White Knight Strategic Wealth Advisors

PRINCETON, NJfiles as White Knight Strategic Wealth Advisors, LLC

$143m in 89 US stocks at the end of 30 June 2026. The top 10 are 53.5% of the money. It changed about 11.6% of the portfolio this quarter.

Value

$143m

Stocks

Top 10 share

53.5%

Turnover

11.6%

What changed this quarter

New

Bought for the first time this quarter.

First TR Exchange-Traded FDACYN
2.2% of the fund
Trust FOR Professional ManagCLSE
0.9% of the fund
Micron TechnologyMU
0.5% of the fund
Innovator Etfs TrustDDFZ
0.3% of the fund
First TR Exchng Traded FD VIBUFD
0.3% of the fund
UnitedHealth GroupUNH
0.2% of the fund
QualcommQCOM
0.2% of the fund
IconICLR
0.2% of the fund
First TR Exch Traded FD IIIFTLS
0.2% of the fund
Anheuser-Busch InBev SABUD
0.2% of the fund
Innovator Etfs TrustDDFY
0.2% of the fund
Invesco QQQ TRQQQ
0.1% of the fund
ASML Holding NVASML
0.1% of the fund
Taiwan Semiconductor ManufacturingTSM
0.1% of the fund

Added

Bought more of a stock they already held.

NvidiaNVDA
6.4% of the fund
+2%
TeslaTSLA
5.3% of the fund
+4%
AppleAAPL
4.2% of the fund
+4%
Amazon.comAMZN
4.0% of the fund
+3%
MicrosoftMSFT
2.3% of the fund
+10%
Bitwise Bitcoin ETF TRBITB
2.1% of the fund
+4%
Schwab Strategic TRSCHD
2.0% of the fund
+2%
Vaneck ETF TrustMOAT
1.8% of the fund
+11%
BlackstoneBX
1.4% of the fund
+4%
Advanced Micro DevicesAMD
1.3% of the fund
+12%
Vanguard Index FDSVOO
1.3% of the fund
+359%
State STR Spdr S&P 500 ETF TSPY
1.2% of the fund
+38%
Pacer FDS TRCOWZ
1.1% of the fund
+14%
Ishares TRIVV
1.1% of the fund
+312%
Verizon CommunicationsVZ
1.1% of the fund
+15%
MercadoLibreMELI
1.1% of the fund
+14%
VisaV
1.0% of the fund
+6%
AmgenAMGN
0.9% of the fund
+8%
PIMCO Dynamic Income FundPDI
0.9% of the fund
+28%
Home DepotHD
0.8% of the fund
+12%
Meta PlatformsMETA
0.7% of the fund
+13%
Applied DigitalAPLD
0.7% of the fund
+3%
Ishares TRIJR
0.7% of the fund
+16%
ExxonMobil HoldingsXOM
0.6% of the fund
+10%
Palantir TechnologiesPLTR
0.6% of the fund
+3%

Cut

Sold some of their stake.

AlphabetGOOG
3.1% of the fund
-4%
J P Morgan Exchange Traded FJEPI
0.5% of the fund
-14%
Goldman Sachs ETF TRGPIX
0.4% of the fund
-12%
Digital Realty TrustDLR
0.3% of the fund
-21%
Schwab Strategic TRSCHG
0.2% of the fund
-59%

Sold out

Sold their entire stake.

Invesco Exchange Traded FD TSPGP
-100%
Devon EnergyDVN
-100%
Chemical & Mining CO of ChileSQM
-100%
Ishares Silver TRSLV
-100%
Nuveen New Jersey Qult MUN FXNXJX
-100%
NetflixNFLX
-100%

