Aviance Capital Partners, LLC holds a diversified book of 388 stocks worth $963.2M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Alphabet Inc-CL A. Their largest long position is Apple Inc at 8% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1542383/holdings"
Use Arkolith to show Aviance Capital Partners, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
82% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Aviance Capital Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $637.2B |
| JPMORGAN CHASE & CO | 80 / 80 | $617.0B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $414.0B |
| ROYAL BANK OF CANADA | 80 / 80 | $184.3B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $179.9B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $114.9B |
| PNC FINANCIAL SERVICES GROUP, INC. | 80 / 80 | $101.3B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $86.3B |
Ranked by how many of Aviance Capital Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $75.7M | 261.6K | 7.9% | ▲+0.4% Added · +1K sh | |
| 2 | Alphabet Inc CAP STK CL A | $53.0M | 148.2K | 5.5% | ▼−0.8% Reduced · −1K sh | |
| 3 | Broadcom Inc COM | $38.5M | 101.9K | 4.0% | ▼−0.9% Reduced · −887 sh | |
| 4 | Abbvie Inc COM | $37.1M | 147.3K | 3.8% | ▲+0.2% Added · +363 sh | |
| 5 | Amazon Com Inc COM | $33.2M | 139.4K | 3.4% | ▲+1.7% Added · +2K sh | |
| 6 | JPMorgan Chase & Co COM | $27.4M | 83.8K | 2.8% | ▲+3.3% Added · +3K sh | |
| 7 | Lam Research Corp COM NEW | $25.2M | 58.1K | 2.6% | ▼−28% Reduced · −23K sh | |
| 8 | Microsoft Corp COM | $17.2M | 46.1K | 1.8% | ▲+5.4% Added · +2K sh | |
| 9 | Meta Platforms Inc CL A | $14.8M | 26.4K | 1.5% | ▼−2.2% Reduced · −583 sh | |
| 10 | Amgen Inc COM | $13.4M | 37.0K | 1.4% | ▲+1.3% Added · +484 sh | |
| 11 | Nvidia Corporation COM | $12.2M | 61.1K | 1.3% | ▼−1.3% Reduced · −789 sh | |
| 12 | Travelers Companies Inc COM | $11.8M | 35.6K | 1.2% | ▲+0.5% Added · +163 sh | |
| 13 | Arista Networks Inc COM SHS | $10.8M | 63.5K | 1.1% | ▲+0.9% Added · +578 sh | |
| 14 | Pimco ETF TR ENHAN SHRT MA AC | $10.7M | 105.7K | 1.1% | ▲+25% Added · +21K sh | |
| 15 | Berkshire Hathaway Inc Del CL A | $10.5M | 14 | 1.1% | —Held | |
| 16 | Linde PLC SHS | $9.6M | 18.5K | 1.0% | ▲+0.2% Added · +42 sh | |
| 17 | Exxon Mobil Corp COM | $9.5M | 69.6K | 1.0% | ▲+3.0% Added · +2K sh | |
| 18 | Johnson & Johnson COM | $9.3M | 36.8K | 1.0% | ▲+9.5% Added · +3K sh | |
| 19 | Berkshire Hathaway Inc Del CL B NEW | $9.2M | 18.3K | 1.0% | ▼−0.8% Reduced · −148 sh | |
| 20 | Cavco Inds Inc Del COM | $9.0M | 14.7K | 0.9% | ▲+4.0% Added · +564 sh | |
| 21 | Schwab Charles Corp COM | $8.5M | 92.5K | 0.9% | ▲+0.8% Added · +751 sh | |
| 22 | Lockheed Martin Corp COM | $8.4M | 16.6K | 0.9% | ▲+0.7% Added · +120 sh | |
| 23 | BlackRock Inc COM | $7.9M | 8.2K | 0.8% | ▲+0.6% Added · +46 sh | |
