White Knight Strategic Wealth Advisors, LLC Portfolio Holdings

White Knight Strategic Wealth Advisors, LLC

  • $118 Million
  • Q3 2025

White Knight Strategic Wealth Advisors, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $118 Million distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $22.4M, Nvidia Corp with a value of $9.2M, Tesla, Inc. with a value of $7.44M, Apple Inc. with a value of $5.3M, and Amazon Com Inc with a value of $5.07M.

Examining the 13F form we can see an increase of $8.8M in the current position value, from $109M to 118M.

White Knight Strategic Wealth Advisors, LLC is based out at Princeton, NJ

Below you can find more details about White Knight Strategic Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $118 Million
Financial Services: $29.1 Million
ETFs: $25.3 Million
Technology: $23.8 Million
Consumer Cyclical: $15.5 Million
Communication Services: $8.41 Million
Healthcare: $6.93 Million
Energy: $2.43 Million
Consumer Defensive: $1.86 Million
Other: $4.27 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $118 Million
  • Prior Value $109 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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