White Knight Strategic Wealth Advisors, LLC

CIK

1904677

Location

PRINCETON, NJ

Portfolio Value

Small $118,883,400

Diversification

Diversified

Filing Date

Global Rank

#5,563 / 8,517 ▲ 463

Top Industry

Insurance - Diversified 20.9%

3Y Alpha vs SPY

+28.8%

Period ended 46 days ago

Filed Aug 14, 2026 · 1d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+233.6%

SPY

+75.3%

Annualised alpha

+28.8%

Max drawdown

−17.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

62 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

19.0%

−2.3 pts

Top 5

46.6%

−2.9 pts

Top 10

66.9%

−1.8 pts

HHI

677

Diversified−83

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	26.9%	$31,981,892	15
Financial Services	25.0%	$29,692,446	8
Consumer Cyclical	13.8%	$16,400,225	5
Communication Services	10.1%	$12,061,242	3
Unclassified	9.3%	$11,112,908	6
Healthcare	8.7%	$10,373,564	8
Consumer Defensive	2.3%	$2,706,978	6
Energy	1.4%	$1,668,537	3
Utilities	0.9%	$1,110,275	2
Industrials	0.8%	$942,823	3
Basic Materials	0.4%	$457,727	2
Real Estate	0.3%	$374,783	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PDI	PIMCO Dynamic Income Fund	+15,858	72,817	$1,216,043
MUJ	Blackrock Muniholdings New Jersey Quality Fund, Inc.	+12,077	31,239	$384,552
VZ	Verizon Communications Inc	+4,743	36,865	$1,560,864
ACHR	Archer Aviation Inc.	+4,625	38,813	$183,585
BITB	Bitwise Bitcoin ETF	+3,509	96,018	$3,059,133
PFE	Pfizer Inc	+3,442	22,957	$552,804
NVO	Novo Nordisk A S	+2,395	14,848	$711,813
KHC	Kraft Heinz Co	+1,371	13,831	$326,688
CALM	Cal-Maine Foods Inc	+1,232	7,471	$601,863
NVDA	Nvidia Corp	+1,059	45,978	$9,199,738
ELF	e.l.f. Beauty, Inc.	+872	5,590	$413,660
APLD	Applied Digital Corp.	+845	27,481	$1,025,041
MSFT	Microsoft Corp	+804	8,928	$3,330,322
AMZN	Amazon Com Inc	+781	24,189	$5,765,206
BX	Blackstone Inc.	+731	17,369	$2,043,810
AAPL	Apple Inc.	+715	20,634	$5,970,654
TSLA	Tesla, Inc.	+693	18,004	$7,572,482
SPY	Spdr S&P 500 ETF Trust	+638	2,335	$1,743,707
XOM	ExxonMobil Holdings Corp	+601	6,466	$884,031
CEG	Constellation Energy Corp	+589	3,097	$769,201
PYPL	PayPal Holdings, Inc.	+515	7,013	$302,821
LYB	LyondellBasell Industries N.V.	+477	4,661	$245,401
BRK-B	Berkshire Hathaway Inc	+464	45,058	$22,546,572
EMN	Eastman Chemical Co	+425	3,170	$212,326
CVX	Chevron Corp	+425	2,020	$334,835
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−609	26,547	$9,435,760
DLR	Digital Realty Trust, Inc.	−559	2,087	$374,783
SONY	Sony Group Corp	−50	12,325	$247,239
AVGO	Broadcom Inc.	−40	3,780	$1,427,895
NEE	Nextera Energy Inc	−35	3,886	$341,074
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	150,099	$3,120,558
MU	Micron Technology Inc	657	$758,368
UNH	Unitedhealth Group Inc	784	$325,853
QCOM	Qualcomm Inc/De	1,655	$305,827
ICLR	Icon PLC	1,592	$276,546
BUD	Anheuser-Busch InBev SA/NV	3,121	$257,170
QQQ	Invesco Qqq Trust, Series 1	288	$212,083
ASML	Asml Holding NV	105	$208,891
TSM	Taiwan Semiconductor Manufacturing Co Ltd	422	$201,534
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
DVN	Devon Energy Corp/De	16,887	$849,753
SQM	Chemical & Mining Co Of Chile Inc	9,237	$747,642
SLV	iShares Silver Trust	8,280	$564,199
NFLX	Netflix Inc	2,136	$205,376
NXJ	NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND	19,450	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

