White Knight Strategic Wealth Advisors, LLC — 13F Holdings & Portfolio

CIK 1904677 · latest 13F-HR filed 2026-08-14

White Knight Strategic Wealth Advisors, LLC manages $142.8M in 13F-reported U.S. long-equity assets across 89 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BRK.B (15.79%), NVDA (6.44%), TSLA (5.30%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 14 new positions and exited 6; 50 existing positions rose in reported value and 10 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

AUM

$142.8M

Long-equity book

Holdings

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+14 / −6 / ↑50 / ↓10

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26

BRK.B15.8% · +1%NVDA6.4% · +2%TSLA5.3% · +4%JNJ4.6% · +1%AAPL4.2% · +4%LRCX4.1% · +0%AMZN4.0% · +3%GOOGL3.5% · -0%GOOG3.1% · -4%MSFT2.3% · +10%ACYN2.2% · new BITB2.1% · +4%SCHD2.0% · +2%MOAT1.8% · +11%VUG1.5% · +493%BX1.4% · +4%DIA1.3% · 0%AMD1.3% · +12%VOO1.3% · +359%SPY1.2% · +38%COWZ1.1% · +14%IVV1.1% · +312%VZ1.1% · +15%MELI1.1% · +14%V1.0% · +6%AVGO1.0% · -1%CLSE0.9% · new AMGN0.9% · +8%PDI0.9% · +28%HD0.8% · +12%GBTC0.8% · 0%META0.7% · +13%APLD0.7% · +3%IJR0.7% · +16%MA0.7% · +1%XOM0.6% · +10%PLTR0.6% · +3%EMQQ0.5% · +10%JEPI0.5% · -14%CEG0.5% · +24%DIVO0.5% · +6%MU0.5% · new ARKK0.5% · +11%IWP0.5% · 0%ICF0.5% · +16%COST0.5% · +19%NVO0.5% · +19%AXP0.5% · +7%CALM0.4% · +20%COWG0.4% · +33%PFE0.4% · +18%GPIX0.4% · -12%DDFZ0.3% · new ENB0.3% · 0%CAT0.3% · +0%LLY0.3% · +17%MCD0.3% · +10%BUFD0.3% · new ELF0.3% · +18%JEPQ0.3% · +30%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 53.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 31, 2026.

Assets Under Management

$207.4M

Discretionary

$207.4M

Employees

Accounts

506

Address

2801 MAIN STREET
LAWRENCEVILLE, NJ 08648

Phone

(609) 945-1772

Website

www.wkswa.com

Name	Title / Status	Ownership	Type
MANGAT, HARPREET, SINGH Control	MANAGING MEMBER, CCO since Jul 2019	75% or more	Individual

Ownership & leadership changes · 1 filing with changes since May 16, 2019

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jul 19, 2019 filing

No longer listedGreen, Jordan, Jeffrey · CHIEF COMPLIANCE OFFICER, MANAGING MEMBER · 75% or more · control person · listed since May 2019
AddedMANGAT, HARPREET, SINGH · MANAGING MEMBER, CCO · 75% or more · control person

May 16, 2019 filing (earliest on record)

ListedGreen, Jordan, Jeffrey · CHIEF COMPLIANCE OFFICER, MANAGING MEMBER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

LAM RESEARCH CORP$3.0M +103.7%
VANGUARD INDEX FDS$1.5M +427.9%
NVIDIA CORPORATION$1.4M +17.4%
ADVANCED MICRO DEVICES INC$1.3M +219.3%
ISHARES TR$1.3M +372.0%

Show all 50 →

Top Trims

SCHWAB STRATEGIC TR-$393.3K -52.5%
BITWISE BITCOIN ETF TR-$346.1K -10.2%
PALANTIR TECHNOLOGIES INC-$175.2K -18.0%
GRAYSCALE BITCOIN TRUST ETF-$170.7K -13.7%
J P MORGAN EXCHANGE TRADED F-$132.4K -14.7%

Show all 10 →

New Positions

Show all 14 →

Exited Positions

Show all 6 →

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#	Issuer	Symbol	CUSIP	Value	Δ

White Knight Strategic Wealth Advisors, LLC Holdings (2026-06-30)

