White Knight Strategic Wealth Advisors, LLC logo

White Knight Strategic Wealth Advisors, LLC

RIA/Wealth

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.

Managing PartnerAdrianne Sanders Yamaki
Portfolio Value
$127.0M
Positions
90
Top Holding
BRK.B at 17.63%
Last Reported
Q3 2025
Address100 Canal Pointe Blvd., Suite 114f, Princeton, NJ, 08540, United States

Top Holdings

Largest long holdings in White Knight Strategic Wealth Advisors, LLC's portfolio (56% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Insurance - Diversified
Financial Services
$22.4M
17.63%
+$149.8K
Bought
0.00%
44.5K shares
2
Nvidia logo
Nvidia
NVDA
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
5
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$5.3M
4.17%
-$286.7K
Sold
0.00%
20.8K shares
6
Amazon logo
Amazon
AMZN
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

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in White Knight Strategic Wealth Advisors, LLC's latest filing

See all changes
Market Value
$127.0M
Prior: $117.5M
Q/Q Change
+8.07%
+$9.5M
Net Flows % of MV
-3.18%
Turnover Ratio
5.57%
New Purchases
10 stocks
$3.5M
Added To
16 stocks
+$1.1M
Sold Out Of
5 stocks
$1.1M
Reduced Holdings
55 stocks
-$7.5M

Increased Positions

PositionShares Δ
New
New
New
4
HubSpot logo
New
5
ASML
ASML
ASML
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for White Knight Strategic Wealth Advisors, LLC

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Sector Allocation

Financial Services: 22.90%Financial ServicesTechnology: 19.90%TechnologyETF: 17.90%ETFConsumer Cyclical: 12.00%Consumer CyclicalCommunication Services: 6.60%Healthcare: 5.50%Energy: 1.90%Consumer Defensive: 1.50%Industrials: 1.10%Utilities: 1.00%Real Estate: 0.30%Basic Materials: 0.20%
Financial Services
22.90%
Technology
19.90%
ETF
17.90%
Consumer Cyclical
12.00%
Communication Services
6.60%
Healthcare
5.50%
Energy
1.90%
Consumer Defensive
1.50%
Industrials
1.10%
Utilities
1.00%
Real Estate
0.30%
Basic Materials
0.20%

Market Cap Distribution

Mega Cap (> $200B): 59.50%Mega Cap (> $200B)Large Cap ($10B - $200B): 12.69%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.68%N/A (ETF or Unknown): 27.14%N/A (ETF or Unknown)
Mega Cap (> $200B)
59.50%
Large Cap ($10B - $200B)
12.69%
Mid Cap ($2B - $10B)
0.68%
N/A (ETF or Unknown)
27.14%

Portfolio Concentration

Top 10 Holdings %
55.96%
Top 20 Holdings %
71.1%
Top 50 Holdings %
90.5%
Top 100 Holdings %
100.0%

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