Filed: 5/15/2025ACC: 0001904677-25-000003
๐ What this filing means
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC filed this quarterly 13FโHR report disclosing 74 equity positions with a total reported market value of $108.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
74
Positions
$108.61M
Total AUM (reported)
973.76K
Total Shares
Allocation by class
COM$45.56M41.9%
CL B NEW$23.67M21.8%
SHS BEN INT$4.41M4.1%
CAP STK CL A$2.56M2.4%
MRNGSTR WDE MOAT$2.50M2.3%
US DIVIDEND EQ$2.36M2.2%
CL A$2.20M2.0%
Portfolio Concentration
Top 3$34.37M31.6%
4โ10$26.19M24.1%
11โ25$23.84M22.0%
Rest$24.20M22.3%
Top 3 weight
31.6%
Top 10 weight
55.8%
Voting Authority Distribution
Total shares with voting rights: 973.76K
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
973.76K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole74
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings74
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares44.45K
TypeSH
Market value$23.67M
21.80%
Sole
0.00
Shared
0.00
None
44.45K
NVIDIA CORPORATION
SOLEShares53.76K
TypeSH
Market value$5.83M
5.36%
Sole
0.00
Shared
0.00
None
53.76K
APPLE INC
SOLEShares21.94K
TypeSH
Market value$4.87M
4.49%
Sole
0.00
Shared
0.00
None
21.94K
AMAZON COM INC
SOLEShares24.68K
TypeSH
Market value$4.70M
4.32%
Sole
0.00
Shared
0.00
None
24.68K
TESLA INC
SOLEShares17.26K
TypeSH
Market value$4.47M
4.12%
Sole
0.00
Shared
0.00
None
17.26K
BITWISE BITCOIN ETF TR
SOLEShares98.32K
TypeSH
Market value$4.41M
4.06%
Sole
0.00
Shared
0.00
None
98.32K
JOHNSON & JOHNSON
SOLEShares26.49K
TypeSH
Market value$4.39M
4.05%
Sole
0.00
Shared
0.00
None
26.49K
MICROSOFT CORP
SOLEShares8.40K
TypeSH
Market value$3.15M
2.90%
Sole
0.00
Shared
0.00
None
8.40K
ALPHABET INC
SOLEShares16.54K
TypeSH
Market value$2.56M
2.36%
Sole
0.00
Shared
0.00
None
16.54K
VANECK ETF TRUST
SOLEShares28.42K
TypeSH
Market value$2.50M
2.30%
Sole
0.00
Shared
0.00
None
28.42K
SCHWAB STRATEGIC TR
SOLEShares84.56K
TypeSH
Market value$2.36M
2.18%
Sole
0.00
Shared
0.00
None
84.56K
ALPHABET INC
SOLEShares13.49K
TypeSH
Market value$2.11M
1.94%
Sole
0.00
Shared
0.00
None
13.49K
VISA INC
SOLEShares5.36K
TypeSH
Market value$1.88M
1.73%
Sole
0.00
Shared
0.00
None
5.36K
BLACKSTONE INC
SOLEShares13.21K
TypeSH
Market value$1.85M
1.70%
Sole
0.00
Shared
0.00
None
13.21K
VANGUARD INDEX FDS
SOLEShares4.25K
TypeSH
Market value$1.58M
1.45%
Sole
0.00
Shared
0.00
None
4.25K
MERCADOLIBRE INC
SOLEShares805.00
TypeSH
Market value$1.57M
1.45%
Sole
0.00
Shared
0.00
None
805.00
INVESCO EXCHANGE TRADED FD T
SOLEShares15.60K
TypeSH
Market value$1.56M
1.44%
Sole
0.00
Shared
0.00
None
15.60K
GRAYSCALE BITCOIN TRUST ETF
SOLEShares23.74K
TypeSH
Market value$1.55M
1.42%
Sole
0.00
Shared
0.00
None
23.74K
SPDR DOW JONES INDL AVERAGE
SOLEShares3.65K
TypeSH
Market value$1.53M
1.41%
Sole
0.00
Shared
0.00
None
3.65K
PACER FDS TR
SOLEShares27.76K
