Aviance Capital Partners, LLC
SEC Form 13F institutional filer · CIK 0001542383
13F-HR · 195 reported holdings · 2026-03-31
Asset manager.
Reported long-US-equity value
$0.68B
Top-10 concentration
42.4%
Aviance Capital Partners, LLC — $682M AUM allocation strategy
Aviance Capital Partners, LLC files SEC Form 13F and reports $682M of long US equity value across 195 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 20.9%, followed by Financials 10.0% and Communication Services 8.6%.
The top 10 holdings account for 42% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Aviance Capital Partners, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$682M
total across 195 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
42% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +58.1K sh · +$4.56M+$NFLX +40.8K sh · +$3.97M+$PFE +29.2K sh · +$1.25M
Biggest trims (shares)
−$FDX −6.43K sh · −$1.65M−$TGT −4.68K sh · −$389K−$IYY −4.38K sh · −$394K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals9.7%—
- Interactive Media & Services8.6%—
- Biotechnology6.6%—
- Semiconductors6.2%—
- Broadline Retail4.2%—
- Diversified Banks3.5%—
- Aerospace & Defense3.0%—
- Semiconductor Materials & Equipment2.5%—
- Other holdings55.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 261K | $66.1M | +2.39K | 9.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 149K | $43M | -3.38K | 6.3% |
| $ABBV | AbbVie Inc | 147K | $32M | +1.81K | 4.7% |
| $AVGO | Broadcom Inc | 103K | $31.8M | -2.93K | 4.7% |
| $AMZN | Amazon.com Inc | 137K | $28.5M | +3.08K | 4.2% |
| $JPM | JP Morgan Chase & Co | 81.1K | $23.9M | -1.18K | 3.5% |
| $LRCX | Lam Research Corporation | 80.7K | $17.2M | -1.26K | 2.5% |
| $MSFT | Microsoft Corporation | 43.7K | $16.2M | +2.73K | 2.4% |
| $META | Meta Platforms Inc | 26.9K | $15.4M | -604 | 2.3% |
| $SCHW | Charles Schwab Corporation | 325K | $15M | -3.77K | 2.2% |
…and 185 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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