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WKSWA

White Knight Strategic Wealth Advisors Portfolio holdings

AUM $119M
1-Year Est. Return 24.94%
This Fund
S&P 500
This Quarter Est. Return
+3.17%
1 Year Est. Return
+24.94%
3 Year Est. Return
+104.86%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$137M
AUM Growth
+$9.66M
Cap. Flow
+$7.09M
Cap. Flow %
5.19%
Top 10 Hldgs %
54.25%
Holding
102
New
12
Increased
49
Reduced
24
Closed
13

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$939K
2
NVO
Novo Nordisk
NVO
+$736K
3
BX icon
Blackstone
BX
+$612K
4
ADBE icon
Adobe
ADBE
+$530K
5
VZ icon
Verizon
VZ
+$519K

Top Sells

Rank Stock Value
1
VALE icon
Vale
VALE
+$422K
2
HUBS icon
HubSpot
HUBS
+$327K
3
XYZ
Block Inc
XYZ
+$276K
4
ASML icon
ASML
ASML
+$270K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$262K

Sector Composition

Rank Sector Weight
1 Financials 21.39%
2 Technology 20.38%
3 Consumer Discretionary 12.07%
4 Communication Services 8.42%
5 Healthcare 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
26
Meta Platforms (Facebook)
META
$1.51T
$1.23M 0.9%
1,867
+1,406
+305% +$939K
PLTR icon
27
Palantir
PLTR
$413B
$1.16M 0.85%
6,547
-409
-6% -$74K
AMGN icon
28
Amgen
AMGN
$222B
$1.15M 0.84%
3,515
-480
-12% -$152K
JEPI icon
29
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
$1.13M 0.83%
19,811
+2,410
+14% +$138K
EMQQ icon
30
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$278M
$1.11M 0.81%
27,512
+1,256
+5% +$54.6K
HD icon
31
Home Depot
HD
$355B
$1.03M 0.76%
3,003
+845
+39% +$310K
IJR icon
32
iShares Core S&P Small-Cap ETF
IJR
$112B
$979K 0.72%
8,150
+1,135
+16% +$136K
MA icon
33
Mastercard
MA
$493B
$965K 0.71%
1,690
-33
-2% -$18.4K
XOM icon
34
ExxonMobil
XOM
$634B
$875K 0.64%
7,275
+1,457
+25% +$169K
SCHG icon
35
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$838K 0.61%
25,700
– –
GPIX icon
36
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$5.11B
$787K 0.58%
14,905
+747
+5% +$39.1K
CEG icon
37
Constellation Energy
CEG
$95.6B
$767K 0.56%
2,172
+215
+11% +$78.1K
COST icon
38
Costco
COST
$420B
$759K 0.56%
880
+229
+35% +$208K
DIVO icon
39
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.81B
$749K 0.55%
16,839
+3,822
+29% +$172K
ARKK icon
40
ARK Innovation ETF
ARKK
$6.31B
$735K 0.54%
9,555
-182
-2% -$15.1K
NVO
41
Novo Nordisk
NVO
$209B
$732K 0.54%
+14,391
New +$736K
APLD icon
42
Applied Digital
APLD
$8.41B
$732K 0.54%
29,846
+2,120
+8% +$61.1K
AXP icon
43
American Express
AXP
$230B
$714K 0.52%
1,929
-2
-0.1% -$716
IAU icon
44
iShares Gold Trust
IAU
$67.5B
$712K 0.52%
8,769
+2,730
+45% +$214K
IWP icon
45
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$706K 0.52%
5,152
+46
+0.9% +$6.43K
AMD icon
46
Advanced Micro Devices
AMD
$789B
$691K 0.51%
3,227
+78
+2% +$17.5K
DVN icon
47
Devon Energy
DVN
$47.3B
$687K 0.5%
18,742
-1,065
-5% -$37.2K
ICF icon
48
iShares Select U.S. REIT ETF
ICF
$2.09B
$658K 0.48%
11,027
-61
-0.6% -$3.7K
SQM icon
49
Sociedad Química y Minera de Chile
SQM
$20.6B
$658K 0.48%
9,562
-4,395
-31% -$242K
PFE icon
50
Pfizer
PFE
$153B
$623K 0.46%
25,036
+10,174
+68% +$257K
1
2
3 4 5

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VA
Valor Advisors Miami, Florida $119M AUM
SKK
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SPW
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IVGAI
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White Knight Strategic Wealth Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, White Knight Strategic Wealth Advisors held 102 positions worth $137M, up 7.6% from $127M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

White Knight Strategic Wealth Advisors deployed $7.09M of net new capital in Q4 2025, opening 12 new positions and adding to 49 existing holdings. Its largest new stake was Novo Nordisk: 14,391 shares worth $732K.

By sector, the portfolio is most concentrated in Financials at 21% of assets, down from 22% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Alphabet (Google) Class A, an estimated $262K trimmed.

  • White Knight Strategic Wealth Advisors's largest Q4 2025 buy was Novo Nordisk: 14,391 shares worth $732K.
  • White Knight Strategic Wealth Advisors added most to Meta Platforms (Facebook) in Q4 2025, an estimated $939K increase.
  • White Knight Strategic Wealth Advisors's biggest Q4 2025 reduction was Alphabet (Google) Class A, cutting an estimated $262K.
  • White Knight Strategic Wealth Advisors fully exited Vale in Q4 2025, selling an estimated $422K.
  • White Knight Strategic Wealth Advisors's ten largest holdings make up 54% of its $137M portfolio in Q4 2025.
  • White Knight Strategic Wealth Advisors opened 12 new positions and closed 13 in Q4 2025.
  • White Knight Strategic Wealth Advisors's portfolio value rose 7.6% quarter-over-quarter to $137M.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q4 2025, filed 20 Feb 2026.