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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Bison Wealth, LLC

Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001493152-25-021659

Total Value
$1.10B
Positions
322
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (322)

#IssuerTicker / CUSIPSharesValue% of Filing
1LISTED FDS TR53656F8051,992,097$105.7M9.64%
2VANGUARD INDEX FDS922908769160,664$52.8M4.81%
3VANGUARD TAX-MANAGED FDS921943858828,115$49.6M4.53%
4LISTED FDS TR53656F5811,150,966$45.7M4.17%
5VANGUARD INDEX FDS92290873672,401$34.9M3.18%
6LISTED FDS TR53656F5731,448,064$32.1M2.93%
7INVESCO QQQ TRIVZ47,741$29.7M2.71%
8APPLE INCAAPL101,424$26.7M2.44%
9ISHARES TR46428761454,614$26.4M2.40%
10PACER FDS TR69374H568832,664$26.3M2.40%
11VANGUARD INDEX FDS922908744127,963$23.9M2.18%
12MICROSOFT CORPMSFT45,953$23.8M2.17%
13NVIDIA CORPORATIONNVDA115,184$23.5M2.14%
14VANGUARD WORLD FD921910840155,553$21.3M1.94%
15LISTED FDS TR53656F854961,325$20.7M1.89%
16LISTED FDS TR53656F862949,746$19.7M1.79%
17LISTED FDS TR53656F870643,485$18.8M1.72%
18SPDR S&P 500 ETF TRSPY23,755$16.1M1.47%
19AMERICAN CENTY ETF TR025072877160,427$15.9M1.45%
20ISHARES TR46428720023,158$15.7M1.43%
21VANGUARD INDEX FDS92290836320,291$12.7M1.16%
22ISHARES TR464287440123,180$11.9M1.08%
23LISTED FDS TR53656F888335,652$11.8M1.08%
24VANGUARD INTL EQUITY INDEX F922042858206,292$11.2M1.02%
25AMAZON COM INCAMZN45,205$11.1M1.01%
26MANAGED PORTFOLIO SERIES56167N183408,040$10.6M0.97%
27ISHARES TR46434V878199,418$10.1M0.92%
28SPDR SERIES TRUST78468R663110,056$10.1M0.92%
29BROADCOM INCAVGO26,930$9.7M0.88%
30ALPHABET INCGOOG32,872$9.1M0.83%
31WISDOMTREE TRWT97,224$8.6M0.79%
32ISHARES TR46432F33940,934$8.0M0.73%
33JPMORGAN CHASE & CO.VYLD23,794$7.4M0.67%
34MANAGED PORTFOLIO SERIES56167R705171,747$6.8M0.62%
35FRANKLIN TEMPLETON ETF TRFGDL118,703$6.6M0.60%
36ISHARES TR46428745779,131$6.6M0.60%
37HOME DEPOT INCHD14,762$5.7M0.52%
38SPDR SERIES TRUST78464A85471,037$5.6M0.52%
39ETFS GOLD TR00326A104143,482$5.5M0.50%
40META PLATFORMS INCMETA7,673$5.1M0.47%
41FRANKLIN TEMPLETON ETF TRFGDL140,286$5.0M0.46%
42SPDR GOLD TRGLD12,957$4.8M0.44%
43INVESCO EXCHANGE TRADED FD TIVZ25,195$4.7M0.43%
44ALPHABET INCGOOG17,616$4.7M0.43%
45CAMECO CORPCCJ43,639$4.4M0.40%
46INVESCO EXCH TRADED FD TR IIIVZ16,318$4.2M0.39%
47FIRST TR EXCHANGE-TRADED FD33738D30990,542$4.2M0.38%
48SPDR S&P 500 ETF TRSPY7,422$4.0M0.36%
