1y return+17.8%S&P 500 +20.9%
3y return+65.4%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $153 against $157 in the S&P 500.2
White Knight Strategic Wealth Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BRK/BBerkshire Hathaway Inc Del | $22.5M | 15.8% | +1.0% |
| NVDANvidia Corporation | $9.2M | 6.4% | +2.4% |
| TSLATesla Inc | $7.6M | 5.3% | +4.0% |
| JNJJohnson & Johnson | $6.6M | 4.6% | +1.2% |
| AAPLApple Inc | $6.0M | 4.2% | +3.6% |
| LRCXLam Research Corp | $5.9M | 4.1% | |
| AMZNAmazon Com Inc | $5.8M | 4.0% | +3.3% |
| GOOGLAlphabet Inc | $4.9M | 3.5% | |
| GOOGAlphabet Inc | $4.5M | 3.1% | −4.2% |
| MSFTMicrosoft Corp | $3.3M | 2.3% | +9.9% |
| ACYNFirst Tr Exchange-traded Fd | $3.1M | 2.2% | New |
| BITBBitwise Bitcoin Etf Tr | $3.1M | 2.1% | +3.8% |
| SCHDSchwab Strategic Tr | $2.8M | 2.0% | +2.1% |
| MOATVaneck Etf Trust | $2.5M | 1.8% | +11.1% |
| VUGVanguard Index Fds | $2.1M | 1.5% | −1.1% |
| BXBlackstone Inc | $2.0M | 1.4% | +4.4% |
| DIAState Str Spdr Dow Jones Ind | $1.9M | 1.3% | |
| AMDAdvanced Micro Devices Inc | $1.9M | 1.3% | +11.8% |
| VOOVanguard Index Fds | $1.9M | 1.3% | +359.3% |
| SPYState Str Spdr S&p 500 Etf T | $1.7M | 1.2% | +37.6% |
| COWZPacer Fds Tr | $1.6M | 1.1% | +14.1% |
| IVVIshares Tr | $1.6M | 1.1% | +311.7% |
| VZVerizon Communications Inc | $1.6M | 1.1% | +14.8% |
| MELIMercadolibre Inc | $1.5M | 1.1% | +14.2% |
| VVisa Inc | $1.5M | 1.0% | +6.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $9.2M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $5.9M |
| AVGOBroadcom Inc | December 31, 2021 | +467.7% | $1.4M |
| AMDAdvanced Micro Devices Inc | December 31, 2021 | +303.7% | $1.9M |
| PLTRPalantir Technologies Inc | September 30, 2024 | +213.6% | $797K |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $4.9M |
| GOOGAlphabet Inc | December 31, 2021 | +144.2% | $4.5M |
| BRK/BBerkshire Hathaway Inc Del | December 31, 2021 | +67.4% | $22.5M |
| AAPLApple Inc | December 31, 2021 | +63.0% | $6.0M |
| APLDApplied Digital Corp | September 30, 2025 | +62.6% | $1.0M |
Sold off last quarter
- SPGPInvesco Exchange Traded Fd T was $1.3M
- DVNDevon Energy Corp New was $850K
- SQMSociedad Quimica Y Minera De was $748K
- SLVIshares Silver Tr was $564K
- XNXJXNuveen New Jersey was $239K
- NFLXNetflix Inc. was $205K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.9% | +14.8% |
| March 31, 2026 | −5.0% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +10.7% | +7.8% |
| June 30, 2025 | +8.2% | +10.5% |
| March 31, 2025 | −3.3% | −4.6% |
| December 31, 2024 | +4.9% | +2.1% |
| September 30, 2024 | +7.4% | +5.4% |
| June 30, 2024 | +1.9% | +4.0% |
| March 31, 2024 | +9.0% | +10.0% |
| December 31, 2023 | +10.0% | +11.2% |
| September 30, 2023 | −2.4% | −3.6% |
| June 30, 2023 | +11.9% | +8.3% |
| March 31, 2023 | +11.2% | +7.0% |
| December 31, 2022 | +2.3% | +7.1% |
| September 30, 2022 | −4.4% | −5.3% |
| June 30, 2022 | −21.1% | −16.5% |
| March 31, 2022 | −3.7% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: White Knight Strategic Wealth Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1904677&type=13F-HR&dateb=&owner=include&count=40CIK 1904677
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1904677/000190467726000003/Filed August 14, 2026 · accession 0001904677-26-000003