SEC Form 13F · Q1 2026

Bison Wealth, LLC

Institutional Holdings Report

13F-HRGA
$1.0B
Portfolio Value
462
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Bison Wealth, LLC
CIK
1845251
Accession No.
0001493152-26-023586
Location
ATLANTA, GA
Form Type
13F-HR
Portfolio Value
$1.0B
Holdings Reported
462
Reporting Period
Q1 2026
Filed
May 15, 2026

About this Filing

Bison Wealth, LLC is an institutional investment manager based in ATLANTA, GA reporting approximately $1.0B in 13(f) securities across 462 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.