49SPDR S&P 500 ETF TRSPY6,222$3.9M0.35%
50VANGUARD WORLD FD92204A7024,832$3.8M0.35%
51SPDR S&P 500 ETF TRSPY6,422$3.8M0.35%
52INVESCO ACTIVELY MANAGED EXCIVZ150,800$3.8M0.35%
53TESLA INCTSLA8,113$3.8M0.34%
54ISHARES TR46428765514,949$3.7M0.33%
55COSTCO WHSL CORP NEW22160K1053,935$3.7M0.33%
56TIDAL TRUST II88636J287101,835$3.6M0.33%
57ISHARES TR46428723462,662$3.5M0.32%
58EXXON MOBIL CORPXOM30,649$3.5M0.32%
59ISHARES TR46428730928,156$3.4M0.31%
60JOHNSON & JOHNSONJNJ17,482$3.3M0.30%
61WALMART INCWMT31,875$3.2M0.30%
62ABBVIE INCABBV14,307$3.1M0.28%
63SELECT SECTOR SPDR TR81369Y80310,081$3.0M0.28%
64CHEVRON CORP NEWCVX19,706$3.0M0.28%
65MERCK & CO INCMRK35,571$3.0M0.27%
66ISHARES TR46432F84231,815$2.8M0.25%
67VANGUARD WHITEHALL FDS92194640619,452$2.7M0.25%
68ISHARES TR46428888523,199$2.7M0.24%
69SOUTHERN COSOMN28,089$2.6M0.24%
70ELI LILLY & COLLY2,911$2.5M0.23%
71XPO INCXPO18,000$2.5M0.23%
72COCA COLA COKO36,334$2.5M0.22%
73SCHWAB STRATEGIC TR80852479791,029$2.4M0.22%
74BERKSHIRE HATHAWAY INC DELBRK-A4,900$2.3M0.21%
75BLACKROCK ETF TRUSTBLK39,214$2.3M0.21%
76DUKE ENERGY CORP NEWDUKB18,579$2.3M0.21%
77VISA INCV6,746$2.3M0.21%
78PALANTIR TECHNOLOGIES INCPLTR11,205$2.3M0.21%
79AMPHENOL CORP NEW03209510115,466$2.2M0.20%
80ORACLE CORPORCL-PD8,127$2.1M0.19%
81ISHARES TR46428867918,767$2.1M0.19%
82SPDR INDEX SHS FDS78463X50943,357$2.1M0.19%
83ISHARES INC46434G10330,777$2.1M0.19%
84ISHARES TR46428780417,386$2.1M0.19%
85WELLS FARGO CO NEW94974610123,438$2.0M0.19%
86BANK AMERICA CORP06050510437,392$2.0M0.18%
87PROCTER AND GAMBLE CO74271810912,527$1.9M0.17%
88CAPITAL GRP FIXED INCM ETF T14020Y60771,248$1.9M0.17%
89VANECK ETF TRUST92189H74834,755$1.8M0.17%
90VALUED ADVISERS TR92046L33871,820$1.8M0.17%
91AMERICAN EXPRESS COAXP5,213$1.8M0.17%
92FIRST TR EXCHANGE TRADED FD33734X84623,401$1.8M0.16%
93MORGAN STANLEYMS-PQ10,961$1.8M0.16%
94ISHARES BITCOIN TRUST ETFIBIT29,097$1.8M0.16%
95INTERNATIONAL BUSINESS MACHSINTR5,912$1.8M0.16%
96CISCO SYS INCCSCO24,196$1.7M0.16%
97AMGEN INCAMGN5,865$1.7M0.16%
98ISHARES TR4642877218,517$1.7M0.16%
99CATERPILLAR INCCAT3,270$1.7M0.15%
100PALO ALTO NETWORKS INCPANW7,596$1.6M0.15%
101PARKER-HANNIFIN CORPPH2,126$1.6M0.15%
102SPDR SERIES TRUST78468R85335,071$1.6M0.15%
103PEPSICO INCPEP11,117$1.6M0.14%
104UNITEDHEALTH GROUP INCUNH4,537$1.5M0.14%
105LOCKHEED MARTIN CORPLMT3,069$1.5M0.14%
106ABBOTT LABSABLZF11,943$1.5M0.14%
1073M COMMM9,450$1.5M0.14%
