Aviance Capital Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Aviance Capital Partners, LLC reported 361 stock positions worth $867.6 million. Its top holding was Apple (AAPL) at 8.1% of the portfolio, followed by Alphabet Class A (GOOGL, 5.5%) and Broadcom (AVGO, 4.2%). Compared with Q3 2025, it opened 11 new positions, sold out of 12, added to 132 and reduced 128. The biggest buy was a new position in iShares Ibonds Dec 2026 Term (IBDR) and the biggest sale an exit from iShares Ibonds Dec 2025 Term (IBDQ).
- Most Recent 13F
- Q2 2026
- Location
- NAPLES, FL
- CIK
- 0001542383
- Portfolio Value
- $867.6M (Q4 2025)
- SEC Filing
- 0001542383-26-000001 ↗ filed Feb 6, 2026
Holdings Value
Holdings 361 stocks · $867.6M
| AAPL Apple Inc. | 8.09% | 258,188 | $70.2M | Reduce -2.2% |
| GOOGL Alphabet Inc. Class A | 5.51% | 152,791 | $47.8M | Reduce -0.3% |
| AVGO Broadcom Inc. | 4.22% | 105,747 | $36.6M | Reduce -2.9% |
| ABBV Abbvie Inc. | 3.82% | 145,158 | $33.2M | Add +0.3% |
| AMZN Amazon.com Inc. | 3.56% | 133,946 | $30.9M | Add +1.1% |
| JPM JPMorgan Chase & Co. | 3.06% | 82,311 | $26.5M | Reduce -0.9% |
| MSFT Microsoft Corp. | 2.28% | 40,990 | $19.8M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 2.10% | 27,546 | $18.2M | Add +1.4% |
| LRCX Lam Research Corp. | 1.62% | 81,915 | $14.0M | Reduce -2.3% |
| AMGN Amgen Inc. | 1.40% | 36,980 | $12.1M | Add +10.7% |
| NVDA Nvidia Corp. | 1.34% | 62,270 | $11.6M | Reduce -1.4% |
| TRV The Travelers Cos Inc. | 1.23% | 36,673 | $10.6M | Reduce -0.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.22% | 14 | $10.6M | No change |
| SCHW Schwab (charles) Corp. | 1.07% | 93,021 | $9.3M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.06% | 18,364 | $9.2M | Reduce -1.3% |
| BLK BlackRock Inc. | 1.02% | 8,277 | $8.9M | Reduce -0.5% |
| CVCO Cavco Industries Inc. | 0.98% | 14,415 | $8.5M | Add +0.4% |
| TMO Thermo Fisher Scientific Inc. | 0.98% | 14,604 | $8.5M | Add +0.3% |
| ANET Arista Networks Inc. | 0.97% | 64,144 | $8.4M | Reduce -1.5% |
| XOM Exxon Mobil Corp. | 0.93% | 66,882 | $8.0M | Add +0.5% |
| LMT Lockheed Martin Corp. | 0.92% | 16,544 | $8.0M | No change |
| LIN Linde PLC | 0.90% | 18,291 | $7.8M | Add +0.3% |
| LOW Lowe's Cos Inc. | 0.87% | 31,305 | $7.5M | Add +9.3% |
| V Visa Inc. Class A | 0.87% | 21,496 | $7.5M | Reduce -0.5% |
| JNJ Johnson & Johnson | 0.78% | 32,779 | $6.8M | Reduce -0.8% |
| HCA HCA Healthcare Inc. | 0.71% | 13,121 | $6.1M | Reduce -0.3% |
| MINT PIMCO Enhanced Short Maturit | 0.71% | 61,030 | $6.1M | Reduce -3.5% |
| MA Mastercard Inc. Class A | 0.67% | 10,170 | $5.8M | Reduce -2.6% |
| GOOG Alphabet Inc. Class C | 0.65% | 17,863 | $5.6M | Reduce -0.3% |
| BA The Boeing Co. | 0.64% | 25,480 | $5.5M | Add +2.7% |
