Aviance Capital Partners, LLC
All 13F Filings
- Location
- Naples, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 963,248
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 388 | 963,248 | 13F-HR | Aviance Capital Partners, LLC |
| Q1 2026 | 5/6/2026 | 368 | 853,968 | 13F-HR | Aviance Capital Partners, LLC |
| Q4 2025 | 2/6/2026 | 361 | 867,613 | 13F-HR | Aviance Capital Partners, LLC |
| Q3 2025 | 10/29/2025 | 363 | 842,093 | 13F-HR | Aviance Capital Partners, LLC |
| Q2 2025 | 8/5/2025 | 350 | 765,207 | 13F-HR | Aviance Capital Partners, LLC |
| Q2 2014 | 8/1/2014 | 224 | 256,148 | 13F-HR | Aviance Capital Partners, LLC |
| Q1 2014 | 4/29/2014 | 218 | 236,519 | 13F-HR | Aviance Capital Partners, LLC |
| Q4 2013 | 2/7/2014 | 211 | 237,412 | 13F-HR | Aviance Capital Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 824.4 K | 85.6% | 94.2 K | 0 | 94.2 K |
| ETFs | 131.6 K | 13.7% | 14.25 K | 0 | 14.25 K |
| Debt | 5.55 K | 0.6% | 481 | 0 | 481 |
| Other | 1.656 K | 0.2% | 356 | 0 | 356 |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
963,248
Holdings
388
QoQ value change ($000)
109,280
(12.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.