Bison Wealth, LLC filed its 13F report for Q4 2025 on March 24, 2026. The portfolio totaled 889.56 M reflecting a -18.88% change from the prior quarter, spanning 430 assets. The top 10 holdings comprised 35.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 142 new positions and 28 complete exits.
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Bison Wealth submitted their Form 13F-HR for the Q4 2025 period on 03/24/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Bison Wealth reported a managed portfolio value of 889.56 M, consisting of 433 individual positions.
This page displays the raw filing documents. To see which stocks Bison Wealth bought or sold during Q4 2025, please visit Bison Wealth's Portfolio Analysis page.