
White Knight Strategic Wealth Advisors, LLC is a RIA/Wealth based in Princeton, NJ led by Adrianne Sanders Yamaki, reporting $206.5M in AUM as of Q3 2025 with 56% concentrated in top 10 holdings and 18% allocation to BRK.B.
Largest long holdings in White Knight Strategic Wealth Advisors, LLC's portfolio (56% of total portfolio)
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $22.4M | 17.63% | +$149.8K Bought | 0.00% 44.5K shares | |
Semiconductors Technology | $9.2M | 7.25% | -$428.4K Sold | 0.00% 49.3K shares | |
Auto - Manufacturers Consumer Cyclical | $7.4M | 5.86% | -$151.6K Sold | 0.00% 16.7K shares | |
Unknown Unknown | $5.6M | 4.40% | -$326.6K Sold | — 89.8K shares | |
Consumer Electronics Technology | $5.3M | 4.17% | -$286.7K Sold | 0.00% 20.8K shares | |
Specialty Retail Consumer Cyclical | $5.1M | 3.99% | -$323.2K Sold | 0.00% 23.1K shares | |
Drug Manufacturers - General Healthcare | $4.8M | 3.78% | -$106.2K Sold | 0.00% 25.9K shares | |
Software - Infrastructure Technology | $4.2M | 3.32% | -$95.3K Sold | 0.00% 8.1K shares | |
Internet Content & Information Communication Services | $3.8M | 2.98% | -$162.1K Sold | 0.00% 15.6K shares | |
Internet Content & Information Communication Services | $3.3M | 2.58% | -$12.4K Sold | 0.00% 13.5K shares |
Portfolio activity, position movements, and quarter-over-quarter changes in White Knight Strategic Wealth Advisors, LLC's latest filing
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Portfolio insights and performance metrics for White Knight Strategic Wealth Advisors, LLC
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