Bison Wealth, LLC
Annual return '25
+24.8%
SPY '25
+17.7%
Alpha
+7.1ptsvs SPY
Invested
$2.1B
Holdings
452
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 36%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$OVL
LISTED FDS TR
Q1 2026: Exited (was 1.74M shares)
11.2%
02
$OVLH
LISTED FDS TR
Q1 2026: Exited (was 1.09M shares)
4.2%
03
$OVT
LISTED FDS TR
Q1 2026: Exited (was 1.48M shares)
3.4%
04
$AAPL
APPLE INC
Q1 2026: Increased +2848.8% (79.3k → 2.34M shares)
2.9%
05
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +2616.4% (109.1k → 2.96M shares)
2.5%
06
$IWF
ISHARES TR
Q1 2026: Exited (was 49.1k shares)
2.5%
07
$OVF
LISTED FDS TR
Q1 2026: Exited (was 682.8k shares)
2.2%
08
$MGV
VANGUARD WORLD FD
Q1 2026: Exited (was 138.8k shares)
2.2%
09
$OVM
LISTED FDS TR
Q1 2026: Exited (was 891.1k shares)
2.1%
10
$OVB
LISTED FDS TR
Q1 2026: Exited (was 1.09M shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:01 UTC.