108ISHARES TR4642874087,171$1.5M0.14%
109GLOBAL X FDS37954Y67330,779$1.5M0.14%
110SPDR SERIES TRUST78468R78834,534$1.5M0.13%
111AT&T INCT-PC57,900$1.5M0.13%
112MASTERCARD INCORPORATEDMA2,538$1.4M0.13%
113ISHARES TR46432F3965,502$1.4M0.13%
114FIRST TR EXCHANGE-TRADED FD33733B10012,062$1.3M0.12%
115NETFLIX INCNFLX1,162$1.3M0.12%
116AUTOMATIC DATA PROCESSING INADP4,909$1.3M0.12%
117ISHARES TR46428749913,684$1.3M0.12%
118ISHARES TR46428750719,393$1.3M0.11%
119ISHARES GOLD TRIAU15,793$1.2M0.11%
120PNC FINL SVCS GROUP INC6934751056,176$1.2M0.11%
121VANECK ETF TRUST92189H65623,199$1.2M0.11%
122MCDONALDS CORPMCD3,873$1.2M0.11%
123VANGUARD SCOTTSDALE FDS92206C6808,866$1.1M0.10%
124NEXTERA ENERGY INCNEE-PW13,436$1.1M0.10%
125PHILIP MORRIS INTL INC7181721097,151$1.1M0.10%
126FIRST TR EXCHANGE TRADED FD33737A1087,005$1.1M0.10%
127INVESCO EXCHANGE TRADED FD TIVZ49,275$1.0M0.09%
128GRANITESHARES ETF TR38747R8279,000$1.0M0.09%
129FIRST TR EXCHANGE-TRADED FD33733E85641,158$1.0M0.09%
130GOLDMAN SACHS GROUP INCGSCE1,258$988,1620.09%
131REALTY INCOME CORPO16,642$968,5640.09%
132VANECK ETF TRUST92189F6016,323$941,7450.09%
133GLOBAL X FDS37960A52913,501$928,7340.08%
134GE AEROSPACE3696043012,999$920,1850.08%
135VULCAN MATLS CO9291601093,188$919,8290.08%
136EMERSON ELEC COEMR6,552$896,5200.08%
137VANECK ETF TRUST92189H80513,530$895,6730.08%
138FREEPORT-MCMORAN INCFCX21,732$894,9280.08%
139FLEXSHARES TRFLEX25,548$894,6730.08%
140ISHARES TR4642871505,912$881,5270.08%
141LOWES COS INC5486611073,741$881,5240.08%
142US BANCORP DELUSB-PS18,595$875,0950.08%
143CAPITAL ONE FINL CORP14040H1054,005$872,6680.08%
144ISHARES TR4642872268,547$856,3300.08%
145VANGUARD WORLD FD92204A1082,089$834,3630.08%
146VANGUARD BD INDEX FDS92193782710,479$826,3100.08%
147CROWDSTRIKE HLDGS INCCRWD1,497$826,2460.08%
148MARSH & MCLENNAN COS INC5717481024,487$821,2080.07%
149ILLINOIS TOOL WKS INC4523081093,342$812,5760.07%
150ISHARES TR46436E7188,085$811,7440.07%
151CONOCOPHILLIPSCOP8,794$807,4810.07%
152BLACKROCK INCBLK720$807,1250.07%
153ARK ETF TR00214Q1049,014$794,9850.07%
154VERIZON COMMUNICATIONS INCVZ19,432$794,1220.07%
155SELECT SECTOR SPDR TR81369Y5068,879$782,6150.07%
156ISHARES TR4642875983,733$761,8240.07%
157TJX COS INC NEW8725401095,423$761,4890.07%
158SEAGATE TECHNOLOGY HLDNGS PLSE2,838$753,6310.07%
159ISHARES TR46436E36112,000$748,8000.07%
160ADVANCED MICRO DEVICES INCAMD3,691$748,6840.07%
