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Aviance Capital Partners, LLC — 13F Holdings & Portfolio

CIK 1542383 · latest 13F-HR filed 2026-07-31

Backtest portfolio

Aviance Capital Partners, LLC manages $963.2M in 13F-reported U.S. long-equity assets across 388 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (7.86%), GOOGL (5.50%), AVGO (4.00%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 34 new positions and exited 14; 207 existing positions rose in reported value and 55 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$963.2M

Long-equity book

Holdings
388

Distinct positions

Period
2026-06-30

Filed 2026-07-31

Q/Q Activity
+34 / −14 / ↑207 / ↓55

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AAPL7.9% · +0%GOOGL5.5% · -1%AVGO4.0% · -1%ABBV3.8% · +0%AMZN3.5% · +2%JPM2.8% · +3%LRCX2.6% · -28%MSFT1.8% · +5%META1.5% · -2%AMGN1.4% · +1%NVDA1.3% · -1%TRV1.2% · +0%ANET1.1% · +1%MINT1.1% · +25%BRK.A1.1% · 0%LIN1.0% · +0%XOM1.0% · +3%JNJ1.0% · +10%BRK.B1.0% · -1%CVCO0.9% · +4%SCHW0.9% · +1%LMT0.9% · +1%BLK0.8% · +1%TMO0.8% · +1%UNH0.7% · -2%V0.7% · -8%LOW0.7% · -6%GS0.7% · +8%DFSV0.7% · +5%GOOG0.7% · -2%BOND0.6% · +10%NFLX0.6% · +35%PGR0.6% · +10%BIL0.6% · +10%ASO0.6% · +11%BA0.6% · +3%DFAT0.6% · +4%CI0.6% · +2%IBDR0.6% · +10%MRK0.6% · +1%KLAC0.6% · +900%PG0.5% · -1%SCHP0.5% · +10%CPAY0.5% · +3%HCA0.5% · -2%AXP0.5% · -0%KNX0.5% · +1%QQQ0.5% · +0%MA0.5% · -1%HD0.5% · +8%DFIV0.4% · +2%CLS0.4% · +10%UBER0.4% · +5%DISV0.4% · +2%VTI0.4% · -3%OEF0.4% · 0%AKAM0.4% · +2%PFE0.4% · -4%LLY0.4% · +34%DIS0.4% · +2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 34.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 3, 2026.

Assets Under Management
$1.13B
Discretionary
$1.12B
Employees
11
Accounts
974
Address
2180 IMMOKALEE ROAD, #301
NAPLES, FL 34110-1407
Phone
(239) 598-4747
Website
This firm reports 2 disclosure items on its registration.
Name Title / Status Ownership Type
BROWN, JACK, DAVID ControlMANAGING MEMBER
since Jan 2016
50–75%Individual
CREVI, ALEXANDER, I ControlPORTFOLIO MANAGER
since May 2024
5–10%Individual
Pike, Jeffrey, Stephen ControlCHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER
since Feb 2012
10–25%Individual
Ownership & leadership changes · 11 filings with changes since Nov 18, 2011

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 31, 2025 filing
  • AddedCREVI, ALEXANDER, I · PORTFOLIO MANAGER · 5–10% · control person
  • ChangedPike, Jeffrey, Stephen · ownership 25–50% → 10–25%
Sep 22, 2021 filing
  • No longer listedNEEL, JAMES, RICHARD · MEMBER · 25–50% · control person · listed since Feb 2009
  • ChangedBROWN, JACK, DAVID · ownership 25–50% → 50–75%
  • ChangedPike, Jeffrey, Stephen · ownership 10–25% → 25–50%
Mar 26, 2021 filing
  • ChangedPike, Jeffrey, Stephen · ownership 5–10% → 10–25%
Mar 26, 2019 filing
  • ChangedBROWN, JACK, DAVID · title MEMBER → MANAGING MEMBER
  • ChangedNEEL, JAMES, RICHARD · title MANAGING MEMBER → MEMBER
Sep 29, 2017 filing
  • No longer listedWARD, ORVILLE, DUANE · MEMBER · 25–50% · control person · listed since Feb 2009
Mar 30, 2017 filing
  • ChangedBROWN, JACK, DAVID · title MANAGING MEMBER → MEMBER; ownership 10–25% → 25–50%
  • ChangedNEEL, JAMES, RICHARD · title MEMBER → MANAGING MEMBER
Mar 29, 2016 filing
  • ChangedBROWN, JACK, DAVID · title MEMBER → MANAGING MEMBER
  • ChangedWARD, ORVILLE, DUANE · title MANAGING MEMBER → MEMBER
Mar 17, 2015 filing
  • ChangedBROWN, JACK, DAVID · ownership 5–10% → 10–25%
Mar 28, 2014 filing
  • ChangedNEEL, JAMES, RICHARD · title VICE PRESIDENT → MEMBER
  • ChangedPike, Jeffrey, Stephen · title CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER → CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER; ownership Less than 5% → 5–10%
  • ChangedWARD, ORVILLE, DUANE · title PRESIDENT → MANAGING MEMBER
Mar 27, 2013 filing
  • ChangedPike, Jeffrey, Stephen · title CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER
  • ChangedWARD, ORVILLE, DUANE · ownership 50–75% → 25–50%
Older changes (2 more filings)
Mar 30, 2012 filing
  • AddedBROWN, JACK, DAVID · MEMBER · 5–10% · control person
  • AddedPike, Jeffrey, Stephen · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedWARD, ORVILLE, DUANE · title PRESIDENT, CHIEF COMPLIANCE OFFICER → PRESIDENT
Nov 18, 2011 filing (earliest on record)
  • ListedNEEL, JAMES, RICHARD · VICE PRESIDENT · 25–50% · control person
  • ListedWARD, ORVILLE, DUANE · PRESIDENT, CHIEF COMPLIANCE OFFICER · 50–75% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 207 →

