Bison Wealth, LLC - Portfolio Stock Holdings
Bison Wealth, LLC disclosed 495 stock positions in a recent SEC 13F filing. $1,078,670,843 of stock holdings were filed, with the largest holdings including OVL, OVLH, and OVT. This filing represented positions held on June 30, 2026, and was filed on July 7, 2026.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:
June 30, 2026No. of Stocks:
495Est. Stock Holding Value:
$1,078,670,843Top 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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