Aviance Capital Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), Aviance Capital Partners, LLC reported 388 stock positions worth $963.2 million. Its top holding was Apple (AAPL) at 7.9% of the portfolio, followed by Alphabet Class A (GOOGL, 5.5%) and Broadcom (AVGO, 4.0%). Compared with Q1 2026, it opened 30 new positions, sold out of 12, added to 166 and reduced 108. The biggest buy was Arista Networks (ANET, shares +1%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −53%).
- Most Recent 13F
- Q2 2026
- Location
- NAPLES, FL
- CIK
- 0001542383
- Portfolio Value
- $963.2M (Q2 2026)
- SEC Filing
- 0001542383-26-000005 ↗ filed Jul 31, 2026
Holdings Value
Holdings 388 stocks · $963.2M
| AAPL Apple Inc. | 7.86% | 261,608 | $75.7M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 5.50% | 148,215 | $53.0M | Reduce -0.8% |
| AVGO Broadcom Inc. | 4.00% | 101,926 | $38.5M | Reduce -0.9% |
| ABBV Abbvie Inc. | 3.85% | 147,328 | $37.1M | Add +0.3% |
| AMZN Amazon.com Inc. | 3.45% | 139,415 | $33.2M | Add +1.7% |
| JPM JPMorgan Chase & Co. | 2.85% | 83,837 | $27.4M | Add +3.3% |
| LRCX Lam Research Corp. | 2.62% | 58,147 | $25.2M | Reduce -27.9% |
| MSFT Microsoft Corp. | 1.78% | 46,079 | $17.2M | Add +5.4% |
| META Meta Platforms Inc. Class A | 1.54% | 26,359 | $14.8M | Reduce -2.2% |
| AMGN Amgen Inc. | 1.39% | 36,998 | $13.4M | Add +1.3% |
| NVDA Nvidia Corp. | 1.27% | 61,104 | $12.2M | Reduce -1.3% |
| TRV The Travelers Cos Inc. | 1.22% | 35,596 | $11.8M | Add +0.5% |
| ANET Arista Networks Inc. | 1.12% | 63,545 | $10.8M | Add +0.9% |
| MINT PIMCO Enhanced Short Maturit | 1.11% | 105,748 | $10.7M | Add +24.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.09% | 14 | $10.5M | No change |
| LIN Linde PLC | 0.99% | 18,462 | $9.6M | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.99% | 69,605 | $9.5M | Add +3.0% |
| JNJ Johnson & Johnson | 0.97% | 36,810 | $9.3M | Add +9.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.95% | 18,341 | $9.2M | Reduce -0.8% |
| CVCO Cavco Industries Inc. | 0.94% | 14,715 | $9.0M | Add +4.0% |
| SCHW Schwab (charles) Corp. | 0.89% | 92,462 | $8.5M | Add +0.8% |
| LMT Lockheed Martin Corp. | 0.88% | 16,577 | $8.4M | Add +0.7% |
| BLK BlackRock Inc. | 0.82% | 8,206 | $7.9M | Add +0.6% |
| TMO Thermo Fisher Scientific Inc. | 0.76% | 14,624 | $7.3M | Add +0.6% |
| UNH Unitedhealth Group Inc. | 0.72% | 16,642 | $6.9M | Reduce -1.6% |
| V Visa Inc. Class A | 0.70% | 19,597 | $6.7M | Reduce -8.0% |
| LOW Lowe's Cos Inc. | 0.68% | 29,544 | $6.5M | Reduce -5.8% |
| GS Goldman Sachs Group Inc. | 0.67% | 6,395 | $6.5M | Add +7.7% |
| DFSV Dimensional US Small Cap Val | 0.67% | 166,186 | $6.4M | Add +4.6% |
| GOOG Alphabet Inc. Class C | 0.66% | 17,956 | $6.3M | Reduce -2.5% |
| BOND PIMCO Active Bond Exchange-T | 0.61% | 64,141 | $5.9M | Add +10.1% |
