Go Pro

White Knight Strategic Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About White Knight Strategic Wealth Advisors, LLC

Investment Activity

  • White Knight Strategic Wealth Advisors, LLC has $142.77 million in total holdings as of June 30, 2026.
  • White Knight Strategic Wealth Advisors, LLC owns shares of 89 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
  • Approximately 13.31% of the portfolio was purchased this quarter.
  • About 3.50% of the portfolio was sold this quarter.
  • This quarter, White Knight Strategic Wealth Advisors, LLC has purchased 81 new stocks and bought additional shares in 62 stocks.
  • White Knight Strategic Wealth Advisors, LLC sold shares of 9 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$22,546,573
NVIDIA
$9,199,753
Tesla
$7,572,482
Apple
$5,970,746

Largest New Holdings this Quarter

33733E690 - FIRST TR EXCHANGE-TRADED FD
$3,120,558 Holding
89834G760 - Convergence Long/Short Equity ETF
$1,229,099 Holding
595112103 - Micron Technology
$758,369 Holding
45784N197 - INNOVATOR ETFS TRUST
$449,770 Holding
33740U703 - FT Vest Laddered Deep Buffer ETF
$425,263 Holding

Largest Purchases this Quarter

FIRST TR EXCHANGE-TRADED FD
150,099 shares (about $3.12M)
Vanguard Growth ETF
20,668 shares (about $1.78M)
Vanguard S&P 500 ETF
2,116 shares (about $1.45M)
iShares Core S&P 500 ETF
1,655 shares (about $1.24M)
Convergence Long/Short Equity ETF
36,007 shares (about $1.23M)

