Grufity logo
Grufity logo

Latest White Knight Strategic Wealth Advisors, LLC Stock Portfolio

$118Million– No. of Holdings #81

White Knight Strategic Wealth Advisors, LLC Performance:
2026 Q1: -5.13%YTD: -5.13%2025: 17.86%
Performance for 2026 Q1 is -5.13%, and YTD is -5.13%, and 2025 is 17.86%.

About White Knight Strategic Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, White Knight Strategic Wealth Advisors, LLC reported an equity portfolio of $118.7 Millions as of 31 Mar, 2026.

The top stock holdings of White Knight Strategic Wealth Advisors, LLC are , NVDA, TSLA. The fund has invested 18% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 6.6% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off ISHARES GOLD TR (IAU), UNITED PARCEL SERVICE INC (UPS) and SLB LIMITED (SLB) stocks. They significantly reduced their stock positions in ISHARES SILVER TR (SLV), VANGUARD SCOTTSDALE FDS (BNDW) and ARK ETF TR (ARKF). White Knight Strategic Wealth Advisors, LLC opened new stock positions in PIMCO DYNAMIC INCOME FD, CAL MAINE FOODS INC (CALM) and ELI LILLY & CO (LLY). The fund showed a lot of confidence in some stocks as they added substantially to E L F BEAUTY INC (ELF), VANGUARD INDEX FDS (VB) and MASTERCARD INCORPORATED (MA).
White Knight Strategic Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 15 May, 2026

White Knight Strategic Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that White Knight Strategic Wealth Advisors, LLC made a return of -5.13% in the last quarter. In trailing 12 months, it's portfolio return was 14.91%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
pimco dynamic income fd974,574
cal maine foods inc493,817
eli lilly & co279,610
coreweave inc257,975
nuveen new jersey239,235
blackrock munihldgs nj qlty221,708
netflix inc.205,376
New stocks bought by White Knight Strategic Wealth Advisors, LLC

Additions

Ticker% Inc.
e l f beauty inc23.9
vanguard index fds16.87
mastercard incorporated16.45
constellation energy corp15.47
palantir technologies inc1.56
mercadolibre inc1.3
tesla inc0.13
bitwise bitcoin etf tr0.11
Additions to existing portfolio by White Knight Strategic Wealth Advisors, LLC

Reductions

Ticker% Reduced
ishares silver tr-68.33
vanguard scottsdale fds-38.42
ark etf tr-33.32
lyondellbasell industries nv-28.04
goldman sachs etf tr-27.33
costco wholesale corporation-27.05
ishares tr-27.03
chevron corporation-22.38
White Knight Strategic Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
slb limited-499,324
americold realty trust inc-132,201
ishares gold tr-711,780
sprott asset management lp-299,166
united parcel service inc-513,903
anheuser busch inbev sa/nv-234,771
target corp-336,482
icon plc-399,608
White Knight Strategic Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

White Knight Strategic Wealth Advisors, LLC has about 41.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Communication Services
  • Healthcare
  • Financial Services
  • Energy
  • Consumer Defensive
Sector%
Others41.9
Technology18.4
Consumer Cyclical11.8
Communication Services8.9
Healthcare7.7
Financial Services4.7
Energy2.2
Consumer Defensive1.8

Market Cap. Distribution

White Knight Strategic Wealth Advisors, LLC has about 56% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP47.9
UNALLOCATED41.9
LARGE-CAP8.1
MID-CAP1.5

Stocks belong to which Index?

About 55.7% of the stocks held by White Knight Strategic Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50053.8
Others44.3
RUSSELL 20001.9
Top 5 Winners (%)%
LYB
lyondellbasell industries nv
74.0 %
XOM
exxon mobil corp
37.0 %
DVN
devon energy corp new
35.5 %
CVX
chevron corporation
31.8 %
CAT
caterpillar inc
23.0 %
Top 5 Winners ($)$
JNJ
johnson & johnson
1.0 M
LRCX
lam research corp
0.6 M
XOM
exxon mobil corp
0.3 M
VZ
verizon communications inc
0.3 M
FNDA
schwab strategic tr
0.3 M
Top 5 Losers (%)%
ACHR
archer aviation inc
-29.9 %
ADBE
adobe inc
-29.4 %
NVO
novo-nordisk a s
-25.9 %
BX
blackstone inc
-25.0 %
grayscale bitcoin trust etf
-22.8 %
Top 5 Losers ($)$
TSLA
tesla inc
-1.3 M
berkshire hathaway inc del
-1.1 M
bitwise bitcoin etf tr
-1.0 M
MSFT
microsoft corp
-1.0 M
BX
blackstone inc
-0.7 M

White Knight Strategic Wealth Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of White Knight Strategic Wealth Advisors, LLC

White Knight Strategic Wealth Advisors, LLC has 81 stocks in it's portfolio. About 55.7% of the portfolio is in top 10 stocks. TSLA proved to be the most loss making stock for the portfolio. JNJ was the most profitable stock for White Knight Strategic Wealth Advisors, LLC last quarter.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions