Bison Wealth, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,089,492
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/7/2026 | 485 | 1,089,492 | 13F-HR | Bison Wealth, LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
4.869 K
(0.4% of total reported value)
· QoQ Δ:
-1.942 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 682.4 K | 62.9% | 3.942 K | 0 | 3.942 K |
| ETFs | 399.8 K | 36.9% | 49.72 K | 0 | 49.72 K |
| Debt | 2.101 K | 0.2% | 1.467 K | 0 | 1.467 K |
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Fund Snapshot
Q2 2026
Latest filed
7/7/2026
Total value ($000)
1,089,492
Holdings
485
QoQ value change ($000)
53,202
(5.1%)
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.