Processus Wealth & Capital Management, LLC - Portfolio Stock Holdings
Processus Wealth & Capital Management, LLC disclosed 38 stock positions in a recent SEC 13F filing. $164,941,763 of stock holdings were filed, with the largest holdings including NVDA, AMAT, and AAPL. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $249,546,024 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
38Est. Stock Holding Value:
$164,941,763Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Processus Wealth & Capital Management, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...