| CI The Cigna Group | 0.63% | 19,760 | $5.4M | Add +2.0% |
| AXP American Express Co. | 0.62% | 14,538 | $5.4M | No change |
| UNH Unitedhealth Group Inc. | 0.62% | 16,274 | $5.4M | Add +11.7% |
| PGR Progressive Corp. | 0.61% | 23,103 | $5.3M | Add +31.8% |
| BOND PIMCO Active Bond Exchange-T | 0.60% | 56,057 | $5.2M | Add +0.8% |
| PG The Procter & Gamble Co. | 0.59% | 35,869 | $5.1M | Reduce -0.5% |
| GS Goldman Sachs Group Inc. | 0.59% | 5,834 | $5.1M | No change |
| CLS Celestica Inc. | 0.56% | 16,496 | $4.9M | Reduce -0.9% |
| IBDR iShares Ibonds Dec 2026 Term | 0.56% | 198,965 | $4.8M | New |
| ASO Academy Sports & Outdoors Inc. | 0.56% | 96,475 | $4.8M | Add +4.7% |
| UBER Uber Technologies Inc. | 0.52% | 55,151 | $4.5M | Add +1.6% |
| DFSV Dimensional US Small Cap Val | 0.52% | 136,021 | $4.5M | Add +0.4% |
| SCHP Schwab U.S. Tips ETF | 0.51% | 167,843 | $4.4M | Add +2.6% |
| CPAY Corpay Inc. | 0.51% | 14,741 | $4.4M | Add +3.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.50% | 38,132 | $4.3M | Add +2.4% |
| DFAT Dimensional US Target Value | 0.49% | 71,069 | $4.2M | Reduce -0.2% |
| MRK Merck & Co. Inc. | 0.47% | 38,794 | $4.1M | Reduce -1.3% |
| HD Home Depot Inc. | 0.47% | 11,765 | $4.0M | Reduce -2.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.47% | 44,176 | $4.0M | Reduce -13.4% |
| KNX Knight-Swift Transportation | 0.46% | 77,087 | $4.0M | Reduce -1.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.45% | 6,320 | $3.9M | Add +8.6% |
| ENVA Enova International Inc. | 0.44% | 24,239 | $3.8M | Reduce -2.2% |
| OEF iShares S&P 100 ETF | 0.42% | 10,574 | $3.6M | Add +0.3% |
| DFIV Dimensional International Va | 0.42% | 72,674 | $3.6M | Reduce -0.5% |
| ZTS Zoetis Inc. | 0.42% | 28,787 | $3.6M | Reduce -6.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.41% | 5,261 | $3.6M | Add +0.3% |
| DISV Dimensional International SM | 0.41% | 93,733 | $3.6M | Reduce -0.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.40% | 10,357 | $3.5M | Add +7.8% |
| PFE Pfizer Inc. | 0.39% | 136,369 | $3.4M | Reduce -2.3% |
| COF Capital One Financial Corp. | 0.38% | 13,713 | $3.3M | Reduce -3.8% |
| COST Costco Wholesale Corp. | 0.38% | 3,776 | $3.3M | Reduce -3.7% |
| MCD McDonald's Corp. | 0.36% | 10,349 | $3.2M | Add +0.0% |
| WMT Walmart Inc. | 0.36% | 27,769 | $3.1M | Reduce -0.7% |
| ABT Abbott Laboratories | 0.34% | 23,738 | $3.0M | Reduce -0.5% |
| AMP Ameriprise Financial Inc. | 0.34% | 6,000 | $2.9M | No change |
| ADBE Adobe Inc. | 0.33% | 8,220 | $2.9M | Add +1.0% |
| VIG Vanguard Dividend Apprec ETF | 0.33% | 12,972 | $2.9M | Add +5.7% |
| VOO Vanguard S&P 500 ETF | 0.32% | 4,483 | $2.8M | Add +0.3% |
| AKAM Akamai Technologies Inc. | 0.32% | 31,921 | $2.8M | Add +5.9% |
