Bison Wealth, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 508 distinct positions held by the firm.
The top holdings in the portfolio include Apple Inc., with 12,528,800 shares, and Broadcom Inc., with 9,924,824 shares. Other significant positions include Amazon.com Inc. with 4,903,900 shares, Microsoft Corporation with 4,271,963 shares, and NVIDIA Corporation with 4,675,580 shares.
The filing also details a substantial allocation to exchange-traded funds (ETFs). Notable ETF holdings include First Trust Exchange-Traded Fund VI First Trust Global Allocation Fund, which holds 17,963,468 shares, and First Trust Exchange-Traded Fund VI First Trust Nasdaq-100 Equal Weight ETF, which holds 3,694,211 shares. Additionally, the firm holds positions in various other companies across sectors including energy, healthcare, and technology, such as Exxon Mobil Corporation, Eli Lilly & Co., and CrowdStrike Holdings Inc.
