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| Vann Equity Management LLC
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| CRD # | 174239 |
| SEC # | 801-80766 |
| CIK # | 0002018412 |
| AUM | 231.2 M (2026-03-31) |
| Employees | 5 (100% Investors, 20% Brokers) |
| Phone | 214-983-0346 |
| Address | 4975 Preston Park Blvd 490 Plano, TX 75093 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002018412 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 11.0 | ||
| Apple Inc | 6.8 | ||
| Microsoft Corp | 6.6 | ||
| Alphabet Inc | 6.4 | ||
| Amazon Com Inc | 5.0 | ||
| Broadcom Inc | 4.6 | ||
| Facebook Inc | 3.8 | ||
| Iamgold Corp | 2.0 | ||
| Costco Wholesale Corp /NEW | 1.9 | ||
| GE Vernova Inc | 1.9 | ||
| Lilly Eli & Co | 1.8 | ||
| General Electric Co | 1.8 | ||
| Morgan Stanley | 1.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.6 | ||
| Palo Alto Networks Inc | 1.6 | ||
| Tesla Motors Inc | 1.5 | ||
| J P Morgan Chase & Co | 1.5 | ||
| Wal Mart Stores Inc | 1.4 | ||
| United Technologies Corp /DE/ | 1.3 | ||
| Palantir Technologies Inc | 1.3 | ||
| Netflix Inc | 1.2 | ||
| Conocophillips | 1.2 | ||
| AbbVie Inc | 1.2 | ||
| Visa Inc | 1.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 14.9 |
| (b) Individuals (high net worth individuals) | 94 | 191.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 6.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 17.6 |
| (n) Other | 0 | 0.0 |
| Total | 188 | 231.2 |
| By Discretionary | ||
| Discretionary | 188 | 231.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 188 | 231.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 231.2 | |
| Total | 188 | 231.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002018412] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Fusion Investment Advisors LLC
✚
|
TX | 1,102.9 M |
|
Vann Equity Management LLC
✚
|
TX | 231.2 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Piedmont Capital Management LLC
✚
|
NC | 231.8 M |
|
Radix Financial LLC
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|
231.6 M | |
|
Taurus Capital Advisors LLC
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OR | 231.4 M |
|
L&S Investment Advisors LLC
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FL | 231.4 M |
|
Andrew Hill Investment Advisors Inc
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|
FL | 231.3 M |
|
Tenzing Financial LLC
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|
VA | 231.1 M |
|
Arch Global Advisors LLC
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|
NY | 230.9 M |
|
Amplify Financial LLC
✚
|
AZ | 230.7 M |
|
Forest Asset Management LLC
✚
|
IL | 230.7 M |
|
Seventwo LLC
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|
CO | 230.4 M |