SEC Form 13F · Q2 2026

Bison Wealth, LLC

Institutional Holdings Report

13F-HRGA
$1.1B
Portfolio Value
490
Holdings
Q2 2026
Reporting Period
Get LP Contact Details

Filing Details

Manager
Bison Wealth, LLC
CIK
1845251
Accession No.
0001493152-26-032296
Location
ATLANTA, GA
Form Type
13F-HR
Portfolio Value
$1.1B
Holdings Reported
490
Reporting Period
Q2 2026
Filed
July 7, 2026

About this Filing

Bison Wealth, LLC is an institutional investment manager based in ATLANTA, GA reporting approximately $1.1B in 13(f) securities across 490 positions as of Q2 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.