Bison Wealth, LLC
CIK 1845251 · Holdings on Dec 31, 2024 · First reported Feb 25, 2025
Top ten holdings
Q4 2024- OVT4.52%
- VTI4.17%
- GJAN3.48%
- PSFF3.45%
- VEA3.42%
- DOCT2.70%
- OVLH2.54%
- VUG2.29%
- OVB2.20%
- AAPL2.19%
Share classes counted separately30.96%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | OVTOVERLAY SHARES SHRT TERM BONOVERLAY SHS SHRT View history and evidence | $36.91M | 4.52% | 1.68M shares | Prior unavailable — | — | ↗▾ |
| 02 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $34.04M | 4.17% | 117.47K shares | Prior unavailable — | — | ↗▾ |
| 03 | GJANFT VEST US EQUITY MODERATE BFT VEST US EQT View history and evidence | $28.41M | 3.48% | 734.97K shares | Prior unavailable — | — | ↗▾ |
| 04 | PSFFPACER SWAN SOS FUND OF FUNDSSWAN SOS FD OF View history and evidence | $28.15M | 3.45% | 961.21K shares | Prior unavailable — | — | ↗▾ |
| 05 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $27.98M | 3.42% | 585.15K shares | Prior unavailable — | — | ↗▾ |
| 06 | DOCTFT VEST U.S. EQUITY DEEP BUFFT VEST UQ EQT View history and evidence | $22.04M | 2.70% | 559.70K shares | Prior unavailable — | — | ↗▾ |
| 07 | OVLHOVERLAY SHRS HDG LRG CAP EQYOVERLAY SHARES View history and evidence | $20.75M | 2.54% | 607.99K shares | Prior unavailable — | — | ↗▾ |
| 08 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $18.68M | 2.29% | 45.52K shares | Prior unavailable — | — | ↗▾ |
| 09 | OVBOVERLAY SHARES CORE BOND ETFSHARES CORE BD View history and evidence | $17.95M | 2.20% | 887.83K shares | Prior unavailable — | — | ↗▾ |
| 10 | AAPLAPPLE INC View history and evidence | $17.90M | 2.19% | 71.47K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1845251 · Period Dec 31, 2024
Data loaded Oct 15, 2026 · First reported Feb 25, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 817074896
}Research all 352 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.