Data as of Q4 2025 (Dec 31, 2025)
⏳
Showing Q3 2025 data
Bison Wealth, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Bison Wealth, LLC

•CIK: 1845251•Filing: Q3 2025

**Armis Advisers, LLC** manages $1.1B across a diversified portfolio of 318 positions. The fund exhibits significant concentration in technology and international exposure, evidenced by top holdings including OVL at $105.7M and VTI at $52.8M. Notable allocations also include substantial positions in VEA ($49.6M), OVLH ($45.7M), and VUG ($34.9M). This structure suggests a tactical, growth-oriented mandate with deep conviction in specific market sectors.

Total AUM
$1.1B
+ $11.7M in options
QoQ Performance
-14.5%
Positions
238
+ 1 option
Top 10 Concentration
41.1%
Latest Filing
Q3 2025

Top Holdings Allocation

OVL
OVL9.8%
VTI4.9%
VEA4.6%
OVLH4.2%
VUG3.2%
OVT3.0%
NDQ2.8%
AAPL2.5%

📈 Biggest Buys

MGV
VANGUARD WORLD FD
NEW
2.0% of portfolio
SPYCALL
SPDR S&P 500 ETF TR
+527.1%
1.1% of portfolio
OVF
LISTED FDS TR
+37.5%
1.7% of portfolio
MSFT
MICROSOFT CORP
+25.2%
2.2% of portfolio
IWF
ISHARES TR
+21.0%
2.4% of portfolio

📉 Biggest Sells

SCHD
SCHWAB STRATEGIC TR
-88.3%
0.2% of portfolio
NDQ
INVESCO QQQ TR
-9.2%
2.8% of portfolio
PSFF
PACER FDS TR
-9.9%
2.4% of portfolio
SGOL
ETFS GOLD TR
-20.4%
0.5% of portfolio
FLJP
FRANKLIN TEMPLETON ETF TR
-17.2%
0.5% of portfolio

Sector Breakdown

Other76.3%
Technology10.6%
ETF3.8%
Consumer2.9%
Financial2.2%
Healthcare1.7%
Industrial0.7%
Utilities0.6%

🚪 Exited Positionssold since Q2 2025

GJAN
FIRST TR EXCHNG TRADED FD VI
SOLD
$22.0M
DOCT
FIRST TR EXCHNG TRADED FD VI
SOLD
$13.9M
FFEB
FIRST TR EXCHNG TRADED FD VI
SOLD
$13.2M
AVEM
AMERICAN CENTY ETF TR
SOLD
$13.1M
AVLV
AMERICAN CENTY ETF TR
SOLD
$11.5M
+275 more exited positions

Changes from Q2 2025

NEW15 new positions
↑121 increased
↓60 decreased

Historical Filings

Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

OVL9.8%
LISTED FDS TR
$105.7M
VTI4.9%
VANGUARD INDEX FDS
$52.8M
VEA4.6%
VANGUARD TAX-MANAGED FDS
$49.6M
OVLH4.2%
LISTED FDS TR
$45.7M
VUG3.2%
VANGUARD INDEX FDS
$34.9M

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