| FDX FedEx Corp. | 0.32% | 9,561 | $2.8M | Reduce -1.3% |
| DE Deere & Co. | 0.31% | 5,853 | $2.7M | Reduce -0.8% |
| KLAC KLA Corp. | 0.30% | 2,132 | $2.6M | Reduce -0.2% |
| PEP Pepsico Inc. | 0.30% | 17,914 | $2.6M | Reduce -2.6% |
| MTCH Match Group Inc. | 0.29% | 78,480 | $2.5M | Add +4.8% |
| COP Conocophillips | 0.29% | 26,625 | $2.5M | Add +2.5% |
| DFAC Dimensional US Core Equity 2 | 0.28% | 62,044 | $2.5M | Add +0.2% |
| DINO HF Sinclair Corp. | 0.28% | 53,215 | $2.5M | Reduce -4.2% |
| TOL Toll Brothers Inc. | 0.28% | 17,956 | $2.4M | Reduce -1.7% |
| CHTR Charter Communications Inc. Class A | 0.28% | 11,541 | $2.4M | Add +13.8% |
| ADP Automatic Data Processing | 0.28% | 9,279 | $2.4M | Reduce -1.1% |
| IVV iShares Core S&P 500 ETF | 0.27% | 3,473 | $2.4M | Add +0.3% |
| DFAE Dimensional Emerging Core Eq | 0.27% | 72,456 | $2.4M | Add +0.9% |
| UNM Unum Group | 0.27% | 30,028 | $2.3M | Reduce -0.8% |
| AGG iShares Core U.S. Aggregate | 0.27% | 23,115 | $2.3M | Add +2.9% |
| LLY Eli Lilly & Co. | 0.26% | 2,124 | $2.3M | Reduce -4.8% |
| CVX Chevron Corp. | 0.26% | 14,935 | $2.3M | Reduce -1.6% |
| OMF Onemain Holdings Inc. | 0.26% | 33,006 | $2.2M | Reduce -0.8% |
| ITW Illinois Tool Works | 0.25% | 8,725 | $2.1M | Reduce -11.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 38,371 | $2.1M | Add +9.1% |
| ROK Rockwell Automation Inc. | 0.24% | 5,345 | $2.1M | No change |
| UNP Union Pacific Corp. | 0.24% | 8,856 | $2.0M | Add +0.1% |
| CMCSA Comcast Corp. Class A | 0.23% | 67,417 | $2.0M | Add +3.3% |
| NFLX Netflix Inc. | 0.22% | 20,545 | $1.9M | Add +25.4% |
| BMY Bristol-Myers Squibb Co. | 0.22% | 35,516 | $1.9M | Reduce -3.2% |
| HON Honeywell International Inc. | 0.22% | 9,728 | $1.9M | Add +3.9% |
| CSQ Calamos Strat TTL RTRN FND | 0.22% | 98,634 | $1.9M | Add +2.5% |
| IYW iShares Ustechnology ETF | 0.22% | 9,347 | $1.9M | Reduce -1.3% |
| KO The Coca-Cola Co. | 0.20% | 24,954 | $1.7M | Add +0.0% |
| VZ Verizon Communications Inc. | 0.20% | 42,669 | $1.7M | Reduce -5.3% |
| NTR Nutrien Ltd. | 0.20% | 27,594 | $1.7M | Reduce -0.8% |
Portfolio Sells Q3 2025 → Q4 2025
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.63 |
| MSFT Microsoft Corp. | Reduce -0.1% | 2.28% | −0.24 |
| ANET Arista Networks Inc. | Reduce -1.5% | 0.97% | −0.16 |
| BLK BlackRock Inc. | Reduce -0.5% | 1.02% | −0.13 |
| MO Altria Group Inc. | Reduce -51.5% | 0.09% | −0.12 |
| ZTS Zoetis Inc. | Reduce -6.1% | 0.42% | −0.12 |
| HD Home Depot Inc. | Reduce -2.0% | 0.47% | −0.11 |
| ALE Allete Inc. | Sold out | 0.00% | −0.09 |
| PULS Pgim Ultra Short Bond ETF | Reduce -35.0% | 0.16% | −0.09 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -13.4% | 0.47% | −0.09 |
| CBRL Cracker Barrel Old Country | Reduce -6.1% | 0.09% | −0.08 |
