Aviance Capital Partners
Aviance Capital Partners reported 387 stocks worth $979M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are AAPL (8.8%), GOOGL (5.0%) and ABBV (3.9%). Compared with Q2 2026, the fund opened new positions in XOM and INTU, added to MSFT, META and AMGN, trimmed AAPL, GOOGL and AVGO and sold out of XOM, BCAT and VTEB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $86M | 8.8% | 258K | −3,433 (−1%) | 8 of 8 | |
| 2 |  GOOGL Alphabet Inc | $48.5M | 5.0% | 141K | −7,227 (−5%) | 8 of 8 | |
| 3 |  ABBV Abbvie Inc | $38.5M | 3.9% | 147K | No change | 8 of 8 | |
| 4 |  AVGO Broadcom Inc | $35.5M | 3.6% | 101K | −876 (−1%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $34.7M | 3.5% | 139K | −292 (−0%) | 8 of 8 | |
| 6 |  JPM Jpmorgan Chase & Co. | $27.6M | 2.8% | 84K | −271 (−0%) | 8 of 8 | |
| 7 |  MSFT Microsoft Corp | $23.9M | 2.4% | 47K | +518 (+1%) | 8 of 8 | |
| 8 |  META Meta Platforms Inc | $19.3M | 2.0% | 27K | +223 (+1%) | 8 of 8 | |
| 9 |  LRCX Lam Research Corp | $18.9M | 1.9% | 58K | −578 (−1%) | 8 of 8 | |
| 10 |  AMGN Amgen Inc | $15.7M | 1.6% | 37K | +248 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $9.5M | 70K |
DIMENSIONAL ETF TRUST | $6.4M | 166K |
 BCAT Blackrock Cap Allocation Ter | $1.4M | 88K |
 VTEB Vanguard Mun BD Fds | $1.1M | 21K |
 DRAM Roundhill ETF Trust | $954K | 13K |
🔒 Free account: see all 16.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Aviance Capital Partners 13F FAQ
What does Aviance Capital Partners own?
Aviance Capital Partners reported 387 stocks worth $979M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are AAPL (8.8%), GOOGL (5.0%) and ABBV (3.9%). The table above lists every position in the filing (the top 10 without an account).
What did Aviance Capital Partners buy and sell in Q3 2026?
Compared with Q2 2026: 15 new positions, 160 added to, 110 trimmed and 16 sold out. New positions include XOM and INTU. It sold all of XOM, BCAT and VTEB.
When will Aviance Capital Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Aviance Capital Partners's portfolio worth?
The Q3 2026 filing reports $979M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.