Aviance Capital Partners, LLC

Q3 2026 13F-HR Holdings

Location
Naples, FL
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
387
Total value ($000)
$979,052
Net value change ($000)
+15,804 (1.6%)
New positions
15
Sold out positions
16
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EXXONMOBIL HOLDINGS CORP 11,458 NEW
AAPL 10,278 13.6%
MSFT 6,712 39.1%
META 4,429 29.8%
INTU 3,248 NEW
TMO 2,751 37.5%
ASO 2,517 44.2%
AMGN 2,301 17.2%
ANET 2,254 20.9%
BIL 1,800 31.5%
Top Reduces (Value $000, Stocks/ETFs)
XOM -9,516 -100.0%
DFSV -6,446 -100.0%
LRCX -6,285 -24.9%
GOOGL -4,457 -8.4%
AVGO -3,015 -7.8%
KLAC -2,289 -43.1%
DINO -2,156 -86.4%
BCAT -1,408 -100.0%
LOW -1,129 -17.3%
VTEB -1,060 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type