Bison Wealth Reduces Exposure to Financials, Increases ETF Holdings in Q2 2026

As of June 30th, 2026, Bison Wealth, Llc has reported specific changes to its investment holdings. The analysis focuses on the investor's disclosed actions regarding individual securities.

Prominent Sales Observed

Bison Wealth significantly reduced positions in several stocks during Q2 2026:

• RIOT Platforms Inc (RIOT), a stock within the Financial Services sector, saw its holdings decrease by over 69.81%. This represents one of the largest reductions in shares for this quarter.
• ETFS Gold TR (SGOL) experienced an almost 87.4% reduction in its position, indicating a substantial divestment from the gold sector ETF.
• The holdings of AGF Investments TR (BTAL) were reduced by approximately 61.37%, suggesting an exit strategy for this particular trust.

Notable Purchases and Increased Holdings

In contrast to the exits, Bison Wealth demonstrated strong buying activity in certain ETFs:

• The investor significantly increased its position in SPDR Series Trust (SPLG) by over 86.24%. This substantial purchase adds diversification within the ETF space.
• There was a considerable increase of nearly 1,057% in holdings for Franklin Templeton ETF TR (FLJP), adding significantly more exposure to this fund.
• Bison Wealth also added shares to Sunoco LP/Sunoco Financial Corp (SUN) and Blackrock Debt Strategies FD (DSU). The addition of SUN is particularly noteworthy given its large percentage increase in portfolio allocation, despite being a small dollar value relative to the entire portfolio. DSU saw an increase alongside significant growth.

Additionally, Bison Wealth maintained or adjusted existing positions:

• The investor noted changes in holdings for several ETFs including SPDR Series Trust (BIL), INVESCO QQQ TR (QQQ), and ISHARES TR (ICSH). While these are established positions, the data shows specific adjustments made during this period.

Focus on ETFs and Technology

Bison Wealth's portfolio continues to be heavily influenced by Exchange Traded Funds:

• The investor holds a significant position in SPDR Series Trust (BIL), which accounts for approximately 2.18% of the total portfolio value.
• QQQ, another ETF tracking technology innovation, represents about 1.94% allocation.

The investor also maintains exposure to Technology stocks:

• APPLE INC (AAPL) is held at a portfolio weight of around 3.29%.
• NVIDIA CORPORATION (NVDA), despite recent fluctuations, remains part of the investor's Technology holdings allocation.

Portfolio Shifts and Diversification

The changes observed in Q2 2026 reflect a strategic shift for Bison Wealth:

• There was an increase in the portfolio percentage allocated to ETFs, particularly SPDR Series Trust products (SPLG and BIL) which now contribute significantly.
• The investor exited positions in specific stocks like RIOT Platforms and ETFS Gold TR, reducing direct equity exposure in certain areas.

For a comprehensive view of Bison Wealth's portfolio holdings as of June 30th, 2026, please visit their institutional profile page: Bison Wealth, Llc.