WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC

PrivateCIK: 1904677
Location

PRINCETON, NJ

๐Ÿ“‹ What this filing means

WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC filed this quarterly 13Fโ€‘HR 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

TOTAL AUM$108.61M74 positions
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 331.6%4โ€“1024.1%11โ€“2522.0%Rest22.3%TOP 1055.8%0%100%
Top 3$34.37M31.6%
4โ€“10$26.19M24.1%
11โ€“25$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

SOLE
CL B NEW
Shares44.45K
TypeSH
Market value$23.67M
21.80%
Sole
0.00
Shared
0.00
None
44.45K

NVIDIA CORPORATION

SOLE
COM
Shares53.76K
TypeSH
Market value$5.83M
5.36%
Sole
0.00
Shared
0.00
None
53.76K

APPLE INC

SOLE
COM
Shares21.94K
TypeSH
Market value$4.87M
4.49%
Sole
0.00
Shared
0.00
None
21.94K

AMAZON COM INC

SOLE
COM
Shares24.68K
TypeSH
Market value$4.70M
4.32%
Sole
0.00
Shared
0.00
None
24.68K

TESLA INC

SOLE
COM
Shares17.26K
TypeSH
Market value$4.47M
4.12%
Sole
0.00
Shared
0.00
None
17.26K

BITWISE BITCOIN ETF TR

SOLE
SHS BEN INT
Shares98.32K
TypeSH
Market value$4.41M
4.06%
Sole
0.00
Shared
0.00
None
98.32K

JOHNSON & JOHNSON

SOLE
COM
Shares26.49K
TypeSH
Market value$4.39M
4.05%
Sole
0.00
Shared
0.00
None
26.49K

MICROSOFT CORP

SOLE
COM
Shares8.40K
TypeSH
Market value$3.15M
2.90%
Sole
0.00
Shared
0.00
None
8.40K

ALPHABET INC

SOLE
CAP STK CL A
Shares16.54K
TypeSH
Market value$2.56M
2.36%
Sole
0.00
Shared
0.00
None
16.54K

VANECK ETF TRUST

SOLE
MRNGSTR WDE MOAT
Shares28.42K
TypeSH
Market value$2.50M
2.30%
Sole
0.00
Shared
0.00
None
28.42K

SCHWAB STRATEGIC TR

SOLE
US DIVIDEND EQ
Shares84.56K
TypeSH
Market value$2.36M
2.18%
Sole
0.00
Shared
0.00
None
84.56K

ALPHABET INC

SOLE
CAP STK CL C
Shares13.49K
TypeSH
Market value$2.11M
1.94%
Sole
0.00
Shared
0.00
None
13.49K

VISA INC

SOLE
COM CL A
Shares5.36K
TypeSH
Market value$1.88M
1.73%
Sole
0.00
Shared
0.00
None
5.36K

BLACKSTONE INC

SOLE
COM
Shares13.21K
TypeSH
Market value$1.85M
1.70%
Sole
0.00
Shared
0.00
None
13.21K

VANGUARD INDEX FDS

SOLE
GROWTH ETF
Shares4.25K
TypeSH
Market value$1.58M
1.45%
Sole
0.00
Shared
0.00
None
4.25K

MERCADOLIBRE INC

SOLE
COM
Shares805.00
TypeSH
Market value$1.57M
1.45%
Sole
0.00
Shared
0.00
None
805.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P 500 GARP ETF
Shares15.60K
TypeSH
Market value$1.56M
1.44%
Sole
0.00
Shared
0.00
None
15.60K

GRAYSCALE BITCOIN TRUST ETF

SOLE
SHS REP COM UT
Shares23.74K
TypeSH
Market value$1.55M
1.42%
Sole
0.00
Shared
0.00
None
23.74K

SPDR DOW JONES INDL AVERAGE

SOLE
UT SER 1
Shares3.65K
TypeSH
Market value$1.53M
1.41%
Sole
0.00
Shared
0.00
None
3.65K

PACER FDS TR

SOLE
US CASH COWS 100
Shares27.76K
TypeSH
Market value$1.52M
1.40%
Sole
0.00
Shared
0.00
None
27.76K

SPDR S&P 500 ETF TR

SOLE
TR UNIT
Shares2.69K
TypeSH
Market value$1.51M
1.39%
Sole
0.00
Shared
0.00
None
2.69K

LAM RESEARCH CORP

SOLE
COM NEW
Shares19.10K
TypeSH
Market value$1.39M
1.28%
Sole
0.00
Shared
0.00
None
19.10K

EXCHANGE TRADED CONCEPTS TRU

SOLE
EMQQ THE EMERGIN
Shares32.49K
TypeSH
Market value$1.24M
1.14%
Sole
0.00
Shared
0.00
None
32.49K

ISHARES TR

SOLE
CORE S&P SCP ETF
Shares10.56K
TypeSH
Market value$1.10M
1.02%
Sole
0.00
Shared
0.00
None
10.56K

AMGEN INC

SOLE
COM
Shares3.54K
TypeSH
Market value$1.10M
1.02%
Sole
0.00
Shared
0.00
None
3.54K
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WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC 13F Holdings โ€” 74 Positions | Finecho