White Knight Strategic Wealth Advisors, LLC
Sector Allocation
- Technology29.8%$42.5M
- Other22.7%$32.5M
- Financials22.6%$32.2M
- Consumer Discretionary11.5%$16.4M
- Healthcare7.3%$10.4M
- Consumer Staples1.9%$2.7M
- Energy1.2%$1.7M
- Communication Services1.1%$1.6M
- Utilities0.8%$1.1M
- Industrials0.7%$942,824
AUM History
13fpro.ai/research/fund/white-knight-strategic-wealth-advisors-llc-1904677
Conviction and streaks
Diversifying · top 10 = 53.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
BRK.B
$22.5MNVDA
$9.2MTSLA
$7.6MJNJ
$6.6MAAPL
$6.0MLRCX
$5.9MAMZN
$5.8MGOOGL
$4.9MGOOG
$4.5MMSFT
$3.3M- FIRST$3.1M
BITB
$3.1M- SCHWAB$2.8M
- VANECK$2.5M
- VANGUARD$2.1M
BX
$2.0M- STATE$1.9M
AMD
$1.9M- VANGUARD$1.9M
SPY
$1.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/white-knight-strategic-wealth-advisors-llc-1904677
White Knight Strategic Wealth Advisors, LLC 13F holdings — Q2 2026
$142.8M portfolio (+20.3% QoQ) · 89 holdings · Q2 2026 13F · top 10 are 54% of the stock portfolio
$22.5M
15.8% of stocks
+1%This quarter—Since filed10+ qtrsHeld$9.2M
6.4% of stocks
+2%This quarter-4.1%Since filed10+ qtrsHeld$7.6M
5.3% of stocks
+4%This quarter+14.4%Since filed10+ qtrsHeld$6.6M
4.7% of stocks
+1%This quarter+2.3%Since filed10+ qtrsHeld$6.0M
4.2% of stocks
+4%This quarter+12.4%Since filed10+ qtrsHeld$5.9M
4.1% of stocks
+0.4%This quarter-28.5%Since filed10+ qtrsHeld$5.8M
4.0% of stocks
+3%This quarter-5.2%Since filed10+ qtrsHeld$4.9M
3.5% of stocks
-0.4%This quarter-8.5%Since filed10+ qtrsHeld$4.5M
3.1% of stocks
-4%This quarter-8.5%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$3.3M
2.3% of stocks
+10%This quarter+7.5%Since filed10+ qtrsHeld
All holdings — White Knight Strategic Wealth Advisors, LLC (Q2 2026)
89 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | FIRST TR EXCHANGE-TRADED FD - VEST LADDERED | — | $3.1M | 2.2% | 150K | New | — | — | 13F |
| 12 | Bitwise Bitcoin ETFetf/fund | Financials | $3.1M | 2.1% | 96K | +4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $2.8M | 2.0% | 89K | +2% | — | — | 13F |
| 14 | — | VANECK ETF TRUST - MRNGSTR WDE MOATetf/fund | — | $2.5M | 1.8% | 24K | +11% | — | — | 13F |
| 15 | — | VANGUARD INDEX FDS - GROWTH ETFetf/fund | — | $2.1M | 1.5% | 25K | +493% | — | — | 13F |
| 16 | Blackstone Inc. | Financials | $2.0M | 1.4% | 17K | +4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | STATE STR SPDR DOW JONES IND - UT SER 1etf/fund | — | $1.9M | 1.3% | 3,645 | — | — | — | 13F |
| 18 | ADVANCED MICRO DEVICES INC | Technology | $1.9M | 1.3% | 3,257 | +12% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $1.9M | 1.3% | 2,705 | +359% | — | — | 13F |
| 20 | SPDR S&P 500 ETF TRUSTetf/fund | — | $1.7M | 1.2% | 2,335 | +38% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | PACER FDS TR - US CASH COWS 100 | — | $1.6M | 1.1% | 26K | +14% | — | — | 13F |
| 22 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $1.6M | 1.1% | 2,186 | +312% | — | — | 13F |
| 23 | VERIZON COMMUNICATIONS INC | Communication Services | $1.6M | 1.1% | 37K | +15% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | MERCADOLIBRE INC | Consumer Discretionary | $1.5M | 1.1% | 891 | +14% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | VISA INC. | Financials | $1.5M | 1.1% | 4,358 | +6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $AVGO | Broadcom Inc. | Technology | $1.4M | 1.0% | 3,780 | -1% | |||
| 27 | — | TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG | — | $1.2M | 0.9% | 36K | New | |||
| 28 | $AMGN | AMGEN INC | Healthcare | $1.2M | 0.8% | 3,365 | +8% | |||
