White Knight Strategic Wealth Advisors, LLC — 13F Holdings & Portfolio
CIK 1904677 · latest 13F-HR filed 2026-05-15
White Knight Strategic Wealth Advisors, LLC manages $118.7M in 13F-reported U.S. long-equity assets across 81 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BRK.B (18.00%), NVDA (6.60%), TSLA (5.42%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 15, added to 13, and trimmed 52.
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.
$118.7M
Long-equity book
81
Distinct positions
2026-03-31
Filed 2026-05-15
+7 / −15 / ↑13 / ↓52
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- JOHNSON & JOHNSON$914.7K +17.0%
- SCHWAB STRATEGIC TR$174.0K +7.0%
- DEVON ENERGY CORP NEW$163.2K +23.8%
- VERIZON COMMUNICATIONS INC$157.0K +10.8%
- EXXON MOBIL CORP$119.6K +13.7%
Top Trims
- NVIDIA CORPORATION-$1.5M -15.8%
- TESLA INC-$1.3M -17.2%
- BERKSHIRE HATHAWAY INC DEL-$1.3M -5.9%
- MICROSOFT CORP-$1.2M -28.7%
- ISHARES SILVER TR-$1.1M -66.5%
New Positions
- PIMCO DYNAMIC INCOME FD$974.6K
- CAL MAINE FOODS INC$493.8K
- ELI LILLY & CO$279.6K
- COREWEAVE INC$258.0K
- NUVEEN NEW JERSEY$239.2K
Exited Positions
- ISHARES GOLD TR$711.8K
- UNITED PARCEL SERVICE INC$513.9K
- SLB LIMITED$499.3K
- ICON PLC$399.6K
- DEERE & CO$355.7K
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 | $21.4M | 18.00% | 44,594 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $7.8M | 6.60% | 44,919 | SH |
| 3 | TESLA INC | TSLA | 88160R101 | $6.4M | 5.42% | 17,311 | SH |
| 4 | JOHNSON & JOHNSON | JNJ | 478160104 | $6.3M | 5.32% | 25,812 | SH |
| 5 | APPLE INC | AAPL | 037833100 | $5.1M | 4.26% | 19,919 | SH |
| 6 | AMAZON COM INC | AMZN | 023135106 | $4.9M | 4.11% | 23,408 | SH |
| 7 | ALPHABET INC | GOOGL | 02079K305 | $4.0M | 3.37% | 13,896 | SH |
| 8 | ALPHABET INC | GOOG | 02079K107 | $3.8M | 3.20% | 13,260 | SH |
| 9 | BITWISE BITCOIN ETF TR | BITB | 09174C104 | $3.4M | 2.87% | 92,509 | SH |
| 10 | MICROSOFT CORP | MSFT | 594918104 | $3.0M | 2.53% | 8,124 | SH |
| 11 | LAM RESEARCH CORP | LRCX | 512807306 | $2.9M | 2.44% | 13,565 | SH |
| 12 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $2.7M | 2.24% | 86,705 | SH |
| 13 | VANECK ETF TRUST | MOAT | 92189F643 | $2.1M | 1.79% | 21,971 | SH |
| 14 | BLACKSTONE INC | BX | 09260D107 | $1.9M | 1.61% | 16,638 | SH |
| 15 | VANGUARD INDEX FDS | VUG | 922908736 | $1.8M | 1.54% | 4,191 | SH |
| 16 | STATE STR SPDR DOW JONES IND | DIA | 78467X109 | $1.7M | 1.42% | 3,645 | SH |
| 17 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $1.6M | 1.36% | 32,122 | SH |
| 18 | PACER FDS TR | COWZ | 69374H881 | $1.4M | 1.22% | 23,130 | SH |
| 19 | MERCADOLIBRE INC | MELI | 58733R102 | $1.3M | 1.14% | 780 | SH |
| 20 | INVESCO EXCHANGE TRADED FD T | SPGP | 46137V431 | $1.3M | 1.13% | 12,409 | SH |
| 21 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 389637109 | $1.2M | 1.05% | 23,579 | SH |
| 22 | VISA INC | V | 92826C839 | $1.2M | 1.04% | 4,099 | SH |
| 23 | BROADCOM INC | AVGO | 11135F101 | $1.2M | 1.00% | 3,820 | SH |
| 24 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.1M | 0.93% | 1,697 | SH |
| 25 | AMGEN INC | AMGN | 031162100 | $1.1M | 0.92% | 3,110 | SH |
| 26 | EXXON MOBIL CORP | XOM | 30231G102 | $995.1K | 0.84% | 5,865 | SH |
| 27 | MASTERCARD INCORPORATED | MA | 57636Q104 | $983.3K | 0.83% | 1,968 | SH |
| 28 | PIMCO DYNAMIC INCOME FD | PDI | 72201Y101 | $974.6K | 0.82% | 56,959 | SH |
| 29 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $972.6K | 0.82% | 6,649 | SH |
| 30 | META PLATFORMS INC | META | 30303M102 | $954.3K | 0.80% | 1,668 | SH |
| 31 | HOME DEPOT INC | HD | 437076102 | $938.7K | 0.79% | 2,854 | SH |
| 32 | J P MORGAN EXCHANGE TRADED F | JEPI | 46641Q332 | $902.9K | 0.76% | 15,930 | SH |
| 33 | DEVON ENERGY CORP NEW | DVN | 25179M103 | $849.8K | 0.72% | 16,887 | SH |
| 34 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $748.6K | 0.63% | 25,700 | SH |
| 35 | SOCIEDAD QUIMICA Y MINERA DE | SQM | 833635105 | $747.6K | 0.63% | 9,237 | SH |
| 36 | EXCHANGE TRADED CONCEPTS TRU | EMQQ | 301505889 | $743.4K | 0.63% | 22,473 | SH |
| 37 | ISHARES TR | IJR | 464287804 | $739.3K | 0.62% | 5,947 | SH |
| 38 | AMPLIFY ETF TR | DIVO | 032108409 | $701.6K | 0.59% | 15,642 | SH |
| 39 | CONSTELLATION ENERGY CORP | CEG | 21037T109 | $700.5K | 0.59% | 2,508 | SH |
| 40 | ISHARES TR | IWP | 464287481 | $652.9K | 0.55% | 5,096 | SH |
| 41 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $639.7K | 0.54% | 642 | SH |
| 42 | APPLIED DIGITAL CORP | APLD | 038169207 | $632.3K | 0.53% | 26,636 | SH |
| 43 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $592.6K | 0.50% | 2,913 | SH |
| 44 | ISHARES TR | ICF | 464287564 | $581.1K | 0.49% | 9,389 | SH |
| 45 | AMERICAN EXPRESS CO | AXP | 025816109 | $570.5K | 0.48% | 1,886 | SH |
| 46 | ARK ETF TR | ARKK | 00214Q104 | $564.5K | 0.48% | 8,352 | SH |
| 47 | ISHARES SILVER TR | SLV | 46428Q109 | $564.2K | 0.48% | 8,280 | SH |
| 48 | PFIZER INC | PFE | 717081103 | $548.0K | 0.46% | 19,515 | SH |
| 49 | GOLDMAN SACHS ETF TR | GPIX | 38149W622 | $542.0K | 0.46% | 10,832 | SH |
| 50 | CAL MAINE FOODS INC | CALM | 128030202 | $493.8K | 0.42% | 6,239 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |