Latest White Knight Strategic Wealth Advisors, LLC Stock Portfolio

White Knight Strategic Wealth Advisors, LLC Performance:

2025 Q3: 10.1%YTD: 15.76%2024: 18.34%

Performance for 2025 Q3 is 10.1%, and YTD is 15.76%, and 2024 is 18.34%.

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

In it's latest 13F Holdings report, White Knight Strategic Wealth Advisors, LLC reported an equity portfolio of $127 Millions as of 30 Sep, 2025.

The top stock holdings of White Knight Strategic Wealth Advisors, LLC are , NVDA, TSLA. The fund has invested 17.6% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 7.2% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off MERCK & CO INC (MRK), AMN HEALTHCARE SVCS INC (AMN) and E L F BEAUTY INC (ELF) stocks. They significantly reduced their stock positions in SYNOPSYS INC (SNPS), CATERPILLAR INC (CAT) and ARK ETF TR (ARKF). White Knight Strategic Wealth Advisors, LLC opened new stock positions in SCHWAB STRATEGIC TR (FNDA), APPLIED DIGITAL CORP (APLD) and DIGITAL RLTY TR INC (DLR). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES GOLD TR (IAU), ISHARES SILVER TR (SLV) and UNITED PARCEL SERVICE INC (UPS).

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 10.1% in the last quarter. In trailing 12 months, it's portfolio return was 16.51%.

New Buys

Ticker	$ Bought
schwab strategic tr	820,087
applied digital corp	636,034
digital rlty tr inc	350,601
hubspot inc	326,992
asml holding n v	270,097
unitedhealth group inc	257,249
hims & hers health inc	237,714
alibaba group hldg ltd	234,672

New stocks bought by White Knight Strategic Wealth Advisors, LLC

Additions

Ticker	% Inc.
ishares gold tr	80.75
ishares silver tr	32.38
united parcel service inc	16.87
exxon mobil corp	16.57
paypal hldgs inc	15.11
icon plc	14.18
verizon communications inc	11.12
j p morgan exchange traded f	6.79

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

Reductions

Ticker	% Reduced
synopsys inc	-65.89
caterpillar inc	-42.53
ark etf tr	-35.82
ark etf tr	-32.07
ishares tr	-27.78
first tr exchange-traded fd	-24.87
vale s a	-24.42
chevron corp new	-20.63

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

Sold off

Ticker	$ Sold
amn healthcare svcs inc	-227,680
baxter intl inc	-205,904
merck & co inc	-242,150
e l f beauty inc	-216,152
coinbase global inc	-212,747

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

Sector Distribution

White Knight Strategic Wealth Advisors, LLC has about 44.6% of it's holdings in Others sector.

Sector	%
Others	44.6
Technology	19.9
Consumer Cyclical	12
Communication Services	6.6
Healthcare	5.6
Financial Services	5.3
Energy	1.9
Consumer Defensive	1.5
Industrials	1.1

Market Cap. Distribution

White Knight Strategic Wealth Advisors, LLC has about 53.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	44.6
MEGA-CAP	40.1
LARGE-CAP	13.8

Stocks belong to which Index?

About 51.9% 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	50.6
Others	48
RUSSELL 2000	1.3

Top 5 Winners (%)		%
TSLA	tesla inc	39.6 %
GOOG	alphabet inc	37.2 %
GOOG	alphabet inc	37.2 %
LRCX	lam research corp	36.8 %
PLTR	palantir technologies inc	31.1 %

Top 5 Winners ($)		$
TSLA	tesla inc	2.1 M
NVDA	nvidia corporation	1.4 M
GOOG	alphabet inc	1.1 M
AAPL	apple inc	1.1 M
GOOG	alphabet inc	0.9 M

Top 5 Losers (%)		%
UPS	united parcel service inc	-16.2 %
LYB	lyondellbasell industries n	-15.1 %
CRM	salesforce inc	-12.9 %
MELI	mercadolibre inc	-10.2 %
PYPL	paypal hldgs inc	-9.2 %

Top 5 Losers ($)		$
MELI	mercadolibre inc	-0.2 M
UPS	united parcel service inc	-0.1 M
V	visa inc	-0.1 M
PYPL	paypal hldgs inc	-0.1 M
COST	costco whsl corp new	0.0 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 90 stocks in it's portfolio. About 56% of the portfolio is in top 10 stocks. MELI proved to be the most loss making stock for the portfolio. TSLA was the most profitable stock for White Knight Strategic Wealth Advisors, LLC last quarter.

Last Reported on: 14 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.17	20,797	5,295,620	reduced	-5.14

ACHR	archer aviation inc	0.18	23,848	228,464	new

AFK	vaneck etf trust	1.86	23,851	2,363,870	reduced	-14.77

AFTY	pacer fds tr	1.05	23,137	1,329,680	reduced	-15.00

AFTY	pacer fds tr	0.23	8,211	298,059	added	6.5

AMD	advanced micro devices inc	0.40	3,149	509,477	reduced	-18.46

AMGN	amgen inc	0.89	3,995	1,127,390	added	0.28

AMLX	amplify etf tr	0.46	13,017	580,186	reduced	-3.41

AMN	amn healthcare svcs inc	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	3.99	23,083	5,068,330	reduced	-5.99

APLD	applied digital corp	0.50	27,726	636,034	new

ARKF	ark etf tr	0.66	9,737	840,321	reduced	-32.07

ARKF	ark etf tr	0.31	2,240	391,126	reduced	-35.82

ASET	flexshares tr	0.27	4,351	348,012	unchanged	0.00

AVGO	broadcom inc	0.99	3,828	1,262,900	reduced	-6.06

AXP	american express co	0.50	1,931	641,311	added	0.1

BABA	alibaba group hldg ltd	0.18	1,313	234,672	new

BAX	baxter intl inc	0.00	0.00	0.00	sold off	-100

BBAX	j p morgan exchange traded f	0.78	17,401	993,601	reduced	-8.04

BITQ	exchange traded concepts tru	0.96	26,256	1,219,200	reduced	-12.93