Bison Wealth, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 889,560
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 3/24/2026 | 431 | 889,560 | 13F-HR | Bison Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
204
(0.0% of total reported value)
· QoQ Δ:
+204
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 574 K | 64.5% | 574 K | 0 | 574 K |
| ETFs | 313.8 K | 35.3% | 313.8 K | 0 | 313.8 K |
| Debt | 1.354 K | 0.2% | 1.354 K | 0 | 1.354 K |
| Other | 201 | 0.0% | 201 | 0 | 201 |
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Fund Snapshot
Q4 2025
Latest filed
3/24/2026
Total value ($000)
889,560
Holdings
431
QoQ value change ($000)
—
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.