Bison Wealth, LLC: 13F holdings
CIK 18452512026Q2
| Positions | 477 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-07-07 |
|---|
Change since last quarter
| Positions | 477 (+24 vs prior quarter) |
|---|
| Reported value | $1.1bn (+5.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| OVL LISTED FDS TR | 2,034,316 | $115.9m | 10.6% |
| LISTED FDS TR | 1,097,349 | $46.0m | 4.2% |
| AAPL APPLE INC | 114,143 | $35.7m | 3.3% |
| LISTED FDS TR | 1,575,908 | $34.5m | 3.2% |
| IWF ISHARES TR | 212,913 | $26.2m | 2.4% |
| LISTED FDS TR | 1,162,735 | $25.4m | 2.3% |
| MGV VANGUARD WORLD FD | 146,800 | $24.1m | 2.2% |
| BIL SPDR SERIES TRUST | 259,063 | $23.7m | 2.2% |
| LISTED FDS TR | 736,641 | $23.7m | 2.2% |
| LISTED FDS TR | 1,151,999 | $23.6m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1845251")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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