Bison Wealth, LLC
Net buyer this quarter
$1.09B
274
+$27M
17.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $35.7M | 3.28% | 0.00% | +12.4% | Q4 2024 |
 OVT | $34.5M | 3.16% | Not reported | 0.0% | Q4 2024 |
 NVDA | $23M | 2.11% | 0.00% | +2.0% | Q4 2024 |
 QQQ | $21.1M | 1.93% | Not reported | +0.3% | Q4 2024 |
 SPY | $18M | 1.65% | Not reported | +6.1% | Q4 2024 |
 MSFT | $16.8M | 1.55% | 0.00% | -0.4% | Q4 2024 |
 FTGC | $13.8M | 1.27% | Not reported | +3.7% | Q4 2025 |
 GOOGL | $11.7M | 1.08% | 0.00% | +4.1% | Q4 2024 |
 AMZN | $10.8M | 0.99% | 0.00% | +4.6% | Q4 2024 |
 AVGO | $9.44M | 0.87% | 0.00% | +1.3% | Q4 2024 |
 JPM | $7.95M | 0.73% | 0.00% | +5.2% | Q4 2024 |
| GLD | $5.11M | 0.47% | 0.00% | +2.7% | Q4 2024 |
| GOOG | $4.69M | 0.43% | Not reported | +1.1% | Q4 2024 |
 META | $4.46M | 0.41% | Not reported | +3.4% | Q4 2024 |
 CCJ | $4.43M | 0.41% | 0.01% | +3.7% | Q1 2025 |
 IREN | $4.39M | 0.40% | 0.03% | 0.0% | Q4 2025 |
 LLY | $4.24M | 0.39% | 0.00% | +2.7% | Q4 2024 |
 VYM | $4.1M | 0.38% | Not reported | +5.7% | Q4 2024 |
 JNJ | $4.07M | 0.37% | 0.00% | +17.6% | Q4 2024 |
 HD | $4.07M | 0.37% | 0.00% | -14.6% | Q4 2024 |
 ABBV | $3.92M | 0.36% | 0.00% | +9.1% | Q4 2024 |
 XOM | $3.65M | 0.34% | 0.00% | +14.8% | Q4 2024 |
 WMT | $3.45M | 0.32% | 0.00% | +2.6% | Q4 2024 |
 MRK | $3.35M | 0.31% | 0.00% | +1.3% | Q4 2024 |
 PANW | $3.32M | 0.31% | 0.00% | +3.7% | Q1 2025 |
 COST | $3.32M | 0.30% | 0.00% | +7.3% | Q4 2024 |
 BRK.B | $3.24M | 0.30% | Not reported | +3.2% | Q4 2024 |
 KO | $3.19M | 0.29% | 0.00% | -1.1% | Q4 2024 |
 CVX | $3.03M | 0.28% | 0.00% | -0.9% | Q4 2024 |
 IRE | $3.01M | 0.28% | Not reported | +1861.0% | Q1 2026 |
 CAT | $2.76M | 0.25% | 0.00% | +16.0% | Q4 2024 |
 CSCO | $2.59M | 0.24% | 0.00% | +2.8% | Q4 2024 |
 SO | $2.48M | 0.23% | 0.00% | -1.7% | Q4 2024 |
 MU | $2.48M | 0.23% | 0.00% | 0.0% | Q3 2025 |
 MS | $2.39M | 0.22% | 0.00% | -1.2% | Q1 2025 |
| DUK | $2.38M | 0.22% | 0.00% | +0.7% | Q4 2024 |
 AMGN | $2.35M | 0.22% | 0.00% | +5.3% | Q4 2024 |
 APH | $2.34M | 0.21% | 0.00% | -2.0% | Q1 2025 |
 TSLA | $2.28M | 0.21% | 0.00% | -4.4% | Q4 2024 |
 REMX | $2.22M | 0.20% | Not reported | -4.3% | Q3 2025 |
 IAU | $2.13M | 0.20% | 0.00% | +23.7% | Q1 2025 |
 CRWD | $2.12M | 0.19% | 0.00% | +311.0% | Q2 2025 |
| IBIT | $2.04M | 0.19% | 0.00% | +1.6% | Q1 2025 |
 BAC | $2.03M | 0.19% | 0.00% | +12.8% | Q4 2024 |
 SHLD | $2.01M | 0.18% | 0.03% | -2.1% | Q3 2025 |
 GS | $1.85M | 0.17% | 0.00% | +5.0% | Q1 2025 |
 PLTR | $1.84M | 0.17% | 0.00% | +5.3% | Q1 2025 |
 DSU | $1.81M | 0.17% | Not reported | +40.6% | Q4 2024 |
 GEV | $1.75M | 0.16% | 0.00% | +6.9% | Q2 2025 |
