Institutions / Bison Wealth, LLC
Bison Wealth, LLC
CIK 1845251 · Institution · as of Dec 31, 2025
Portfolio value
$889.36M
Positions
429
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 429 →
| Company | Value | % of portfolio |
|---|---|---|
| Listed Fds Tr | $87.86M | 9.9% |
| Listed Fds Tr | $41.34M | 4.6% |
| Listed Fds Tr | $32.37M | 3.6% |
| SPDR Series Trust | $29.27M | 3.3% |
| Listed Fds Tr | $22.30M | 2.5% |
| iShares Tr | $20.97M | 2.4% |
| iShares Tr | $20.49M | 2.3% |
| Vanguard World Fd | $20.00M | 2.2% |
| Apple Inc. | $19.67M | 2.2% |
| Listed Fds Tr | $19.49M | 2.2% |
| Listed Fds Tr | $19.11M | 2.1% |
| NVIDIA Corp | $18.84M | 2.1% |
| Invesco Qqq Tr | $17.71M | 2.0% |
| Microsoft Corp | $16.48M | 1.9% |
| Managed Portfolio Series | $15.55M | 1.7% |
| SPDR S&P 500 ETF Tr | $14.44M | 1.6% |
| Listed Fds Tr | $13.29M | 1.5% |
| First Tr Exchange Trad Fd VI | $12.93M | 1.5% |
| Vanguard Index Fds | $11.11M | 1.2% |
| iShares Tr | $10.31M | 1.2% |
| Alphabet Inc. | $8.92M | 1.0% |
| Pacer Fds Tr | $8.52M | 1.0% |
| Managed Portfolio Series | $8.31M | 0.9% |
| Amazon.com Inc | $8.28M | 0.9% |
| Broadcom Inc. | $7.64M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.