Bison Wealth
$1.1B 13F equity value
496 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Bison Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| OVL | LISTED FDS TR | 2,034,316 | $116M | 10.7% |
| OVLH | LISTED FDS TR | 1,097,349 | $46M | 4.2% |
| AAPL | APPLE INC | 114,143 | $36M | 3.3% |
| OVT | LISTED FDS TR | 1,575,908 | $34M | 3.2% |
| IWF | ISHARES TR | 212,913 | $26M | 2.4% |
| OVM | LISTED FDS TR | 1,162,735 | $25M | 2.3% |
| MGV | VANGUARD WORLD FD | 146,800 | $24M | 2.2% |
| BIL | SPDR SERIES TRUST | 259,063 | $24M | 2.2% |
| OVF | LISTED FDS TR | 736,641 | $24M | 2.2% |
| OVB | LISTED FDS TR | 1,151,999 | $24M | 2.2% |
Track Bison Wealth's 13F portfolio: $1.1B in reported holdings, 496 positions. Top holdings and quarterly changes on SentiSense.
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