White Knight Strategic Wealth Advisors, LLC

All 13F Filings

Location
Princeton, NJ
Most recent 13F
Q4 2025
Holdings value ($000)
136,649
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/20/2026 89 136,649 13F-HR White Knight Strategic Wealth Advisors, LLC
Q3 2025 11/14/2025 90 126,991 13F-HR White Knight Strategic Wealth Advisors, LLC
Q2 2025 8/14/2025 81 117,513 13F-HR White Knight Strategic Wealth Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 126.6 K 92.6% 8.641 K 0 8.641 K
ETFs 10.07 K 7.4% 1.021 K 0 1.021 K
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Fund Snapshot

Q4 2025
Latest filed
2/20/2026
Total value ($000)
136,649
Holdings
89
QoQ value change ($000)
9,658 (7.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.