☆White Knight Strategic Wealth Advisors, LLC
Quality Q
0.292
AUM ($M)
143
Positions
89
Turnover
0.12
Top-10 wt
53%
Herfindahl
0.047
History (qtrs)
6
Excess Return
not eligible
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Holdings · 95 positions · portfolio value $143M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 15.8% | -2.2% | 22.5 | 45,058 | +464 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 6.4% | -0.2% | 9.2 | 45,978 | +1,059 | 5 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 5.3% | -0.1% | 7.6 | 18,004 | +693 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 4.6% | -0.7% | 6.6 | 26,121 | +309 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 4.2% | -0.1% | 6.0 | 20,634 | +715 | 5 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | ADD | — | 4.1% | +1.7% | 5.9 | 13,624 | +59 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 4.0% | -0.1% | 5.8 | 24,189 | +781 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 3.5% | +0.1% | 4.9 | 13,839 | -57 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 3.1% | -0.1% | 4.5 | 12,708 | -552 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 2.3% | -0.2% | 3.3 | 8,928 | +804 | 5 | — |
| ☆ACYN funds › | FIRST TR EXCHANGE-TRADED FD | NEW | — | 2.2% | +2.2% | 3.1 | 150,099 | +150,099 | 1 | — |
| ☆BITB funds › | BITWISE BITCOIN ETF TR | ADD | — | 2.1% | -0.7% | 3.1 | 96,018 | +3,509 | 5 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | ADD | — | 2.0% | -0.3% | 2.8 | 88,500 | +1,795 | 5 | — |
| ☆MOAT funds › | VANECK ETF TRUST | ADD | — | 1.8% | -0.0% | 2.5 | 24,413 | +2,442 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 1.5% | -0.0% | 2.1 | 24,859 | +20,668 | 5 | — |
| ☆BX funds › | BLACKSTONE INC | ADD | — | 1.4% | -0.2% | 2.0 | 17,369 | +731 | 5 | — |
| ☆DIA funds › | STATE STR SPDR DOW JONES IND | HOLD | — | 1.3% | -0.1% | 1.9 | 3,645 | +0 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | ADD | — | 1.3% | +0.8% | 1.9 | 3,257 | +344 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 1.3% | +1.0% | 1.9 | 2,705 | +2,116 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 1.2% | +0.3% | 1.7 | 2,335 | +638 | 5 | — |
| ☆COWZ funds › | PACER FDS TR | ADD | — | 1.1% | -0.1% | 1.6 | 26,384 | +3,254 | 5 | — |
| ☆IVV funds › | ISHARES TR | ADD | — | 1.1% | +0.9% | 1.6 | 2,186 | +1,655 | 5 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | ADD | — | 1.1% | -0.3% | 1.6 | 36,865 | +4,743 | 5 | — |
| ☆MELI funds › | MERCADOLIBRE INC | ADD | — | 1.1% | -0.1% | 1.5 | 891 | +111 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 1.0% | +0.0% | 1.5 | 4,358 | +259 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 1.0% | +0.0% | 1.4 | 3,780 | -40 | 5 | — |
| ☆CLSE funds › | TRUST FOR PROFESSIONAL MANAG | NEW | — | 0.9% | +0.9% | 1.2 | 36,007 | +36,007 | 1 | — |
| ☆AMGN funds › | AMGEN INC | ADD | — | 0.9% | -0.1% | 1.2 | 3,365 | +255 | 5 | — |
| ☆PDI funds › | PIMCO DYNAMIC INCOME FD | ADD | — | 0.9% | +0.0% | 1.2 | 72,817 | +15,858 | 2 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 0.8% | -0.0% | 1.1 | 3,189 | +335 | 5 | — |
| ☆GBTC funds › | GRAYSCALE BITCOIN TRUST ETF | HOLD | — | 0.8% | -0.3% | 1.1 | 23,579 | +0 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.7% | -0.1% | 1.1 | 1,890 | +222 | 5 | — |