| NFLX Netflix Inc. | 0.61% | 82,816 | $5.9M | Add +35.0% |
| PGR Progressive Corp. | 0.60% | 26,459 | $5.8M | Add +9.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.59% | 62,379 | $5.7M | Add +9.6% |
| ASO Academy Sports & Outdoors Inc. | 0.59% | 120,920 | $5.7M | Add +10.8% |
| BA The Boeing Co. | 0.59% | 26,229 | $5.7M | Add +3.0% |
| DFAT Dimensional US Target Value | 0.58% | 80,609 | $5.6M | Add +4.4% |
| CI The Cigna Group | 0.58% | 20,207 | $5.6M | Add +1.9% |
| IBDR iShares Ibonds Dec 2026 Term | 0.58% | 229,073 | $5.6M | Add +9.5% |
| MRK Merck & Co. Inc. | 0.56% | 42,110 | $5.4M | Add +0.8% |
| KLAC KLA Corp. | 0.55% | 17,620 | $5.3M | No change |
| PG The Procter & Gamble Co. | 0.54% | 35,662 | $5.2M | Reduce -1.4% |
| SCHP Schwab U.S. Tips ETF | 0.54% | 194,939 | $5.2M | Add +10.2% |
| CPAY Corpay Inc. | 0.51% | 14,850 | $4.9M | Add +2.9% |
| HCA HCA Healthcare Inc. | 0.51% | 12,644 | $4.9M | Reduce -1.9% |
| AXP American Express Co. | 0.51% | 14,519 | $4.9M | Reduce -0.1% |
| KNX Knight-Swift Transportation | 0.51% | 63,024 | $4.9M | Add +1.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.48% | 6,303 | $4.6M | Add +0.1% |
| MA Mastercard Inc. Class A | 0.47% | 8,751 | $4.5M | Reduce -1.3% |
| HD Home Depot Inc. | 0.45% | 12,369 | $4.4M | Add +7.9% |
| DFIV Dimensional International Va | 0.45% | 79,816 | $4.3M | Add +2.2% |
| CLS Celestica Inc. | 0.44% | 11,500 | $4.2M | Add +9.5% |
| UBER Uber Technologies Inc. | 0.44% | 58,097 | $4.2M | Add +4.7% |
| DISV Dimensional International SM | 0.43% | 102,939 | $4.1M | Add +2.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.40% | 10,486 | $3.9M | Reduce -2.8% |
| OEF iShares S&P 100 ETF | 0.40% | 10,574 | $3.9M | No change |
| AKAM Akamai Technologies Inc. | 0.40% | 32,550 | $3.8M | Add +2.0% |
| PFE Pfizer Inc. | 0.40% | 159,351 | $3.8M | Reduce -3.8% |
| LLY Eli Lilly & Co. | 0.40% | 3,181 | $3.8M | Add +33.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.40% | 39,607 | $3.8M | Add +2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.39% | 5,085 | $3.8M | Add +0.9% |
| WMT Walmart Inc. | 0.39% | 32,908 | $3.7M | Add +12.4% |
| DE Deere & Co. | 0.37% | 5,573 | $3.5M | No change |
| COST Costco Wholesale Corp. | 0.36% | 3,742 | $3.5M | Reduce -0.9% |
| DFAE Dimensional Emerging Core Eq | 0.34% | 80,631 | $3.2M | Add +1.2% |
| VIG Vanguard Dividend Apprec ETF | 0.32% | 12,845 | $3.0M | Reduce -0.3% |
| ENVA Enova International Inc. | 0.31% | 12,497 | $3.0M | Reduce -4.2% |
| MCD McDonald's Corp. | 0.30% | 10,652 | $2.9M | Reduce -0.3% |
| COP Conocophillips | 0.30% | 27,633 | $2.9M | Add +8.6% |
| DFAC Dimensional US Core Equity 2 | 0.29% | 62,687 | $2.8M | Add +2.1% |
| AMP Ameriprise Financial Inc. | 0.29% | 6,050 | $2.8M | No change |
| MU Micron Technology Inc. | 0.29% | 2,403 | $2.8M | Reduce -7.1% |
