White Knight Strategic Wealth Advisors, LLC Top Holdings and 13F Report (2026) About White Knight Strategic Wealth Advisors, LLCInvestment ActivityWhite Knight Strategic Wealth Advisors, LLC has $118.69 million in total holdings as of March 31, 2026.White Knight Strategic Wealth Advisors, LLC owns shares of 81 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 2.57% of the portfolio was purchased this quarter.About 11.93% of the portfolio was sold this quarter.This quarter, White Knight Strategic Wealth Advisors, LLC has purchased 89 new stocks and bought additional shares in 8 stocks.White Knight Strategic Wealth Advisors, LLC sold shares of 63 stocks and completely divested from 15 stocks this quarter.Largest Holdings Berkshire Hathaway $21,369,445NVIDIA $7,833,874Tesla $6,435,364Johnson & Johnson $6,309,453Apple $5,055,322 Largest New Holdings this Quarter 72201Y101 - PIMCO Dynamic Income Fund $974,574 Holding128030202 - Cal-Maine Foods $493,817 Holding532457108 - Eli Lilly and Company $279,610 Holding21873S108 - COREWEAVE INC $257,975 Holding67069Y102 - Nuveen New Jersey Quality Municipal Income Fund $239,235 Holding Largest Purchases this Quarter PIMCO Dynamic Income Fund 56,959 shares (about $974.57K)Cal-Maine Foods 6,239 shares (about $493.82K)Eli Lilly and Company 304 shares (about $279.61K)COREWEAVE INC 3,330 shares (about $257.98K)Nuveen New Jersey Quality Municipal Income Fund 19,450 shares (about $239.24K) Largest Sales this Quarter iShares Silver Trust 17,867 shares (about $1.22M)NVIDIA 4,949 shares (about $863.11K)LAM RESEARCH CORP 2,905 shares (about $620.68K)Apple 1,567 shares (about $397.70K)VanEck Morningstar Wide Moat ETF 3,419 shares (about $330.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWhite Knight Strategic Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$21,369,445$273,144 â–¼-1.3%44,59418.0%FinanceNVDANVIDIA$7,833,874$863,106 â–¼-9.9%44,9196.6%Computer and TechnologyTSLATesla$6,435,364$8,550 â–²0.1%17,3115.4%Auto/Tires/TrucksJNJJohnson & Johnson$6,309,453$62,576 â–¼-1.0%25,8125.3%MedicalAAPLApple$5,055,322$397,695 â–¼-7.3%19,9194.3%Computer and TechnologyAMZNAmazon.com$4,875,184$249,924 â–¼-4.9%23,4084.1%Retail/WholesaleGOOGLAlphabet$3,995,934$223,434 â–¼-5.3%13,8963.4%Computer and TechnologyGOOGAlphabet$3,803,764$60,241 â–¼-1.6%13,2603.2%Computer and TechnologyBITWISE BITCOIN ETF TR$3,405,256$3,791 â–²0.1%92,5092.9%SHS BEN INTMSFTMicrosoft$3,007,386$222,481 â–¼-6.9%8,1242.5%Computer and TechnologyLAM RESEARCH CORP$2,898,298$620,682 â–¼-17.6%13,5652.4%COM NEWSCHDSchwab US Dividend Equity ETF$2,660,109$120,572 â–¼-4.3%86,7052.2%ETFMOATVanEck Morningstar Wide Moat ETF$2,124,596$330,617 â–¼-13.5%21,9711.8%ETFBXBlackstone$1,913,204$60,600 