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Jason Luhan

Bison Wealth, Llc

Assets Managed
$1.089B
Holdings
477
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
5.14%(2Q avg: 10.82%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Bison Wealth, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 477 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.089B in assets, with a quarterly growth rate of 5.14% and a 2-quarter average growth rate of 10.82%. The portfolio is managed by Jason Luhan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
OVL
Overlay Shares Large Cap Eq
Recent Activity
Increased 1.47%
10.65%
$115.936M
2.034M shares@ $56.99 avg price
OVLH
Overlay Shrs Hdg Lrg Cap Eqy
Recent Activity
Increased 5.25%
4.23%
$46.008M
1.097M shares@ $41.93 avg price
AAPL
Apple Inc
Recent Activity
Increased 12.37%
3.28%
$35.688M
114,143 shares@ $312.67 avg price
OVT
Overlay Shares Shrt Term Bon
Recent Activity
Decreased -0.03%
3.17%
$34.465M
1.576M shares@ $21.88 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 4.19%
2.41%
$26.188M
212,913 shares@ $123.01 avg price
OVM
Overlay Shares Municipal Bon
Recent Activity
Increased 15.19%
2.34%
$25.4M
1.163M shares@ $21.85 avg price
MGV
Vanguard Mega Cap Value Etf
Recent Activity
Increased 2.61%
2.22%
$24.106M
146,800 shares@ $164.21 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 15%
2.18%
$23.686M
259,063 shares@ $91.44 avg price
OVF
Overlay Shares Foreign Equit
Recent Activity
Increased 3.27%
2.18%
$23.668M
736,641 shares@ $32.13 avg price
OVB
Overlay Shares Core Bond Etf
Recent Activity
Increased 9.21%
2.17%
$23.559M
1.152M shares@ $20.46 avg price

1-10 of 477