Q2 2026 13F · SEC CIK 1542383

Aviance Capital Partners, LLC

Wealth managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $963.2M
Reported positions: 388
Top holdings a year, 3 yrs: +27.2%
Assets under management: $1.1B

Aviance Capital Partners, LLC is a wealth manager that reported 388 positions worth $963.2M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Apple Inc (AAPL, 7.9%), Alphabet Inc (GOOGL, 5.5%), Broadcom Inc (AVGO, 4.0%). A portfolio copying its top holdings returned 27.2% a year over the last 3 years, against 20.4% for the S&P 500.

Aviance Capital Partners, LLC holdings largest 50 of 388 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Aviance Capital Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	7.9%	7.7%	261,608	+0.4%	$75.7M
GOOGLAlphabet Inc	5.5%	5.0%	148,215	-0.8%	$53.0M
AVGOBroadcom Inc	4.0%	3.7%	101,926	-0.9%	$38.5M
ABBVAbbvie Inc	3.8%	3.7%	147,328	+0.2%	$37.1M
AMZNAmazon Com Inc Com	3.5%	3.3%	139,415	+1.7%	$33.2M
JPMJpmorgan Chase & Co	2.8%	2.8%	83,837	+3.3%	$27.4M
LRCXLam Research Corp	2.6%	2.0%	58,147	-27.9%	$25.2M
MSFTMicrosoft Corp	1.8%	1.9%	46,079	+5.4%	$17.2M
METAMeta Platforms Inc Class A	1.5%	1.8%	26,359	-2.2%	$14.8M
AMGNAmgen Inc Com	1.4%	1.5%	36,998	+1.3%	$13.4M
NVDANvidia Corporation Com	1.3%	1.3%	61,104	-1.3%	$12.2M
TRVTravelers Companies Inc	1.2%	1.2%	35,596	+0.5%	$11.8M
ANETArista Networks Inc	1.1%	0.9%	63,545	+0.9%	$10.8M
MINTPimco ETF Tr	1.1%	1.0%	105,748	+24.7%	$10.7M
BRK-ABerkshire Hathaway Inc Del	1.1%	1.2%	14	+0.0%	$10.5M
LINLinde PLC	1.0%	1.1%	18,462	+0.2%	$9.6M
XOMExxon Mobil Corp	1.0%	1.3%	69,605	+3.0%	$9.5M
JNJJohnson & Johnson	1.0%	1.0%	36,810	+9.5%	$9.3M
BRK-BBerkshire Hathaway Inc Del	1.0%	1.0%	18,341	-0.8%	$9.2M
CVCOCavco Industries Inc	0.9%	0.8%	14,715	+4.0%	$9.0M
SCHWSchwab Charles Corp	0.9%	1.0%	92,462	+0.8%	$8.5M
LMTLockheed Martin Corp Com	0.9%	1.2%	16,577	+0.7%	$8.4M
BLKBlackrock Inc	0.8%	0.9%	8,206	+0.6%	$7.9M
TMOThermo Fisher Scientific Inc	0.8%	0.8%	14,624	+0.6%	$7.3M
UNHUnitedhealth Group Inc Com	0.7%	0.5%	16,642	-1.6%	$6.9M
VVisa Inc Com Cl A	0.7%	0.8%	19,597	-8.0%	$6.7M
LOWLowes Cos Inc	0.7%	0.9%	29,544	-5.8%	$6.5M
GSGoldman Sachs Group Inc	0.7%	0.6%	6,395	+7.7%	$6.5M
DFSVDfa U.s. Small Cap Value ETF	0.7%	0.7%	166,186	+4.6%	$6.4M
GOOGAlphabet Inc	0.7%	0.6%	17,956	-2.5%	$6.3M
BONDPimco ETF Tr	0.6%	0.6%	64,141	+10.1%	$5.9M
NFLXNetflix Inc Total	0.6%	0.7%	82,816	+35.0%	$5.9M
PGRProgressive Corp.	0.6%	0.6%	26,459	+9.5%	$5.8M
BILSPDR Brcy1-3 Ser	0.6%	0.6%	62,379	+9.6%	$5.7M
ASOAcademy Sports & Outdoors in	0.6%	0.7%	120,920	+10.8%	$5.7M
BABoeing Co	0.6%	0.6%	26,229	+3.0%	$5.7M
DFATDimensional U.s. Targeted Value	0.6%	0.6%	80,609	+4.4%	$5.6M
CIThe Cigna Group	0.6%	0.6%	20,207	+1.9%	$5.6M
IBDRIshares Tr ETF Ibonds Dec 2026 Term Corp	0.6%	0.6%	229,073	+9.5%	$5.6M
MRKMerck & Co. Inc	0.6%	0.6%	42,110	+0.8%	$5.4M
KLACKla Corp	0.6%	—	17,620	—	$5.3M
PGProcter & Gamble Co Com	0.5%	0.6%	35,662	-1.4%	$5.2M
SCHPSchwab Strategic Tr	0.5%	0.6%	194,939	+10.2%	$5.2M
CPAYCorpay Inc	0.5%	0.5%	14,850	+2.9%	$4.9M
HCAHCA Healthcare Inc	0.5%	0.7%	12,644	-1.9%	$4.9M
AXPAmerican Express Co Com	0.5%	0.5%	14,519	-0.1%	$4.9M
KNXKnight-Swift Transn Hldgs in	0.5%	—	63,024	—	$4.9M
QQQInvesco Qqq Tr	0.5%	—	6,303	—	$4.6M
MAMastercard Inc.	0.5%	0.5%	8,751	-1.3%	$4.5M
HDHome Depot Inc Com	0.5%	—	12,369	—	$4.4M