| SLV iShares Silver Trust | Reduce -63.4% | 0.08% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -0.5% | 0.59% | −0.07 |
| FMC FMC Corp. | Reduce -8.2% | 0.04% | −0.06 |
| DINO HF Sinclair Corp. | Reduce -4.2% | 0.28% | −0.06 |
| NVDA Nvidia Corp. | Reduce -1.4% | 1.34% | −0.06 |
| ITW Illinois Tool Works | Reduce -11.4% | 0.25% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -0.9% | 3.06% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -3.7% | 0.38% | −0.06 |
| PSIX Power Solutions Internationa | Sold out | 0.00% | −0.05 |
| ADP Automatic Data Processing | Reduce -1.1% | 0.28% | −0.05 |
| MINT PIMCO Enhanced Short Maturit | Reduce -3.5% | 0.71% | −0.05 |
| AVGO Broadcom Inc. | Reduce -2.9% | 4.22% | −0.05 |
| STWD Starwood Property Trust Inc. | Reduce -12.3% | 0.18% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.3% | 1.06% | −0.05 |
| DD Dupont DE Nemours Inc. | Reduce -1.4% | 0.04% | −0.04 |
| ABT Abbott Laboratories | Reduce -0.5% | 0.34% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -2.6% | 0.67% | −0.04 |
| LYB Lyondellbasell Indu Class A | Reduce -1.2% | 0.19% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -5.3% | 0.20% | −0.03 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Reduce -30.9% | 0.06% | −0.03 |
| PFE Pfizer Inc. | Reduce -2.3% | 0.39% | −0.03 |
| IREN Iren Ltd. | Sold out | 0.00% | −0.03 |
| MEI Methode Electronics Inc. | Reduce -5.0% | 0.13% | −0.03 |
| JHG Janus Henderson Group PLC | Sold out | 0.00% | −0.03 |
| OZK Bank Ozk | Reduce -1.4% | 0.18% | −0.03 |
| OHI Omega Healthcare Investors | Sold out | 0.00% | −0.03 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.03 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.03 |
| MFC Manulife Financial Corp. | Sold out | 0.00% | −0.02 |
| VLTO Veralto Corp. | Sold out | 0.00% | −0.02 |
| CRDO Credo Technology Group Holdi | Reduce -12.5% | 0.12% | −0.02 |
| FLO Flowers Foods Inc. | Sold out | 0.00% | −0.02 |
| TOL Toll Brothers Inc. | Reduce -1.7% | 0.28% | −0.02 |
| SWKS Skyworks Solutions Inc. | Reduce -15.0% | 0.04% | −0.02 |
| BX Blackstone Inc. | Reduce -1.5% | 0.11% | −0.02 |
| CVX Chevron Corp. | Reduce -1.6% | 0.26% | −0.02 |
| SFM Sprouts Farmers Market Inc. | Reduce -0.7% | 0.04% | −0.02 |
| KMI Kinder Morgan Inc. | Reduce -26.2% | 0.04% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| IBDR iShares Ibonds Dec 2026 Term | New | 0.56% | +0.56 |
| AMGN Amgen Inc. | Add +10.7% | 1.40% | +0.28 |
| TMO Thermo Fisher Scientific Inc. | Add +0.3% | 0.98% | +0.14 |
| AMZN Amazon.com Inc. | Add +1.1% | 3.56% | +0.11 |
| PGR Progressive Corp. | Add +31.8% | 0.61% | +0.09 |
| RHI Robert Half Inc. | New | 0.09% | +0.09 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Add +247.9% | 0.11% | +0.08 |
