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White Knight Strategic Wealth Advisors, LLC

Location
PRINCETON, NJ
Portfolio Value
Small $142,773,009
Diversification
Diversified
Filing Date
Global Rank
#7,552 / 8,798 ▼ 212 · as of Jun 2026
Top Industry
Insurance - Diversified 20.9%
Period ended 3 months ago
Filed Aug 14, 2026 · 58d
19 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

79 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
15.8%
−2.7 pts
Top 5
38.8%
−4.4 pts
Top 10
56.3%
−4.0 pts
HHI
498
Sep 2023 → Jun 2026 · range 498 – 771
Diversified−100

Portfolio Trend

19 quarters · across all stocks

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

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
— +1,445 11,662 $1,097,178

Trimmed

Positions the filer reduced
8 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
12 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
6 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
79 tracked positions · $142,773,009 total · filing declares 89 positions · $142,772,498 · as of Jun 30, 2026
Showing 1–50 of 79 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History
11,662 $1,097,178 0.77%
5,097 $746,251 0.52%

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.