Long-term investor
Bison Wealth, LLC @bisonwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001845251).
Record
- Tracked since 2025-06-30 (441 days), 223 trades recorded
- Returns: week n/a · month n/a · 90 days +0.2% · 6 months n/a · 1 year +15.4% · all +15.4%
- Max drawdown n/a · win rate 5% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- OVL · 10.6% · long · since 2025-06-30
- OVLH · 4.2% · long · since 2025-06-30
- AAPL · 3.3% · long · since 2025-06-30
- OVT · 3.2% · long · since 2025-06-30
- IWF · 2.4% · long · since 2025-06-30
- OVM · 2.3% · long · since 2025-06-30
- MGV · 2.2% · long · since 2025-09-30
- BIL · 2.2% · long · since 2025-06-30
- OVF · 2.2% · long · since 2025-06-30
- OVB · 2.2% · long · since 2025-06-30
- 46090E103 · 2.2% · long · since 2025-06-30
- NVDA · 2.1% · long · since 2025-06-30