| ☆APLD funds › | APPLIED DIGITAL CORP | ADD | — | 0.7% | +0.2% | 1.0 | 27,481 | +845 | 4 | — |
| ☆IJR funds › | ISHARES TR | ADD | — | 0.7% | +0.1% | 1.0 | 6,909 | +962 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | ADD | — | 0.7% | -0.1% | 1.0 | 1,989 | +21 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.6% | -0.2% | 0.9 | 6,466 | +601 | 5 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | ADD | — | 0.6% | -0.3% | 0.8 | 6,835 | +186 | 5 | — |
| ☆EMQQ funds › | EXCHANGE TRADED CONCEPTS TRU | ADD | — | 0.5% | -0.1% | 0.8 | 24,732 | +2,259 | 5 | — |
| ☆JEPI funds › | J P MORGAN EXCHANGE TRADED F | TRIM | — | 0.5% | -0.2% | 0.8 | 13,643 | -2,287 | 5 | — |
| ☆CEG funds › | CONSTELLATION ENERGY CORP | ADD | — | 0.5% | -0.1% | 0.8 | 3,097 | +589 | 5 | — |
| ☆DIVO funds › | AMPLIFY ETF TR | ADD | — | 0.5% | -0.1% | 0.8 | 16,654 | +1,012 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | NEW | — | 0.5% | +0.5% | 0.8 | 657 | +657 | 1 | — |
| ☆ARKK funds › | ARK ETF TR | ADD | — | 0.5% | +0.0% | 0.7 | 9,247 | +895 | 5 | — |
| ☆IWP funds › | ISHARES TR | ADD | — | 0.5% | -0.0% | 0.7 | 5,097 | +1 | 5 | — |
| ☆ICF funds › | ISHARES TR | ADD | — | 0.5% | +0.0% | 0.7 | 10,845 | +1,456 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | ADD | — | 0.5% | -0.0% | 0.7 | 764 | +122 | 5 | — |
| ☆NVO funds › | NOVO-NORDISK A S | ADD | — | 0.5% | +0.1% | 0.7 | 14,848 | +2,395 | 3 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | ADD | — | 0.5% | -0.0% | 0.7 | 2,016 | +130 | 5 | — |
| ☆CALM funds › | CAL MAINE FOODS INC | ADD | — | 0.4% | +0.0% | 0.6 | 7,471 | +1,232 | 2 | — |
| ☆COWG funds › | PACER FDS TR | ADD | — | 0.4% | +0.1% | 0.6 | 14,300 | +3,577 | 5 | — |
| ☆PFE funds › | PFIZER INC | ADD | — | 0.4% | -0.1% | 0.6 | 22,957 | +3,442 | 5 | — |
| ☆GPIX funds › | GOLDMAN SACHS ETF TR | TRIM | — | 0.4% | -0.1% | 0.5 | 9,564 | -1,268 | 5 | — |
| ☆DDFZ funds › | INNOVATOR ETFS TRUST | NEW | — | 0.3% | +0.3% | 0.4 | 23,196 | +23,196 | 1 | — |
| ☆ENB funds › | ENBRIDGE INC | HOLD | — | 0.3% | -0.1% | 0.4 | 8,295 | +0 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | ADD | — | 0.3% | +0.1% | 0.4 | 402 | +2 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 0.3% | +0.1% | 0.4 | 355 | +51 | 2 | — |
| ☆MCD funds › | MCDONALDS CORP | ADD | — | 0.3% | -0.1% | 0.4 | 1,574 | +136 | 3 | — |
| ☆BUFD funds › | FIRST TR EXCHNG TRADED FD VI | NEW | — | 0.3% | +0.3% | 0.4 | 14,309 | +14,309 | 1 | — |
| ☆ELF funds › | E L F BEAUTY INC | ADD | — | 0.3% | +0.0% | 0.4 | 5,590 | +872 | 3 | — |
| ☆JEPQ funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 0.3% | +0.0% | 0.4 | 6,524 | +1,505 | 5 | — |
| ☆WMT funds › | WALMART INC | ADD | — | 0.3% | -0.1% | 0.4 | 3,469 | +177 | 5 | — |
| ☆MUJ funds › | BLACKROCK MUNIHLDGS NJ QLTY | ADD | — | 0.3% | +0.1% | 0.4 | 31,239 | +12,077 | 2 | — |
| ☆DLR funds › | DIGITAL RLTY TR INC | TRIM | — | 0.3% | -0.1% | 0.4 | 2,087 | -559 | 4 | — |
| ☆QDEF funds › | FLEXSHARES TR | HOLD | — | 0.3% | -0.0% | 0.4 | 4,238 | +0 | 5 | — |
| ☆ADBE funds › | ADOBE INC | ADD | — | 0.3% | -0.0% | 0.4 | 1,748 | +305 | 3 | — |
| ☆SCHG funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.2% | -0.4% | 0.4 | 10,500 | -15,200 | 4 | — |
| ☆CRWV funds › | COREWEAVE INC | ADD | — | 0.2% | +0.0% | 0.4 | 3,565 | +235 | 2 | — |
