Institutional Manager · CIK 0001904677
White Knight Strategic Wealth Advisors, LLC
PRINCETON, NJ · File #028-21451
Latest AUM
$136.6M
Positions
89
Top-10 Concentration
60.1%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | TESLA INC | TSLA | +16,470 | +$7.4M | +$4,090 |
| ADD | ALPHABET INC | GOOG | +13,643 | +$4.3M | +$71,997 |
| ADD | MICROSOFT CORP | MSFT | +8,284 | +$4.0M | -$15,140 |
| ADD | ISHARES SILVER TR | SLV | +20,582 | +$1.3M | +$122,708 |
| ADD | META PLATFORMS INC | META | +1,406 | +$928,087 | -$34,320 |
| NEW | NOVO-NORDISK A S | NONOF | +14,391 | +$732,214 | $0 |
| ADD | BLACKSTONE INC | BX | +4,029 | +$621,030 | -$219,503 |
| NEW | ADOBE INC | ADBE | +1,557 | +$544,934 | $0 |
| ADD | VERIZON COMMUNICATIONS INC | VZ | +12,803 | +$521,466 | -$73,844 |
| NEW | MCDONALDS CORP | MCD | +1,495 | +$456,953 | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202589 pos · $136.6M
- 13F HOLDINGS REPORTQ/E Sep 202594 pos · $127.0M
- 13F HOLDINGS REPORTQ/E Jun 202581 pos · $117.5M
- 13F HOLDINGS REPORTQ/E Mar 202574 pos · $108.6M
- 13F HOLDINGS REPORTQ/E Dec 2024109 pos · $239.1M
- 13F HOLDINGS REPORTQ/E Sep 202481 pos · $110.3M
- 13F HOLDINGS REPORTQ/E Jun 202476 pos · $100.3M
- 13F HOLDINGS REPORTQ/E Mar 202473 pos · $96.2M
- 13F HOLDINGS REPORTQ/E Dec 202361 pos · $75.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 45,164 | $22.7M | 18.40% |
| 2 | NVIDIA CORPORATION | NVDA | 49,868 | $9.3M | 7.54% |
| 3 | TESLA INC | TSLA | 17,288 | $7.8M | 6.30% |
| 4 | APPLE INC | AAPL | 21,486 | $5.8M | 4.73% |
| 5 | AMAZON COM INC | AMZN | 24,608 | $5.7M | 4.60% |
| 6 | JOHNSON & JOHNSON | JNJ | 26,068 | $5.4M | 4.37% |
| 7 | ALPHABET INC | GOOG | 14,673 | $4.6M | 3.72% |
| 8 | BITWISE BITCOIN ETF TR | BITB | 92,406 | $4.4M | 3.56% |
| 9 | ALPHABET INC | GOOG | 13,470 | $4.2M | 3.43% |
| 10 | MICROSOFT CORP | MSFT | 8,725 | $4.2M | 3.42% |
| 11 | LAM RESEARCH CORP | LRCX | 16,470 | $2.8M | 2.29% |
| 12 | BLACKSTONE INC | BX | 17,165 | $2.6M | 2.14% |
| 13 | VANECK ETF TRUST | 92189F643 | 25,390 | $2.6M | 2.13% |
| 14 | SCHWAB STRATEGIC TR | 808524797 | 90,635 | $2.5M | 2.02% |
| 15 | VANGUARD INDEX FDS | 922908736 | 4,201 | $2.0M | 1.66% |
| 16 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 3,645 | $1.8M | 1.42% |
| 17 | ISHARES SILVER TR | SLV | 26,147 | $1.7M | 1.37% |
| 18 | INVESCO EXCHANGE TRADED FD T | IVZ | 14,379 | $1.6M | 1.33% |
| 19 | PACER FDS TR | 69374H881 | 26,890 | $1.6M | 1.31% |
| 20 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 23,579 | $1.6M | 1.31% |