Aviance Capital Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$854.0M
Q ending 2026-03-31
Prior quarter
$867.6M
Q ending 2025-12-31
Change
-1.6% QoQ · +20.1% YoY
Positions
368
reported holdings
Largest positions
Top 100 of 368 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $66.1M | 261K |
| Alphabet Inc | GOOGL | Shares | $43.0M | 149K |
| Abbvie Inc | ABBV | Shares | $32.0M | 147K |
| Broadcom Inc | AVGO | Shares | $31.8M | 103K |
| Amazon Com Inc | AMZN | Shares | $28.5M | 137K |
| Jpmorgan Chase & Co | JPM | Shares | $23.9M | 81K |
| Lam Research Corp | LRCX | Shares | $17.2M | 81K |
| Microsoft Corp | MSFT | Shares | $16.2M | 44K |
| Meta Platforms Inc | META | Shares | $15.4M | 27K |
| Amgen Inc | AMGN | Shares | $12.8M | 37K |
| Exxon Mobil Corp | XOM | Shares | $11.5M | 68K |
| Nvidia Corporation | NVDA | Shares | $10.8M | 62K |
| Travelers Companies Inc | TRV | Shares | $10.3M | 35K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $10.1M | 14 |
| Lockheed Martin Corp | LMT | Shares | $9.9M | 16K |
| Linde Plc | Shares | $9.1M | 18K | |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $8.9M | 18K |
| Schwab Charles Corp | SCHW | Shares | $8.6M | 92K |
| Pimco Etf Tr | MINT | Shares | $8.5M | 85K |
| Johnson & Johnson | JNJ | Shares | $8.2M | 34K |
| Blackrock Inc | BLK | Shares | $7.8M | 8K |
| Arista Networks Inc | ANET | Shares | $7.7M | 63K |
| Lowes Cos Inc | LOW | Shares | $7.4M | 31K |
| Thermo Fisher Scientific Inc | TMO | Shares | $7.1M | 15K |
| Cavco Inds Inc Del | CVCO | Shares | $6.9M | 14K |
| Visa Inc | V | Shares | $6.4M | 21K |
| Academy Sports & Outdoors In | ASO | Shares | $6.2M | 109K |
| Hca Healthcare Inc | HCA | Shares | $6.1M | 13K |
| Netflix Inc. | NFLX | Shares | $5.9M | 61K |
| Ishares Tr | AGG | Shares | $5.8M | 58K |
| Dimensional Etf Trust | DFSV | Shares | $5.6M | 159K |
| Pimco Etf Tr | BOND | Shares | $5.4M | 58K |
| The Cigna Group | CI | Shares | $5.3M | 20K |
| Alphabet Inc | GOOG | Shares | $5.3M | 18K |
| Procter & Gamble Co | PG | Shares | $5.2M | 36K |
| Spdr Series Trust | BIL | Shares | $5.2M | 57K |
| Ishares Tr | IBDR | Shares | $5.1M | 209K |
| Boeing Co | BA | Shares | $5.1M | 25K |
| Merck & Co Inc | MRK | Shares | $5.0M | 42K |
| Goldman Sachs Group Inc | GS | Shares | $5.0M | 6K |
| Dimensional Etf Trust | DFAT | Shares | $4.8M | 77K |
| Progressive Corp | PGR | Shares | $4.8M | 24K |
| Schwab Strategic Tr | SCHP | Shares | $4.7M | 177K |
| Pfizer Inc | PFE | Shares | $4.6M | 166K |
| Unitedhealth Group Inc | UNH | Shares | $4.6M | 17K |
| Mastercard Incorporated | MA | Shares | $4.4M | 9K |
| American Express Co | AXP | Shares | $4.4M | 15K |
| Corpay Inc | CPAY | Shares | $4.2M | 14K |
