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 81 equity positions with a total reported market value of $117.51M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

81
Positions
$117.51M
Total AUM (reported)
1M
Total Shares

Allocation by class

TOTAL AUM$117.51M81 positions
COM$49.87M42.4%
CL B NEW$21.49M18.3%
SHS BEN INT$5.57M4.7%
CAP STK CL A$2.86M2.4%
CL A$2.74M2.3%
MRNGSTR WDE MOAT$2.62M2.2%
CAP STK CL C$2.40M2.0%

Portfolio Concentration

Top 330.0%4โ€“1024.7%11โ€“2521.8%Rest23.5%TOP 1054.6%0%100%
Top 3$35.21M30.0%
4โ€“10$28.98M24.7%
11โ€“25$25.67M21.8%
Rest$27.65M23.5%

Top 3 weight

30.0%

Top 10 weight

54.6%

Voting Authority Distribution

Total shares with voting rights: 1M

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

1M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole81
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings81
Rows:

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares44.23K
TypeSH
Market value$21.49M
18.28%
Sole
0.00
Shared
0.00
None
44.23K

NVIDIA CORPORATION

SOLE
COM
Shares51.62K
TypeSH
Market value$8.16M
6.94%
Sole
0.00
Shared
0.00
None
51.62K

BITWISE BITCOIN ETF TR

SOLE
SHS BEN INT
Shares95.01K
TypeSH
Market value$5.57M
4.74%
Sole
0.00
Shared
0.00
None
95.01K

TESLA INC

SOLE
COM
Shares17.08K
TypeSH
Market value$5.42M
4.62%
Sole
0.00
Shared
0.00
None
17.08K

AMAZON COM INC

SOLE
COM
Shares24.55K
TypeSH
Market value$5.39M
4.58%
Sole
0.00
Shared
0.00
None
24.55K

APPLE INC

SOLE
COM
Shares21.92K
TypeSH
Market value$4.50M
3.83%
Sole
0.00
Shared
0.00
None
21.92K

MICROSOFT CORP

SOLE
COM
Shares8.31K
TypeSH
Market value$4.14M
3.52%
Sole
0.00
Shared
0.00
None
8.31K

JOHNSON & JOHNSON

SOLE
COM
Shares26.48K
TypeSH
Market value$4.05M
3.44%
Sole
0.00
Shared
0.00
None
26.48K

ALPHABET INC

SOLE
CAP STK CL A
Shares16.26K
TypeSH
Market value$2.86M
2.44%
Sole
0.00
Shared
0.00
None
16.26K

VANECK ETF TRUST

SOLE
MRNGSTR WDE MOAT
Shares27.98K
TypeSH
Market value$2.62M
2.23%
Sole
0.00
Shared
0.00
None
27.98K

ALPHABET INC

SOLE
CAP STK CL C
Shares13.52K
TypeSH
Market value$2.40M
2.04%
Sole
0.00
Shared
0.00
None
13.52K

SCHWAB STRATEGIC TR

SOLE
US DIVIDEND EQ
Shares84.33K
TypeSH
Market value$2.23M
1.90%
Sole
0.00
Shared
0.00
None
84.33K

BLACKSTONE INC

SOLE
COM
Shares14.81K
TypeSH
Market value$2.22M
1.89%
Sole
0.00
Shared
0.00
None
14.81K

GRAYSCALE BITCOIN TRUST ETF

SOLE
SHS REP COM UT
Shares23.68K
TypeSH
Market value$2.01M
1.71%
Sole
0.00
Shared
0.00
None
23.68K

MERCADOLIBRE INC

SOLE
COM
Shares747.00
TypeSH
Market value$1.95M
1.66%
Sole
0.00
Shared
0.00
None
747.00

VANGUARD INDEX FDS

SOLE
GROWTH ETF
Shares4.22K
TypeSH
Market value$1.85M
1.57%
Sole
0.00
Shared
0.00
None
4.22K

LAM RESEARCH CORP

SOLE
COM NEW
Shares16.96K
TypeSH
Market value$1.65M
1.40%
Sole
0.00
Shared
0.00
None
16.96K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P 500 GARP ETF
Shares15.10K
TypeSH
Market value$1.63M
1.38%
Sole
0.00
Shared
0.00
None
15.10K

VISA INC

SOLE
COM CL A
Shares4.56K
TypeSH
Market value$1.62M
1.38%
Sole
0.00
Shared
0.00
None
4.56K

SPDR DOW JONES INDL AVERAGE

SOLE
UT SER 1
Shares3.65K
TypeSH
Market value$1.61M
1.37%
Sole
0.00
Shared
0.00
None
3.65K

PACER FDS TR

SOLE
US CASH COWS 100
Shares27.22K
TypeSH
Market value$1.50M
1.28%
Sole
0.00
Shared
0.00
None
27.22K

SPDR S&P 500 ETF TR

SOLE
TR UNIT
Shares2.43K
TypeSH
Market value$1.50M
1.28%
Sole
0.00
Shared
0.00
None
2.43K

EXCHANGE TRADED CONCEPTS TRU

SOLE
EMQQ THE EMERGIN
Shares30.16K
TypeSH
Market value$1.26M
1.07%
Sole
0.00
Shared
0.00
None
30.16K

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares8.30K
TypeSH
Market value$1.13M
0.96%
Sole
0.00
Shared
0.00
None
8.30K

BROADCOM INC

SOLE
COM
Shares4.08K
TypeSH
Market value$1.12M
0.96%
Sole
0.00
Shared
0.00
None
4.08K
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WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC 13F Holdings โ€” 81 Positions | Finecho