â–¼-3.1%16,6381.6%FinanceVUGVanguard Growth ETF$1,830,587$4,368 â–¼-0.2%4,1911.5%ETFDIASPDR Dow Jones Industrial Average ETF Trust$1,688,3280.0%3,6451.4%FinanceVZVerizon Communications$1,612,524$181,423 â–¼-10.1%32,1221.4%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$1,447,013$235,226 â–¼-14.0%23,1301.2%ETFMELIMercadoLibre$1,348,636$17,290 â–²1.3%7801.1%Retail/WholesaleSPGPInvesco S&P 500 GARP ETF$1,335,457$212,011 â–¼-13.7%12,4091.1%ETFGRAYSCALE BITCOIN TRUST ETF$1,244,0280.0%23,5791.0%SHS REP COM UTVVisa$1,238,803$84,622 â–¼-6.4%4,0991.0%Business ServicesAVGOBroadcom$1,182,328$16,095 â–¼-1.3%3,8201.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,103,627$84,544 â–¼-7.1%1,6970.9%FinanceAMGNAmgen$1,094,254$142,499 â–¼-11.5%3,1100.9%MedicalXOMExxonMobil$995,107$239,233 â–¼-19.4%5,8650.8%EnergyMAMastercard$983,331$138,905 â–²16.4%1,9680.8%Business ServicesPDIPIMCO Dynamic Income Fund$974,574$974,574 â–²New Holding56,9590.8%Financial ServicesPALANTIR TECHNOLOGIES INC$972,616$14,921 â–²1.6%6,6490.8%CL AMETAMeta Platforms$954,313$113,854 â–¼-10.7%1,6680.8%Computer and TechnologyHDHome Depot$938,652$49,005 â–¼-5.0%2,8540.8%Retail/WholesaleJEPIJPMorgan Equity Premium Income ETF$902,912$219,975 â–¼-19.6%15,9300.8%ETFDVNDevon Energy$849,754$93,344 â–¼-9.9%16,8870.7%EnergySCHGSchwab U.S. Large-Cap Growth ETF$748,6410.0%25,7000.6%ETFSQMSociedad Quimica y Minera$747,643$26,306 â–¼-3.4%9,2370.6%Basic MaterialsEMQQEmerging Markets Internet ETF$743,407$166,690 â–¼-18.3%22,4730.6%ETFIJRiShares Core S&P Small-Cap ETF$739,272$273,855 â–¼-27.0%5,9470.6%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$701,557$53,686 â–¼-7.1%15,6420.6%ETFCEGConstellation Energy$700,481$93,844 â–²15.5%2,5080.6%EnergyIWPiShares Russell Mid-Cap Growth ETF$652,900$7,175 â–¼-1.1%5,0960.6%ETFCOSTCostco Wholesale$639,714$237,153 â–¼-27.0%6420.5%Retail/WholesaleAPLDApplied Digital$632,339$76,205 â–¼-10.8%26,6360.5%FinanceAMDAdvanced Micro Devices$592,592$63,877 â–¼-9.7%2,9130.5%Computer and TechnologyICFiShares Select U.S. REIT ETF$581,085$101,376 â–¼-14.9%9,3890.5%ETFAXPAmerican Express$570,467$13,006 â–¼-2.2%1,8860.5%FinanceARK ETF TR$564,526$81,313 â–¼-12.6%8,3520.5%INNOVATION ETFSLViShares Silver Trust$564,199$1,217,457 â–¼-68.3%8,2800.5%ETFPFEPfizer$547,981$155,030 â–¼-22.1%19,5150.5%MedicalGOLDMAN SACHS ETF TR$542,033$203,813 â–¼-27.3%10,8320.5%S&P 500 PREMIUMCALMCal-Maine Foods$493,817$493,817 â–²New Holding6,2390.4%Basic MaterialsDLRDigital Realty Trust$476,836$122,903 â–¼-20.5%2,6460.4%FinanceNVONovo Nordisk A/S$457,648$71,222 â–¼-13.5%12,4530.4%MedicalENBEnbridge$449,091$31,943 â–¼-6.6%8,2950.4%EnergyMCDMcDonald's$446,962$17,717 â–¼-3.8%1,4380.4%Retail/WholesaleWALMART INC$409,068$12,550 