Aviance Capital Partners, LLC

Est. AUM

$854.0M

13F long equity, this entity only

Positions

368

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$66.1M	260577	7.74%	SOLE
2	ALPHABET INC	CAP STK CL A	$43.0M	149411	5.03%	SOLE
3	ABBVIE INC	COM	$32.0M	146965	3.74%	SOLE
4	BROADCOM INC	COM	$31.8M	102813	3.73%	SOLE
5	AMAZON COM INC	COM	$28.5M	137027	3.34%	SOLE
6	JPMORGAN CHASE & CO	COM	$23.9M	81127	2.79%	SOLE
7	LAM RESEARCH CORP	COM NEW	$17.2M	80652	2.02%	SOLE
8	MICROSOFT CORP	COM	$16.2M	43722	1.90%	SOLE
9	META PLATFORMS INC	CL A	$15.4M	26942	1.80%	SOLE
10	AMGEN INC	COM	$12.8M	36514	1.50%	SOLE
11	EXXON MOBIL CORP	COM	$11.5M	67546	1.34%	SOLE
12	NVIDIA CORPORATION	COM	$10.8M	61893	1.26%	SOLE
13	TRAVELERS COMPANIES INC	COM	$10.3M	35433	1.21%	SOLE
14	BERKSHIRE HATHAWAY INC DEL	CL A	$10.1M	14	1.18%	SOLE
15	LOCKHEED MARTIN CORP	COM	$9.9M	16457	1.16%	SOLE
16	LINDE PLC	SHS	$9.1M	18420	1.07%	SOLE
17	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.9M	18489	1.04%	SOLE
18	SCHWAB CHARLES CORP	COM	$8.6M	91711	1.01%	SOLE
19	PIMCO ETF TR	ENHAN SHRT MA AC	$8.5M	84822	1.00%	SOLE
20	JOHNSON & JOHNSON	COM	$8.2M	33621	0.96%	SOLE
21	BLACKROCK INC	COM	$7.8M	8160	0.92%	SOLE
22	ARISTA NETWORKS INC	COM SHS	$7.7M	62967	0.91%	SOLE
23	LOWES COS INC	COM	$7.4M	31354	0.87%	SOLE
24	THERMO FISHER SCIENTIFIC INC	COM	$7.1M	14538	0.84%	SOLE
25	CAVCO INDS INC DEL	COM	$6.9M	14151	0.80%	SOLE
26	VISA INC	COM CL A	$6.4M	21292	0.75%	SOLE
27	ACADEMY SPORTS & OUTDOORS IN	COM	$6.2M	109161	0.72%	SOLE
28	HCA HEALTHCARE INC	COM	$6.1M	12889	0.71%	SOLE
29	NETFLIX INC.	COM	$5.9M	61342	0.69%	SOLE
30	ISHARES TR	CORE US AGGBD ET	$5.8M	57992	0.67%	SOLE
31	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$5.6M	158830	0.65%	SOLE
32	PIMCO ETF TR	ACTIVE BD ETF	$5.4M	58273	0.63%	SOLE
33	THE CIGNA GROUP	COM	$5.3M	19837	0.62%	SOLE
34	ALPHABET INC	CAP STK CL C	$5.3M	18415	0.62%	SOLE
35	PROCTER & GAMBLE CO	COM	$5.2M	36169	0.61%	SOLE
36	SPDR SERIES TRUST	STATE STREET SPD	$5.2M	56926	0.61%	SOLE
37	ISHARES TR	IBONDS DEC2026	$5.1M	209114	0.59%	SOLE
38	BOEING CO	COM	$5.1M	25464	0.59%	SOLE
39	MERCK & CO INC	COM	$5.0M	41782	0.59%	SOLE
40	GOLDMAN SACHS GROUP INC	COM	$5.0M	5940	0.59%	SOLE
41	DIMENSIONAL ETF TRUST	US TARGETED VLU	$4.8M	77195	0.56%	SOLE
42	PROGRESSIVE CORP	COM	$4.8M	24171	0.56%	SOLE
43	SCHWAB STRATEGIC TR	US TIPS ETF	$4.7M	176930	0.55%	SOLE
44	PFIZER INC	COM	$4.7M	165588	0.54%	SOLE
45	UNITEDHEALTH GROUP INC	COM	$4.6M	16921	0.54%	SOLE
46	MASTERCARD INCORPORATED	CL A	$4.4M	8866	0.52%	SOLE
47	AMERICAN EXPRESS CO	COM	$4.4M	14527	0.51%	SOLE
48	CORPAY INC	COM SHS	$4.2M	14438	0.49%	SOLE
49	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$4.1M	78123	0.48%	SOLE
50	UBER TECHNOLOGIES INC	COM	$4.0M	55486	0.47%	SOLE

1–50 of 368

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.