| ☆ARKW funds › | ARK ETF TR | ADD | — | 0.2% | +0.1% | 0.3 | 2,415 | +550 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | TRIM | — | 0.2% | -0.1% | 0.3 | 3,886 | -35 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | ADD | — | 0.2% | -0.0% | 0.3 | 2,020 | +425 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | ADD | — | 0.2% | -0.1% | 0.3 | 650 | +60 | 5 | — |
| ☆KHC funds › | KRAFT HEINZ CO | ADD | — | 0.2% | -0.0% | 0.3 | 13,831 | +1,371 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | NEW | — | 0.2% | +0.2% | 0.3 | 784 | +784 | 1 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 0.2% | +0.0% | 0.3 | 3,925 | +885 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC | NEW | — | 0.2% | +0.2% | 0.3 | 1,655 | +1,655 | 1 | — |
| ☆PYPL funds › | PAYPAL HLDGS INC | ADD | — | 0.2% | -0.0% | 0.3 | 7,013 | +515 | 5 | — |
| ☆ICLR funds › | ICON PUB LTD CO | NEW | — | 0.2% | +0.2% | 0.3 | 1,592 | +1,592 | 1 | — |
| ☆FTLS funds › | FIRST TR EXCH TRADED FD III | NEW | — | 0.2% | +0.2% | 0.3 | 3,589 | +3,589 | 1 | — |
| ☆BUD funds › | ANHEUSER BUSCH INBEV SA NV | NEW | — | 0.2% | +0.2% | 0.3 | 3,121 | +3,121 | 1 | — |
| ☆SONY funds › | SONY GROUP CORP | TRIM | — | 0.2% | -0.0% | 0.2 | 12,325 | -50 | 5 | — |
| ☆LYB funds › | LYONDELLBASELL INDUSTRIES NV | ADD | — | 0.2% | -0.1% | 0.2 | 4,661 | +477 | 5 | — |
| ☆FVD funds › | FIRST TR EXCHANGE-TRADED FD | ADD | — | 0.2% | -0.0% | 0.2 | 4,830 | +452 | 5 | — |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | ADD | — | 0.2% | -0.0% | 0.2 | 574 | +83 | 3 | — |
| ☆DDFY funds › | INNOVATOR ETFS TRUST | NEW | — | 0.2% | +0.2% | 0.2 | 11,010 | +11,010 | 1 | — |
| ☆CUSIP:277432100 funds › | EASTMAN CHEM CO | ADD | — | 0.1% | -0.0% | 0.2 | 3,170 | +425 | 3 | — |
| ☆QQQ funds › | INVESCO QQQ TR | NEW | — | 0.1% | +0.1% | 0.2 | 288 | +288 | 1 | — |
| ☆ASML funds › | ASML HLDG NV | NEW | — | 0.1% | +0.1% | 0.2 | 105 | +105 | 1 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | NEW | — | 0.1% | +0.1% | 0.2 | 422 | +422 | 1 | — |
| ☆ACHR funds › | ARCHER AVIATION INC | ADD | — | 0.1% | -0.0% | 0.2 | 38,813 | +4,625 | 4 | — |
| ☆NFLX funds › | NETFLIX INC. | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -2,136 | 0 | — |
| ☆SLV funds › | ISHARES SILVER TR | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -8,280 | 0 | — |
| ☆DVN funds › | DEVON ENERGY CORP NEW | EXIT | — | 0.0% | -0.7% | 0.0 | 0 | -16,887 | 0 | — |
| ☆SPGP funds › | INVESCO EXCHANGE TRADED FD T | EXIT | — | 0.0% | -1.1% | 0.0 | 0 | -12,409 | 0 | — |
| ☆SQM funds › | SOCIEDAD QUIMICA Y MINERA DE | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -9,237 | 0 | — |
| ☆CUSIP:67069Y102 funds › | NUVEEN NEW JERSEY | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -19,450 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 143 | 89 | 0.12 | 53% | 0.047 | 0.292 | — | in |
| 2026Q1 | 119 | 81 | 0.08 | 56% | 0.054 | 0.359 | — | in |
| 2025Q4 | 137 | 89 | 0.08 | 54% | 0.049 | 0.324 | — | in |
| 2025Q3 | 127 | 90 | 0.08 | 56% | 0.053 | 0.335 | — | in |
| 2025Q2 | 118 | 81 | 0.10 | 55% | 0.054 | 0.318 | — | entered |
| 2025Q1 | 109 | 74 | 0.00 | 56% | 0.066 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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