â–¼-3.0%3,2920.3%COMNEENextEra Energy$364,182$19,505 â–¼-5.1%3,9210.3%UtilitiesCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$361,782$58,031 â–¼-13.8%10,7230.3%ETFLMTLockheed Martin$356,590$96,702 â–¼-21.3%5900.3%AerospaceVOOVanguard S&P 500 ETF$351,957$50,792 â–²16.9%5890.3%ETFADBEAdobe$350,764$27,711 â–¼-7.3%1,4430.3%Computer and TechnologyIVViShares Core S&P 500 ETF$346,855$44,418 â–¼-11.4%5310.3%ETFQDEFFlexShares Quality Dividend Defensive Index Fund$338,277$9,020 â–¼-2.6%4,2380.3%ETFLYBLyondellBasell Industries$337,063$131,313 â–¼-28.0%4,1840.3%Basic MaterialsCVXChevron$330,006$95,174 â–¼-22.4%1,5950.3%EnergyPYPLPayPal$293,905$21,032 â–¼-6.7%6,4980.2%Business ServicesELFe.l.f. Beauty$285,958$55,155 â–²23.9%4,7180.2%Consumer StaplesCATCaterpillar$283,384$17,712 â–¼-5.9%4000.2%IndustrialsKHCKraft Heinz$280,225$35,197 â–¼-11.2%12,4600.2%Consumer StaplesLLYEli Lilly and Company$279,610$279,610 â–²New Holding3040.2%MedicalJEPQJPMorgan Nasdaq Equity Premium Income ETF$278,655$51,578 â–¼-15.6%5,0190.2%ETFCOREWEAVE INC$257,975$257,975 â–²New Holding3,3300.2%COM CL ASONYSony$256,163$73,485 â–¼-22.3%12,3750.2%Consumer DiscretionaryVCSHVanguard Short-Term Corporate Bond ETF$241,000$150,387 â–¼-38.4%3,0400.2%ETFNXJNuveen New Jersey Quality Municipal Income Fund$239,235$239,235 â–²New Holding19,4500.2%Financial ServicesISRGIntuitive Surgical$226,346$29,042 â–¼-11.4%4910.2%MedicalARK ETF TR$224,938$112,409 â–¼-33.3%1,8650.2%NEXT GNRTN INTERMUJBlackRock MuniHoldings New Jersey Quality Fund$221,708$221,708 â–²New Holding19,1620.2%FinanceEMNEastman Chemical$209,498$42,739 â–¼-16.9%2,7450.2%Basic MaterialsFVDFirst Trust Value Line Dividend Index Fund$205,897$36,777 â–¼-15.2%4,3780.2%ETFNFLXNetflix$205,376$205,376 â–²New Holding2,1360.2%Consumer DiscretionaryACHRArcher Aviation$176,752$17,449 â–¼-9.0%34,1880.1%AerospaceIAUiShares Gold Trust$0$711,780 â–¼-100.0%00.0%FinanceUPSUnited Parcel Service$0$513,903 â–¼-100.0%00.0%TransportationSLBSLB$0$499,324 â–¼-100.0%00.0%EnergyICLRIcon$0$399,608 â–¼-100.0%00.0%MedicalDEDeere & Company$0$355,695 â–¼-100.0%00.0%IndustrialsTGTTarget$0$336,482 â–¼-100.0%00.0%Retail/WholesaleQCOMQualcomm$0$300,877 â–¼-100.0%00.0%Computer and TechnologySPROTT ASSET MANAGEMENT LP$0$299,166 â–¼-100.0%00.0%PHYSICAL GOLD ANMCOMoody's$0$267,175 â–¼-100.0%00.0%FinanceSHOPIFY INC$0$265,601 â–¼-100.0%00.0%CL A SUB VTG SHSUNHUnitedHealth Group$0$257,486 â–¼-100.0%00.0%MedicalBUDAnheuser-Busch InBev SA/NV$0$234,771 â–¼-100.0%00.0%Consumer StaplesCRMSalesforce$0$217,226 â–¼-100.0%00.0%Computer and TechnologyIJTiShares S&P Small-Cap 600 Growth ETF$0$208,070 â–¼-100.0%00.0%ETFCOLDAmericold Realty Trust$0$132,201 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
