Filed: 2/18/2025ACC: 0001904677-25-000001
📋 What this filing means
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 109 equity positions with a total reported market value of $239.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
109
Positions
$239.08M
Total AUM (reported)
2.17M
Total Shares
Allocation by class
COM$107.18M44.8%
CL B NEW$40.43M16.9%
SHS BEN INT$10.41M4.4%
CAP STK CL A$6.40M2.7%
MRNGSTR WDE MOAT$5.39M2.3%
CL A$5.26M2.2%
CAP STK CL C$5.14M2.2%
Portfolio Concentration
Top 3$66.90M28.0%
4–10$58.95M24.7%
11–25$52.04M21.8%
Rest$61.20M25.6%
Top 3 weight
28.0%
Top 10 weight
52.6%
Voting Authority Distribution
Total shares with voting rights: 2.17M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.17M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole109
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings109
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares89.19K
TypeSH
Market value$40.43M
16.91%
Sole
0.00
Shared
0.00
None
89.19K
NVIDIA CORPORATION
SOLEShares102.38K
TypeSH
Market value$13.75M
5.75%
Sole
0.00
Shared
0.00
None
102.38K
TESLA INC
SOLEShares31.50K
TypeSH
Market value$12.72M
5.32%
Sole
0.00
Shared
0.00
None
31.50K
AMAZON COM INC
SOLEShares50.71K
TypeSH
Market value$11.13M
4.65%
Sole
0.00
Shared
0.00
None
50.71K
APPLE INC
SOLEShares44.01K
TypeSH
Market value$11.02M
4.61%
Sole
0.00
Shared
0.00
None
44.01K
BITWISE BITCOIN ETF TR
SOLEShares204.70K
TypeSH
Market value$10.41M
4.35%
Sole
0.00
Shared
0.00
None
204.70K
JOHNSON & JOHNSON
SOLEShares53.26K
TypeSH
Market value$7.70M
3.22%
Sole
0.00
Shared
0.00
None
53.26K
MICROSOFT CORP
SOLEShares16.36K
TypeSH
Market value$6.90M
2.88%
Sole
0.00
Shared
0.00
None
16.36K
ALPHABET INC
SOLEShares33.82K
TypeSH
Market value$6.40M
2.68%
Sole
0.00
Shared
0.00
None
33.82K
VANECK ETF TRUST
SOLEShares58.16K
TypeSH
Market value$5.39M
2.26%
Sole
0.00
Shared
0.00
None
58.16K
ALPHABET INC
SOLEShares27K
TypeSH
Market value$5.14M
2.15%
Sole
0.00
Shared
0.00
None
27K
BLACKSTONE INC
SOLEShares29.06K
TypeSH
Market value$5.01M
2.10%
Sole
0.00
Shared
0.00
None
29.06K
SCHWAB STRATEGIC TR
SOLEShares170.50K
TypeSH
Market value$4.66M
1.95%
Sole
0.00
Shared
0.00
None
170.50K
VISA INC
SOLEShares12.20K
TypeSH
Market value$3.86M
1.61%
Sole
0.00
Shared
0.00
None
12.20K
SPDR S&P 500 ETF TR
SOLEShares6.53K
TypeSH
Market value$3.83M
1.60%
Sole
0.00
Shared
0.00
None
6.53K
ISHARES TR
SOLEShares32.24K
TypeSH
Market value$3.71M
1.55%
Sole
0.00
Shared
0.00
None
32.24K
VANGUARD INDEX FDS
SOLEShares8.58K
TypeSH
Market value$3.52M
1.47%
Sole
0.00
Shared
0.00
None
8.58K
GRAYSCALE BITCOIN TRUST ETF
SOLEShares47.49K
TypeSH
Market value$3.52M
1.47%
Sole
0.00
Shared
0.00
None
47.49K
INVESCO EXCHANGE TRADED FD T
SOLEShares31.26K
TypeSH
Market value$3.28M
1.37%
Sole
0.00
Shared
0.00
None
31.26K
PACER FDS TR
SOLEShares56.17K
TypeSH