| MTCH Match Group Inc. | 0.29% | 72,638 | $2.8M | Add +0.2% |
| VOO Vanguard S&P 500 ETF | 0.29% | 4,005 | $2.8M | Reduce -4.7% |
| CVX Chevron Corp. | 0.28% | 16,491 | $2.7M | Add +8.7% |
| PEP Pepsico Inc. | 0.28% | 20,006 | $2.7M | Add +9.0% |
| AGG iShares Core U.S. Aggregate | 0.28% | 27,357 | $2.7M | Reduce -52.8% |
| ROK Rockwell Automation Inc. | 0.27% | 5,345 | $2.6M | No change |
| IVV iShares Core S&P 500 ETF | 0.27% | 3,527 | $2.6M | Add +1.3% |
| DINO HF Sinclair Corp. | 0.26% | 35,818 | $2.5M | Reduce -3.5% |
| COF Capital One Financial Corp. | 0.26% | 12,357 | $2.5M | Reduce -2.2% |
| AMAT Applied Materials Inc. | 0.26% | 3,410 | $2.5M | Reduce -9.2% |
| CSCO Cisco Systems Inc. | 0.25% | 20,792 | $2.4M | Add +7.7% |
| PANW Palo Alto Networks Inc. | 0.25% | 7,137 | $2.4M | Reduce -1.4% |
| UNM Unum Group | 0.25% | 27,214 | $2.4M | Reduce -2.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.25% | 49,981 | $2.4M | Add +395.6% |
| STK Columbia Slgmn Prem Tech GR | 0.25% | 44,393 | $2.4M | Reduce -0.1% |
| UNP Union Pacific Corp. | 0.25% | 8,756 | $2.4M | Reduce -1.1% |
| ITW Illinois Tool Works | 0.24% | 8,725 | $2.4M | No change |
| ABT Abbott Laboratories | 0.24% | 25,317 | $2.3M | Add +5.0% |
| ADBE Adobe Inc. | 0.24% | 11,132 | $2.3M | Add +0.6% |
| CHTR Charter Communications Inc. Class A | 0.24% | 16,023 | $2.3M | Add +3.6% |
| IYW iShares Ustechnology ETF | 0.23% | 8,886 | $2.2M | Reduce -3.6% |
| PULS Pgim Ultra Short Bond ETF | 0.23% | 44,869 | $2.2M | Add +29.2% |
| MGA Magna International Inc. | 0.23% | 33,553 | $2.2M | Reduce -0.7% |
| ZTS Zoetis Inc. | 0.22% | 30,024 | $2.2M | Add +8.9% |
| EG Everest Group Ltd. | 0.22% | 5,905 | $2.1M | Add +1.0% |
| CMCSA Comcast Corp. Class A | 0.22% | 85,623 | $2.1M | Reduce -1.7% |
| OMF Onemain Holdings Inc. | 0.22% | 34,225 | $2.1M | Add +2.8% |
| KO The Coca-Cola Co. | 0.22% | 25,658 | $2.1M | Add +0.1% |
Portfolio Sells Q1 2026 → Q2 2026
| AGG iShares Core U.S. Aggregate | Reduce -52.8% | 0.28% | −0.39 |
| META Meta Platforms Inc. Class A | Reduce -2.2% | 1.54% | −0.26 |
| HCA HCA Healthcare Inc. | Reduce -1.9% | 0.51% | −0.20 |
| LOW Lowe's Cos Inc. | Reduce -5.8% | 0.68% | −0.19 |
| LYB Lyondellbasell Indu Class A | Reduce -3.7% | 0.20% | −0.16 |
| PFE Pfizer Inc. | Reduce -3.8% | 0.40% | −0.15 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Sold out | 0.00% | −0.10 |
| ROCK Gibraltar Industries Inc. | Sold out | 0.00% | −0.10 |
| CBRL Cracker Barrel Old Country | Sold out | 0.00% | −0.10 |
| MCD McDonald's Corp. | Reduce -0.3% | 0.30% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.8% | 0.95% | −0.08 |
| COST Costco Wholesale Corp. | Reduce -0.9% | 0.36% | −0.08 |
| MEOH Methanex Corp. | Sold out | 0.00% | −0.08 |
| CMCSA Comcast Corp. Class A | Reduce -1.7% | 0.22% | −0.07 |
