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Jason Luhan

Bison Wealth, Llc

Assets Managed
$1.036B
Holdings
453
Last Quarter
2026 - Q1
Filed Date
6d ago
Growth Rate
16.5%(2Q avg: -1.19%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Bison Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 453 positions.

Assets under management

The assets under management (AUM) of Bison Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.036B in assets, with a quarterly growth rate of 16.5% and a 2-quarter average growth rate of -1.19%. The portfolio is managed by Jason Luhan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
OVL
Overlay Shares Large Cap Eq
Recent Activity
Increased 15.13%
11.09%
$114.905M
2.005M shares@ $57.31 avg price
OVLH
Overlay Shrs Hdg Lrg Cap Eqy
Recent Activity
Decreased -4.35%
4.21%
$43.625M
1.043M shares@ $41.85 avg price
OVT
Overlay Shares Shrt Term Bon
Recent Activity
Increased 6.82%
3.36%
$34.768M
1.576M shares@ $22.06 avg price
AAPL
Apple Inc
Recent Activity
Increased 28.09%
2.93%
$30.361M
101,586 shares@ $298.88 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 5.8%
2.52%
$26.064M
115,416 shares@ $225.83 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 316.57%
2.46%
$25.404M
204,356 shares@ $124.32 avg price
OVF
Overlay Shares Foreign Equit
Recent Activity
Increased 4.47%
2.21%
$22.807M
713,321 shares@ $31.98 avg price
MGV
Vanguard Mega Cap Value Etf
Recent Activity
Increased 3.12%
2.15%
$22.2M
143,077 shares@ $155.16 avg price
OVM
Overlay Shares Municipal Bon
Recent Activity
Increased 13.29%
2.12%
$21.931M
1.009M shares@ $21.73 avg price
OVB
Overlay Shares Core Bond Etf
Recent Activity
Decreased -3.34%
2.1%
$21.725M
1.055M shares@ $20.6 avg price

1-10 of 453