Holdings

Berkshire HathawayBRK-B
Share
15.8%
Value
$23m
Shares
45,058
Held
NvidiaNVDA
Share
6.4%
Value
$9m
Shares
45,978
+2%
TeslaTSLA
Share
5.3%
Value
$8m
Shares
18,004
+4%
Johnson & JohnsonJNJ
Share
4.6%
Value
$7m
Shares
26,121
Held
AppleAAPL
Share
4.2%
Value
$6m
Shares
20,634
+4%
Lam ResearchLRCX
Share
4.1%
Value
$6m
Shares
13,624
Held
Amazon.comAMZN
Share
4.0%
Value
$6m
Shares
24,189
+3%
AlphabetGOOGL
Share
3.5%
Value
$5m
Shares
13,839
Held
AlphabetGOOG
Share
3.1%
Value
$4m
Shares
12,708
-4%
MicrosoftMSFT
Share
2.3%
Value
$3m
Shares
8,928
+10%
First TR Exchange-Traded FDACYN
Share
2.2%
Value
$3m
Shares
150,099
New
Bitwise Bitcoin ETF TRBITB
Share
2.1%
Value
$3m
Shares
96,018
+4%
Schwab Strategic TRSCHD
Share
2.0%
Value
$3m
Shares
88,500
+2%
Vaneck ETF TrustMOAT
Share
1.8%
Value
$3m
Shares
24,413
+11%
Vanguard Index FDSVUG
Share
1.5%
Value
$2m
Shares
24,859
Held
BlackstoneBX
Share
1.4%
Value
$2m
Shares
17,369
+4%
State STR Spdr DOW Jones INDDIA
Share
1.3%
Value
$2m
Shares
3,645
Held
Advanced Micro DevicesAMD
Share
1.3%
Value
$2m
Shares
3,257
+12%
Vanguard Index FDSVOO
Share
1.3%
Value
$2m
Shares
2,705
+359%
State STR Spdr S&P 500 ETF TSPY
Share
1.2%
Value
$2m
Shares
2,335
+38%
Pacer FDS TRCOWZ
Share
1.1%
Value
$2m
Shares
26,384
+14%
Ishares TRIVV
Share
1.1%
Value
$2m
Shares
2,186
+312%
Verizon CommunicationsVZ
Share
1.1%
Value
$2m
Shares
36,865
+15%
MercadoLibreMELI
Share
1.1%
Value
$2m
Shares
891
+14%
VisaV
Share
1.0%
Value
$1m
Shares
4,358
+6%
BroadcomAVGO
Share
1.0%
Value
$1m
Shares
3,780
Held
Trust FOR Professional ManagCLSE
Share
0.9%
Value
$1m
Shares
36,007
New
AmgenAMGN
Share
0.9%
Value
$1m
Shares
3,365
+8%
PIMCO Dynamic Income FundPDI
Share
0.9%
Value
$1m
Shares
72,817
+28%
Home DepotHD
Share
0.8%
Value
$1m
Shares
3,189
+12%
Grayscale Bitcoin Trust ETFGBTC
Share
0.8%
Value
$1m
Shares
23,579
Held
Meta PlatformsMETA
Share
0.7%
Value
$1m
Shares
1,890
+13%
Applied DigitalAPLD
Share
0.7%
Value
$1m
Shares
27,481
+3%
Ishares TRIJR
Share
0.7%
Value
$1m
Shares
6,909
+16%
MastercardMA
Share
0.7%
Value
$1m
Shares
1,989
Held
ExxonMobil HoldingsXOM
Share
0.6%
Value
$883,978
Shares
6,466
+10%
Palantir TechnologiesPLTR
Share
0.6%
Value
$797,439
Shares
6,835
+3%
Exchange Traded Concepts TRUEMQQ
Share
0.5%
Value
$771,713
Shares
24,732
+10%
J P Morgan Exchange Traded FJEPI
Share
0.5%
Value
$770,557
Shares
13,643
-14%
Constellation EnergyCEG
Share
0.5%
Value
$769,151
Shares
3,097
+23%
Amplify ETF TRDIVO
Share
0.5%
Value
$761,079
Shares
16,654
+6%
Micron TechnologyMU
Share
0.5%
Value
$758,369
Shares
657
New
ARK ETF TRARKK
Share
0.5%
Value
$747,310
Shares
9,247
+11%
Ishares TRIWP
Share
0.5%
Value
$746,252
Shares
5,097
Held
Ishares TRICF
Share
0.5%
Value
$733,447
Shares
10,845
+16%
Costco WholesaleCOST
Share
0.5%
Value
$714,706
Shares
