Latest White Knight Strategic Wealth Advisors, LLC Stock Portfolio

White Knight Strategic Wealth Advisors, LLC Performance:

2025 Q4: 1.81%YTD: 17.86%2024: 18.34%

Performance for 2025 Q4 is 1.81%, and YTD is 17.86%, and 2024 is 18.34%.

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

On 2026-02-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, White Knight Strategic Wealth Advisors, LLC reported an equity portfolio of $136.6 Millions as of 31 Dec, 2025.

The top stock holdings of White Knight Strategic Wealth Advisors, LLC are , NVDA, TSLA. The fund has invested 16.6% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 6.8% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off VALE S A (VALE), HUBSPOT INC (HUBS) and BLOCK INC (SQ) stocks. They significantly reduced their stock positions in CATERPILLAR INC (CAT), SALESFORCE INC (CRM) and SOCIEDAD QUIMICA Y MINERA DE (SQM). White Knight Strategic Wealth Advisors, LLC opened new stock positions in NOVO-NORDISK A S (NVO), ADOBE INC (ADBE) and MCDONALDS CORP (MCD). The fund showed a lot of confidence in some stocks as they added substantially to META PLATFORMS INC (META), PFIZER INC (PFE) and DIGITAL RLTY TR INC (DLR).

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 1.81% in the last quarter. In trailing 12 months, it's portfolio return was 17.86%.

Performance
S&P 500

New Buys

Ticker	$ Bought
novo-nordisk a s	732,214
adobe inc	544,934
mcdonalds corp	456,953
deere & co	355,695
intuitive surgical inc	313,763
sprott asset management lp	299,166
e l f beauty inc	289,560
moodys corp	267,175

New stocks bought by White Knight Strategic Wealth Advisors, LLC

Additions

Ticker	% Inc.
meta platforms inc	304
pfizer inc	68.46
digital rlty tr inc	64.1
archer aviation inc	57.51
verizon communications inc	55.83
pacer fds tr	51.54
j p morgan exchange traded f	50.58
ishares gold tr	45.21

Additions to existing portfolio by White Knight Strategic Wealth Advisors, LLC

Reductions

Ticker	% Reduced
caterpillar inc	-41.22
salesforce inc	-33.92
sociedad quimica y minera de	-31.49
nextera energy inc	-17.61
paypal hldgs inc	-14.35
amgen inc	-12.02
lockheed martin corp	-9.64
vanguard scottsdale fds	-8.11

White Knight Strategic Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
vale s a	-422,389
chewy inc	-232,790
grayscale bitcoin mini tr et	-237,404
hims & hers health inc	-237,714
block inc	-275,999
interactive brokers group in	-206,155
duke energy corp new	-204,188
alibaba group hldg ltd	-234,672

White Knight Strategic Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

White Knight Strategic Wealth Advisors, LLC has about 42.1% of it's holdings in Others sector.

Sector	%
Others	42.1
Technology	19.3
Consumer Cyclical	12.1
Communication Services	8.4
Healthcare	6.2
Financial Services	5.3
Energy	2
Consumer Defensive	1.5
Industrials	1.3

Market Cap. Distribution

White Knight Strategic Wealth Advisors, LLC has about 56.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	46.3
UNALLOCATED	42.1
LARGE-CAP	9.8
MID-CAP	1.2

Stocks belong to which Index?

About 55.5% of the stocks held by White Knight Strategic Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	54
Others	44.5
RUSSELL 2000	1.5

Top 5 Winners (%)		%
SQM	sociedad quimica y minera de	50.6 %
SLV	ishares silver tr	50.6 %
AMD	advanced micro devices inc	31.9 %
GOOG	alphabet inc	28.8 %
GOOG	alphabet inc	27.9 %

Top 5 Winners ($)		$
GOOG	alphabet inc	1.1 M
GOOG	alphabet inc	0.9 M
LRCX	lam research corp	0.6 M
SLV	ishares silver tr	0.6 M
JNJ	johnson & johnson	0.6 M

Top 5 Losers (%)		%
	grayscale bitcoin trust etf	-23.8 %
	bitwise bitcoin etf tr	-23.3 %
ACHR	archer aviation inc	-18.3 %
ARKF	ark etf tr	-14.1 %
MELI	mercadolibre inc	-13.3 %

Top 5 Losers ($)		$
	bitwise bitcoin etf tr	-1.3 M
	grayscale bitcoin trust etf	-0.5 M
MSFT	microsoft corp	-0.3 M
BX	blackstone inc	-0.3 M
MELI	mercadolibre 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 54.2% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for White Knight Strategic Wealth Advisors, LLC last quarter.

Last Reported on: 20 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.28	21,486	5,841,270	added	3.31

ACHR	archer aviation inc	0.21	37,563	282,474	added	57.51

ADBE	adobe inc	0.40	1,557	544,934	new

AFK	vaneck etf trust	1.92	25,390	2,629,390	added	6.45

AFTY	pacer fds tr	1.18	26,890	1,617,970	added	16.22

AFTY	pacer fds tr	0.32	12,443	438,118	added	51.54

AMD	advanced micro devices inc	0.51	3,227	691,094	added	2.48

AMGN	amgen inc	0.84	3,515	1,150,500	reduced	-12.02

AMLX	amplify etf tr	0.55	16,839	749,351	added	29.36

AMZN	amazon com inc	4.16	24,608	5,680,020	added	6.61

APLD	applied digital corp	0.54	29,846	731,824	added	7.65

ARKF	ark etf tr	0.54	9,555	734,940	reduced	-1.87

ARKF	ark etf tr	0.30	2,797	413,201	added	24.87

ASET	flexshares tr	0.26	4,351	352,257	unchanged	0.00

ASML	asml holding n v	0.00	0.00	0.00	sold off	-100

AVGO	broadcom inc	0.98	3,872	1,340,100	added	1.15

AXP	american express co	0.52	1,929	713,756	reduced	-0.1

BABA	alibaba group hldg ltd	0.00	0.00	0.00	sold off	-100

BBAX	j p morgan exchange traded f	0.83	19,811	1,134,000	added	13.85

BITQ	exchange traded concepts tru	0.81	27,512	1,110,380	added	4.78