Bison Wealth, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,036,290
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/15/2026 | 457 | 1,036,290 | 13F-HR | Bison Wealth, LLC |
| Q4 2025 | 3/24/2026 | 431 | 889,560 | 13F-HR | Bison Wealth, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
6.811 K
(0.7% of total reported value)
· QoQ Δ:
+6.607 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 678.5 K | 65.9% | 104.5 K | 0 | 104.5 K |
| ETFs | 350 K | 34.0% | 36.23 K | 0 | 36.23 K |
| Debt | 634 | 0.1% | 0 | 720 | -720 |
| Other | 0 | 0.0% | 0 | 201 | -201 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
1,036,290
Holdings
457
QoQ value change ($000)
146,730
(16.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.