764
+19%
Novo Nordisk A SNVO
Share
0.5%
Value
$711,813
Shares
14,848
+19%
American ExpressAXP
Share
0.5%
Value
$681,973
Shares
2,016
+7%
Cal-Maine FoodsCALM
Share
0.4%
Value
$601,864
Shares
7,471
+20%
Pacer FDS TRCOWG
Share
0.4%
Value
$574,094
Shares
14,300
+33%
PfizerPFE
Share
0.4%
Value
$552,805
Shares
22,957
+18%
Goldman Sachs ETF TRGPIX
Share
0.4%
Value
$531,445
Shares
9,564
-12%
Innovator Etfs TrustDDFZ
Share
0.3%
Value
$449,770
Shares
23,196
New
EnbridgeENB
Share
0.3%
Value
$449,672
Shares
8,295
Held
CaterpillarCAT
Share
0.3%
Value
$428,090
Shares
402
Held
Eli LillyLLY
Share
0.3%
Value
$425,798
Shares
355
+17%
McDonald'sMCD
Share
0.3%
Value
$425,517
Shares
1,574
+9%
First TR Exchng Traded FD VIBUFD
Share
0.3%
Value
$425,263
Shares
14,309
New
e.l.f. BeautyELF
Share
0.3%
Value
$413,660
Shares
5,590
+18%
J P Morgan Exchange Traded FJEPQ
Share
0.3%
Value
$400,965
Shares
6,524
+30%
WalmartWMT
Share
0.3%
Value
$392,845
Shares
3,469
+5%
Blackrock Muniholdings New Jersey Quality FundMUJ
Share
0.3%
Value
$384,557
Shares
31,239
+63%
Digital Realty TrustDLR
Share
0.3%
Value
$374,783
Shares
2,087
-21%
Flexshares TRQDEF
Share
0.3%
Value
$368,797
Shares
4,238
Held
AdobeADBE
Share
0.3%
Value
$358,375
Shares
1,748
+21%
Schwab Strategic TRSCHG
Share
0.2%
Value
$355,320
Shares
10,500
-59%
CoreWeaveCRWV
Share
0.2%
Value
$354,860
Shares
3,565
+7%
ARK ETF TRARKW
Share
0.2%
Value
$349,837
Shares
2,415
+29%
NextEra EnergyNEE
Share
0.2%
Value
$341,074
Shares
3,886
Held
ChevronCVX
Share
0.2%
Value
$334,835
Shares
2,020
+27%
Lockheed MartinLMT
Share
0.2%
Value
$331,149
Shares
650
+10%
Kraft HeinzKHC
Share
0.2%
Value
$326,688
Shares
13,831
+11%
UnitedHealth GroupUNH
Share
0.2%
Value
$325,854
Shares
784
New
Vanguard Scottsdale FDSVCSH
Share
0.2%
Value
$310,231
Shares
3,925
+29%
QualcommQCOM
Share
0.2%
Value
$305,827
Shares
1,655
New
PayPal HoldingsPYPL
Share
0.2%
Value
$302,821
Shares
7,013
+8%
IconICLR
Share
0.2%
Value
$276,546
Shares
1,592
New
First TR Exch Traded FD IIIFTLS
Share
0.2%
Value
$264,868
Shares
3,589
New
Anheuser-Busch InBev SABUD
Share
0.2%
Value
$257,170
Shares
3,121
New
Sony GroupSONY
Share
0.2%
Value
$247,240
Shares
12,325
Held
LyondellBasell IndustriesLYB
Share
0.2%
Value
$245,402
Shares
4,661
+11%
First TR Exchange-Traded FDFVD
Share
0.2%
Value
$232,709
Shares
4,830
+10%
Intuitive SurgicalISRG
Share
0.2%
Value
$228,268
Shares
574
+17%
Innovator Etfs TrustDDFY
Share
0.2%
Value
$220,530
Shares
11,010
New
Eastman ChemicalEMN
Share
0.1%
Value
$212,327
Shares
3,170
+15%
Invesco QQQ TRQQQ
Share
0.1%
Value
$212,083
Shares
288
New
ASML Holding NVASML
Share
0.1%
Value
$208,891
Shares
105
New
Taiwan Semiconductor ManufacturingTSM
Share
0.1%
Value
$201,535
Shares
422
New
Archer AviationACHR
Share
0.1%
Value
$183,585
Shares
38,813
+14%