TypeSH
Market value$1.52M
1.40%
Sole
0.00
Shared
0.00
None
27.76K
SPDR S&P 500 ETF TR
SOLEShares2.69K
TypeSH
Market value$1.51M
1.39%
Sole
0.00
Shared
0.00
None
2.69K
LAM RESEARCH CORP
SOLEShares19.10K
TypeSH
Market value$1.39M
1.28%
Sole
0.00
Shared
0.00
None
19.10K
EXCHANGE TRADED CONCEPTS TRU
SOLEShares32.49K
TypeSH
Market value$1.24M
1.14%
Sole
0.00
Shared
0.00
None
32.49K
ISHARES TR
SOLEShares10.56K
TypeSH
Market value$1.10M
1.02%
Sole
0.00
Shared
0.00
None
10.56K
AMGEN INC
SOLEShares3.54K
TypeSH
Market value$1.10M
1.02%
Sole
0.00
Shared
0.00
None
3.54K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 44.45K | SH | $23.67M 21.80% | 0.00 | 0.00 | 44.45K |
NVIDIA CORPORATIONSOLE | COM | 53.76K | SH | $5.83M 5.36% | 0.00 | 0.00 | 53.76K |
APPLE INCSOLE | COM | 21.94K | SH | $4.87M 4.49% | 0.00 | 0.00 | 21.94K |
AMAZON COM INCSOLE | COM | 24.68K | SH | $4.70M 4.32% | 0.00 | 0.00 | 24.68K |
TESLA INCSOLE | COM | 17.26K | SH | $4.47M 4.12% | 0.00 | 0.00 | 17.26K |
BITWISE BITCOIN ETF TRSOLE | SHS BEN INT | 98.32K | SH | $4.41M 4.06% | 0.00 | 0.00 | 98.32K |
JOHNSON & JOHNSONSOLE | COM | 26.49K | SH | $4.39M 4.05% | 0.00 | 0.00 | 26.49K |
MICROSOFT CORPSOLE | COM | 8.40K | SH | $3.15M 2.90% | 0.00 | 0.00 | 8.40K |
ALPHABET INCSOLE | CAP STK CL A | 16.54K | SH | $2.56M 2.36% | 0.00 | 0.00 | 16.54K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 28.42K | SH | $2.50M 2.30% | 0.00 | 0.00 | 28.42K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 84.56K | SH | $2.36M 2.18% | 0.00 | 0.00 | 84.56K |
ALPHABET INCSOLE | CAP STK CL C | 13.49K | SH | $2.11M 1.94% | 0.00 | 0.00 | 13.49K |
VISA INCSOLE | COM CL A | 5.36K | SH | $1.88M 1.73% | 0.00 | 0.00 | 5.36K |
BLACKSTONE INCSOLE | COM | 13.21K | SH | $1.85M 1.70% | 0.00 | 0.00 | 13.21K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 4.25K | SH | $1.58M 1.45% | 0.00 | 0.00 | 4.25K |
MERCADOLIBRE INCSOLE | COM | 805.00 | SH | $1.57M 1.45% | 0.00 | 0.00 | 805.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 GARP ETF | 15.60K | SH | $1.56M 1.44% | 0.00 | 0.00 | 15.60K |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 23.74K | SH | $1.55M 1.42% | 0.00 | 0.00 | 23.74K |
SPDR DOW JONES INDL AVERAGESOLE | UT SER 1 | 3.65K | SH | $1.53M 1.41% | 0.00 | 0.00 | 3.65K |
PACER FDS TRSOLE | US CASH COWS 100 | 27.76K | SH | $1.52M 1.40% | 0.00 | 0.00 | 27.76K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 2.69K | SH | $1.51M 1.39% | 0.00 | 0.00 | 2.69K |
LAM RESEARCH CORPSOLE | COM NEW | 19.10K | SH | $1.39M 1.28% | 0.00 | 0.00 | 19.10K |
EXCHANGE TRADED CONCEPTS TRUSOLE | EMQQ THE EMERGIN | 32.49K | SH | $1.24M 1.14% | 0.00 | 0.00 | 32.49K |
ISHARES TRSOLE | CORE S&P SCP ETF | 10.56K | SH | $1.10M 1.02% | 0.00 | 0.00 | 10.56K |
AMGEN INCSOLE | COM | 3.54K | SH | $1.10M 1.02% | 0.00 | 0.00 | 3.54K |
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