| OGN Organon & Co. | Sold out | 0.00% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -1.4% | 0.54% | −0.07 |
| XNQPX Nuveen Pa QLTY Muni Inc. | Sold out | 0.00% | −0.06 |
| V Visa Inc. Class A | Reduce -8.0% | 0.70% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -1.3% | 0.47% | −0.05 |
| CME Cme Group Inc. | Reduce -40.1% | 0.03% | −0.05 |
| MUNI PIMCO Intermediate Municipal | Reduce -16.7% | 0.15% | −0.05 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Reduce -5.0% | 0.19% | −0.05 |
| SUB iShares Short-Term National | Reduce -38.9% | 0.05% | −0.05 |
| STWD Starwood Property Trust Inc. | Reduce -10.6% | 0.13% | −0.04 |
| EZPW Ezcorp Inc. Class A | Sold out | 0.00% | −0.04 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -14.7% | 0.12% | −0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -17.4% | 0.11% | −0.04 |
| DVA Davita Inc. | Sold out | 0.00% | −0.04 |
| MSM MSC Industrial Direct Co. Class A | Sold out | 0.00% | −0.03 |
| FFWM First Foundation Inc. | Sold out | 0.00% | −0.03 |
| SWBI Smith & Wesson Brands Inc. | Reduce -8.8% | 0.17% | −0.03 |
| FDX FedEx Corp. | Reduce -1.6% | 0.10% | −0.03 |
| SH Proshares Short S&P500 | Reduce -11.6% | 0.07% | −0.03 |
| WM Waste Management Inc. | Reduce -0.2% | 0.17% | −0.03 |
| TSLA Tesla Inc. | Reduce -31.9% | 0.06% | −0.03 |
| JFR Nuveen Floating Rate Income | Reduce -6.1% | 0.15% | −0.03 |
| DOW Dow Inc. | Reduce -1.2% | 0.04% | −0.03 |
| APAM Artisan Partners Asset Ma -A | Reduce -1.2% | 0.12% | −0.02 |
| TIP iShares Tips Bond ETF | Reduce -1.0% | 0.15% | −0.02 |
| XEVVX Eaton Vance Ltd. Durat Inc. | Reduce -2.1% | 0.14% | −0.02 |
| RLY SS Multi-Asset Real Ret ETF | Reduce -0.2% | 0.11% | −0.02 |
| MMU Western Asset Managed Munici | Reduce -33.6% | 0.03% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -1.1% | 0.06% | −0.02 |
| PYPL PayPal Holdings Inc. | Reduce -6.7% | 0.06% | −0.02 |
| LVHI Franklin International Low V | Reduce -0.4% | 0.13% | −0.02 |
| PCN PIMCO Corporate & Income STR | Reduce -4.3% | 0.10% | −0.02 |
| CRM Salesforce Inc. | Reduce -6.4% | 0.04% | −0.02 |
| JEPI JPMorgan Equity Premium Inco | Reduce -0.4% | 0.10% | −0.01 |
| AJG Arthur J Gallagher & Co. | Reduce -33.3% | 0.02% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| ANET Arista Networks Inc. | Add +0.9% | 1.12% | +0.22 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +395.6% | 0.25% | +0.21 |
| CRDO Credo Technology Group Holdi | Add +29.3% | 0.21% | +0.15 |
| LLY Eli Lilly & Co. | Add +33.8% | 0.40% | +0.14 |
| CVCO Cavco Industries Inc. | Add +4.0% | 0.94% | +0.14 |
| AAPL Apple Inc. | Add +0.4% | 7.86% | +0.11 |
| BCAT BlackRock Capital Alloc TR | Add +325.8% | 0.15% | +0.11 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.11% | +0.11 |
| MINT PIMCO Enhanced Short Maturit | Add +24.7% | 1.11% | +0.11 |
| AMZN Amazon.com Inc. | Add +1.7% | 3.45% | +0.11 |