| 24 | Thermo Fisher Scientific Inc COM | $7.3M | 14.6K | 0.8% | ▲+0.6% Added · +86 sh | |
| 25 | Unitedhealth Group Inc COM | $6.9M | 16.6K | 0.7% | ▼−1.6% Reduced · −279 sh | |
| 26 | Visa Inc COM CL A | $6.7M | 19.6K | 0.7% | ▼−8.0% Reduced · −2K sh | |
| 27 | Lowes Cos Inc COM | $6.5M | 29.5K | 0.7% | ▼−5.8% Reduced · −2K sh | |
| 28 | Goldman Sachs Group Inc COM | $6.5M | 6.4K | 0.7% | ▲+7.7% Added · +455 sh | |
| 29 | Dimensional ETF Trust US SMALL CAP ETF | $6.4M | 166.2K | 0.7% | ▲+4.6% Added · +7K sh | |
| 30 | Alphabet Inc CAP STK CL C | $6.3M | 18.0K | 0.7% | ▼−2.5% Reduced · −459 sh | |
| 31 | Pimco ETF TR ACTIVE BD ETF | $5.9M | 64.1K | 0.6% | ▲+10% Added · +6K sh | |
| 32 | Netflix Inc. COM | $5.9M | 82.8K | 0.6% | ▲+35% Added · +21K sh | |
| 33 | Progressive Corp COM | $5.8M | 26.5K | 0.6% | ▲+9.5% Added · +2K sh | |
| 34 | SPDR Series Trust ST STR BLO 1 ETF | $5.7M | 62.4K | 0.6% | ▲+9.6% Added · +5K sh | |
| 35 | Academy Sports & Outdoors In COM | $5.7M | 120.9K | 0.6% | ▲+11% Added · +12K sh | |
| 36 | Boeing Co COM | $5.7M | 26.2K | 0.6% | ▲+3.0% Added · +765 sh | |
| 37 | Dimensional ETF Trust US TARGETED VLU | $5.6M | 80.6K | 0.6% | ▲+4.4% Added · +3K sh | |
| 38 | The Cigna Group COM | $5.6M | 20.2K | 0.6% | ▲+1.9% Added · +370 sh | |
| 39 | Ishares TR IBONDS DEC2026 | $5.6M | 229.1K | 0.6% | ▲+9.5% Added · +20K sh | |
| 40 | Merck & Co Inc COM | $5.4M | 42.1K | 0.6% | ▲+0.8% Added · +328 sh | |
| 41 | Kla Corp COM NEW | $5.3M | 17.6K | 0.6% | ▲10× Added · +16K sh | |
| 42 | Procter & Gamble Co COM | $5.2M | 35.7K | 0.5% | ▼−1.4% Reduced · −507 sh | |
| 43 | Schwab Strategic TR US TIPS ETF | $5.2M | 194.9K | 0.5% | ▲+10% Added · +18K sh | |
| 44 | Corpay Inc COM SHS | $4.9M | 14.8K | 0.5% | ▲+2.9% Added · +412 sh | |
| 45 | Hca Healthcare Inc COM | $4.9M | 12.6K | 0.5% | ▼−1.9% Reduced · −245 sh | |
| 46 | American Express Co COM | $4.9M | 14.5K | 0.5% | ▼−0.1% Reduced · −8 sh | |
| 47 | Knight-Swift Transn Hldgs In CL A | $4.9M | 63.0K | 0.5% | ▲+1.3% Added · +825 sh | |
| 48 | Invesco QQQ TR UNIT SER 1 | $4.6M | 6.3K | 0.5% | ▲+0.1% Added · +8 sh | |
| 49 | Mastercard Incorporated CL A | $4.5M | 8.8K | 0.5% | ▼−1.3% Reduced · −115 sh | |
| 50 | Home Depot Inc COM | $4.4M | 12.4K | 0.5% | ▲+7.9% Added · +903 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 388 | $963.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 368 | $854.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 361 | $867.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 363 | $842.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 350 | $765.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 336 | $710.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 322 | $723.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 333 | $758.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.