White Knight Strategic Wealth Advisors, LLC
Filing Date
Global Rank
#5,776
/ 8,607
▼ 121
· as of Mar 2026
Top Industry
Insurance - Diversified
24.0%
3Y Alpha vs SPY
-3.0%
Period ended 3 months ago
Filed May 15, 2026 · 58d
18 quarters · since Dec 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+62.0%
SPY
+75.2%
Annualised alpha
-3.1%
Max drawdown
−16.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
58 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
22.0%
+1.6 pts
Top 5
48.5%
+2.3 pts
Top 10
67.2%
+1.8 pts
HHI
770
Diversified+70
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 28.7% | $27,804,746 |
| Technology | 23.8% | $23,039,447 |
| Consumer Cyclical | 14.5% | $14,044,751 |
| Healthcare | 9.2% | $8,915,322 |
| Unclassified | 8.3% | $8,005,436 |
| Communication Services | 7.0% | $6,768,145 |
| Energy | 2.7% | $2,623,904 |
| Consumer Defensive | 2.2% | $2,108,835 |
| Basic Materials | 1.3% | $1,294,203 |
| Utilities | 1.1% | $1,064,541 |
| Industrials | 0.8% | $816,725 |
| Real Estate | 0.5% | $476,835 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ELF | e.l.f. Beauty, Inc. | +910 | 4,718 | $285,957 | |
| CEG | Constellation Energy Corp | +336 | 2,508 | $700,359 | |
| MA | Mastercard Inc | +278 | 1,968 | $983,330 | |
| BITB | Bitwise Bitcoin ETF | +103 | 92,509 | $3,405,256 | |
| PLTR | Palantir Technologies Inc. | +102 | 6,649 | $972,615 | |
| TSLA | Tesla, Inc. | +23 | 17,311 | $6,435,364 | |
| MELI | Mercadolibre Inc | +10 | 780 | $1,348,635 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SLV | iShares Silver Trust | −17,867 | 8,280 | $564,199 | |
| PFE | Pfizer Inc | −5,521 | 19,515 | $547,981 | |
| NVDA | Nvidia Corp | −4,949 | 44,919 | $7,833,873 | |
| VZ | Verizon Communications Inc | −3,614 | 32,122 | $1,612,524 | |
| SONY | Sony Group Corp | −3,550 | 12,375 | $256,162 | |
| ACHR | Archer Aviation Inc. | −3,375 | 34,188 | $176,751 | |
| APLD | Applied Digital Corp. | −3,210 | 26,636 | $632,338 | |
| LRCX | Lam Research Corp | −2,905 | 13,565 | $2,898,297 | |
| NVO | Novo Nordisk A S | −1,938 | 12,453 | $457,647 | |
| DVN | Devon Energy Corp/De | −1,855 | 16,887 | $849,753 | |
| LYB | LyondellBasell Industries N.V. | −1,630 | 4,184 | $337,063 | |
| AAPL | Apple Inc. | −1,567 | 19,919 | $5,055,243 | |
| KHC | Kraft Heinz Co | −1,565 | 12,460 | $280,225 | |
| XOM | ExxonMobil Holdings Corp | −1,410 | 5,865 | $995,055 | |
| AMZN | Amazon Com Inc | −1,200 | 23,408 | $4,875,184 | |
| GOOGL | Alphabet Inc. | −777 | 13,896 | $3,995,933 | |
| DLR | Digital Realty Trust, Inc. | −682 | 2,646 | $476,835 | |
| MSFT | Microsoft Corp | −601 | 8,124 | $3,007,261 | |
| ENB | Enbridge Inc | −590 | 8,295 | $449,091 | |
| BRK-B | Berkshire Hathaway Inc | −570 | 44,594 | $21,369,444 | |
| EMN | Eastman Chemical Co | −560 | 2,745 | $209,498 | |
| BX | Blackstone Inc. | −527 | 16,638 | $1,913,203 | |
| PYPL | PayPal Holdings, Inc. | −465 | 6,498 | $293,904 | |
| CVX | Chevron Corp | −460 | 1,595 | $330,005 | |
| AMGN | Amgen Inc | −405 | 3,110 | $1,094,253 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PDI | PIMCO Dynamic Income Fund | 56,959 | $974,568 | |
| CALM | Cal-Maine Foods Inc | 6,239 | $493,816 | |
| LLY | ELI LILLY & Co | 304 | $279,610 | |
| CRWV | CoreWeave, Inc. | 3,330 | $257,975 | |
| NXJ | NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND | 19,450 | $239,235 | |
| MUJ | Blackrock Muniholdings New Jersey Quality Fund, Inc. | 19,162 | $221,704 | |
| NFLX | Netflix Inc | 2,136 | $205,376 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
14 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IAU | Ishares Gold Trust | 8,769 | $711,779 | |
| UPS | United Parcel Service Inc | 5,181 | $513,903 | |
| SLB | Slb Limited/Nv | 13,010 | $499,323 | |
| ICLR | Icon PLC | 2,193 | $399,608 | |
| DE | Deere & Co | 764 | $355,695 | |
| TGT | Target Corp | 3,442 | $336,455 | |
| QCOM | Qualcomm Inc/De | 1,759 | $300,876 | |
| CEF | Sprott Physical Gold & Silver Trust | 6,532 | $299,165 | |
| MCO | Moodys Corp /De/ | 523 | $267,174 | |
| SHOP | Shopify Inc. | 1,650 | $265,600 | |
| UNH | Unitedhealth Group Inc | 780 | $257,485 | |
| BUD | Anheuser-Busch InBev SA/NV | 3,666 | $234,770 | |
| CRM | Salesforce, Inc. | 820 | $217,226 | |
