Bison Wealth, LLC
Top Portfolio Positions
234 positions ·
$317,829,372 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
101,586 | $25,781,510 | 8.11% |
| NVDA |
Nvidia Corp
Technology
|
115,416 | $20,128,550 | 6.33% |
| QQQ |
Invesco Qqq Trust, Series 1
|
29,052 | $16,768,233 | 5.28% |
| SPY |
Spdr S&P 500 Etf Trust
|
25,228 | $16,406,777 | 5.16% |
| MSFT |
Microsoft Corp
Technology
|
43,711 | $16,180,500 | 5.09% |
| GOOGL |
Alphabet Inc.
Communication Services
|
30,706 | $8,829,817 | 2.78% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
42,199 | $8,788,785 | 2.77% |
| AVGO |
Broadcom Inc.
Technology
|
24,925 | $7,714,536 | 2.43% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
22,379 | $6,583,006 | 2.07% |
| SGOL |
abrdn Gold ETF Trust
|
125,915 | $5,618,327 | 1.77% |
Portfolio Trend
Holdings in FTI
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $404,133 | 5,846 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $290,308 | 6,515 | Shares | Sole | 2026-03-24 | |
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