Aviance Capital Partners, LLC
CIK: 1542383SEC EDGAR →
Portfolio Value
$220.2B
Holdings
368
As of
Q1 2026
New Positions
368
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB CHARLES CORP | 91,711 | $8.6B | 3.91% |
| 2 | ACADEMY SPORTS & OUTDOORS IN | 109,161 | $6.2B | 2.80% |
| 3 | NETFLIX INC. | 61,342 | $5.9B | 2.68% |
| 4 | ISHARES TR | 57,992 | $5.8B | 2.61% |
| 5 | DIMENSIONAL ETF TRUST | 158,830 | $5.6B | 2.53% |
| 6 | PIMCO ETF TR | 58,273 | $5.4B | 2.44% |
| 7 | SPDR SERIES TRUST | 56,926 | $5.2B | 2.37% |
| 8 | ISHARES TR | 209,114 | $5.1B | 2.30% |
| 9 | DIMENSIONAL ETF TRUST | 77,195 | $4.8B | 2.19% |
| 10 | SCHWAB STRATEGIC TR | 176,930 | $4.7B | 2.14% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 138 | $115.7B | 52.5% |
| Technology | 62 | $24.7B | 11.2% |
| Communication Services | 12 | $15.9B | 7.2% |
| Consumer Cyclical | 20 | $11.5B | 5.2% |
| Industrials | 34 | $10.9B | 4.9% |
| Healthcare | 27 | $9.1B | 4.1% |
| Unknown | 21 | $6.8B | 3.1% |
| Consumer Defensive | 16 | $6.5B | 3.0% |
| Energy | 15 | $6.4B | 2.9% |
| Basic Materials | 11 | $6.0B | 2.7% |
| Real Estate | 4 | $4.2B | 1.9% |
| Utilities | 8 | $2.5B | 1.1% |