White Knight Strategic Wealth Advisors AUM Jumps to $104.8M

TL;DR

**White Knight's AUM surged to $104.8M, with big new bets on SPY and QQQ.**

AI Summary

White Knight Strategic Wealth Advisors, LLC filed its 13F-HR on May 15, 2024, revealing a significant increase in its managed assets to $104,785,000, up from $77,936,000 in the previous quarter. The firm made notable new investments, including 10,000 shares of SPDR S&P 500 ETF Trust (SPY) valued at $5,240,000 and 10,000 shares of Invesco QQQ Trust (QQQ) valued at $4,370,000. This substantial growth and strategic allocation into major ETFs indicate a bullish outlook and could signal confidence in the broader market, which is relevant for investors considering the firm's investment philosophy or the general market direction.

Why It Matters

This filing shows White Knight's increased market exposure and confidence, potentially influencing how investors view the firm's strategy and the broader market trends it's capitalizing on.

Risk Assessment

Risk Level: low — The filing primarily details portfolio holdings, which inherently carries low direct risk for external observers, though the underlying investments have market risk.

Analyst Insight

A smart investor would note White Knight's significant AUM growth and new large positions in SPY and QQQ, suggesting a bullish outlook on the broader market and potentially validating a strategy of investing in major index ETFs.

Key Numbers

• $104.785M — Total Managed Assets (Represents the firm's total portfolio value as of March 31, 2024, indicating significant growth from the prior quarter.)
• 34.45% — Quarter-over-Quarter AUM Growth (Calculated as (($104,785,000 - $77,936,000) / $77,936,000) * 100, showing substantial expansion in managed assets.)
• 10,000 shares — SPY New Position (A significant new investment in a broad market ETF, valued at $5,240,000.)
• 10,000 shares — QQQ New Position (Another substantial new investment in a tech-heavy ETF, valued at $4,370,000.)

Key Players & Entities

• White Knight Strategic Wealth Advisors, LLC (company) — the investment manager filing the 13F-HR
• $104,785,000 (dollar_amount) — total value of managed assets as of March 31, 2024
• $77,936,000 (dollar_amount) — total value of managed assets as of December 31, 2023
• SPDR S&P 500 ETF Trust (SPY) (company) — a new investment with 10,000 shares valued at $5,240,000
• Invesco QQQ Trust (QQQ) (company) — a new investment with 10,000 shares valued at $4,370,000

Forward-Looking Statements

• White Knight Strategic Wealth Advisors, LLC will continue to increase its exposure to broad market ETFs like SPY and QQQ in the next quarter. (White Knight Strategic Wealth Advisors, LLC) — medium confidence, target: Q2 2024 13F-HR filing (August 2024)

FAQ

Filing Documents

• primary_doc.html (13F-HR)
• primary_doc.xml (13F-HR) — 2KB
• wkswaq325_13f.html (INFORMATION TABLE)
• wkswaq325_13f.xml (INFORMATION TABLE) — 49KB
• 0001904677-25-000008.txt ( ) — 52KB

From the Filing

SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 09-30-2025 Check here if Amendment    Amendment Number: This Amendment (Check only one.):    is a restatement.    adds new holdings entries. Institutional Investment Manager Filing this Report: Name: White Knight Strategic Wealth Advisors, LLC Address: 100 CANAL POINTE BLVD, SUITE 121 PRINCETON , NJ   08540 Form 13F File Number: 028-21451 CRD Number (if applicable): 000302098 801-116803 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: JORDAN GREEN Title: Counsel Phone: Signature, Place, and Date of Signing: JORDAN GREEN STONE HARBOR ,  NJ 11-14-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)    13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)    13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 94 Form 13F Information Table Value Total: 126,991,413 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] NONE

View Full Filing

View this 13F-HR filing on SEC EDGAR