161QUALCOMM INCQCOM4,263$740,6790.07%
162BLACKROCK DEBT STRATEGIES FDBLK71,242$736,6400.07%
163CONSTELLATION ENERGY CORPCEG1,935$730,8040.07%
164REPUBLIC SVCS INC7607591003,545$727,6160.07%
165WASTE MGMT INC DEL94106L1093,524$720,7560.07%
166AMERIPRISE FINL INC03076C1061,530$712,8440.07%
167UNITED PARCEL SERVICE INCUPS7,480$703,7500.06%
168NORTHERN LTS FD TR IVNTRSO10,867$700,9110.06%
169PROSHARES TR74349Y83723,522$696,0160.06%
170EATON CORP PLCETN1,747$675,4170.06%
171GENERAL DYNAMICS CORPGD1,950$665,9780.06%
172DOMINION ENERGY INCD11,371$665,0780.06%
173INVESCO EXCHANGE TRADED FD TIVZ5,817$653,4900.06%
174CAPITAL GROUP GROWTH ETF14020G10114,407$646,4480.06%
175HONEYWELL INTL INC4385161063,233$639,4090.06%
176GRAYSCALE BITCOIN TRUST ETFGBTC7,625$636,6880.06%
177INTEL CORPINTC15,742$621,8020.06%
178BLACKROCK CAP ALLOCATION TERBLK41,532$610,9300.06%
179KINDER MORGAN INC DELEP-PC22,373$606,6750.06%
180TAIWAN SEMICONDUCTOR MFG LTD8740391001,976$602,4030.05%
181WHEATON PRECIOUS METALS CORPWPM6,160$598,6900.05%
182GE VERNOVA INCGEV1,023$594,5490.05%
183SNOWFLAKE INCSNOW2,107$583,9340.05%
184AMERICAN ELEC PWR CO INC0255371014,903$565,9340.05%
185DANAHER CORPORATION2358511022,638$564,7490.05%
186UNIVEST FINANCIAL CORPORATIOUVSP18,630$548,6540.05%
187ISHARES SILVER TRSLV12,172$532,6520.05%
188ARISTA NETWORKS INCANET3,370$531,0780.05%
189AFLAC INCAFL4,960$530,5390.05%
190ISHARES U S ETF TR46431W50710,068$514,4910.05%
191CVS HEALTH CORPCVS6,557$514,3040.05%
192TRINITY CAP INCTRINZ33,303$503,5340.05%
193APPLIED MATLS INC0382221052,262$502,3670.05%
194ZSCALER INCZS1,478$497,0070.05%
195ROYAL CARIBBEAN GROUPV7780T1031,645$494,2570.05%
196ISHARES TR46435G4253,321$490,0040.04%
197ISHARES TR4642874813,447$488,6490.04%
198SALESFORCE INCCRM1,816$474,6000.04%
199NEWMONT CORPNEMCL5,754$469,6130.04%
200NORTHROP GRUMMAN CORPNOC808$465,1580.04%
201ISHARES TR4642874654,905$463,6700.04%
202GOLUB CAP BDC INC38173M10232,772$462,7410.04%
203AMPLIFY ETF TR03210884738,578$451,7460.04%
204CHUBB LIMITEDCB1,611$448,3710.04%
205RBB FD INC74933W6016,136$447,1680.04%
206ISHARES TR46434V1008,781$444,4280.04%
207VANGUARD STAR FDS9219097685,773$432,0510.04%
208ISHARES TR4642878873,081$431,1240.04%
209MICRON TECHNOLOGY INCMU1,830$429,5470.04%
210FORTINET INCFTNT4,873$426,4850.04%
211ISHARES TR46434V4569,445$420,2810.04%
212T-MOBILE US INCTMUSZ2,053$417,3290.04%
213VANGUARD WORLD FD92204A4053,219$409,2150.04%
