Q2 2026 13F · SEC CIK 1904677
White Knight Strategic Wealth Advisors, LLC
Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $142.8M
- Reported positions
- 89
- Top holdings a year, 3 yrs
- +19.8%
- Assets under management
- $207.4M
White Knight Strategic Wealth Advisors, LLC is a wealth manager that reported 89 positions worth $142.8M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Berkshire Hathaway Inc Del (BRK-B, 15.8%), Nvidia Corporation Com (NVDA, 6.4%), Tesla Inc Com (TSLA, 5.3%). A portfolio copying its top holdings returned 19.8% a year over the last 3 years, against 20.4% for the S&P 500.
White Knight Strategic Wealth Advisors, LLC holdings largest 50 of 89 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What White Knight Strategic Wealth Advisors, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
Q1 2026's filing was too long to tell new positions apart.
Added to
- VUG Vanguard Indx Fd+493.2% shares
- SPY Spdr S&p 500 ETF Tr+37.6% shares
- PDI Pimco Dynamic Income Fd Shs+27.8% shares
- CEG Constellation Energy Corp+23.5% shares
- CALM Cal Maine Foods Inc+19.7% shares
- COST Costco Whsl Corp New+19.0% shares
- IJR Ishares Core S&p Small Cap ETF+16.2% shares
- ICF Ishares Tr+15.5% shares
Reduced
- JEPI Jpmorgan Equity Premium Income ETF-14.4% shares
Left the top 50
- SPGP Invesco Exchange Traded Fd Twas 1.1%
- DVN Devon Energy Corpwas 0.7%
- SCHG Schwab U.s. Large-Cap Growth ETFwas 0.6%
- SQM Sociedad Quimica Y Minera dewas 0.6%
- SLV Ishares Silver Trwas 0.5%
- PFE Pfizer Incwas 0.5%
- GPIX Goldman Sachs ETF Trwas 0.5%
Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +14.3% /yr
- S&P 500 +20.1%
- 3 years
- +19.8% /yr
- S&P 500 +20.4%
- 5 years
- +12.9% /yr
- S&P 500 +13.0%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $142.8M | 89 |
| Q1 2026 | $118.7M | 81 |
| Q4 2025 | $136.6M | 89 |
| Q3 2025 | $127.0M | 90 |
| Q2 2025 | $117.5M | 81 |
| Q1 2025 | $108.6M | 74 |
| Q4 2024 | $239.1M | 109 |
| Q3 2024 | $110.3M | 81 |
| Q2 2024 | $100.3M | 76 |
| Q1 2024 | $96.2M | 73 |
| Q4 2023 | $86.9M | 73 |
| Q3 2023 | $75.7M | 61 |
Questions about White Knight Strategic Wealth Advisors, LLC's portfolio
What stocks does White Knight Strategic Wealth Advisors, LLC own?
White Knight Strategic Wealth Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 89 positions worth $142.8M. The largest are Berkshire Hathaway Inc Del (BRK-B) at 15.8%, Nvidia Corporation Com (NVDA) at 6.4%, Tesla Inc Com (TSLA) at 5.3%, Johnson & Johnson (JNJ) at 4.6% and Apple Inc (AAPL) at 4.2%.
What did White Knight Strategic Wealth Advisors, LLC buy last quarter?
In Q2 2026, White Knight Strategic Wealth Advisors, LLC added Vanguard Indx Fd (VUG) (+493.2% shares), Spdr S&p 500 ETF Tr (SPY) (+37.6% shares) and Pimco Dynamic Income Fd Shs (PDI) (+27.8% shares), compared with its Q1 2026 filing.
What did White Knight Strategic Wealth Advisors, LLC sell last quarter?
In Q2 2026, White Knight Strategic Wealth Advisors, LLC cut from its top 50 Invesco Exchange Traded Fd T (SPGP), cut from its top 50 Devon Energy Corp (DVN), cut from its top 50 Schwab U.s. Large-Cap Growth ETF (SCHG), cut from its top 50 Sociedad Quimica Y Minera de (SQM), cut from its top 50 Ishares Silver Tr (SLV) and Jpmorgan Equity Premium Income ETF (JEPI) (-14.4% shares), compared with its Q1 2026 filing.
How has White Knight Strategic Wealth Advisors, LLC's portfolio performed?
A portfolio copying White Knight Strategic Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.3% against +20.1%. Over 5 years: +12.9% a year against +13.0%.
When is White Knight Strategic Wealth Advisors, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. White Knight Strategic Wealth Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does White Knight Strategic Wealth Advisors, LLC manage?
White Knight Strategic Wealth Advisors, LLC reported $207.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $142.8M.