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

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

Backtest portfolio

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, exited 6, added to 50, and trimmed 10.

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.

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
Loading holdings…
AUM

$142.8M

Long-equity book

Holdings

89

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+14 / −6 / ↑50 / ↓10

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

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

  • FIRST TR EXCHANGE-TRADED FD$3.1M
  • TRUST FOR PROFESSIONAL MANAG$1.2M
  • MICRON TECHNOLOGY INC$758.4K
  • INNOVATOR ETFS TRUST$449.8K
  • FIRST TR EXCHNG TRADED FD VI$425.3K
Show all 14 →

Exited Positions

  • INVESCO EXCHANGE TRADED FD T$1.3M
  • DEVON ENERGY CORP NEW$849.8K
  • SOCIEDAD QUIMICA Y MINERA DE$747.6K
  • ISHARES SILVER TR$564.2K
  • NUVEEN NEW JERSEY$239.2K
Show all 6 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# 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