Market value$3.17M
1.33%
Sole
0.00
Shared
0.00
None
56.17K
LAM RESEARCH CORP
SOLEShares39.50K
TypeSH
Market value$2.85M
1.19%
Sole
0.00
Shared
0.00
None
39.50K
MERCADOLIBRE INC
SOLEShares1.63K
TypeSH
Market value$2.76M
1.16%
Sole
0.00
Shared
0.00
None
1.63K
ARK ETF TR
SOLEShares40.30K
TypeSH
Market value$2.29M
0.96%
Sole
0.00
Shared
0.00
None
40.30K
EXCHANGE TRADED CONCEPTS TRU
SOLEShares65.46K
TypeSH
Market value$2.26M
0.94%
Sole
0.00
Shared
0.00
None
65.46K
ENBRIDGE INC
SOLEShares51.26K
TypeSH
Market value$2.17M
0.91%
Sole
0.00
Shared
0.00
None
51.26K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 89.19K | SH | $40.43M 16.91% | 0.00 | 0.00 | 89.19K |
NVIDIA CORPORATIONSOLE | COM | 102.38K | SH | $13.75M 5.75% | 0.00 | 0.00 | 102.38K |
TESLA INCSOLE | COM | 31.50K | SH | $12.72M 5.32% | 0.00 | 0.00 | 31.50K |
AMAZON COM INCSOLE | COM | 50.71K | SH | $11.13M 4.65% | 0.00 | 0.00 | 50.71K |
APPLE INCSOLE | COM | 44.01K | SH | $11.02M 4.61% | 0.00 | 0.00 | 44.01K |
BITWISE BITCOIN ETF TRSOLE | SHS BEN INT | 204.70K | SH | $10.41M 4.35% | 0.00 | 0.00 | 204.70K |
JOHNSON & JOHNSONSOLE | COM | 53.26K | SH | $7.70M 3.22% | 0.00 | 0.00 | 53.26K |
MICROSOFT CORPSOLE | COM | 16.36K | SH | $6.90M 2.88% | 0.00 | 0.00 | 16.36K |
ALPHABET INCSOLE | CAP STK CL A | 33.82K | SH | $6.40M 2.68% | 0.00 | 0.00 | 33.82K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 58.16K | SH | $5.39M 2.26% | 0.00 | 0.00 | 58.16K |
ALPHABET INCSOLE | CAP STK CL C | 27K | SH | $5.14M 2.15% | 0.00 | 0.00 | 27K |
BLACKSTONE INCSOLE | COM | 29.06K | SH | $5.01M 2.10% | 0.00 | 0.00 | 29.06K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 170.50K | SH | $4.66M 1.95% | 0.00 | 0.00 | 170.50K |
VISA INCSOLE | COM CL A | 12.20K | SH | $3.86M 1.61% | 0.00 | 0.00 | 12.20K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 6.53K | SH | $3.83M 1.60% | 0.00 | 0.00 | 6.53K |
ISHARES TRSOLE | CORE S&P SCP ETF | 32.24K | SH | $3.71M 1.55% | 0.00 | 0.00 | 32.24K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 8.58K | SH | $3.52M 1.47% | 0.00 | 0.00 | 8.58K |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 47.49K | SH | $3.52M 1.47% | 0.00 | 0.00 | 47.49K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 GARP ETF | 31.26K | SH | $3.28M 1.37% | 0.00 | 0.00 | 31.26K |
PACER FDS TRSOLE | US CASH COWS 100 | 56.17K | SH | $3.17M 1.33% | 0.00 | 0.00 | 56.17K |
LAM RESEARCH CORPSOLE | COM NEW | 39.50K | SH | $2.85M 1.19% | 0.00 | 0.00 | 39.50K |
MERCADOLIBRE INCSOLE | COM | 1.63K | SH | $2.76M 1.16% | 0.00 | 0.00 | 1.63K |
ARK ETF TRSOLE | INNOVATION ETF | 40.30K | SH | $2.29M 0.96% | 0.00 | 0.00 | 40.30K |
EXCHANGE TRADED CONCEPTS TRUSOLE | EMQQ THE EMERGIN | 65.46K | SH | $2.26M 0.94% | 0.00 | 0.00 | 65.46K |
ENBRIDGE INCSOLE | COM | 51.26K | SH | $2.17M 0.91% | 0.00 | 0.00 | 51.26K |
Page 1 of 5
…