What Aviance Capital Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

NFLX Netflix Inc Total+35.0% shares
MINT Pimco ETF Tr+24.7% shares
ASO Academy Sports & Outdoors in+10.8% shares
SCHP Schwab Strategic Tr+10.2% shares
BOND Pimco ETF Tr+10.1% shares
BIL SPDR Brcy1-3 Ser+9.6% shares
IBDR Ishares Tr ETF Ibonds Dec 2026 Term Corp+9.5% shares
JNJ Johnson & Johnson+9.5% shares

Reduced

LRCX Lam Research Corp-27.9% shares
V Visa Inc Com Cl A-8.0% shares
LOW Lowes Cos Inc-5.8% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +28.2% /yr; S&P 500 +20.1%
3 years: +27.2% /yr; S&P 500 +20.4%
5 years: +13.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$963.2M	388
Q1 2026	$854.0M	368
Q4 2025	$867.6M	361
Q3 2025	$842.1M	362
Q2 2025	$765.2M	350
Q1 2025	$710.8M	336
Q4 2024	$723.6M	322
Q3 2024	$758.0M	333
Q2 2024	$702.8M	318
Q1 2024	$672.6M	318
Q4 2023	$467.0M	254
Q3 2023	$444.6M	250

Questions about Aviance Capital Partners, LLC's portfolio

What stocks does Aviance Capital Partners, LLC own?

Aviance Capital Partners, LLC's latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 388 positions worth $963.2M. The largest are Apple Inc (AAPL) at 7.9%, Alphabet Inc (GOOGL) at 5.5%, Broadcom Inc (AVGO) at 4.0%, Abbvie Inc (ABBV) at 3.8% and Amazon Com Inc Com (AMZN) at 3.5%.

What did Aviance Capital Partners, LLC buy last quarter?

In Q2 2026, Aviance Capital Partners, LLC added Netflix Inc Total (NFLX) (+35.0% shares), Pimco ETF Tr (MINT) (+24.7% shares) and Academy Sports & Outdoors in (ASO) (+10.8% shares), compared with its Q1 2026 filing.

What did Aviance Capital Partners, LLC sell last quarter?

In Q2 2026, Aviance Capital Partners, LLC cut from its top 50 Ishares Tr (AGG), cut from its top 50 Pfizer Inc (PFE), cut from its top 50 Dimensional ETF Trust (DFIV), cut from its top 50 Uber Technologies Inc (UBER), Lam Research Corp (LRCX) (-27.9% shares), Visa Inc Com Cl A (V) (-8.0% shares) and Lowes Cos Inc (LOW) (-5.8% shares), compared with its Q1 2026 filing.

How has Aviance Capital Partners, LLC's portfolio performed?

A portfolio copying Aviance Capital Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +27.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +28.2% against +20.1%. Over 5 years: +13.3% a year against +11.6%.

When is Aviance Capital Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Aviance Capital Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Aviance Capital Partners, LLC manage?

Aviance Capital Partners, LLC reported $1.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $963.2M.