 AXP | $1.73M | 0.16% | 0.00% | +7.3% | Q1 2025 |
| Q1 2026 | |||||
| OVT | $34.8M | 3.36% | Not reported | +6.8% | Q4 2024 |
| AAPL | $30.4M | 2.93% | 0.00% | +28.1% | Q4 2024 |
| NVDA | $26.1M | 2.52% | 0.00% | +5.8% | Q4 2024 |
| QQQ | $20.8M | 2.00% | Not reported | -4.5% | Q4 2024 |
| MSFT | $17.7M | 1.71% | 0.00% | +1.3% | Q4 2024 |
| SPY | $16.7M | 1.61% | Not reported | +1.2% | Q4 2024 |
| FTGC | $14.6M | 1.41% | Not reported | +6.5% | Q4 2025 |
| GOOGL | $12.4M | 1.19% | 0.00% | +3.6% | Q4 2024 |
| AMZN | $11.4M | 1.10% | 0.00% | +4.7% | Q4 2024 |
| AVGO | $10.4M | 1.00% | 0.00% | +1.3% | Q4 2024 |
| JPM | $6.72M | 0.65% | 0.00% | -0.8% | Q4 2024 |
 SGOL | $5.62M | 0.54% | 0.07% | +60.6% | Q1 2025 |
| GLD | $5.6M | 0.54% | 0.00% | +0.4% | Q4 2024 |
| IREN | $5.52M | 0.53% | 0.03% | -0.1% | Q4 2025 |
| GOOG | $5.07M | 0.49% | Not reported | +10.0% | Q4 2024 |
| CCJ | $5.06M | 0.49% | 0.01% | +1.9% | Q1 2025 |
| META | $4.43M | 0.43% | Not reported | +3.2% | Q4 2024 |
| HD | $4.11M | 0.40% | 0.00% | +0.4% | Q4 2024 |
| WMT | $3.99M | 0.39% | 0.00% | +1.2% | Q4 2024 |
| VYM | $3.77M | 0.36% | Not reported | +2.1% | Q4 2024 |
 RIOT | $3.75M | 0.36% | 0.04% | +0.1% | Q4 2025 |
| XOM | $3.53M | 0.34% | 0.00% | +1.5% | Q4 2024 |
| LLY | $3.49M | 0.34% | 0.00% | +12.7% | Q4 2024 |
| CVX | $3.38M | 0.33% | 0.00% | -2.2% | Q4 2024 |
| COST | $3.36M | 0.32% | 0.00% | +4.8% | Q4 2024 |
| KO | $3.12M | 0.30% | 0.00% | -1.6% | Q4 2024 |
| JNJ | $3.08M | 0.30% | 0.00% | -7.1% | Q4 2024 |
| BRK.B | $3M | 0.29% | Not reported | -1.8% | Q4 2024 |
| MRK | $2.96M | 0.29% | 0.00% | +0.5% | Q4 2024 |
| ABBV | $2.94M | 0.28% | 0.00% | +0.6% | Q4 2024 |
| REMX | $2.89M | 0.28% | Not reported | +8.7% | Q3 2025 |
| TSLA | $2.53M | 0.24% | 0.00% | +5.3% | Q4 2024 |
| IBIT | $2.51M | 0.24% | 0.00% | +9.6% | Q1 2025 |
| SO | $2.45M | 0.24% | 0.00% | -4.5% | Q4 2024 |
| DUK | $2.32M | 0.22% | 0.00% | +2.2% | Q4 2024 |
| CSCO | $2.25M | 0.22% | 0.00% | +4.8% | Q4 2024 |
| CAT | $2.21M | 0.21% | 0.00% | +5.3% | Q4 2024 |
| MS | $2.11M | 0.20% | 0.00% | -1.1% | Q1 2025 |
| AMGN | $2.05M | 0.20% | 0.00% | -1.1% | Q4 2024 |
| PANW | $2.04M | 0.20% | 0.00% | +9.0% | Q1 2025 |
| MU | $2.02M | 0.19% | 0.00% | +9.5% | Q3 2025 |
| SHLD | $2.02M | 0.19% | 0.03% | +10.3% | Q3 2025 |
| IAU | $1.94M | 0.19% | 0.00% | +10.4% | Q1 2025 |
 FCX | $1.79M | 0.17% | 0.00% | +3.6% | Q1 2025 |
| APH | $1.78M | 0.17% | 0.00% | 0.0% | Q1 2025 |
| PLTR | $1.72M | 0.17% | 0.00% | +4.5% | Q1 2025 |
 TEVA | $1.66M | 0.16% | 0.00% | +0.1% | Q4 2024 |
| GS | $1.59M | 0.15% | 0.00% | +8.7% | Q1 2025 |
 PG | $1.59M | 0.15% | 0.00% | +7.4% | Q4 2024 |
 LMT | $1.57M | 0.15% | 0.00% | -7.5% | Q1 2025 |