| 29 | $PDI | PIMCO Dynamic Income Fund | Other | $1.2M | 0.8% | 73K | +28% | |||
| 30 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.1M | 0.8% | 3,189 | +12% | |||
| 31 | $GBTC | Grayscale Bitcoin Trust ETF | Financials | $1.1M | 0.8% | 24K | — | |||
| 32 | $META | Meta Platforms, Inc. | Technology | $1.1M | 0.8% | 1,890 | +13% | |||
| 33 | $APLD | Applied Digital Corp. | Technology | $1.0M | 0.7% | 27K | +3% | |||
| 34 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.0M | 0.7% | 6,909 | +16% | |||
| 35 | $MA | Mastercard Inc | Financials | $1.0M | 0.7% | 1,989 | +1% | |||
| 36 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $884K | 0.6% | 6,466 | +10% | |||
| 37 | $PLTR | Palantir Technologies Inc. | Technology | $797K | 0.6% | 6,835 | +3% | |||
| 38 | — | EXCHANGE TRADED CONCEPTS TRU - EMQQ EME MAR ETF | — | $772K | 0.5% | 25K | +10% | |||
| 39 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $771K | 0.5% | 14K | -14% | |||
| 40 | $CEG | Constellation Energy Corp | Utilities | $769K | 0.5% | 3,097 | +23% | |||
| 41 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | — | $761K | 0.5% | 17K | +6% | |||
| 42 | $MU | MICRON TECHNOLOGY INC | Technology | $758K | 0.5% | 657 | New | |||
| 43 | — | ARK ETF TR - INNOVATION ETF | — | $747K | 0.5% | 9,247 | +11% | |||
| 44 | — | ISHARES TR - RUS MD CP GR ETF | — | $746K | 0.5% | 5,097 | +0.0% | |||
| 45 | — | ISHARES TR - SELECT US REIT | — | $733K | 0.5% | 11K | +16% | |||
| 46 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $715K | 0.5% | 764 | +19% | |||
| 47 | $NVO | NOVO NORDISK A S | Healthcare | $712K | 0.5% | 15K | +19% | |||
| 48 | $AXP | AMERICAN EXPRESS CO | Financials | $682K | 0.5% | 2,016 | +7% | |||
| 49 | $CALM | CAL-MAINE FOODS INC | Consumer Staples | $602K | 0.4% | 7,471 | +20% | |||
| 50 | — | PACER FDS TR - US LRG CP CASH | — | $574K | 0.4% | 14K | +33% | |||
| 51 | $PFE | PFIZER INC | Healthcare | $553K | 0.4% | 23K | +18% | |||
| 52 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | — | $531K | 0.4% | 9,564 | -12% | |||
| 53 | — | INNOVATOR ETFS TRUST - EQTY DUL DIRCT15 | — | $450K | 0.3% | 23K | New | |||
| 54 | $ENB | ENBRIDGE INC | Energy | $450K | 0.3% | 8,295 | — | |||
| 55 | $CAT | CATERPILLAR INC | Industrials | $428K | 0.3% | 402 | +0.5% | |||
| 56 | $LLY | ELI LILLY & Co | Healthcare | $426K | 0.3% | 355 | +17% | |||
| 57 | $MCD | MCDONALDS CORP | Consumer Discretionary | $426K | 0.3% | 1,574 | +9% | |||
| 58 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST DEEP ETF | — | $425K | 0.3% | 14K | New | |||
| 59 | $ELF | e.l.f. Beauty, Inc. | Consumer Staples | $414K | 0.3% | 5,590 | +18% | |||
| 60 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $401K | 0.3% | 6,524 | +30% | |||
| 61 | $WMT | Walmart Inc. | Consumer Staples | $393K | 0.3% | 3,469 | +5% | |||
| 62 | $MUJ | BLACKROCK MUNIHOLDINGS NEW JERSEY QUALITY FUND, INC. | Other | $385K | 0.3% | 31K | +63% | |||
| 63 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $375K | 0.3% | 2,087 | -21% | |||
| 64 | — | FLEXSHARES TR - QLT DIV DEF IDX | — | $369K | 0.3% | 4,238 | — | |||
| 65 | $ADBE | ADOBE INC. | Technology | $358K | 0.3% | 1,748 | +21% | |||
| 66 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $355K | 0.3% | 11K | -59% | |||
| 67 | $CRWV | CoreWeave, Inc. | Technology | $355K | 0.3% | 3,565 | +7% | |||
| 68 | — | ARK ETF TR - NEXT GNRTN INTER | — | $350K | 0.3% | 2,415 | +29% | |||
| 69 | $NEE | NEXTERA ENERGY INC | Utilities | $341K | 0.2% | 3,886 | -0.9% | |||
| 70 | $CVX | CHEVRON CORP | Energy | $335K | 0.2% | 2,020 | +27% | |||
| 71 | $LMT | LOCKHEED MARTIN CORP | Industrials | $331K | 0.2% | 650 | +10% | |||
