account_balance
Investment manager · 13F filer · SEC CIK 1845251
Bison Wealth, LLC
Reported value$1.19Bas of Sep 30, 2026
Positions498 54 new, 33 sold out
Top 10 weight35.7%OVL alone is 11%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
OVLListed FDS Tr
10.9%Added +11%
OVLHListed FDS Tr
3.8%Trimmed −3%
AAPLApple Inc.
3.6%Added +10%
OVTListed FDS Tr
3.0%Added +7%
BILSPDR Series Trust
3.0%Added +48%
NVDANVIDIA Corp
2.5%Added +10%
IWFiShares Tr
2.4%Added +5%
OVFListed FDS Tr
2.2%Added +17%
OVMListed FDS Tr
2.1%Added +7%
MSFTMicrosoft Corp
2.1%Added +7%
MGVVanguard World Fd
2.1%Added +5%
KHPIManaged Portfolio Ser
1.9%Added +25%
OVLListed FDS Tr
10.9%Added +11%
OVLHListed FDS Tr
3.8%
AAPLApple Inc.
3.6%+10%
OVTListed FDS Tr
3.0%+7%
BILSPDR Series Trust
3.0%+48%
NVDANVIDIA Corp
2.5%
IWFiShares Tr
2.4%
OVFListed FDS Tr
2.2%
OVMListed FDS Tr
2.1%
MGV2.1%
KHPI1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
OVL Listed FDS Tr 10.9% Added +11%
OVLH Listed FDS Tr 3.8% Trimmed −3%
AAPL Apple Inc. 3.6% Added +10%OVT Listed FDS Tr 3.0% Added +7%
BIL SPDR Series Trust 3.0% Added +48%
NVDA NVIDIA Corp 2.5% Added +10%IWF iShares Tr 2.4% Added +5%
OVF Listed FDS Tr 2.2% Added +17%
OVM Listed FDS Tr 2.1% Added +7%
MSFT Microsoft Corp 2.1% Added +7%MGV Vanguard World Fd 2.1% Added +5%
KHPI Managed Portfolio Ser 1.9% Added +25%
What changed
Biggest moves since Jun 30, 2026
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