Top Trims

Show all 55 →

New Positions

Show all 34 →

Exited Positions

Show all 14 →

Aviance Capital Partners, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $75.7M 7.86% 261,608 SH
2 ALPHABET INC GOOGL 02079K305 $53.0M 5.50% 148,215 SH
3 BROADCOM INC AVGO 11135F101 $38.5M 4.00% 101,926 SH
4 ABBVIE INC ABBV 00287Y109 $37.1M 3.85% 147,328 SH
5 AMAZON COM INC AMZN 023135106 $33.2M 3.45% 139,415 SH
6 JPMORGAN CHASE & CO JPM 46625H100 $27.4M 2.85% 83,837 SH
7 LAM RESEARCH CORP LRCX 512807306 $25.2M 2.62% 58,147 SH
8 MICROSOFT CORP MSFT 594918104 $17.2M 1.78% 46,079 SH
9 META PLATFORMS INC META 30303M102 $14.8M 1.54% 26,359 SH
10 AMGEN INC AMGN 031162100 $13.4M 1.39% 36,998 SH
11 NVIDIA CORPORATION NVDA 67066G104 $12.2M 1.27% 61,104 SH
12 TRAVELERS COMPANIES INC TRV 89417E109 $11.8M 1.22% 35,596 SH
13 ARISTA NETWORKS INC ANET 040413205 $10.8M 1.12% 63,545 SH
14 PIMCO ETF TR MINT 72201R833 $10.7M 1.11% 105,748 SH
15 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $10.5M 1.09% 14 SH
16 LINDE PLC LIN G54950103 $9.6M 0.99% 18,462 SH
17 EXXON MOBIL CORP XOM 30231G102 $9.5M 0.99% 69,605 SH
18 JOHNSON & JOHNSON JNJ 478160104 $9.3M 0.97% 36,810 SH
19 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $9.2M 0.95% 18,341 SH
20 CAVCO INDS INC DEL CVCO 149568107 $9.0M 0.94% 14,715 SH
21 SCHWAB CHARLES CORP SCHW 808513105 $8.5M 0.89% 92,462 SH
22 LOCKHEED MARTIN CORP LMT 539830109 $8.4M 0.88% 16,577 SH
23 BLACKROCK INC BLK 09290D101 $7.9M 0.82% 8,206 SH
24 THERMO FISHER SCIENTIFIC INC TMO 883556102 $7.3M 0.76% 14,624 SH
25 UNITEDHEALTH GROUP INC UNH 91324P102 $6.9M 0.72% 16,642 SH
26 VISA INC V 92826C839 $6.7M 0.70% 19,597 SH
27 LOWES COS INC LOW 548661107 $6.5M 0.68% 29,544 SH
28 GOLDMAN SACHS GROUP INC GS 38141G104 $6.5M 0.67% 6,395 SH
29 DIMENSIONAL ETF TRUST DFSV 25434V815 $6.4M 0.67% 166,186 SH
30 ALPHABET INC GOOG 02079K107 $6.3M 0.66% 17,956 SH
31 PIMCO ETF TR BOND 72201R775 $5.9M 0.61% 64,141 SH
32 NETFLIX INC. NFLX 64110L106 $5.9M 0.61% 82,816 SH
33 PROGRESSIVE CORP PGR 743315103 $5.8M 0.60% 26,459 SH
34 SPDR SERIES TRUST BIL 78468R663 $5.7M 0.59% 62,379 SH
35 ACADEMY SPORTS & OUTDOORS IN ASO 00402L107 $5.7M 0.59% 120,920 SH
36 BOEING CO BA 097023105 $5.7M 0.59% 26,229 SH
37 DIMENSIONAL ETF TRUST DFAT 25434V609 $5.6M 0.58% 80,609 SH
38 THE CIGNA GROUP CI 125523100 $5.6M 0.58% 20,207 SH
39 ISHARES TR IBDR 46435GAA0 $5.6M 0.58% 229,073 SH
40 MERCK & CO INC MRK 58933Y105 $5.4M 0.56% 42,110 SH
41 KLA CORP KLAC 482480100 $5.3M 0.55% 17,620 SH
42 PROCTER & GAMBLE CO PG 742718109 $5.2M 0.54% 35,662 SH
43 SCHWAB STRATEGIC TR SCHP 808524870 $5.2M 0.54% 194,939 SH
44 CORPAY INC CPAY 219948106 $4.9M 0.51% 14,850 SH
45 HCA HEALTHCARE INC HCA 40412C101 $4.9M 0.51% 12,644 SH
46 AMERICAN EXPRESS CO AXP 025816109 $4.9M 0.51% 14,519 SH
47 KNIGHT-SWIFT TRANSN HLDGS IN KNX 499049104 $4.9M 0.51% 63,024 SH
48 INVESCO QQQ TR QQQ 46090E103 $4.6M 0.48% 6,303 SH
49 MASTERCARD INCORPORATED MA 57636Q104 $4.5M 0.47% 8,751 SH
50 HOME DEPOT INC HD 437076102 $4.4M 0.45% 12,369 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-31 $963.2M 388 0001542383-26-000005
2026-03-31 2026-05-06 $854.0M 368 0001542383-26-000003
2025-12-31 2026-02-06 $867.6M 361 0001542383-26-000001
Filer Information
Address
2180 IMMOKALEE ROAD, #301
NAPLES, FL 34110
Phone
(239) 598-4747
Filing Manager
Aviance Capital Partners, LLC
NAPLES, FL
Signatory
Jeffrey S. Pike
Chief Compliance Officer