Largest Sales this Quarter

Schwab U.S. Large-Cap Growth ETF
15,200 shares (about $514.37K)
Alphabet
552 shares (about $195.04K)
JPMorgan Equity Premium Income ETF
2,287 shares (about $129.17K)
Digital Realty Trust
559 shares (about $100.39K)
GOLDMAN SACHS ETF TR
1,268 shares (about $70.46K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWhite Knight Strategic Wealth Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$22,546,573$232,181 â–²1.0%45,05815.8%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$9,199,753$211,896 â–²2.4%45,9786.4%Technology
Tesla, Inc. stock logo
TSLA
Tesla
$7,572,482$291,476 â–²4.0%18,0045.3%Consumer Discretionary
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$6,633,887$78,476 â–²1.2%26,1214.6%Healthcare
Apple Inc. stock logo
AAPL
Apple
$5,970,746$206,896 â–²3.6%20,6344.2%Technology
LAM RESEARCH CORP
$5,903,688$25,566 â–²0.4%13,6244.1%COM NEW
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,765,206$186,144 â–²3.3%24,1894.0%Consumer Discretionary
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,945,643$20,370 â–¼-0.4%13,8393.5%Communication Services
Alphabet Inc. stock logo
GOOG
Alphabet
$4,490,118$195,038 â–¼-4.2%12,7083.1%Communication Services
Microsoft Corporation stock logo
MSFT
Microsoft
$3,330,250$299,902 â–²9.9%8,9282.3%Technology
FIRST TR EXCHANGE-TRADED FD
$3,120,558$3,120,558 â–²New Holding150,0992.2%VEST LADDERED
BITWISE BITCOIN ETF TR
$3,059,133$111,797 â–²3.8%96,0182.1%SHS BEN INT
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$2,806,332$56,919 â–²2.1%88,5002.0%ETF
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$2,537,975$253,870 â–²11.1%24,4131.8%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,141,354$1,780,341 â–²493.2%24,8591.5%ETF
Blackstone Inc. stock logo
BX
Blackstone
$2,043,810$86,017 â–²4.4%17,3691.4%Finance
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$1,904,1120.0%3,6451.3%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,892,024$199,833 â–²11.8%3,2571.3%Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,857,821$1,453,290 â–²359.3%2,7051.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,743,335$476,337 â–²37.6%2,3351.2%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$1,641,085$202,399 â–²14.1%26,3841.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,637,074$1,239,413 â–²311.7%2,1861.1%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,560,864$200,819 â–²14.8%36,8651.1%Communication Services
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$1,512,374$188,410 â–²14.2%8911.1%Consumer Discretionary
Visa Inc. stock logo
V
Visa
$1,495,099$88,855 â–²6.3%4,3581.0%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$1,427,895$15,110 â–¼-1.0%3,7801.0%Technology
CLSE
Convergence Long/Short Equity ETF
$1,229,099$1,229,099 â–²New Holding36,0070.9%ETF
Amgen Inc. stock logo
AMGN
Amgen
$1,218,534$92,341 â–²8.2%3,3650.9%Healthcare
PIMCO Dynamic Income Fund stock logo
PDI
PIMCO Dynamic Income Fund
$1,216,041$264,828 â–²27.8%72,8170.9%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$1,124,697$118,148 â–²11.7%3,1890.8%Consumer Discretionary
GRAYSCALE BITCOIN TRUST ETF
$1,073,3160.0%23,5790.8%SHS REP COM UT
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,064,618$125,050 â–²13.3%1,8900.7%Communication Services
Applied Digital Corporation stock logo
APLD
Applied Digital
$1,025,041$31,518 â–²3.2%27,4810.7%Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,024,674$142,674 â–²16.2%6,9090.7%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$1,021,550$10,786 â–²1.1%1,9890.7%Finance
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$883,978$82,164 â–²10.2%6,4660.6%Energy
PALANTIR TECHNOLOGIES INC
$797,439$21,701 â–²2.8%6,8350.6%CL A
Emerging Markets Internet ETF stock logo
EMQQ
Emerging Markets Internet ETF
$771,713$70,488 â–²10.1%24,7320.5%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$770,557$129,170 â–¼-14.4%13,6430.5%ETF
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$769,151$146,280 â–²23.5%3,0970.5%Utilities
Amplify CWP Enhanced Dividend Income ETF stock logo
DIVO
Amplify CWP Enhanced Dividend Income ETF
$761,079$46,248 â–²6.5%16,6540.5%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$758,369$758,369 â–²New Holding6570.5%Technology
ARK ETF TR
$747,310$72,331 â–²10.7%9,2470.5%INNOVATION ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$746,252$146 â–²0.0%5,0970.5%ETF
iShares Select U.S. REIT ETF stock logo
ICF
iShares Select U.S. REIT ETF
$733,447$98,469 â–²15.5%10,8450.5%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$714,706$114,128 â–²19.0%7640.5%Consumer Staples
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$711,813$114,816 â–²19.2%14,8480.5%Healthcare