Company	Share of fund	Value	Shares	Change
Berkshire HathawayBRK-B	15.8%	$23m	45,058	Held
NvidiaNVDA	6.4%	$9m	45,978	+2%
TeslaTSLA	5.3%	$8m	18,004	+4%
Johnson & JohnsonJNJ	4.6%	$7m	26,121	Held
AppleAAPL	4.2%	$6m	20,634	+4%
Lam ResearchLRCX	4.1%	$6m	13,624	Held
Amazon.comAMZN	4.0%	$6m	24,189	+3%
AlphabetGOOGL	3.5%	$5m	13,839	Held
AlphabetGOOG	3.1%	$4m	12,708	-4%
MicrosoftMSFT	2.3%	$3m	8,928	+10%
First TR Exchange-Traded FDACYN	2.2%	$3m	150,099	New
Bitwise Bitcoin ETF TRBITB	2.1%	$3m	96,018	+4%
Schwab Strategic TRSCHD	2.0%	$3m	88,500	+2%
Vaneck ETF TrustMOAT	1.8%	$3m	24,413	+11%
Vanguard Index FDSVUG	1.5%	$2m	24,859	Held
BlackstoneBX	1.4%	$2m	17,369	+4%
State STR Spdr DOW Jones INDDIA	1.3%	$2m	3,645	Held
Advanced Micro DevicesAMD	1.3%	$2m	3,257	+12%
Vanguard Index FDSVOO	1.3%	$2m	2,705	+359%
State STR Spdr S&P 500 ETF TSPY	1.2%	$2m	2,335	+38%
Pacer FDS TRCOWZ	1.1%	$2m	26,384	+14%
Ishares TRIVV	1.1%	$2m	2,186	+312%
Verizon CommunicationsVZ	1.1%	$2m	36,865	+15%
MercadoLibreMELI	1.1%	$2m	891	+14%
VisaV	1.0%	$1m	4,358	+6%
BroadcomAVGO	1.0%	$1m	3,780	Held
Trust FOR Professional ManagCLSE	0.9%	$1m	36,007	New
AmgenAMGN	0.9%	$1m	3,365	+8%
PIMCO Dynamic Income FundPDI	0.9%	$1m	72,817	+28%
Home DepotHD	0.8%	$1m	3,189	+12%
Grayscale Bitcoin Trust ETFGBTC	0.8%	$1m	23,579	Held
Meta PlatformsMETA	0.7%	$1m	1,890	+13%
Applied DigitalAPLD	0.7%	$1m	27,481	+3%
Ishares TRIJR	0.7%	$1m	6,909	+16%
MastercardMA	0.7%	$1m	1,989	Held
ExxonMobil HoldingsXOM	0.6%	$883,978	6,466	+10%
Palantir TechnologiesPLTR	0.6%	$797,439	6,835	+3%
Exchange Traded Concepts TRUEMQQ	0.5%	$771,713	24,732	+10%
J P Morgan Exchange Traded FJEPI	0.5%	$770,557	13,643	-14%
Constellation EnergyCEG	0.5%	$769,151	3,097	+23%
Amplify ETF TRDIVO	0.5%	$761,079	16,654	+6%
Micron TechnologyMU	0.5%	$758,369	657	New
ARK ETF TRARKK	0.5%	$747,310	9,247	+11%
Ishares TRIWP	0.5%	$746,252	5,097	Held
Ishares TRICF	0.5%	$733,447	10,845	+16%
Costco WholesaleCOST	0.5%	$714,706	764	+19%
Novo Nordisk A SNVO	0.5%	$711,813	14,848	+19%
American ExpressAXP	0.5%	$681,973	2,016	+7%
Cal-Maine FoodsCALM	0.4%	$601,864	7,471	+20%
Pacer FDS TRCOWG	0.4%	$574,094	14,300	+33%
