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Livermore
Livermore
ZHEN

White Knight Strategic Wealth Advisors, LLC

SEC CIK
0001904677
Latest filing
Aug 14, 2026

The latest 13F from White Knight Strategic Wealth Advisors, LLC covers Q2 2026 (filed Aug 14, 2026): 89 long positions worth $142.8M. The top 10 holdings make up 53.5% of the portfolio, and the largest is Berkshire Hathaway Inc (BRK.B) at 15.8%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
14
Est. +$8.26M
Added
61
Est. +$8.96M
Reduced
10
Est. −$1.07M
Sold out
6
Est. −$3.94M

Top 5 holdings

Share of this quarter's portfolio value

  1. BRK.BBerkshire Hathaway Inc
    15.8%$22.5MHistory
  2. NVDANVIDIA Corp
    6.4%$9.20MHistory
  3. TSLATesla, Inc.
    5.3%$7.57MHistory
  4. JNJJohnson & Johnson
    4.6%$6.63MHistory
  5. AAPLApple Inc.
    4.2%$5.97MHistory

Share of portfolio

Top 5 holdings and the other 84 positions, by share of portfolio value

  1. BRK.B15.8%
  2. NVDA6.4%
  3. TSLA5.3%
  4. JNJ4.6%
  5. AAPL4.2%
  6. Other 84 positions63.6%

Biggest buys

New and added positions, by estimated amount bought

  1. First Tr Exchange-Traded FD33733E690
    +$3.12MNew
  2. Vanguard S&P 500 ETF922908363
    +$1.45MAdded
  3. iShares Core S&P 500 ETF464287200
    +$1.24MAdded
  4. Trust for Professional Manag89834G760
    +$1.23MNew
  5. MUMicron Technology Inc
    +$758.4KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. First Tr Exchange-Traded FD33733E690
    +2.19 pp0.0% → 2.2%
  2. LRCXLam Research Corp
    +1.69 pp2.4% → 4.1%History
  3. Vanguard S&P 500 ETF922908363
    +1.00 pp0.3% → 1.3%
  4. Trust for Professional Manag89834G760
    +0.86 pp0.0% → 0.9%
  5. iShares Core S&P 500 ETF464287200
    +0.85 pp0.3% → 1.1%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Invesco Exchange Traded FD T46137V431
    −$1.34MSold out
  2. DVNDevon Energy Corp
    −$849.8KSold outHistory
  3. SQMChemical & Mining Co of Chile Inc
    −$747.6KSold outHistory
  4. SLViShares Silver Trust
    −$564.2KSold outHistory
  5. Schwab U.S. Large-Cap Growth ETF808524300
    −$514.4KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Invesco Exchange Traded FD T46137V431
    −1.13 pp1.1% → 0.0%
  2. DVNDevon Energy Corp
    −0.72 pp0.7% → 0.0%History
  3. SQMChemical & Mining Co of Chile Inc
    −0.63 pp0.6% → 0.0%History
  4. SLViShares Silver Trust
    −0.48 pp0.5% → 0.0%History
  5. Schwab U.S. Large-Cap Growth ETF808524300
    −0.38 pp0.6% → 0.2%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$142.8M
+$24.1M (+20.3%) vs. prior quarter
Positions
89
+8 vs. prior quarter
Top 10 concentration
53.5%
Top 10 as share of value
Turnover
3.8%
Q2 2026, one quarter
Average holding period
15.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $239.1M (Q4 2024)

Q4 2021: $95.6MQ1 2022: $92.5MQ2 2022: $72.4MQ3 2022: $69.9MQ4 2022: $72.8MQ1 2023: $79.6MQ2 2023: $85.4MQ3 2023: $75.7MQ4 2023: $86.9MQ1 2024: $96.2MQ2 2024: $100.3MQ3 2024: $110.3MQ4 2024: $239.1MQ1 2025: $108.6MQ2 2025: $117.5MQ3 2025: $127.0MQ4 2025: $136.6MQ1 2026: $118.7MQ2 2026: $142.8M
Q4 2021Q2 2026
13F filings of White Knight Strategic Wealth Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202689$142.8MBRK.BNVDATSLAvs. Q1 2026SEC
Q1 2026May 15, 202681$118.7MBRK.BNVDATSLAvs. Q4 2025SEC
Q4 2025Feb 20, 202689$136.6MBRK.BNVDATSLAvs. Q3 2025SEC
Q3 2025Nov 14, 202590$127.0MBRK.BNVDATSLAvs. Q2 2025SEC
Q2 2025Aug 14, 202581$117.5MBRK.BNVDABITBvs. Q1 2025SEC
Q1 2025May 15, 202574$108.6MBRK.BNVDAAAPLvs. Q4 2024SEC
Q4 2024Feb 18, 2025109$239.1MBRK.BNVDATSLAvs. Q3 2024SEC
Q3 2024Nov 14, 202481$110.3MBRK.BNVDAAAPLvs. Q2 2024SEC
Q2 2024Aug 14, 202476$100.3MBRK.BNVDAAMZNvs. Q1 2024SEC
Q1 2024May 15, 202473$96.2MBRK.BAMZNJNJvs. Q4 2023SEC
Q4 2023Feb 14, 202473$86.9MBRK.BJNJAAPLvs. Q3 2023SEC
Q3 2023Nov 14, 202361$75.7MBRK.BJNJAAPLvs. Q2 2023SEC
Q2 2023Aug 11, 202370$85.4MBRK.BJNJAAPLvs. Q1 2023SEC
Q1 2023May 15, 202374$79.6MBRK.BJNJAAPLvs. Q4 2022SEC
Q4 2022Feb 14, 202369$72.8MBRK.BJNJAAPLvs. Q3 2022SEC
Q3 2022Nov 14, 202262$69.9MBRK.BJNJAMZNvs. Q2 2022SEC
Q2 2022Aug 15, 202263$72.4MBRK.BJNJAMZNvs. Q1 2022SEC
Q1 2022Apr 22, 202270$92.5MBRK.BAMZNJNJvs. Q4 2021SEC
Q4 2021Jan 14, 202272$95.6MBRK.BAMZNJNJ–SEC