62 tracked positions · $118,883,400 total · filing declares 89 positions · $142,772,498 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 62 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	45,058	+464	$22,546,572	+5.5%	18.97%
GOOGL	Alphabet Inc. Communication Services	Reduced	26,547	-609	$9,435,760	+21.0%	7.94%
NVDA	Nvidia Corp Technology	Added	45,978	+1,059	$9,199,738	+17.4%	7.74%
TSLA	Tesla, Inc. Consumer Cyclical	Added	18,004	+693	$7,572,482	+17.7%	6.37%
JNJ	Johnson & Johnson Healthcare	Added	26,121	+309	$6,633,950	+5.1%	5.58%
AAPL	Apple Inc. Technology	Added	20,634	+715	$5,970,654	+18.1%	5.02%
LRCX	Lam Research Corp Technology	Added	13,624	+59	$5,903,687	+103.7%	4.97%
AMZN	Amazon Com Inc Consumer Cyclical	Added	24,189	+781	$5,765,206	+18.3%	4.85%
MSFT	Microsoft Corp Technology	Added	8,928	+804	$3,330,322	+10.7%	2.80%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	NEW	150,099	NEW	$3,120,558	NEW	2.62%
BITB	Bitwise Bitcoin ETF	Added	96,018	+3,509	$3,059,133	−10.2%	2.57%
BX	Blackstone Inc. Financial Services	Added	17,369	+731	$2,043,810	+6.8%	1.72%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	3,645	0	$1,904,111	+12.8%	1.60%
AMD	Advanced Micro Devices Inc Technology	Added	3,257	+344	$1,892,023	+219.3%	1.59%
SPY	Spdr S&P 500 ETF Trust	Added	2,335	+638	$1,743,707	+58.0%	1.47%
VZ	Verizon Communications Inc Communication Services	Added	36,865	+4,743	$1,560,864	−3.2%	1.31%
MELI	Mercadolibre Inc Consumer Cyclical	Added	891	+111	$1,512,374	+12.1%	1.27%
V	Visa Inc. Financial Services	Added	4,358	+259	$1,495,186	+20.7%	1.26%
AVGO	Broadcom Inc. Technology	Reduced	3,780	-40	$1,427,895	+20.8%	1.20%
AMGN	Amgen Inc Healthcare	Added	3,365	+255	$1,218,533	+11.4%	1.02%
PDI	PIMCO Dynamic Income Fund Financial Services	Added	72,817	+15,858	$1,216,043	+24.8%	1.02%
HD	Home Depot, Inc. Consumer Cyclical	Added	3,189	+335	$1,124,696	+19.8%	0.95%
GBTC	Grayscale Bitcoin Trust ETF	Held	23,579	0	$1,073,316	−13.7%	0.90%
META	Meta Platforms, Inc. Communication Services	Added	1,890	+222	$1,064,618	+11.6%	0.90%
APLD	Applied Digital Corp. Technology	Added	27,481	+845	$1,025,041	+62.1%	0.86%
MA	Mastercard Inc Financial Services	Added	1,989	+21	$1,021,550	+3.9%	0.86%
XOM	ExxonMobil Holdings Corp Energy	Added	6,466	+601	$884,031	−11.2%	0.74%
PLTR	Palantir Technologies Inc. Technology	Added	6,835	+186	$797,439	−18.0%	0.67%
CEG	Constellation Energy Corp Utilities	Added	3,097	+589	$769,201	+9.8%	0.65%
MU	Micron Technology Inc Technology	NEW	657	NEW	$758,368	NEW	0.64%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	764	+122	$714,699	+11.7%	0.60%
NVO	Novo Nordisk A S Healthcare	Added	14,848	+2,395	$711,813	+55.5%	0.60%
AXP	American Express Co Financial Services	Added	2,016	+130	$681,912	+19.5%	0.57%
CALM	Cal-Maine Foods Inc Consumer Defensive	Added	7,471	+1,232	$601,863	+21.9%	0.51%
PFE	Pfizer Inc Healthcare	Added	22,957	+3,442	$552,804	+0.9%	0.46%
ENB	Enbridge Inc Energy	Held	8,295	0	$449,671	+0.1%	0.38%
CAT	Caterpillar Inc Industrials	Added	402	+2	$428,089	+51.1%	0.36%
LLY	ELI LILLY & Co Healthcare	Added	355	+51	$425,797	+52.3%	0.36%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,574	+136	$425,467	−4.8%	0.36%
ELF	e.l.f. Beauty, Inc. Consumer Defensive	Added	5,590	+872	$413,660	+44.7%	0.35%
WMT	Walmart Inc. Consumer Defensive	Added	3,469	+177	$392,898	−4.0%	0.33%
MUJ	Blackrock Muniholdings New Jersey Quality Fund, Inc. Financial Services	Added	31,239	+12,077	$384,552	+73.5%	0.32%
DLR	Digital Realty Trust, Inc. Real Estate	Reduced	2,087	-559	$374,783	−21.4%	0.32%
ADBE	Adobe Inc. Technology	Added	1,748	+305	$358,374	+2.2%	0.30%
CRWV	CoreWeave, Inc. Technology	Added	3,565	+235	$354,860	+37.6%	0.30%
NEE	Nextera Energy Inc Utilities	Reduced	3,886	-35	$341,074	−6.3%	0.29%
CVX	Chevron Corp Energy	Added	2,020	+425	$334,835	+1.5%	0.28%
LMT	Lockheed Martin Corp Industrials	Added	650	+60	$331,149	−7.1%	0.28%
KHC	Kraft Heinz Co Consumer Defensive	Added	13,831	+1,371	$326,688	+16.6%	0.27%
UNH	Unitedhealth Group Inc Healthcare	NEW	784	NEW	$325,853	NEW	0.27%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.