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Latest White Knight Strategic Wealth Advisors, LLC Stock Portfolio

$142Million | No. of Holdings #89

White Knight Strategic Wealth Advisors, LLC Performance

2026 Q2+4.92%
YTD-0.46%
2025+17.86%

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

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, White Knight Strategic Wealth Advisors, LLC reported an equity portfolio of $142.8 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of White Knight Strategic Wealth Advisors, LLC are , NVDA, TSLA. The fund has invested 15.8% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 6.4% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off INVESCO EXCHANGE TRADED FD T (CSD), DEVON ENERGY CORP NEW (DVN) and SOCIEDAD QUIMICA Y MINERA DE (SQM) stocks. They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA), DIGITAL RLTY TR INC (DLR) and J P MORGAN EXCHANGE TRADED F (BBAX). White Knight Strategic Wealth Advisors, LLC opened new stock positions in FIRST TR EXCHANGE-TRADED FD (BGLD), TRUST FOR PROFESSIONAL MANAG (CLSE) and MICRON TECHNOLOGY INC (MU). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (IJR) and BLACKROCK MUNIHLDGS NJ QLTY.
White Knight Strategic Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$142Million
  as of Aug 14, 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 4.92% in the last quarter. In trailing 12 months, it's portfolio return was 11.57%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
first tr exchange-traded fd3,120,560
trust for professional manag1,229,100
micron technology inc758,369
innovator etfs trust449,770
first tr exchng traded fd vi425,263
unitedhealth group inc325,854
qualcomm inc305,827
icon pub ltd co276,546
New stocks bought by White Knight Strategic Wealth Advisors, LLC

Additions

Ticker% Inc.
vanguard index fds493
vanguard index fds359
ishares tr311
blackrock munihldgs nj qlty63.03
state str spdr s&p 500 etf t37.6
pacer fds tr33.36
j p morgan exchange traded f29.99
ark etf tr29.49
Additions to existing portfolio by White Knight Strategic Wealth Advisors, LLC

Reductions

Ticker% Reduced
schwab strategic tr-59.14
digital rlty tr inc-21.13
j p morgan exchange traded f-14.36
goldman sachs etf tr-11.71
alphabet inc-4.16
broadcom inc-1.05
nextera energy inc-0.89
alphabet inc-0.41
White Knight Strategic Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
nuveen new jersey-239,235
devon energy corp new-849,754
invesco exchange traded fd t-1,335,460
sociedad quimica y minera de-747,643
ishares silver tr-564,199
netflix inc.-205,376
White Knight Strategic Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

White Knight Strategic Wealth Advisors, LLC has about 42.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Communication Services
  • Healthcare
  • Financial Services
  • Consumer Defensive
  • Energy
Sector%
Others42.3
Technology21.1
Consumer Cyclical11.5
Communication Services8.4
Healthcare7.1
Financial Services4.6
Consumer Defensive1.7
Energy1.2

Market Cap. Distribution

White Knight Strategic Wealth Advisors, LLC has about 55.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP48.2
UNALLOCATED42.5
LARGE-CAP7.1
MID-CAP2.2

Stocks belong to which Index?

About 55.6% 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 50053.5
Others44.4
RUSSELL 20002.1
Top 5 Winners (%)%
AMD
advanced micro devices inc
160.1 %
LRCX
lam research corp
102.4 %
APLD
applied digital corp
55.8 %
CAT
caterpillar inc
50.1 %
LLY
eli lilly & co
27.6 %
Top 5 Winners ($)$
LRCX
lam research corp
3.0 M
NVDA
nvidia corporation
1.2 M
AMD
advanced micro devices inc
1.2 M
GOOG
alphabet inc
1.0 M
berkshire hathaway inc del
0.9 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.4 %
LYB
lyondellbasell industries nv
-33.5 %
PLTR
palantir technologies inc
-20.0 %
XOM
exxon mobil corp
-18.7 %
CVX
chevron corporation
-18.2 %
Top 5 Losers ($)$
VB
vanguard index fds
-5.1 M
bitwise bitcoin etf tr
-0.5 M
VZ
verizon communications inc
-0.3 M
XOM
exxon mobil corp
-0.2 M
PLTR
palantir technologies inc
-0.2 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 89 stocks in it's portfolio. About 53.5% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. LRCX was the most profitable stock for White Knight Strategic Wealth Advisors, LLC last quarter.

$142.77MTotal Value
95.00Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of White Knight Strategic Wealth Advisors, LLC, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
White Knight Strategic Wealth Advisors, LLC's holding in Vaneck Etf Trust over time
1.78%24,413
$2.54M
1.78%
increased 11.11 percentadded
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
White Knight Strategic Wealth Advisors, LLC's holding in Pacer Fds Tr over time
1.15%26,384
$1.64M
1.15%
increased 14.07 percentadded
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
White Knight Strategic Wealth Advisors, LLC's holding in Pacer Fds Tr over time
0.4%14,300
$574.1K
0.4%
increased 33.36 percentadded
ARKF
Ark Etf Tr

Ark Etf Tr

ARKF
White Knight Strategic Wealth Advisors, LLC's holding in Ark Etf Tr over time
0.52%9,247
$747.3K
0.52%
increased 10.72 percentadded
ARKF
Ark Etf Tr

Ark Etf Tr

ARKF
White Knight Strategic Wealth Advisors, LLC's holding in Ark Etf Tr over time
0.24%2,415
$349.8K
0.24%
increased 29.49 percentadded
ASET
Flexshares Tr

Flexshares Tr

ASET
White Knight Strategic Wealth Advisors, LLC's holding in Flexshares Tr over time
0.26%4,238
$368.8K
0.26%
unchanged 0 percentunchanged
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
White Knight Strategic Wealth Advisors, LLC's holding in Asml Hldg Nv over time
0.15%105
$208.9K
0.15%
new position
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
White Knight Strategic Wealth Advisors, LLC's holding in J P Morgan Exchange Traded F over time
0.54%13,643
$770.6K
0.54%
decreased 14.36 percentreduced
BGLD
First Tr Exchange-Traded Fd

First Tr Exchange-Traded Fd

BGLD
White Knight Strategic Wealth Advisors, LLC's holding in First Tr Exchange-Traded Fd over time
2.19%150,099
$3.12M
2.19%
new position
BITQ
Exchange Traded Concepts Tru

Exchange Traded Concepts Tru

BITQ
White Knight Strategic Wealth Advisors, LLC's holding in Exchange Traded Concepts Tru over time
0.54%24,732
$771.7K
0.54%
increased 10.05 percentadded