Bison Wealth, LLC
Bison Wealth, LLC reported 485 positions worth $1.09B as of June 30, 2026 (13F filed July 7, 2026). Largest holding: OVL (10.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | OVL | SH | $115.9M | 10.64% | 2,034,316 | — | — | |
| ▸ 2 | OVLH | SH | $46.0M | 4.22% | 1,097,349 | — | — | |
| ▸ 3 | AAPL | SH | $35.7M | 3.28% | 114,143 | — | — | |
| ▸ 4 | OVT | SH | $34.5M | 3.16% | 1,575,908 | — | — | |
| ▸ 5 | IWF | SH | $26.2M | 2.40% | 212,913 | — | — | |
| ▸ 6 | OVM | SH | $25.4M | 2.33% | 1,162,735 | — | — | |
| ▸ 7 | MGV | SH | $24.1M | 2.21% | 146,800 | — | — | |
| ▸ 8 | BIL | SH | $23.7M | 2.17% | 259,063 | — | — | |
| ▸ 9 | OVF | SH | $23.7M | 2.17% | 736,641 | — | — | |
| ▸ 10 | OVB | SH | $23.6M | 2.16% | 1,151,999 | — | — |
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Frequently Asked Questions
What stocks does Bison Wealth, LLC hold as of Q2 2026?
Bison Wealth, LLC reported 485 positions worth $1.09B in its Q2 2026 13F filing. Largest positions: OVL (10.6%), OVLH (4.2%), AAPL (3.3%), OVT (3.2%) and IWF (2.4%).
What did Bison Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Bison Wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.