| 72 | $KHC | Kraft Heinz Co | Consumer Staples | $327K | 0.2% | 14K | +11% | |||
| 73 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $326K | 0.2% | 784 | New | |||
| 74 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $310K | 0.2% | 3,925 | +29% | |||
| 75 | $QCOM | QUALCOMM INC/DE | Technology | $306K | 0.2% | 1,655 | New | |||
| 76 | $PYPL | PayPal Holdings, Inc. | Financials | $303K | 0.2% | 7,013 | +8% | |||
| 77 | $ICLR | ICON PLC | Healthcare | $277K | 0.2% | 1,592 | New | |||
| 78 | — | FIRST TR EXCH TRADED FD III - LNG/SHT EQUITY | — | $265K | 0.2% | 3,589 | New | |||
| 79 | $BUD | Anheuser-Busch InBev SA/NV | Consumer Staples | $257K | 0.2% | 3,121 | New | |||
| 80 | $SONY | Sony Group Corp | Technology | $247K | 0.2% | 12K | -0.4% | |||
| 81 | $LYB | LyondellBasell Industries N.V. | Materials | $245K | 0.2% | 4,661 | +11% | |||
| 82 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $233K | 0.2% | 4,830 | +10% | |||
| 83 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $228K | 0.2% | 574 | +17% | |||
| 84 | — | INNOVATOR ETFS TRUST - EQUI DUAL 15 MAY | — | $221K | 0.1% | 11K | New | |||
| 85 | $EMN | EASTMAN CHEMICAL CO | Materials | $212K | 0.1% | 3,170 | +15% | |||
| 86 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $212K | 0.1% | 288 | New | |||
| 87 | $ASML | ASML HOLDING NV | Technology | $209K | 0.1% | 105 | New | |||
| 88 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $202K | 0.1% | 422 | New | |||
| 89 | $ACHR | Archer Aviation Inc. | Industrials | $184K | 0.1% | 39K | +14% |
What changed in Q2 2026
Against the previous quarter's 13F: 14 new, 62 added to, 9 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (14)
- FIRST TR EXCHANGE-TRADED FD - VEST LADDERED$3.1M
first bought this quarter
- TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG$1.2M
first bought this quarter
$MUMICRON TECHNOLOGY INC$758K
first bought this quarter
- INNOVATOR ETFS TRUST - EQTY DUL DIRCT15$450K
first bought this quarter
- FIRST TR EXCHNG TRADED FD VI - FT VEST DEEP ETF$425K
first bought this quarter
$UNHUNITEDHEALTH GROUP INC$326K
first bought this quarter
+8 more in the Excel export
Added to (62)
- VANGUARD INDEX FDS - GROWTH ETF+493%
now $2.1M
- VANGUARD INDEX FDS - S&P 500 ETF SHS+359%
now $1.9M
- ISHARES TR - CORE S&P500 ETF+312%
now $1.6M
now $1.7M · held 10+ qtrs
now $3.3M · held 10+ qtrs
now $7.6M · held 10+ qtrs
+56 more in the Excel export
Trimmed (9)
- SCHWAB STRATEGIC TR - US LCAP GR ETF-59%
now $355K
now $4.5M · held 10+ qtrs, 2 trims in a row
- J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM-14%
now $771K
$DLRDIGITAL REALTY TRUST, INC.-21%
now $375K · held 4 qtrs, 2 trims in a row
- GOLDMAN SACHS ETF TR - S&P 500 PREMIUM-12%
now $531K
now $4.9M · held 10+ qtrs
+3 more in the Excel export
Holdings by quarter
Every 13F White Knight Strategic Wealth Advisors, LLC has filed, 18 earlier quarters. Pick one to see what it held then.
Is it too late to follow White Knight Strategic Wealth Advisors?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of White Knight Strategic Wealth Advisors's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-1.7%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 15% over the last 4
Top 10 weight
54%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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 (29.8% 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.
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Every holding in White Knight Strategic Wealth Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.