Q3 2026 13F · SEC CIK 1542383

Aviance Capital Partners, LLC

Wealth managerFiled 2026-10-29 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $979.1M
Reported positions: 387
Top holdings a year, 3 yrs: +27.2%
Assets under management: $1.1B

Aviance Capital Partners, LLC is a wealth manager that reported 387 positions worth $979.1M in its Q3 2026 13F, filed 2026-10-29. Its largest holdings were Apple Inc (AAPL, 8.8%), Alphabet Inc (GOOGL, 5.0%), Abbvie Inc (ABBV, 3.9%). 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 387 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	8.8%	7.9%	258,175	-1.3%	$86.0M
GOOGLAlphabet Inc	5.0%	5.5%	140,988	-4.9%	$48.5M
ABBVAbbvie Inc	3.9%	3.8%	147,345	+0.0%	$38.5M
AVGOBroadcom Inc	3.6%	4.0%	101,050	-0.9%	$35.5M
AMZNAmazon Com Inc	3.5%	3.5%	139,123	-0.2%	$34.7M
JPMJpmorgan Chase & Co	2.8%	2.8%	83,566	-0.3%	$27.6M
MSFTMicrosoft Corp	2.4%	1.8%	46,597	+1.1%	$23.9M
METAMeta Platforms Inc	2.0%	1.5%	26,582	+0.8%	$19.3M
LRCXLam Research Corp	1.9%	2.6%	57,569	-1.0%	$18.9M
AMGNAmgen Inc	1.6%	1.4%	37,246	+0.7%	$15.7M
NVDANvidia Corporation	1.4%	1.3%	60,669	-0.7%	$13.9M
ANETArista Networks Inc	1.3%	1.1%	64,095	+0.9%	$13.0M
TRVTravelers Companies Inc	1.3%	1.2%	35,893	+0.8%	$12.8M
XOMExxonmobil Holdings Corp	1.2%	—	70,400	—	$11.5M
BRK-ABerkshire Hathaway Inc Del	1.1%	1.1%	14	+0.0%	$10.5M
MINTPimco Enhanced Short Maturity Active Exc	1.0%	1.1%	101,046	-4.4%	$10.2M
TMOThermo Fisher Scientific Inc	1.0%	0.8%	14,936	+2.1%	$10.1M
JNJJohnson & Johnson	1.0%	1.0%	36,981	+0.5%	$9.8M
BRK-BBerkshire Hathaway Inc Del	0.9%	1.0%	18,364	+0.1%	$9.1M
SCHWCharles Schwab Corp (the)	0.9%	0.9%	93,077	+0.7%	$9.1M
BLKBlackrock Inc	0.9%	0.8%	8,329	+1.5%	$8.8M
LINLinde PLC	0.9%	1.0%	18,538	+0.4%	$8.8M
LMTLockheed Martin Corp	0.9%	0.9%	16,723	+0.9%	$8.5M
CVCOCavco Inds Inc Del	0.8%	0.9%	14,845	+0.9%	$8.3M
ASOAcademy Sports & Outdoors in	0.8%	0.6%	170,836	+41.3%	$8.2M
BILSpdr Series Trust	0.8%	0.6%	82,015	+31.5%	$7.5M
VVisa Inc	0.7%	0.7%	19,932	+1.7%	$7.2M
UNHUnitedhealth Group Inc	0.6%	0.7%	17,220	+3.5%	$6.3M
MRKMerck & Co Inc	0.6%	0.6%	42,338	+0.5%	$6.2M
GOOGAlphabet Inc	0.6%	0.7%	17,886	-0.4%	$6.1M
IBDRIshares Tr	0.6%	0.6%	249,218	+8.8%	$6.0M
BONDPimco ETF Tr	0.6%	0.6%	68,714	+7.1%	$6.0M
CPAYCorpay Inc	0.6%	0.5%	15,171	+2.2%	$5.9M
DFATDimensional ETF Trust	0.6%	0.6%	87,565	+8.6%	$5.8M
GSGoldman Sachs Group Inc	0.6%	0.7%	6,449	+0.8%	$5.8M
CIThe Cigna Group	0.6%	0.6%	20,897	+3.4%	$5.7M
NFLXNetflix Inc.	0.6%	0.6%	78,504	-5.2%	$5.5M
LOWLowes Cos Inc	0.6%	0.7%	29,219	-1.1%	$5.4M
HCAHca Healthcare Inc	0.5%	0.5%	12,519	-1.0%	$5.3M
PGRProgressive Corp	0.5%	0.6%	25,504	-3.6%	$5.3M
SCHPSchwab Strategic Tr	0.5%	0.5%	205,325	+5.3%	$5.2M
PGProcter & Gamble Co	0.5%	0.5%	34,629	-2.9%	$5.0M
QQQInvesco Qqq Tr	0.5%	0.5%	6,578	+4.4%	$4.9M
MAMastercard Incorporated	0.5%	0.5%	8,762	+0.1%	$4.8M
BABoeing Co	0.5%	0.6%	25,556	-2.6%	$4.8M
DISVDimensional ETF Trust	0.5%	—	108,642	—	$4.7M
DFIVDimensional ETF Trust	0.5%	—	83,894	—	$4.7M
PFEPfizer Inc	0.5%	—	162,374	—	$4.6M
UBERUber Technologies Inc	0.5%	—	67,221	—	$4.6M
AXPAmerican Express Co	0.5%	0.5%	14,528	+0.1%	$4.4M

What Aviance Capital Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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: +13.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$979.1M	387
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

Questions about Aviance Capital Partners, LLC's portfolio

What stocks does Aviance Capital Partners, LLC own?

Aviance Capital Partners, LLC's latest 13F, for Q3 2026 and filed Oct 29, 2026, lists 387 positions worth $979.1M. The largest are Apple Inc (AAPL) at 8.8%, Alphabet Inc (GOOGL) at 5.0%, Abbvie Inc (ABBV) at 3.9%, Broadcom Inc (AVGO) at 3.6% and Amazon Com Inc (AMZN) at 3.5%.

What did Aviance Capital Partners, LLC buy last quarter?

In Q3 2026, Aviance Capital Partners, LLC added Academy Sports & Outdoors in (ASO) (+41.3% shares), Spdr Series Trust (BIL) (+31.5% shares) and Ishares Tr (IBDR) (+8.8% shares), compared with its Q2 2026 filing.

What did Aviance Capital Partners, LLC sell last quarter?

In Q3 2026, Aviance Capital Partners, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Dimensional US Small Cap (DFSV), cut from its top 50 Kla Corp (KLAC), cut from its top 50 Knight-Swift Transn Hldgs in (KNX), cut from its top 50 Home Depot Inc (HD) and Netflix Inc. (NFLX) (-5.2% shares), compared with its Q2 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: +13.5% 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $979.1M.