Bison Wealth, LLC - Portfolio Stock Holdings
Bison Wealth, LLC disclosed 529 stock positions in a recent SEC 13F filing. $1,170,971,940 of stock holdings were filed, with the largest holdings including OVL, OVLH, and AAPL. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $2,735,571,106 and has 78 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
529Est. Stock Holding Value:
$1,170,971,940Top Stock Holdings By Sector
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Portfolio Stock Holdings - Bison Wealth, LLC
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Portfolio Options Holdings - Bison Wealth, LLC
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