| Dimensional Etf Trust | DFIV | Shares | $4.1M | 78K |
| Uber Technologies Inc | UBER | Shares | $4.0M | 55K |
| Dimensional Etf Trust | DISV | Shares | $4.0M | 101K |
| Home Depot Inc | HD | Shares | $3.8M | 11K |
| Costco Wholesale Corporation | COST | Shares | $3.8M | 4K |
| Disney Walt Co | DIS | Shares | $3.7M | 39K |
| Akamai Technologies Inc | AKAM | Shares | $3.7M | 32K |
| Walmart Inc | WMT | Shares | $3.6M | 29K |
| Invesco Qqq Tr | QQQ | Shares | $3.6M | 6K |
| Knight-Swift Transn Hldgs In | KNX | Shares | $3.6M | 62K |
| Vanguard Index Fds | VTI | Shares | $3.5M | 11K |
| Ishares Tr | OEF | Shares | $3.4M | 11K |
| Conocophillips | COP | Shares | $3.4M | 25K |
| Charter Communications Inc | CHTR | Shares | $3.3M | 15K |
| Mcdonalds Corp | MCD | Shares | $3.3M | 11K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $3.3M | 5K |
| Zoetis Inc | ZTS | Shares | $3.3M | 28K |
| Deere & Co | DE | Shares | $3.1M | 6K |
| Chevron Corporation | CVX | Shares | $3.1M | 15K |
| Lyondellbasell Industries Nv | Shares | $3.0M | 38K | |
| Celestica Inc | CLS | Shares | $3.0M | 11K |
| Pepsico Inc | PEP | Shares | $2.8M | 18K |
| Vanguard Specialized Funds | VIG | Shares | $2.8M | 13K |
| Dimensional Etf Trust | DFAE | Shares | $2.7M | 80K |
| Adobe Inc | ADBE | Shares | $2.7M | 11K |
| Ameriprise Finl Inc | AMP | Shares | $2.7M | 6K |
| Kla Corp | KLAC | Shares | $2.6M | 2K |
| Vanguard Index Fds | VOO | Shares | $2.5M | 4K |
| Comcast Corp New | CMCSA | Shares | $2.5M | 87K |
| Abbott Laboratories | ABT | Shares | $2.5M | 24K |
| Dimensional Etf Trust | DFAC | Shares | $2.4M | 61K |
| Honeywell Intl Inc | HONGBP | Shares | $2.3M | 10K |
| Hf Sinclair Corp | DINO | Shares | $2.3M | 37K |
| Capital One Finl Corp | COF | Shares | $2.3M | 13K |
| Ishares Tr | IVV | Shares | $2.3M | 3K |
| Illinois Tool Wks Inc | ITW | Shares | $2.3M | 9K |
| Match Group Inc New | MTCH | Shares | $2.2M | 73K |
| Verizon Communications Inc | VZ | Shares | $2.2M | 44K |
| Eli Lilly & Co | LLY | Shares | $2.2M | 2K |
| Union Pac Corp | UNP | Shares | $2.1M | 9K |
| Bristol-Myers Squibb Co | BMY | Shares | $2.1M | 34K |
| Unum Group | UNM | Shares | $2.0M | 28K |
| Coca Cola Co | KO | Shares | $2.0M | 26K |
| Rockwell Automation Inc | ROK | Shares | $1.9M | 5K |
| Everest Group Ltd | Shares | $1.9M | 6K | |
| Automatic Data Processing In | ADP | Shares | $1.9M | 9K |
| Magna Intl Inc | MGA | Shares | $1.9M | 34K |
| Alps Etf Tr | AMLP | Shares | $1.8M | 35K |
| Onemain Hldgs Inc | OMF | Shares | $1.8M | 33K |
| Enova Intl Inc | ENVA | Shares | $1.8M | 13K |
| Smith & Wesson Brands Inc | SWBI | Shares | $1.7M | 121K |
| Pgim Etf Tr | PULS | Shares | $1.7M | 35K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.