American Express Company stock logo
AXP
American Express
$681,973$43,976 â–²6.9%2,0160.5%Finance
Cal-Maine Foods, Inc. stock logo
CALM
Cal-Maine Foods
$601,864$99,250 â–²19.7%7,4710.4%Consumer Staples
Pacer US Large Cap Cash Cows Growth Leaders ETF stock logo
COWG
Pacer US Large Cap Cash Cows Growth Leaders ETF
$574,094$143,604 â–²33.4%14,3000.4%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$552,805$82,883 â–²17.6%22,9570.4%Healthcare
GOLDMAN SACHS ETF TR
$531,445$70,459 â–¼-11.7%9,5640.4%S&P 500 PREMIUM
INNOVATOR ETFS TRUST
$449,770$449,770 â–²New Holding23,1960.3%EQTY DUL DIRCT15
Enbridge Inc stock logo
ENB
Enbridge
$449,6720.0%8,2950.3%Energy
Caterpillar Inc. stock logo
CAT
Caterpillar
$428,090$2,130 â–²0.5%4020.3%Industrials
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$425,798$61,171 â–²16.8%3550.3%Healthcare
McDonald's Corporation stock logo
MCD
McDonald's
$425,517$36,766 â–²9.5%1,5740.3%Consumer Discretionary
FT Vest Laddered Deep Buffer ETF stock logo
BUFD
FT Vest Laddered Deep Buffer ETF
$425,263$425,263 â–²New Holding14,3090.3%ETF
e.l.f. Beauty stock logo
ELF
e.l.f. Beauty
$413,660$64,528 â–²18.5%5,5900.3%Consumer Staples
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$400,965$92,497 â–²30.0%6,5240.3%ETF
WALMART INC
$392,845$20,044 â–²5.4%3,4690.3%COM
BlackRock MuniHoldings New Jersey Quality Fund, Inc. stock logo
MUJ
BlackRock MuniHoldings New Jersey Quality Fund
$384,557$148,670 â–²63.0%31,2390.3%Finance
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$374,783$100,385 â–¼-21.1%2,0870.3%Real Estate
QDEF
FlexShares Quality Dividend Defensive Index Fund
$368,7970.0%4,2380.3%ETF
Adobe Inc. stock logo
ADBE
Adobe
$358,375$62,531 â–²21.1%1,7480.3%Technology
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$355,320$514,368 â–¼-59.1%10,5000.2%ETF
COREWEAVE INC
$354,860$23,392 â–²7.1%3,5650.2%COM CL A
ARK ETF TR
$349,837$79,673 â–²29.5%2,4150.2%NEXT GNRTN INTER
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$341,074$3,072 â–¼-0.9%3,8860.2%Utilities
Chevron Corporation stock logo
CVX
Chevron
$334,835$70,448 â–²26.6%2,0200.2%Energy
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$331,149$30,568 â–²10.2%6500.2%Industrials
Kraft Heinz Company stock logo
KHC
Kraft Heinz
$326,688$32,383 â–²11.0%13,8310.2%Consumer Staples
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$325,854$325,854 â–²New Holding7840.2%Healthcare
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$310,231$69,950 â–²29.1%3,9250.2%ETF
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$305,827$305,827 â–²New Holding1,6550.2%Technology
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$302,821$22,238 â–²7.9%7,0130.2%Finance
Icon Plc stock logo
ICLR
Icon
$276,546$276,546 â–²New Holding1,5920.2%Healthcare
First Trust Long/Short Equity ETF stock logo
FTLS
First Trust Long/Short Equity ETF
$264,868$264,868 â–²New Holding3,5890.2%ETF
Anheuser-Busch InBev SA/NV stock logo
BUD
Anheuser-Busch InBev SA/NV
$257,170$257,170 â–²New Holding3,1210.2%Consumer Staples
Sony Corporation stock logo
SONY
Sony
$247,240$1,003 â–¼-0.4%12,3250.2%Consumer Discretionary
LyondellBasell Industries N.V. stock logo
LYB
LyondellBasell Industries
$245,402$25,114 â–²11.4%4,6610.2%Materials
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$232,709$21,777 â–²10.3%4,8300.2%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$228,268$33,007 â–²16.9%5740.2%Healthcare
INNOVATOR ETFS TRUST
$220,530$220,530 â–²New Holding11,0100.2%EQUI DUAL 15 MAY
Eastman Chemical Company stock logo
EMN
Eastman Chemical
$212,327$28,467 â–²15.5%3,1700.1%Materials
Invesco QQQ stock logo
QQQ
Invesco QQQ
$212,083$212,083 â–²New Holding2880.1%ETF
ASML Holding N.V. stock logo
ASML
ASML
$208,891$208,891 â–²New Holding1050.1%Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$201,535$201,535 â–²New Holding4220.1%Technology
Archer Aviation Inc. stock logo
ACHR
Archer Aviation
$183,585$21,876 â–²13.5%38,8130.1%Industrials
Invesco S&P 500 GARP ETF stock logo
SPGP
Invesco S&P 500 GARP ETF
$0$1,335,457 â–¼-100.0%00.0%ETF
Devon Energy Corporation stock logo
DVN
Devon Energy
$0$849,754 â–¼-100.0%00.0%Energy
Sociedad Quimica y Minera S.A. stock logo
SQM
Sociedad Quimica y Minera
$0$747,643 â–¼-100.0%00.0%Materials
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$0$564,199 â–¼-100.0%00.0%ETF
Nuveen New Jersey Quality Municipal Income Fund stock logo
NXJ
Nuveen New Jersey Quality Municipal Income Fund
$0$239,235 â–¼-100.0%00.0%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$0$205,376 â–¼-100.0%00.0%Communication Services

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data