| COLD | Americold Realty Trust | 10,280 | $132,200 | |
| No positions match the current search. | ||||
58 positions ·
$96,962,890 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 58 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 44,594 | $21,369,444 | 22.04% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 44,919 | $7,833,873 | 8.08% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 17,311 | $6,435,364 | 6.64% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 25,812 | $6,309,485 | 6.51% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 19,919 | $5,055,243 | 5.21% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 23,408 | $4,875,184 | 5.03% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 13,896 | $3,995,933 | 4.12% | |
| BITB |
Bitwise Bitcoin ETF
|
Added | 92,509 | $3,405,256 | 3.51% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 8,124 | $3,007,261 | 3.10% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 13,565 | $2,898,297 | 2.99% | |
| BX |
Blackstone Inc.
Financial Services
|
Reduced | 16,638 | $1,913,203 | 1.97% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 3,645 | $1,688,327 | 1.74% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 32,122 | $1,612,524 | 1.66% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Added | 780 | $1,348,635 | 1.39% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
Held | 23,579 | $1,244,028 | 1.28% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 4,099 | $1,238,881 | 1.28% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 3,820 | $1,182,328 | 1.22% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,697 | $1,103,626 | 1.14% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 3,110 | $1,094,253 | 1.13% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 5,865 | $995,055 | 1.03% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 1,968 | $983,330 | 1.01% | |
| PDI |
PIMCO Dynamic Income Fund
Financial Services
|
NEW | 56,959 | $974,568 | 1.01% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 6,649 | $972,615 | 1.00% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,668 | $954,312 | 0.98% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 2,854 | $938,652 | 0.97% | |
| DVN |
Devon Energy Corp/De
Energy
|
Reduced | 16,887 | $849,753 | 0.88% | |
| SQM |
Chemical & Mining Co Of Chile Inc
Basic Materials
|
Reduced | 9,237 | $747,642 | 0.77% | |
| CEG |
Constellation Energy Corp
Utilities
|
Added | 2,508 | $700,359 | 0.72% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 642 | $639,708 | 0.66% | |
| APLD |
Applied Digital Corp.
Technology
|
Reduced | 26,636 | $632,338 | 0.65% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 2,913 | $592,591 | 0.61% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 1,886 | $570,477 | 0.59% | |
| SLV |
iShares Silver Trust
|
Reduced | 8,280 | $564,199 | 0.58% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 19,515 | $547,981 | 0.57% | |
| CALM |
Cal-Maine Foods Inc
Consumer Defensive
|
NEW | 6,239 | $493,816 | 0.51% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
Reduced | 2,646 | $476,835 | 0.49% | |
| NVO |
Novo Nordisk A S
Healthcare
|
Reduced | 12,453 | $457,647 | 0.47% | |
| ENB |
Enbridge Inc
Energy
|
Reduced | 8,295 | $449,091 | 0.46% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 1,438 | $446,916 | 0.46% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 3,292 | $409,129 | 0.42% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 3,921 | $364,182 | 0.38% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 590 | $356,590 | 0.37% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 1,443 | $350,764 | 0.36% | |
| LYB |
LyondellBasell Industries N.V.
Basic Materials
|
Reduced | 4,184 | $337,063 | 0.35% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 1,595 | $330,005 | 0.34% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Reduced | 6,498 | $293,904 | 0.30% | |
| ELF |
e.l.f. Beauty, Inc.
Consumer Defensive
|
Added | 4,718 | $285,957 | 0.29% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 400 | $283,384 | 0.29% | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
Reduced | 12,460 | $280,225 | 0.29% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 304 | $279,610 | 0.29% |