corp | $247,240 | 0.2% | -0% | — |
| 81 |  $LYB | LyondellBasell Industries N.V. | $245,402 | 0.2% | +11% | — |
| 82 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $232,709 | 0.2% | +10% | — |
| 83 |  $ISRG | INTUITIVE SURGICAL INC | $228,268 | 0.2% | +17% | 79.9 |
| 84 | — | INNOVATOR ETFS TRUST - EQUI DUAL 15 MAY | $220,530 | 0.1% | NEW | — |
| 85 |  $EMN | EASTMAN CHEMICAL CO | $212,327 | 0.1% | +15% | 49.8 |
| 86 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $212,083 | 0.1% | NEW | — |
| 87 |  $ASML | ASML HOLDING NV | $208,891 | 0.1% | NEW | — |
| 88 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $201,535 | 0.1% | NEW | — |
| 89 |  $ACHR | Archer Aviation Inc. | $183,585 | 0.1% | +14% | 24.2 |
New Positions (14)
$MU MICRON TECHNOLOGY INC$758,369$UNH UNITEDHEALTH GROUP INC$325,854$QCOM QUALCOMM INC/DE$305,827$ICLR ICON PLC$276,546$BUD Anheuser-Busch InBev SA/NV$257,170$QQQ INVESCO QQQ TRUST, SERIES 1$212,083$ASML ASML HOLDING NV$208,891$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$201,535
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