Processus Wealth & Capital Management, LLC Portfolio Holdings

Processus Wealth & Capital Management, LLC

  • $139 Billion
  • Q3 2025

Processus Wealth & Capital Management, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $139 Billion distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $18.9B, Apple Inc. with a value of $9.81B, Ishares Tr Russell 200 Growth with a value of $8.43B, Amazon Com Inc with a value of $7.85B, and Ishares Russell Midcap Value E with a value of $6.24B.

Examining the 13F form we can see an increase of $12.9B in the current position value, from $127B to 139B.

Processus Wealth & Capital Management, LLC is based out at Brentwood, TN

Below you can find more details about Processus Wealth & Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $139 Billion
Technology: $47.4 Billion
ETFs: $21.1 Billion
Financial Services: $18.9 Billion
Industrials: $11.9 Billion
Communication Services: $11.7 Billion
Consumer Cyclical: $9.9 Billion
Healthcare: $7.33 Billion
Consumer Defensive: $5.09 Billion
Other: $3.07 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $139 Billion
  • Prior Value $127 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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