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Bison Wealth - Q2 2026 13F Filings

BI

Bison Wealth, LLC

CIK: 0001845251
Address: Georgia Atlanta 3550 Lenox Rd Ne Suite 2550
$1.09 B
Portfolio Value
485
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/13/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. SPLG Spdr Portfolio S&P 500 Etf
+$4.17 M
2. AAPL Apple
+$3.93 M
3. OVM Overlay Shares Municipal Bond Etf
+$3.35 M
4. BIL Spdr Bloomberg 1-3 Month T-Bill Etf
+$3.09 M
5. VOO Vanguard S&P 500 Etf
+$2.94 M

Top Sells

Q2 2026
1. SGOL Abrdn Physical Gold Shares Etf
−$4.36 M
2. RIOT Riot Platforms
−$2.4 M
3. ICSH Ishares Ultra Short Duration Bond Active Etf
−$2.38 M
4. QQQM Invesco Nasdaq 100 Etf
−$1.8 M
5. FLJP Franklin Ftse Japan Etf
−$1.02 M

Asset Allocation

Stocks/ETFs
+5.65%
$1.08 B 99.55%
Options
-28.52%
$4.87 M 0.45%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Bison Wealth Q2 2026 Filing Summary

Bison Wealth, LLC filed its 13F report for Q2 2026 on July 07, 2026. The portfolio totaled 1.09 B reflecting a +5.13% change from the prior quarter, spanning 485 assets. The top 10 holdings comprised 34.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 43 new positions and 18 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Bison Wealth’s Q2 2026 Filing

Bison Wealth submitted their Form 13F-HR for the Q2 2026 period on 07/07/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Bison Wealth reported a managed portfolio value of 1.09 B, consisting of 490 individual positions.

This page displays the raw filing documents. To see which stocks Bison Wealth bought or sold during Q2 2026, please visit Bison Wealth's Portfolio Analysis page.