#	Issuer	Symbol	CUSIP	Value	Weight	Shares	Type
1	BERKSHIRE HATHAWAY INC DEL	BRK.B	084670702	$22.5M	15.79%	45,058	SH
2	NVIDIA CORPORATION	NVDA	67066G104	$9.2M	6.44%	45,978	SH
3	TESLA INC	TSLA	88160R101	$7.6M	5.30%	18,004	SH
4	JOHNSON & JOHNSON	JNJ	478160104	$6.6M	4.65%	26,121	SH
5	APPLE INC	AAPL	037833100	$6.0M	4.18%	20,634	SH
6	LAM RESEARCH CORP	LRCX	512807306	$5.9M	4.14%	13,624	SH
7	AMAZON COM INC	AMZN	023135106	$5.8M	4.04%	24,189	SH
8	ALPHABET INC	GOOGL	02079K305	$4.9M	3.46%	13,839	SH
9	ALPHABET INC	GOOG	02079K107	$4.5M	3.14%	12,708	SH
10	MICROSOFT CORP	MSFT	594918104	$3.3M	2.33%	8,928	SH
11	FIRST TR EXCHANGE-TRADED FD	ACYN	33733E690	$3.1M	2.19%	150,099	SH
12	BITWISE BITCOIN ETF TR	BITB	09174C104	$3.1M	2.14%	96,018	SH
13	SCHWAB STRATEGIC TR	SCHD	808524797	$2.8M	1.97%	88,500	SH
14	VANECK ETF TRUST	MOAT	92189F643	$2.5M	1.78%	24,413	SH
15	VANGUARD INDEX FDS	VUG	922908736	$2.1M	1.50%	24,859	SH
16	BLACKSTONE INC	BX	09260D107	$2.0M	1.43%	17,369	SH
17	STATE STR SPDR DOW JONES IND	DIA	78467X109	$1.9M	1.33%	3,645	SH
18	ADVANCED MICRO DEVICES INC	AMD	007903107	$1.9M	1.33%	3,257	SH
19	VANGUARD INDEX FDS	VOO	922908363	$1.9M	1.30%	2,705	SH
20	STATE STR SPDR S&P 500 ETF T	SPY	78462F103	$1.7M	1.22%	2,335	SH
21	PACER FDS TR	COWZ	69374H881	$1.6M	1.15%	26,384	SH
22	ISHARES TR	IVV	464287200	$1.6M	1.15%	2,186	SH
23	VERIZON COMMUNICATIONS INC	VZ	92343V104	$1.6M	1.09%	36,865	SH
24	MERCADOLIBRE INC	MELI	58733R102	$1.5M	1.06%	891	SH
25	VISA INC	V	92826C839	$1.5M	1.05%	4,358	SH
26	BROADCOM INC	AVGO	11135F101	$1.4M	1.00%	3,780	SH
27	TRUST FOR PROFESSIONAL MANAG	CLSE	89834G760	$1.2M	0.86%	36,007	SH
28	AMGEN INC	AMGN	031162100	$1.2M	0.85%	3,365	SH
29	PIMCO DYNAMIC INCOME FD	PDI	72201Y101	$1.2M	0.85%	72,817	SH
30	HOME DEPOT INC	HD	437076102	$1.1M	0.79%	3,189	SH
31	GRAYSCALE BITCOIN TRUST ETF	GBTC	389637109	$1.1M	0.75%	23,579	SH
32	META PLATFORMS INC	META	30303M102	$1.1M	0.75%	1,890	SH
33	APPLIED DIGITAL CORP	APLD	038169207	$1.0M	0.72%	27,481	SH
34	ISHARES TR	IJR	464287804	$1.0M	0.72%	6,909	SH
35	MASTERCARD INCORPORATED	MA	57636Q104	$1.0M	0.72%	1,989	SH
36	EXXON MOBIL CORP	XOM	30231G102	$884.0K	0.62%	6,466	SH
37	PALANTIR TECHNOLOGIES INC	PLTR	69608A108	$797.4K	0.56%	6,835	SH
38	EXCHANGE TRADED CONCEPTS TRU	EMQQ	301505889	$771.7K	0.54%	24,732	SH
39	J P MORGAN EXCHANGE TRADED F	JEPI	46641Q332	$770.6K	0.54%	13,643	SH
40	CONSTELLATION ENERGY CORP	CEG	21037T109	$769.2K	0.54%	3,097	SH
41	AMPLIFY ETF TR	DIVO	032108409	$761.1K	0.53%	16,654	SH
42	MICRON TECHNOLOGY INC	MU	595112103	$758.4K	0.53%	657	SH
43	ARK ETF TR	ARKK	00214Q104	$747.3K	0.52%	9,247	SH
44	ISHARES TR	IWP	464287481	$746.3K	0.52%	5,097	SH
45	ISHARES TR	ICF	464287564	$733.4K	0.51%	10,845	SH
46	COSTCO WHOLESALE CORPORATION	COST	22160K105	$714.7K	0.50%	764	SH
47	NOVO-NORDISK A S	NVO	670100205	$711.8K	0.50%	14,848	SH
48	AMERICAN EXPRESS CO	AXP	025816109	$682.0K	0.48%	2,016	SH
49	CAL MAINE FOODS INC	CALM	128030202	$601.9K	0.42%	7,471	SH
50	PACER FDS TR	COWG	69374H360	$574.1K	0.40%	14,300	SH

Filing History

Period	Filed	AUM	Holdings	Accession
2026-06-30	2026-08-14	$142.8M	89	0001904677-26-000003
2026-03-31	2026-05-15	$118.7M	81	0001904677-26-000002
2025-12-31	2026-02-20	$136.6M	89	0001904677-26-000001
2025-09-30	2025-11-14	$127.0M	94	0001904677-25-000008

Filer Information

Address

100 CANAL POINTE BLVD, SUITE 121
PRINCETON, NJ 08540

Phone

(609) 945-1772

Filing Manager

White Knight Strategic Wealth Advisors, LLC

PRINCETON, NJ

Signatory

JORDAN GREEN

Counsel