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JORDAN GREEN

White Knight Strategic Wealth Advisors, Llc

Assets Managed
$118.69M
Holdings
81
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
-13.14%(2Q avg: -2.76%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in White Knight Strategic Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 81 positions.

Assets under management

The assets under management (AUM) of White Knight Strategic Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 118.69M in assets, with a quarterly growth rate of -13.14% and a 2-quarter average growth rate of -2.76%. The portfolio is managed by JORDAN GREEN, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -1.26%
18.01%
$21.369M
44,594 shares@ $479.21 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -9.92%
6.61%
$7.834M
44,919 shares@ $174.41 avg price
TSLA
Tesla Inc
Recent Activity
Increased 0.14%
5.43%
$6.435M
17,311 shares@ $371.75 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -0.98%
5.32%
$6.309M
25,812 shares@ $244.44 avg price
AAPL
Apple Inc
Recent Activity
Decreased -7.29%
4.26%
$5.055M
19,919 shares@ $253.8 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -4.87%
4.11%
$4.875M
23,408 shares@ $208.27 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -5.29%
3.37%
$3.996M
13,896 shares@ $287.57 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.55%
3.21%
$3.804M
13,260 shares@ $286.87 avg price
BITB
Bitwise Bitcoin Etf
Recent Activity
Increased 0.12%
2.87%
$3.405M
92,509 shares@ $36.81 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -6.88%
2.54%
$3.007M
8,124 shares@ $370.19 avg price

1-10 of 81