White Knight Strategic Wealth Advisors, LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $207,367,471 | Individuals and high net worth (100%) |
| Apr 2025 to Mar 2026 | $178,586,557 | Individuals and high net worth (99%) |
| Apr 2024 to Mar 2025 | $153,655,697 | Individuals and high net worth (99%) |
| May 2023 to Mar 2024 | $119,640,884 | Individuals and high net worth (99%) |
| Apr 2023 | $119,640,884 | Individuals and high net worth (99%) |
| Apr 2022 to Mar 2023 | $132,455,738 | Individuals and high net worth (99%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 61.3%; sector active share 26.2% against the combined 13F book's sector weights.
Over time 19 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
89 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 24.5% | $35,002,517 |
| Technology | 22.4% | $31,981,892 |
| Financial Services | 20.8% | $29,692,446 |
| Consumer Cyclical | 11.5% | $16,400,225 |
| Communication Services | 8.4% | $12,061,242 |
| Healthcare | 7.3% | $10,373,564 |
| Consumer Defensive | 1.9% | $2,706,978 |
| Energy | 1.2% | $1,668,537 |
| Utilities | 0.8% | $1,110,275 |
| Industrials | 0.7% | $942,823 |
| Basic Materials | 0.3% | $457,727 |
| Real Estate | 0.3% | $374,783 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH INDEX FUND | +20,668 | 24,859 | $2,141,354 | |
| 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 | |
| COWG | Pacer US Large Cap Cash Cows Growth Leaders ETF | +3,577 | 14,300 | $574,087 | |
| BITB | Bitwise Bitcoin ETF | +3,509 | 96,018 | $3,059,133 | |
| PFE | Pfizer Inc | +3,442 | 22,957 | $552,804 | |
| COWZ | Pacer US Cash Cows 100 ETF | +3,254 | 26,384 | $1,641,084 | |
| MOAT | VanEck Morningstar Wide Moat ETF | +2,442 | 24,413 | $2,537,975 | |
| NVO | Novo Nordisk A S | +2,395 | 14,848 | $711,813 | |
| EMQQ | EMQQ The Emerging Markets Internet ETF | +2,259 | 24,732 | $771,712 | |
| VOO | VANGUARD 500 INDEX FUND | +2,116 | 2,705 | $1,857,821 | |
| SCHD | Schwab U.S. Dividend Equity ETF | +1,795 | 88,500 | $2,806,335 | |
| IVV | iShares Core S&P 500 ETF | +1,655 | 2,186 | $1,637,073 | |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | +1,505 | 6,524 | $400,965 | |
| ICF | iShares Select U.S. REIT ETF | +1,456 | 10,845 | $733,447 | |
| 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 | |
| DIVO | Amplify CWP Enhanced Dividend Income ETF | +1,012 | 16,654 | $761,087 | |
| IJR | iShares Core S&P Small-Cap ETF | +962 | 6,909 | $1,024,673 | |
| — | +895 | 9,247 | $747,342 | ||
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | +885 | 3,925 | $310,192 | |
| ELF | e.l.f. Beauty, Inc. | +872 | 5,590 | $413,660 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SCHG | Schwab U.S. Large-Cap Growth ETF | −15,200 | 10,500 | $355,320 | |
| JEPI | JPMorgan Equity Premium Income ETF | −2,287 | 13,643 | $770,556 | |
| GPIX | Goldman Sachs S&P 500 Premium Income ETF | −1,268 | 9,564 | $531,471 | |
| DLR | Digital Realty Trust, Inc. | −559 | 2,087 | $374,783 | |
| GOOG | Alphabet Inc. | −552 | 12,708 | $4,490,117 | |
| GOOGL | Alphabet Inc. | −57 | 13,839 | $4,945,643 | |
| 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| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ACYN | First Trust Exchange-Traded Fund | 150,099 | $3,120,558 | |
| CLSE | Convergence Long/Short Equity ETF | 36,007 | $1,229,098 | |
| MU | Micron Technology Inc | 657 | $758,368 | |
| DDFZ | 23,196 | $449,770 | ||
| BUFD | FT Vest Laddered Deep Buffer ETF | 14,309 | $425,263 | |
| UNH | Unitedhealth Group Inc | 784 | $325,853 | |
| QCOM | Qualcomm Inc | 1,655 | $305,827 | |
| ICLR | Icon PLC | 1,592 | $276,546 | |
| FTLS | First Trust Long/Short Equity ETF | 3,589 | $264,868 | |
| BUD | Anheuser-Busch InBev SA | 3,121 | $257,170 | |
| DDFY | 11,010 | $220,530 | ||
| 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| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPGP | Victory Portfolios II | 12,409 | $1,335,456 | |
| DVN | Devon Energy Corp | 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. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 45,058 | $22,546,572 | 15.79% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 45,978 | $9,199,738 | 6.44% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 18,004 | $7,572,482 | 5.30% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 26,121 | $6,633,950 | 4.65% | |
| AAPL |
Apple Inc.
