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Filers›Hedge Fund›Bison Wealth, LLC
DOSSIER · 13F-HR · Q1 2026

Bison Wealth, LLC

Bison Wealth's hedge fund based in Stamford, CT — $1.0B in tracked AUM across 462 positions as of Q1 2026.

BW
Bison Wealth·Stamford, CT·Hedge Fund
CIK 0001845251 · last filed Mar 31, 2026
Total AUM
$1.0B
▼ 0.9%
vs prior
Holdings
462
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Tech
18% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Bison Wealth, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
OVL
LISTED FDS TR
$115M2.0M11.1%
02
OVLH
LISTED FDS TR
$44M1.0M4.2%
03
OVT
LISTED FDS TR
$35M1.6M3.4%
04
AAPL
APPLE INC
$30M102K2.9%
05
NVDA
NVIDIA CORPORATION
$26M115K2.5%
06
IWF
ISHARES TR
$25M204K2.5%
07
OVF
LISTED FDS TR
$23M713K2.2%
08
MGV
VANGUARD WORLD FD
$22M143K2.1%
09
OVM
LISTED FDS TR
$22M1.0M2.1%
10
OVB
LISTED FDS TR
$22M1.1M2.1%

Filing history

Filing history loading…
AI Agent · grounded in Bison
haiku-4-5 · 462 positions indexed
Sector mix
  • Tech18%
  • Health Care44%
  • Cons. Disc.6%
  • Communications13%
  • Energy21%
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