PfizerPFE	0.4%	$552,805	22,957	+18%
Goldman Sachs ETF TRGPIX	0.4%	$531,445	9,564	-12%
Innovator Etfs TrustDDFZ	0.3%	$449,770	23,196	New
EnbridgeENB	0.3%	$449,672	8,295	Held
CaterpillarCAT	0.3%	$428,090	402	Held
Eli LillyLLY	0.3%	$425,798	355	+17%
McDonald'sMCD	0.3%	$425,517	1,574	+9%
First TR Exchng Traded FD VIBUFD	0.3%	$425,263	14,309	New
e.l.f. BeautyELF	0.3%	$413,660	5,590	+18%
J P Morgan Exchange Traded FJEPQ	0.3%	$400,965	6,524	+30%
WalmartWMT	0.3%	$392,845	3,469	+5%
Blackrock Muniholdings New Jersey Quality FundMUJ	0.3%	$384,557	31,239	+63%
Digital Realty TrustDLR	0.3%	$374,783	2,087	-21%
Flexshares TRQDEF	0.3%	$368,797	4,238	Held
AdobeADBE	0.3%	$358,375	1,748	+21%
Schwab Strategic TRSCHG	0.2%	$355,320	10,500	-59%
CoreWeaveCRWV	0.2%	$354,860	3,565	+7%
ARK ETF TRARKW	0.2%	$349,837	2,415	+29%
NextEra EnergyNEE	0.2%	$341,074	3,886	Held
ChevronCVX	0.2%	$334,835	2,020	+27%
Lockheed MartinLMT	0.2%	$331,149	650	+10%
Kraft HeinzKHC	0.2%	$326,688	13,831	+11%
UnitedHealth GroupUNH	0.2%	$325,854	784	New
Vanguard Scottsdale FDSVCSH	0.2%	$310,231	3,925	+29%
QualcommQCOM	0.2%	$305,827	1,655	New
PayPal HoldingsPYPL	0.2%	$302,821	7,013	+8%
IconICLR	0.2%	$276,546	1,592	New
First TR Exch Traded FD IIIFTLS	0.2%	$264,868	3,589	New
Anheuser-Busch InBev SABUD	0.2%	$257,170	3,121	New
Sony GroupSONY	0.2%	$247,240	12,325	Held
LyondellBasell IndustriesLYB	0.2%	$245,402	4,661	+11%
First TR Exchange-Traded FDFVD	0.2%	$232,709	4,830	+10%
Intuitive SurgicalISRG	0.2%	$228,268	574	+17%
Innovator Etfs TrustDDFY	0.2%	$220,530	11,010	New
Eastman ChemicalEMN	0.1%	$212,327	3,170	+15%
Invesco QQQ TRQQQ	0.1%	$212,083	288	New
ASML Holding NVASML	0.1%	$208,891	105	New
Taiwan Semiconductor ManufacturingTSM	0.1%	$201,535	422	New
Archer AviationACHR	0.1%	$183,585	38,813	+14%

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 21.5% since 30 June 2025.

Where the money is

Technology23.1%

Financial services19.7%

Retail & consumer10.4%

Media & telecom8.4%

Health care7.3%

Everyday goods1.9%

Energy1.2%

Industrials0.8%

Utilities0.8%

Materials0.3%

Real estate0.3%

Other25.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.