White Knight Strategic Wealth Advisors, LLC
Long book
$118.7M
Q1 2026
Positions
81
Top-10 weight
56%
concentration
Last quarter
+10.1%
SPY +14.8%
Turnover
23%
of book per quarter
Strategy in plain words
auto-generated from filingsWhite Knight Strategic Wealth Advisors, LLC is a diversified fundamental manager, running a $118.7M US long book across 81 positions.
The portfolio is concentrated: the top 10 names carry 56% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: BERKSHIRE HATHAWAY INC-CL B, NVIDIA CORP, TESLA INC, JOHNSON & JOHNSON, APPLE INC.
Over the last 9 quarters its long book ran on average 0.1pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.2%
Q2 2024
+7.8%
Q3 2024
+5.2%
Q4 2024
-3.0%
Q1 2025
+8.5%
Q2 2025
+11.0%
Q3 2025
+2.3%
Q4 2025
-4.8%
Q1 2026
+10.1%
Sector allocation
Technology 32%
Financials 27%
Industrials 11%
Healthcare 9%
Consumer discretionary 8%
Services media 5%
Energy 3%
Communications 2%
Long book by quarter
What does White Knight own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 44.6K | $21.4M | 18.0% | -1.3% |
| NVDA NVIDIA CORP | Technology | 44.9K | $7.8M | 6.6% | -9.9% |
| TSLA TESLA INC | Industrials | 17.3K | $6.4M | 5.4% | +0.1% |
| JNJ JOHNSON & JOHNSON | Healthcare | 25.8K | $6.3M | 5.3% | -1.0% |
| AAPL APPLE INC | Technology | 19.9K | $5.1M | 4.3% | -7.3% |
| AMZN AMAZON.COM INC | Consumer discretionary | 23.4K | $4.9M | 4.1% | -4.9% |
| GOOGL ALPHABET INC-CL A | Technology | 13.9K | $4.0M | 3.4% | -5.3% |
| GOOG ALPHABET INC-CL C | Technology | 13.3K | $3.8M | 3.2% | -1.6% |
| MSFT MICROSOFT CORP | Technology | 8.1K | $3.0M | 2.5% | -6.9% |
| LRCX LAM RESEARCH CORP | Industrials | 13.6K | $2.9M | 2.4% | -17.6% |
| BX BLACKSTONE INC | Financials | 16.6K | $1.9M | 1.6% | -3.1% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 32.1K | $1.6M | 1.4% | -10.1% |
| MELI MERCADOLIBRE INC | Services media | 780 | $1.3M | 1.1% | +1.3% |
| V VISA INC-CLASS A SHARES | Services media | 4.1K | $1.2M | 1.0% | -6.4% |
| AVGO BROADCOM INC | Technology | 3.8K | $1.2M | 1.0% | -1.3% |
| AMGN AMGEN INC | Healthcare | 3.1K | $1.1M | 0.9% | -11.5% |
| XOM EXXON MOBIL CORP | Energy | 5.9K | $995K | 0.8% | -19.4% |
| MA MASTERCARD INC - A | Services media | 2.0K | $983K | 0.8% | +16.4% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 6.6K | $973K | 0.8% | +1.6% |
| META META PLATFORMS INC-CLASS A | Technology | 1.7K | $954K | 0.8% | -10.7% |
| HD HOME DEPOT INC | Consumer discretionary | 2.9K | $939K | 0.8% | -5.0% |
| DVN DEVON ENERGY CORP | Energy | 16.9K | $850K | 0.7% | -9.9% |
| CEG CONSTELLATION ENERGY | Utilities | 2.5K | $700K | 0.6% | +15.5% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 642 | $640K | 0.5% | -27.0% |
| APLD APPLIED DIGITAL CORP | Technology | 26.6K | $632K | 0.5% | -10.8% |
| AMD ADVANCED MICRO DEVICES | Technology | 2.9K | $593K | 0.5% | -9.7% |
| AXP AMERICAN EXPRESS CO | Financials | 1.9K | $570K | 0.5% | -2.2% |
| PFE PFIZER INC | Healthcare | 19.5K | $548K | 0.5% | -22.1% |
| CALM CAL-MAINE FOODS INC | Consumer staples | 6.2K | $494K | 0.4% | New |
| ENB ENBRIDGE INC | Energy | 8.3K | $449K | 0.4% | -6.6% |
| MCD MCDONALD'S CORP | Consumer discretionary | 1.4K | $447K | 0.4% | -3.8% |
| WMT WALMART INC | Consumer discretionary | 3.3K | $409K | 0.3% | -3.0% |
| NEE NEXTERA ENERGY INC | Utilities | 3.9K | $364K | 0.3% | -5.1% |
| LMT LOCKHEED MARTIN CORP | Industrials | 590 | $357K | 0.3% | -21.3% |
| ADBE ADOBE INC | Technology | 1.4K | $351K | 0.3% | -7.3% |
| LYB LYONDELLBASELL INDU-CL A | Other | 4.2K | $337K | 0.3% | -28.0% |
| CVX CHEVRON CORP | Energy | 1.6K | $330K | 0.3% | -22.4% |
| PYPL PAYPAL HOLDINGS INC | Services media | 6.5K | $294K | 0.2% | -6.7% |
| ELF ELF BEAUTY INC | Other | 4.7K | $286K | 0.2% | +23.9% |
| CAT CATERPILLAR INC | Industrials | 400 | $283K | 0.2% | -5.9% |
| KHC KRAFT HEINZ CO/THE | Consumer staples | 12.5K | $280K | 0.2% | -11.2% |
| LLY ELI LILLY & CO | Healthcare | 304 | $280K | 0.2% | New |
| CRWV COREWEAVE INC-CL A | Technology | 3.3K | $258K | 0.2% | New |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 491 | $226K | 0.2% | -11.4% |
| EMN EASTMAN CHEMICAL CO | Materials | 2.7K | $209K | 0.2% | -16.9% |
| NFLX NETFLIX INC | Services media | 2.1K | $205K | 0.2% | New |
| ACHR ARCHER AVIATION INC-A | Industrials | 34.2K | $177K | 0.1% | -9.0% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 81 | $118.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 20, 2026 | 89 | $136.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 94 | $127.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 81 | $117.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 74 | $108.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 18, 2025 | 109 | $239.1M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 81 | $110.3M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 76 | $100.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 73 | $96.2M | canonical | SEC ↗ |
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