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Aviance Capital Partners, LLC

Updated 7 days ago

Managed by Aviance Capital Partners, Llc • Latest filing Q3 2026

Portfolio value
$979.1M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$867.6M
Q1 2026$854M
Q2 2026$963.2M
Q3 2026$979.1M

Top holdings

387 positions as of Q3 2026

View filing
A

APPLE INC

Value
$86M
Shares
258.2K
% Port
8.78%
G

ALPHABET INC

Value
$48.5M
Shares
141.0K
% Port
4.95%
A

ABBVIE INC

Value
$38.5M
Shares
147.3K
% Port
3.94%
A

BROADCOM INC

Value
$35.5M
Shares
101.0K
% Port
3.62%
A

AMAZON COM INC

Value
$34.7M
Shares
139.1K
% Port
3.54%
J

JPMORGAN CHASE & CO

Value
$27.6M
Shares
83.6K
% Port
2.82%
M

MICROSOFT CORP

Value
$23.9M
Shares
46.6K
% Port
2.44%
M

META PLATFORMS INC

Value
$19.3M
Shares
26.6K
% Port
1.97%
L

LAM RESEARCH CORP

Value
$18.9M
Shares
57.6K
% Port
1.93%
A

AMGEN INC

Value
$15.7M
Shares
37.2K
% Port
1.60%
N

NVIDIA CORPORATION

Value
$13.9M
Shares
60.7K
% Port
1.42%
A

ARISTA NETWORKS INC

Value
$13M
Shares
64.1K
% Port
1.33%
T

TRAVELERS COMPANIES INC

Value
$12.8M
Shares
35.9K
% Port
1.31%
X

EXXONMOBIL HOLDINGS CORP

Value
$11.5M
Shares
70.4K
% Port
1.17%
B

BERKSHIRE HATHAWAY INC DEL

Value
$10.5M
Shares
14
% Port
1.07%
P

PIMCO ETF TR

Value
$10.2M
Shares
101.0K
% Port
1.04%
T

THERMO FISHER SCIENTIFIC INC

Value
$10.1M
Shares
14.9K
% Port
1.03%
J

JOHNSON & JOHNSON

Value
$9.8M
Shares
37.0K
% Port
1.00%
B

BERKSHIRE HATHAWAY INC DEL

Value
$9.1M
Shares
18.4K
% Port
0.93%
S

CHARLES SCHWAB CORP (THE)

Value
$9.1M
Shares
93.1K
% Port
0.93%

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