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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
BTC
101
Grayscale Bitcoin Mini Trust ETF
BTC
$3.44B
– –
-4,689
Closed -$237K
XYZ
102
Block Inc
XYZ
$47.5B
– –
-3,819
Closed -$276K
1 2 3 4
5

Similar funds

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Hudson Portfolio Management Garrison, New York $119M AUM 24.19% 1-Year Est. Return
TCM
Tao Capital Management San Francisco, California $119M AUM 87.46% 1-Year Est. Return
VA
Valor Advisors Miami, Florida $119M AUM
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
SPW
Stillwater Private Wealth Glen Mills, Pennsylvania $118M AUM
IVGAI
Index Venture Growth Associates III St. Helier, Channel Islands, Jersey $118M AUM 64.91% 1-Year Est. Return
OIM
Oceanic Investment Management Douglas, Isle Of Man $118M AUM
RCG
Ridge Creek Global Strongsville, Ohio $118M AUM

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.