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 89 equity positions with a total reported market value of $136.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

89
Positions
$136.65M
Total AUM (reported)
1.09M
Total Shares

Allocation by class

TOTAL AUM$136.65M89 positions
COM$59.19M43.3%
CL B NEW$22.70M16.6%
CAP STK CL A$4.59M3.4%
SHS BEN INT$4.39M3.2%
CAP STK CL C$4.23M3.1%
COM NEW$3.86M2.8%
CL A$3.36M2.5%

Portfolio Concentration

Top 329.1%4โ€“1025.1%11โ€“2520.5%Rest25.2%TOP 1054.2%0%100%
Top 3$39.78M29.1%
4โ€“10$34.35M25.1%
11โ€“25$28.06M20.5%
Rest$34.46M25.2%

Top 3 weight

29.1%

Top 10 weight

54.2%

Voting Authority Distribution

Total shares with voting rights: 1.09M

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

1.09M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole89
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings89
Rows:

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares45.16K
TypeSH
Market value$22.70M
16.61%
Sole
0.00
Shared
0.00
None
45.16K

NVIDIA CORPORATION

SOLE
COM
Shares49.87K
TypeSH
Market value$9.30M
6.81%
Sole
0.00
Shared
0.00
None
49.87K

TESLA INC

SOLE
COM
Shares17.29K
TypeSH
Market value$7.77M
5.69%
Sole
0.00
Shared
0.00
None
17.29K

APPLE INC

SOLE
COM
Shares21.49K
TypeSH
Market value$5.84M
4.27%
Sole
0.00
Shared
0.00
None
21.49K

AMAZON COM INC

SOLE
COM
Shares24.61K
TypeSH
Market value$5.68M
4.16%
Sole
0.00
Shared
0.00
None
24.61K

JOHNSON & JOHNSON

SOLE
COM
Shares26.07K
TypeSH
Market value$5.39M
3.95%
Sole
0.00
Shared
0.00
None
26.07K

ALPHABET INC

SOLE
CAP STK CL A
Shares14.67K
TypeSH
Market value$4.59M
3.36%
Sole
0.00
Shared
0.00
None
14.67K

BITWISE BITCOIN ETF TR

SOLE
SHS BEN INT
Shares92.41K
TypeSH
Market value$4.39M
3.22%
Sole
0.00
Shared
0.00
None
92.41K

ALPHABET INC

SOLE
CAP STK CL C
Shares13.47K
TypeSH
Market value$4.23M
3.09%
Sole
0.00
Shared
0.00
None
13.47K

MICROSOFT CORP

SOLE
COM
Shares8.72K
TypeSH
Market value$4.22M
3.09%
Sole
0.00
Shared
0.00
None
8.72K

LAM RESEARCH CORP

SOLE
COM NEW
Shares16.47K
TypeSH
Market value$2.82M
2.06%
Sole
0.00
Shared
0.00
None
16.47K

BLACKSTONE INC

SOLE
COM
Shares17.16K
TypeSH
Market value$2.65M
1.94%
Sole
0.00
Shared
0.00
None
17.16K

VANECK ETF TRUST

SOLE
MRNGSTR WDE MOAT
Shares25.39K
TypeSH
Market value$2.63M
1.92%
Sole
0.00
Shared
0.00
None
25.39K

SCHWAB STRATEGIC TR

SOLE
US DIVIDEND EQ
Shares90.64K
TypeSH
Market value$2.49M
1.82%
Sole
0.00
Shared
0.00
None
90.64K

VANGUARD INDEX FDS

SOLE
GROWTH ETF
Shares4.20K
TypeSH
Market value$2.05M
1.50%
Sole
0.00
Shared
0.00
None
4.20K

SPDR DOW JONES INDL AVERAGE

SOLE
UT SER 1
Shares3.65K
TypeSH
Market value$1.75M
1.28%
Sole
0.00
Shared
0.00
None
3.65K

ISHARES SILVER TR

SOLE
ISHARES
Shares26.15K
TypeSH
Market value$1.68M
1.23%
Sole
0.00
Shared
0.00
None
26.15K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P 500 GARP ETF
Shares14.38K
TypeSH
Market value$1.64M
1.20%
Sole
0.00
Shared
0.00
None
14.38K

PACER FDS TR

SOLE
US CASH COWS 100
Shares26.89K
TypeSH
Market value$1.62M
1.18%
Sole
0.00
Shared
0.00
None
26.89K

GRAYSCALE BITCOIN TRUST ETF

SOLE
SHS REP COM UT
Shares23.58K
TypeSH
Market value$1.61M
1.18%
Sole
0.00
Shared
0.00
None
23.58K

MERCADOLIBRE INC

SOLE
COM
Shares770.00
TypeSH
Market value$1.55M
1.14%
Sole
0.00
Shared
0.00
None
770.00

VISA INC

SOLE
COM CL A
Shares4.38K
TypeSH
Market value$1.54M
1.12%
Sole
0.00
Shared
0.00
None
4.38K

VERIZON COMMUNICATIONS INC

SOLE
COM
Shares35.74K
TypeSH
Market value$1.46M
1.07%
Sole
0.00
Shared
0.00
None
35.74K

BROADCOM INC

SOLE
COM
Shares3.87K
TypeSH
Market value$1.34M
0.98%
Sole
0.00
Shared
0.00
None
3.87K

SPDR S&P 500 ETF TR

SOLE
TR UNIT
Shares1.83K
TypeSH
Market value$1.25M
0.91%
Sole
0.00
Shared
0.00
None
1.83K
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WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC 13F Holdings โ€” 89 Positions | Finecho