Technology
|
Added | 20,634 | $5,970,654 | 4.18% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 13,624 | $5,903,687 | 4.14% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 24,189 | $5,765,206 | 4.04% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 13,839 | $4,945,643 | 3.46% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 12,708 | $4,490,117 | 3.14% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 8,928 | $3,330,322 | 2.33% | |
| ACYN |
First Trust Exchange-Traded Fund
|
NEW | 150,099 | $3,120,558 | 2.19% | |
| BITB |
Bitwise Bitcoin ETF
|
Added | 96,018 | $3,059,133 | 2.14% | |
| SCHD |
Schwab U.S. Dividend Equity ETF
|
Added | 88,500 | $2,806,335 | 1.97% | |
| MOAT |
VanEck Morningstar Wide Moat ETF
|
Added | 24,413 | $2,537,975 | 1.78% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 24,859 | $2,141,354 | 1.50% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 17,369 | $2,043,810 | 1.43% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 3,645 | $1,904,111 | 1.33% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 3,257 | $1,892,023 | 1.33% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 2,705 | $1,857,821 | 1.30% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 2,335 | $1,743,707 | 1.22% | |
| COWZ |
Pacer US Cash Cows 100 ETF
|
Added | 26,384 | $1,641,084 | 1.15% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 2,186 | $1,637,073 | 1.15% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 36,865 | $1,560,864 | 1.09% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Added | 891 | $1,512,374 | 1.06% | |
| V |
Visa Inc.
Financial Services
|
Added | 4,358 | $1,495,186 | 1.05% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 3,780 | $1,427,895 | 1.00% | |
| CLSE |
Convergence Long/Short Equity ETF
|
NEW | 36,007 | $1,229,098 | 0.86% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 3,365 | $1,218,533 | 0.85% | |
| PDI |
PIMCO Dynamic Income Fund
Financial Services
|
Added | 72,817 | $1,216,043 | 0.85% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 3,189 | $1,124,696 | 0.79% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
Held | 23,579 | $1,073,316 | 0.75% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,890 | $1,064,618 | 0.75% | |
| APLD |
Applied Digital Corp.
Technology
|
Added | 27,481 | $1,025,041 | 0.72% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Added | 6,909 | $1,024,673 | 0.72% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 1,989 | $1,021,550 | 0.72% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 6,466 | $884,031 | 0.62% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 6,835 | $797,439 | 0.56% | |
| EMQQ |
EMQQ The Emerging Markets Internet ETF
|
Added | 24,732 | $771,712 | 0.54% | |
| JEPI |
JPMorgan Equity Premium Income ETF
|
Reduced | 13,643 | $770,556 | 0.54% | |
| CEG |
Constellation Energy Corp
Utilities
|
Added | 3,097 | $769,201 | 0.54% | |
| DIVO |
Amplify CWP Enhanced Dividend Income ETF
|
Added | 16,654 | $761,087 | 0.53% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 657 | $758,368 | 0.53% | |
|
|
Added | 9,247 | $747,342 | 0.52% | ||
|
|
Added | 5,097 | $746,251 | 0.52% | ||
| ICF |
iShares Select U.S. REIT ETF
|
Added | 10,845 | $733,447 | 0.51% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 764 | $714,699 | 0.50% | |
| NVO |
Novo Nordisk A S
Healthcare
|
Added | 14,848 | $711,813 | 0.50% | |
| AXP |
American Express Co
Financial Services
|
Added | 2,016 | $681,912 | 0.48% | |
| CALM |
Cal-Maine Foods Inc
Consumer Defensive
|
Added | 7,471 | $601,863 | 0.42% | |
| COWG |
Pacer US Large Cap Cash Cows Growth Leaders ETF
|
Added | 14,300 | $574,087 | 0.40% |
Showing the top 50 of 89 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.