| Q4 2025 | |||||
| OVT | $32.4M | 3.64% | Not reported | +1.9% | Q4 2024 |
| AAPL | $19.7M | 2.21% | 0.00% | -21.8% | Q4 2024 |
| NVDA | $18.8M | 2.12% | 0.00% | -5.3% | Q4 2024 |
| QQQ | $17.7M | 1.99% | Not reported | -36.3% | Q4 2024 |
| MSFT | $16.5M | 1.85% | 0.00% | -6.1% | Q4 2024 |
| SPY | $14.4M | 1.62% | Not reported | -6.3% | Q4 2024 |
| FTGC | $12.9M | 1.45% | Not reported | New | Q4 2025 |
| GOOGL | $8.92M | 1.00% | 0.00% | -9.8% | Q4 2024 |
| AMZN | $8.28M | 0.93% | 0.00% | -10.8% | Q4 2024 |
| AVGO | $7.64M | 0.86% | 0.00% | -8.6% | Q4 2024 |
| JPM | $6.46M | 0.73% | 0.00% | -5.2% | Q4 2024 |
| GLD | $5.36M | 0.60% | 0.00% | 0.0% | Q4 2024 |
| CCJ | $4.37M | 0.49% | 0.01% | -1.4% | Q1 2025 |
| HD | $4.34M | 0.49% | 0.00% | -8.4% | Q4 2024 |
| IREN | $4.13M | 0.46% | 0.04% | New | Q4 2025 |
| META | $4.13M | 0.46% | Not reported | -9.3% | Q4 2024 |
| CVX | $3.75M | 0.42% | 0.00% | -5.7% | Q4 2024 |
| XOM | $3.67M | 0.41% | 0.00% | -25.0% | Q4 2024 |
| WMT | $3.57M | 0.40% | 0.00% | -5.8% | Q4 2024 |
| GOOG | $3.45M | 0.39% | Not reported | -34.4% | Q4 2024 |
| VYM | $3.45M | 0.39% | Not reported | +22.1% | Q4 2024 |
| JNJ | $3.38M | 0.38% | 0.00% | -17.8% | Q4 2024 |
| SGOL | $3.36M | 0.38% | 0.04% | -45.4% | Q1 2025 |
| BRK.B | $3.03M | 0.34% | Not reported | +28.6% | Q4 2024 |
| COST | $3.02M | 0.34% | 0.00% | -21.0% | Q4 2024 |
| MRK | $2.97M | 0.33% | 0.00% | -26.9% | Q4 2024 |
| KO | $2.95M | 0.33% | 0.00% | +8.6% | Q4 2024 |
| ABBV | $2.87M | 0.32% | 0.00% | -2.0% | Q4 2024 |
| LLY | $2.77M | 0.31% | 0.00% | +4.8% | Q4 2024 |
| SO | $2.57M | 0.29% | 0.00% | -1.9% | Q4 2024 |
| DUK | $2.33M | 0.26% | 0.00% | -1.2% | Q4 2024 |
| AMGN | $2.14M | 0.24% | 0.00% | +5.1% | Q4 2024 |
| SHLD | $2.1M | 0.24% | 0.03% | +112.4% | Q3 2025 |
| LMT | $2.04M | 0.23% | 0.00% | +6.2% | Q1 2025 |
| IBIT | $2.02M | 0.23% | 0.00% | +74.4% | Q1 2025 |
| RIOT | $2.01M | 0.23% | 0.04% | New | Q4 2025 |
| TSLA | $1.99M | 0.22% | 0.00% | -33.4% | Q4 2024 |
| REMX | $1.98M | 0.22% | Not reported | +85.3% | Q3 2025 |
| PLTR | $1.91M | 0.21% | 0.00% | +13.0% | Q1 2025 |
| APH | $1.81M | 0.20% | 0.00% | -7.6% | Q1 2025 |
 WFC | $1.8M | 0.20% | 0.00% | -1.0% | Q1 2025 |
| MS | $1.77M | 0.20% | 0.00% | +0.3% | Q1 2025 |
| IAU | $1.69M | 0.19% | 0.00% | +26.1% | Q1 2025 |
| CSCO | $1.64M | 0.18% | 0.00% | -12.8% | Q4 2024 |
| CAT | $1.58M | 0.18% | 0.00% | -28.8% | Q4 2024 |
 PH | $1.51M | 0.17% | 0.00% | -20.4% | Q4 2024 |
| PG | $1.5M | 0.17% | 0.00% | -16.8% | Q4 2024 |
| BAC | $1.47M | 0.16% | 0.00% | -16.8% | Q4 2024 |
 PEP | $1.45M | 0.16% | 0.00% | -12.9% | Q4 2024 |
 V | $1.34M | 0.15% | 0.00% | -33.9% | Q4 2024 |