214S&P GLOBAL INCSPGI811$403,1100.04%
215INCYTE CORPINCY3,887$394,8030.04%
216INTUITINTU583$394,5440.04%
217RTX CORPORATIONRTX2,227$394,2900.04%
218GENERAL MTRS CO37045V1005,746$392,0130.04%
219KLA CORPKLAC318$387,7150.04%
220VANGUARD INDEX FDS9229086291,336$387,3320.04%
221ISHARES TR46429B6557,559$384,2250.04%
222THERMO FISHER SCIENTIFIC INCTMO665$375,5410.03%
223J P MORGAN EXCHANGE TRADED F46641Q6547,334$373,0170.03%
224EXCHANGE LISTED FDS TR30151E80616,281$370,8880.03%
225J P MORGAN EXCHANGE TRADED F46641Q3326,525$367,9240.03%
226BP PLCBPPFF10,447$364,2870.03%
227CUMMINS INCCMI829$362,8050.03%
228STERIS PLCSTE1,517$360,0380.03%
229CMS ENERGY CORPCMS-PC4,962$359,6680.03%
230INTUITIVE SURGICAL INCISRG643$349,9710.03%
231ROBLOX CORPRBLX3,247$349,5720.03%
232HP INCHPQ12,897$348,3380.03%
233TRACTOR SUPPLY COTSCO6,634$348,2280.03%
234ISHARES TR46432F8344,115$346,2360.03%
235VANGUARD INTL EQUITY INDEX F9220428744,308$345,3520.03%
236PG&E CORPPCG-PX21,655$344,5310.03%
237COMFORT SYS USA INC199908104352$344,1400.03%
238EXPEDIA GROUP INCEXPE1,581$340,8980.03%
239PGIM ETF TR69344A2069,577$337,7980.03%
240SCHWAB CHARLES CORPSCHW-PJ3,620$337,1990.03%
241POST HLDGS INCPOST3,183$336,6980.03%
242VANECK ETF TRUST92189F38714,686$334,4110.03%
243BLACKSTONE INCBX2,294$331,2920.03%
244SELECT SECTOR SPDR TR81369Y2092,287$330,3440.03%
245VERTIV HOLDINGS COVRT1,725$330,1650.03%
246GRAINGER W W INC384802104338$326,7000.03%
247ISHARES TR46435U8538,607$320,6030.03%
248LINDE PLCLIN777$320,1200.03%
249SPDR SERIES TRUST78464A28412,724$319,2350.03%
250UBER TECHNOLOGIES INCUBER3,191$318,2510.03%
251DIREXION SHS ETF TR25459Y2073,070$318,0070.03%
252AMERICAN TOWER CORP NEW03027X1001,792$316,5420.03%
253BARINGS BDC INCBBDC35,000$315,0000.03%
254REGIONS FINANCIAL CORP NEWRF-PF12,974$314,4920.03%
255SERVICENOW INCNOW343$313,4590.03%
256SOUTHSTATE BK CORP84472E1023,427$304,4540.03%
257SCHWAB STRATEGIC TR80852460710,711$299,8130.03%
258ISHARES INC46434G8223,564$298,0930.03%
259ALLSTATE CORPALL-PJ1,537$294,0150.03%
260SELECT SECTOR SPDR TR81369Y7041,902$293,7250.03%
261TEXAS INSTRS INC8825081041,815$292,9980.03%
262EDISON INTL2810201075,333$290,0620.03%
263FEDEX CORPFDX1,142$288,9430.03%
264GRAYSCALE ETHEREUM TRUST ETF3896381079,712$285,7270.03%
265CAPITAL GROUP DIVIDEND VALUE14020W1066,639$283,8230.03%
266ISHARES TR46429B6973,015$279,6800.03%
267CORNING INCGLW3,175$277,8360.03%
268ADOBE INCADBE823$277,7380.03%
