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White Knight Strategic Wealth Advisors 13F Portfolio

Portfolio Manager
White Knight Strategic Wealth Advisors LLC
Performance
+11.47% (2026 Q2)
AUM (13F)
$142.77M
# of Holdings
89
Performance Rank
Allocation (Top 20)
69.66%
Latest filing
Q2 2026

White Knight Strategic Wealth Advisors LLC Holdings Map

Top 50 White Knight Strategic Wealth Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BRK.B
BERKSHIRE HATHAWAY INC DEL
15.79%45.1K$22.5M
+1.04%(+464)
2025-Q2: 44.2K shares2025-Q3: 44.5K shares2025-Q4: 45.2K shares2026-Q1: 44.6K shares2026-Q2: 45.1K shares
$375.60(+33.48%)
2026-06-30
NVDA
NVIDIA CORPORATION
6.44%46.0K$9.2M
+2.36%(+1.06K)
2025-Q2: 51.6K shares2025-Q3: 49.3K shares2025-Q4: 49.9K shares2026-Q1: 44.9K shares2026-Q2: 46.0K shares
$82.57(+173.78%)
2026-06-30
TSLA
TESLA INC
5.3%18.0K$7.6M
+4.00%(+693)
2025-Q2: 17.1K shares2025-Q3: 16.7K shares2025-Q4: 17.3K shares2026-Q1: 17.3K shares2026-Q2: 18.0K shares
$304.68(+11.78%)
2026-06-30
JNJ
JOHNSON & JOHNSON
4.65%26.1K$6.6M
+1.20%(+309)
2025-Q2: 26.5K shares2025-Q3: 25.9K shares2025-Q4: 26.1K shares2026-Q1: 25.8K shares2026-Q2: 26.1K shares
$161.29(+61.49%)
2026-06-30
AAPL
APPLE INC
4.18%20.6K$6.0M
+3.59%(+715)
2025-Q2: 21.9K shares2025-Q3: 20.8K shares2025-Q4: 21.5K shares2026-Q1: 19.9K shares2026-Q2: 20.6K shares
$200.16(+52.57%)
2026-06-30
LRCX
LAM RESEARCH CORP
4.14%13.6K$5.9M
+0.43%(+59)
2025-Q2: 17.0K shares2025-Q3: 16.3K shares2025-Q4: 16.5K shares2026-Q1: 13.6K shares2026-Q2: 13.6K shares
$74.65(+352.01%)
2026-06-30
AMZN
AMAZON COM INC
4.04%24.2K$5.8M
+3.34%(+781)
2025-Q2: 24.6K shares2025-Q3: 23.1K shares2025-Q4: 24.6K shares2026-Q1: 23.4K shares2026-Q2: 24.2K shares
$185.49(+41.53%)
2026-06-30
GOOGL
ALPHABET INC
3.46%13.8K$4.9M
-0.41%(-57)
2025-Q2: 16.3K shares2025-Q3: 15.6K shares2025-Q4: 14.7K shares2026-Q1: 13.9K shares2026-Q2: 13.8K shares
$155.82(+121.23%)
2026-06-30
GOOG
ALPHABET INC
3.14%12.7K$4.5M
-4.16%(-552)
2025-Q2: 13.5K shares2025-Q3: 13.5K shares2025-Q4: 13.5K shares2026-Q1: 13.3K shares2026-Q2: 12.7K shares
$158.66(+115.97%)
2026-06-30
MSFT
MICROSOFT CORP
2.33%8.9K$3.3M
+9.90%(+804)
2025-Q2: 8.3K shares2025-Q3: 8.1K shares2025-Q4: 8.7K shares2026-Q1: 8.1K shares2026-Q2: 8.9K shares
$373.40(+30.17%)
2026-06-30

About White Knight Strategic Wealth Advisors LLCโ€™s portfolio

White Knight Strategic Wealth Advisors LLC reports $142.77M in US-listed equity holdings across 89 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (15.8%), NVDA (6.4%) and TSLA (5.3%). The top 20 holdings account for 69.66% of reported assets. Its disclosed equity book has returned +77.58% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
BRK.B โ€” 17.4% ($22.55M)NVDA โ€” 7.1% ($9.20M)TSLA โ€” 5.8% ($7.57M)JNJ โ€” 5.1% ($6.63M)AAPL โ€” 4.6% ($5.97M)LRCX โ€” 4.5% ($5.90M)AMZN โ€” 4.4% ($5.77M)GOOGL โ€” 3.8% ($4.95M)GOOG โ€” 3.5% ($4.49M)MSFT โ€” 2.6% ($3.33M)Other โ€” 41.2% ($53.40M)
59%in top 10
  • BRK.B17.4%
  • NVDA7.1%
  • TSLA5.8%
  • JNJ5.1%
  • AAPL4.6%
  • LRCX4.5%
  • AMZN4.4%
  • GOOGL3.8%
  • GOOG3.5%
  • MSFT2.6%
  • Other41.2%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
3
ACYNFIRST TR EXCHANGE-TRADED FD2.2%
CLSETRUST FOR PROFESSIONAL MANAG0.9%
MUMICRON TECHNOLOGY INC0.5%
Added to
40
VOOVANGUARD INDEX FDS+359.3%
IVVISHARES TR+311.7%
SPYSTATE STR SPDR S&P 500 ETF T+37.6%
MSFTMICROSOFT CORP+9.9%
+36 more
Trimmed
5
GOOGALPHABET INC-4.2%
JEPIJ P MORGAN EXCHANGE TRADED F-14.4%
VUGVANGUARD INDEX FDS-1.1%
GOOGLALPHABET INC-0.4%
+1 more

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Source filings

Holdings on this page are parsed from White Knight Strategic Wealth Advisors LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1904677). View White Knight Strategic Wealth Advisors LLCโ€™s 13F filings on SEC

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