| Q3 2025 | |||||
| OVT | $32.1M | 2.93% | Not reported | +4.5% | Q4 2024 |
| QQQ | $29.7M | 2.71% | Not reported | -9.2% | Q4 2024 |
| AAPL | $26.7M | 2.44% | 0.00% | +1.9% | Q4 2024 |
| MSFT | $23.8M | 2.17% | 0.00% | +25.2% | Q4 2024 |
| NVDA | $23.5M | 2.14% | 0.00% | +12.8% | Q4 2024 |
| SPY | $16.1M | 1.47% | Not reported | +3.3% | Q4 2024 |
| AMZN | $11.1M | 1.01% | 0.00% | +12.6% | Q4 2024 |
| AVGO | $9.69M | 0.88% | 0.00% | +24.0% | Q4 2024 |
| GOOGL | $9.06M | 0.83% | 0.00% | +6.2% | Q4 2024 |
| JPM | $7.38M | 0.67% | 0.00% | +12.4% | Q4 2024 |
| HD | $5.66M | 0.52% | 0.00% | +15.0% | Q4 2024 |
| SGOL | $5.48M | 0.50% | 0.08% | -20.4% | Q1 2025 |
| META | $5.11M | 0.47% | Not reported | +8.4% | Q4 2024 |
| GLD | $4.77M | 0.44% | 0.00% | +91.9% | Q4 2024 |
| GOOG | $4.7M | 0.43% | Not reported | +3.1% | Q4 2024 |
| CCJ | $4.4M | 0.40% | 0.01% | +33.1% | Q1 2025 |
| TSLA | $3.75M | 0.34% | 0.00% | -5.3% | Q4 2024 |
| COST | $3.65M | 0.33% | 0.00% | +14.4% | Q4 2024 |
| XOM | $3.47M | 0.32% | 0.00% | -2.2% | Q4 2024 |
| JNJ | $3.25M | 0.30% | 0.00% | +3.0% | Q4 2024 |
| WMT | $3.25M | 0.30% | 0.00% | +37.9% | Q4 2024 |
| ABBV | $3.09M | 0.28% | 0.00% | +15.1% | Q4 2024 |
| CVX | $3.04M | 0.28% | 0.00% | +72.1% | Q4 2024 |
| MRK | $2.95M | 0.27% | 0.00% | +3.1% | Q4 2024 |
| VYM | $2.72M | 0.25% | Not reported | +133.5% | Q4 2024 |
| SO | $2.62M | 0.24% | 0.00% | -8.0% | Q4 2024 |
| LLY | $2.54M | 0.23% | 0.00% | +9.0% | Q4 2024 |
 XPO | $2.49M | 0.23% | 0.02% | Not reported | Q2 2025 |
| KO | $2.46M | 0.22% | 0.00% | +4.7% | Q4 2024 |
| BRK.B | $2.34M | 0.21% | Not reported | -2.9% | Q4 2024 |
| DUK | $2.3M | 0.21% | 0.00% | -15.0% | Q4 2024 |
| V | $2.28M | 0.21% | 0.00% | +0.2% | Q4 2024 |
| PLTR | $2.27M | 0.21% | 0.00% | -1.5% | Q1 2025 |
| APH | $2.19M | 0.20% | 0.00% | +16.9% | Q1 2025 |
 ORCL | $2.13M | 0.19% | 0.00% | +71.9% | Q4 2024 |
| WFC | $2.04M | 0.19% | 0.00% | +16.8% | Q1 2025 |
| BAC | $1.98M | 0.18% | 0.00% | +2.1% | Q4 2024 |
| PG | $1.88M | 0.17% | 0.00% | +0.2% | Q4 2024 |
| AXP | $1.83M | 0.17% | 0.00% | +65.7% | Q1 2025 |
| MS | $1.79M | 0.16% | 0.00% | -1.7% | Q1 2025 |
| IBIT | $1.78M | 0.16% | 0.00% | +45.9% | Q1 2025 |
 IBM | $1.77M | 0.16% | 0.00% | +2.0% | Q4 2024 |
| CSCO | $1.73M | 0.16% | 0.00% | -2.6% | Q4 2024 |
| AMGN | $1.72M | 0.16% | 0.00% | +15.6% | Q4 2024 |
| CAT | $1.69M | 0.15% | 0.00% | +14.6% | Q4 2024 |
| PANW | $1.65M | 0.15% | 0.00% | +12.2% | Q1 2025 |
| PH | $1.63M | 0.15% | 0.00% | +9.7% | Q4 2024 |
| PEP | $1.59M | 0.14% | 0.00% | +5.1% | Q4 2024 |
 UNH | $1.52M | 0.14% | 0.00% | -2.6% | Q4 2024 |
| LMT | $1.5M | 0.14% | 0.00% | -4.5% | Q1 2025 |