269MEDPACE HLDGS INCMEDP466$276,8130.03%
270DISNEY WALT CO2546871062,423$271,6940.02%
271MEDTRONIC PLCMDT2,993$269,9360.02%
272TECHNIPFMC PLCFTI6,409$269,8190.02%
273DIREXION SHS ETF TR25459Y1651,429$268,6420.02%
274ROBINHOOD MKTS INC7707001021,782$262,0970.02%
275HILTON WORLDWIDE HLDGS INCHLT985$255,2040.02%
276BOOKING HOLDINGS INCBKNG50$253,2180.02%
277DELTA AIR LINES INC DELDAL4,307$251,9360.02%
278NIKE INCNKE3,998$250,4810.02%
279ATLASSIAN CORPORATIONTEAM1,415$249,1530.02%
280LYFT INCLYFT11,892$249,1370.02%
281EXELON CORPEXC5,270$243,4550.02%
282ALNYLAM PHARMACEUTICALS INCALNY560$243,0790.02%
283ARES CAPITAL CORPARCC11,900$242,8750.02%
284VANGUARD SPECIALIZED FUNDS9219088441,118$241,5300.02%
285BLACKROCK CORPOR HI YLD FD IBLK25,253$238,8950.02%
286CME GROUP INCCME896$236,7370.02%
287SHERWIN WILLIAMS COSHW680$235,0890.02%
288ISHARES TR4642886877,569$234,8030.02%
289SELECT SECTOR SPDR TR81369Y6054,498$234,5740.02%
290ISHARES TR4642882571,651$233,9350.02%
291SIMON PPTY GROUP INC NEW8288061091,316$232,5180.02%
292VANGUARD MUN BD FDS9229077464,597$231,2750.02%
293ZOOM COMMUNICATIONS INCZM2,663$229,7640.02%
294AIRBNB INCABNB1,791$227,0990.02%
295MSCI INCMSCI388$225,4960.02%
296VEEVA SYS INCVEEV755$221,0040.02%
297GXO LOGISTICS INCORPORATEDGXO3,983$220,5190.02%
298GUGGENHEIM TAXABLE MUNICP BO40166410714,054$220,3670.02%
299DIMENSIONAL ETF TRUST25434V5003,173$215,5460.02%
300SPDR SERIES TRUST78464A7631,568$213,3730.02%
301JOHNSON CTLS INTL PLCG515021051,881$212,8770.02%
302GENUINE PARTS COGPC1,717$212,2530.02%
303ZOETIS INCZTS1,466$211,6810.02%
304HERSHEY COHSY1,303$211,5210.02%
305CITIZENS FINL GROUP INCCIA4,078$208,0190.02%
306GLOBAL X FDS37960A4382,072$207,4010.02%
307DOORDASH INCDASH851$206,0790.02%
308EVEREST GROUP LTDEG655$205,3740.02%
309BRISTOL-MYERS SQUIBB COCELG-RI4,452$204,8740.02%
310ISHARES TR46429B6631,732$204,7570.02%
311ISHARES TR4642882403,079$204,7540.02%
312PIMCO ETF TR72201R6274,001$202,0870.02%
313AMETEK INCAME1,016$201,9070.02%
314ISHARES TR4642885132,512$201,3120.02%
315SELECT SECTOR SPDR TR81369Y407830$200,9600.02%
316REGENERON PHARMACEUTICALSREGN312$200,3980.02%
317ADT INC DELADT22,734$199,8320.02%
318ISHARES SILVER TRSLV20,000$184,1640.02%
319EATON VANCE LIMITED DURATIONETN15,850$159,6100.01%
320COMMUNITY HEALTH SYS INC NEW20366810829,960$115,3460.01%
321VISTA GOLD CORPVGZ15,458$24,8870.00%
322GAIN THERAPEUTICS INCGANX10,750$19,7800.00%