White Knight Strategic Wealth Advisors, LLC 13F Portfolio

CIK 1904677 Filing since Q4 2021 Q2 2026 filed Aug 14, 2026
Holdings as of Jun 30, 2026, from the 13F filed Aug 14, 2026.

Portfolio Snapshot

57 positions · Q2 2026

White Knight Strategic Wealth Advisors, LLC reported 57 positions worth $110.30M for the quarter ended Jun 30, 2026, up 14.3% on the prior quarter. It opened 7 new positions, added to 42, trimmed 6 and exited 4. Its largest holding is Berkshire Hathaway Inc at 20.4% of the portfolio.

Portfolio Value
$110.30M
+14.3% QoQ · +16.8% YoY
Positions
57
7 new · 4 sold out
Top 10 Concentration
69.2%
of portfolio value
Largest Position
BRK-B 20.4%
Berkshire Hathaway Inc
Net Buying
+$3.66M
$6.36M bought · $2.70M sold
Turnover
2.6%
of the portfolio traded
Top Sector
Technology
40.2% of value
Track Record
19
quarters on file since Q4 2021

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

12 sectors
40.16%
Technology
Technology40.16%
Financial Services26.17%
Consumer Discretionary13.5%
Healthcare9.41%
Other2.77%
Consumer Staples2.45%
Energy1.51%
Communication Services1.42%
Utilities1.01%
Industrials0.855%
Basic Materials0.415%
Real Estate0.34%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyFinancial ServicesConsumer DiscretionaryHealthcareOtherConsumer StaplesEnergyCommunication ServicesUtilitiesIndustrialsBasic MaterialsReal Estate

Largest Buys

Q2 2026
Holding Change Change % Trade Value Weight
MU Micron Technology Inc +657 – $758.37K 0.688%
UNH Unitedhealth Group Inc +784 – $325.85K 0.295%
QCOM Qualcomm Inc +1,655 – $305.83K 0.277%
MSFT Microsoft Corp +804 +9.9% $299.90K 3.02%
TSLA Tesla, Inc. +693 +4.0% $291.48K 6.87%
ICLR Icon Plc +1,592 – $276.55K 0.251%
BUD Anheuser-Busch InBev SA +3,121 – $257.17K 0.233%
BRK-B Berkshire Hathaway Inc +464 +1.0% $232.18K 20.44%
NVDA Nvidia Corp +1,059 +2.4% $211.90K 8.34%
ASML Asml Holding Nv +105 – $208.89K 0.189%

Largest Sells

Q2 2026
Holding Change Change % Trade Value Weight
DVN Devon Energy Corp -16.9K -100.0% $849.75K Exited
SQM Chemical & Mining Co Of Chile Inc -9,237 -100.0% $747.64K Exited
SLV iShares Silver Trust -8,280 -100.0% $564.20K Exited
NFLX Netflix Inc -2,136 -100.0% $205.38K Exited
GOOG Alphabet Inc. -552 -4.2% $195.04K 4.07%
DLR Digital Realty Trust, Inc. -559 -21.1% $100.39K 0.34%
GOOGL Alphabet Inc. -57 -0.4% $20.37K 4.48%
AVGO Broadcom Inc. -40 -1.0% $15.11K 1.29%
NEE Nextera Energy Inc -35 -0.9% $3.07K 0.309%
SONY Sony Group Corp -50 -0.4% $1.00K 0.224%

New Positions

Q2 2026
Holding Shares Trade Value Weight
MU Micron Technology Inc +657 $758.37K 0.688%
UNH Unitedhealth Group Inc +784 $325.85K 0.295%
QCOM Qualcomm Inc +1,655 $305.83K 0.277%
ICLR Icon Plc +1,592 $276.55K 0.251%
BUD Anheuser-Busch InBev SA +3,121 $257.17K 0.233%
ASML Asml Holding Nv +105 $208.89K 0.189%
TSM Taiwan Semiconductor Manufacturing Co Ltd +422 $201.54K 0.183%

Closed Positions

Q2 2026
Holding Shares Sold Trade Value Prior Weight
DVN Devon Energy Corp -16.9K $849.75K 0.88%
SQM Chemical & Mining Co Of Chile Inc -9,237 $747.64K 0.774%
SLV iShares Silver Trust -8,280 $564.20K 0.584%
NFLX Netflix Inc -2,136 $205.38K 0.213%
Holdings · Q2 2026

57 Positions

As ofJun 30, 2026
Value$110.30M
Top 1069.2%
Avg position$1.94M
# Activity
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Showing 1–15 of 57 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at White Knight Strategic Wealth Advisors.

About White Knight Strategic Wealth Advisors, LLC’s 13F Portfolio

What are White Knight Strategic Wealth Advisors, LLC’s largest holdings?

As of its Q2 2026 13F filing, White Knight Strategic Wealth Advisors, LLC’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 20.4%, Nvidia Corp (NVDA) at 8.3%, Tesla, Inc. (TSLA) at 6.9%, Johnson & Johnson (JNJ) at 6.0%, Apple Inc. (AAPL) at 5.4% of the reported portfolio.

How much is White Knight Strategic Wealth Advisors, LLC’s portfolio worth?

White Knight Strategic Wealth Advisors, LLC reported a 13F portfolio worth $110.30M across 57 positions for Q2 2026. That is up 14.3% from the previous quarter.

What did White Knight Strategic Wealth Advisors, LLC buy in Q2 2026?

Its largest purchases by value were Micron Technology Inc ($758.37K), Unitedhealth Group Inc ($325.85K), Qualcomm Inc ($305.83K). It opened 7 new positions.

What did White Knight Strategic Wealth Advisors, LLC sell in Q2 2026?

Its largest sales by value were Devon Energy Corp ($849.75K), Chemical & Mining Co Of Chile Inc ($747.64K), iShares Silver Trust ($564.20K). It exited 4 positions entirely.

Where does this data come from?

From the Form 13F-HR reports White Knight Strategic Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.