| ABBV Abbvie Inc. | Add +0.3% | 3.85% | +0.11 |
| INTC Intel Corp. | Add +36.2% | 0.14% | +0.10 |
| DRAM Roundhill Memory ETF | New | 0.10% | +0.10 |
| KNX Knight-Swift Transportation | Add +1.3% | 0.51% | +0.09 |
| CLS Celestica Inc. | Add +9.5% | 0.44% | +0.09 |
| LEGH Legacy Housing Corp. | Add +140.4% | 0.13% | +0.08 |
| GS Goldman Sachs Group Inc. | Add +7.7% | 0.67% | +0.08 |
| TXN Texas Instruments Inc. | Add +145.4% | 0.12% | +0.08 |
| CSCO Cisco Systems Inc. | Add +7.7% | 0.25% | +0.08 |
| QLYS Qualys Inc. | New | 0.07% | +0.07 |
| TOST Toast Inc. Class A | New | 0.07% | +0.07 |
| ACN Accenture PLC Class A | New | 0.07% | +0.07 |
| GLW Corning Inc. | Add +0.7% | 0.15% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.1% | 0.48% | +0.06 |
| MGPI MGP Ingredients Inc. | New | 0.06% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +3.3% | 2.85% | +0.05 |
| UPWK Upwork Inc. | Add +134.2% | 0.14% | +0.05 |
| SNDK Sandisk Corp. | New | 0.05% | +0.05 |
| LDUR PIMCO Enhanced Low Duration | Add +55.8% | 0.16% | +0.04 |
| BTSG Brightspring Health Services | New | 0.04% | +0.04 |
| PGR Progressive Corp. | Add +9.5% | 0.60% | +0.04 |
| NMZ Nuveen Muni Hi Inc. Opport | New | 0.03% | +0.03 |
| XME SS SPDR S&P Metals Mining | New | 0.03% | +0.03 |
| MUU Direxion Daily Mu Bull 2X Et | New | 0.03% | +0.03 |
| EWY iShares MSCI South Korea ETF | New | 0.03% | +0.03 |
| VXUS Vanguard Total Intl Stock | Add +102.1% | 0.06% | +0.03 |
| NBIS Nebius Group NV | New | 0.03% | +0.03 |
| TROW T Rowe Price Group Inc. | Add +6.2% | 0.19% | +0.03 |
| PULS Pgim Ultra Short Bond ETF | Add +29.2% | 0.23% | +0.03 |
| CAT Caterpillar Inc. | Add +17.9% | 0.07% | +0.03 |
| SCHG Schwab US Large-Cap Growth | New | 0.03% | +0.03 |
| SHEL Shell PLC-ADR | New | 0.03% | +0.03 |
| TD Toronto-Dominion Bank | New | 0.03% | +0.03 |
| MTCH Match Group Inc. | Add +0.2% | 0.29% | +0.03 |
| HSBC HSBC Holdings PLC-Spons ADR | New | 0.02% | +0.02 |
| IHF iShares U.S. Healthcare Prov | New | 0.02% | +0.02 |
| BHP BHP Group Ltd.-Spon ADR | Add +73.6% | 0.05% | +0.02 |
| AMD Advanced Micro Devices | New | 0.02% | +0.02 |
| EEM iShares MSCI Emerging Market | New | 0.02% | +0.02 |
| BILS SS Spdrb B 3-12M T-Bill ETF | New | 0.02% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 388 | $963.2M | AAPL, GOOGL, AVGO, ABBV, AMZN |
| Q1 2026 | 368 | $854.0M | AAPL, GOOGL, ABBV, AVGO, AMZN |
| Q4 2025 | 361 | $867.6M | AAPL, GOOGL, AVGO, ABBV, AMZN |
| Q3 2025 | 361 | $842.1M | AAPL, GOOGL, AVGO, ABBV, AMZN |
| Q2 2025 | 350 | $765.2M | AAPL, AVGO, AMZN, GOOGL, ABBV |
| Q1 2025 | 336 | $710.8M | AAPL, ABBV, AMZN, GOOGL, JPM |
| Q4 2024 | 322 | $723.6M | AAPL, GOOGL, AMZN, AVGO, ABBV |
| Q3 2024 | 333 | $758.0M | AAPL, ABBV, GOOGL, AMZN, NVDA |
| Q2 2024 | 318 | $702.8M | AAPL, GOOGL, ABBV, AMZN, NVDA |
| Q1 2024 | 318 | $672.6M | AAPL, ABBV, GOOGL, AMZN, AVGO |