| TBIL F/M US Treasury 3 Month Bill | New | 0.08% | +0.08 |
| MU Micron Technology Inc. | Add +84.8% | 0.09% | +0.06 |
| SH Proshares Short S&P500 | New | 0.05% | +0.05 |
| AKAM Akamai Technologies Inc. | Add +5.9% | 0.32% | +0.05 |
| LEGH Legacy Housing Corp. | New | 0.05% | +0.05 |
| XOM Exxon Mobil Corp. | Add +0.5% | 0.93% | +0.04 |
| B Barrick Mining Corp. | New | 0.03% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.6% | 0.45% | +0.03 |
| BAC Bank of America Corp. | Add +9.1% | 0.24% | +0.03 |
| C Citigroup Inc. | Add +22.7% | 0.10% | +0.03 |
| GM General Motors Co. | New | 0.03% | +0.03 |
| KVUE Kenvue Inc. | Add +91.8% | 0.05% | +0.03 |
| CHDN Churchill Downs Inc. | New | 0.03% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +7.8% | 0.40% | +0.03 |
| STX Seagate Technology Holdings | New | 0.03% | +0.03 |
| GWW WW Grainger Inc. | New | 0.02% | +0.02 |
| IHE iShares US Pharmaceuticals E | New | 0.02% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +11.7% | 0.62% | +0.02 |
| CPAY Corpay Inc. | Add +3.0% | 0.51% | +0.02 |
| AMAT Applied Materials Inc. | Add +0.3% | 0.12% | +0.02 |
| XLK SS Technology Select Sector | Add +24.1% | 0.12% | +0.02 |
| IVZ Invesco Ltd. | Add +5.9% | 0.14% | +0.02 |
| TBLA Taboola.com Ltd. | Add +24.0% | 0.05% | +0.02 |
| THQ Abrdn Healthcare Opport | Add +2.6% | 0.18% | +0.02 |
| LOW Lowe's Cos Inc. | Add +9.3% | 0.87% | +0.01 |
| CSCO Cisco Systems Inc. | Add +0.6% | 0.16% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +5.7% | 0.33% | +0.01 |
| SKY Champion Homes Inc. | Add +12.3% | 0.08% | +0.01 |
| MPLX MPLX LP | Add +11.6% | 0.09% | +0.01 |
| XMVFX BlackRock Munivest Fund | Add +62.8% | 0.03% | +0.01 |
| MMU Western Asset Managed Munici | Add +26.1% | 0.05% | +0.01 |
| MHD BlackRock Muniholdings Fund | Add +42.2% | 0.04% | +0.01 |
| GRX Gabelli Healthcare & Well | Add +2.5% | 0.19% | +0.01 |
| ADMA Adma Biologics Inc. | Add +9.9% | 0.04% | +0.01 |
| EPD Enterprise Products Partners | Add +17.5% | 0.06% | +0.01 |
| LVHI Franklin International Low V | Add +4.6% | 0.13% | +0.01 |
| MLI Mueller Industries Inc. | Add +6.5% | 0.06% | +0.01 |
| WFC Wells Fargo & Co. | Add +14.2% | 0.05% | +0.01 |
| ASO Academy Sports & Outdoors Inc. | Add +4.7% | 0.56% | +0.01 |
| GVI iShares Intermediate Governm | Add +11.6% | 0.10% | +0.01 |
| RTX RTX Corp. | Add +0.1% | 0.12% | +0.01 |
| STK Columbia Slgmn Prem Tech GR | Add +2.9% | 0.19% | +0.01 |
| GCOW Pacer Global Cash Cows Divid | Add +3.8% | 0.14% | +0.01 |
Notes & Other Activity Q3 2025 → Q4 2025
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | Sold out | 54,046 | $4Kbefore exit |
| BLACKROCK INCOME TR-RT | RIGHT 10/20/2025 | Sold out | 18,237 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |