White Knight Strategic Wealth Advisors, LLC
SEC Form 13F institutional filer · CIK 0001904677
13F-HR · 48 reported holdings · 2026-03-31
Reported long-US-equity value
$0.10B
Top-10 concentration
68.5%
White Knight Strategic Wealth Advisors, LLC — $96.4M AUM allocation strategy
White Knight Strategic Wealth Advisors, LLC files SEC Form 13F and reports $96.4M of long US equity value across 48 reported holdings for 2026-03-31.
Its largest sector bet is Financials 30.3%, followed by Information Technology 20.7% and Consumer Discretionary 11.7%.
The top 10 holdings account for 69% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
White Knight Strategic Wealth Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$96.4M
total across 48 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
69% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$PFE −5.52K sh · −$75.4K−$NVDA −4.95K sh · −$1.47M−$GS −4.07K sh · −$245K
Exited to nil (held last quarter, gone now)
$UPS ($514K last qtr)$SLB ($499K last qtr)$DE ($356K last qtr)$TGT ($336K last qtr)$QCOM ($301K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Multi-Sector Holdings22.2%—
- Semiconductors9.4%—
- Interactive Media & Services8.1%—
- Automobile Manufacturers6.7%—
- Pharmaceuticals6.6%—
- Technology Hardware, Storage & Peripherals5.2%—
- Broadline Retail5.1%—
- Investment Banking & Brokerage3.5%—
- Other holdings33.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $BRK.B | Berkshire Hathaway Inc.-Class B | 44.6K | $21.4M | -570 | 22.2% |
| $NVDA | NVIDIA Corporation | 44.9K | $7.83M | -4.95K | 8.1% |
| $TSLA | Tesla Inc | 17.3K | $6.44M | +23 | 6.7% |
| $JNJ | Johnson & Johnson | 25.8K | $6.31M | -256 | 6.5% |
| $AAPL | Apple Inc | 19.9K | $5.06M | -1.57K | 5.2% |
| $AMZN | Amazon.com Inc | 23.4K | $4.88M | -1.2K | 5.1% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 13.9K | $4M | -777 | 4.1% |
| $GOOGL | Alphabet Inc | 13.3K | $3.8M | -210 | 3.9% |
| $SCHW | Charles Schwab Corporation | 112K | $3.41M | -3.93K | 3.5% |
| $MSFT | Microsoft Corporation | 8.12K | $3.01M | -601 | 3.1% |
…and 38 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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