§ 13F · FUND PROFILE
Bison Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1264.5T (13F)Positions · 467Turnover · — · Q3Filed · Nov 12, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 12, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | OVL | LISTED FDS TR | 1.99M | $105.7T | 9.6% | — |
| 2 | VTI | VANGUARD INDEX FDS | 161K | $52.8T | 4.8% | — |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 828K | $49.6T | 4.5% | — |
| 4 | OVLH | LISTED FDS TR | 1.15M | $45.7T | 4.2% | — |
| 5 | VUG | VANGUARD INDEX FDS | 72K | $34.9T | 3.2% | — |
| 6 | OVT | LISTED FDS TR | 1.45M | $32.1T | 2.9% | — |
| 7 | QQQ | INVESCO QQQ TR | 48K | $29.7T | 2.7% | — |
| 8 | AAPL | APPLE INC | 101K | $26.7T | 2.4% | — |
| 9 | IWF | ISHARES TR | 55K | $26.4T | 2.4% | — |
| 10 | PSFF | PACER FDS TR | 833K | $26.3T | 2.4% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BISON SIGNAL
AC read
Bison Wealth, LLC is a Other fund managing $1264490.7 trillion in assets. The fund runs a broad portfolio of 467 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed