Processus Wealth & Capital Management, LLC
All 13F Filings
- Location
- Brentwood, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 168,804
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 35 | 168,804 | 13F-HR/A - RESTATEMENT | Processus Wealth & Capital Management, LLC |
| Q2 2026 | 7/10/2026 | 37 | 170,584 | 13F-HR | Processus Wealth & Capital Management, LLC |
| Q1 2026 | 5/12/2026 | 35 | 147,267 | 13F-HR | Processus Wealth & Capital Management, LLC |
| Q4 2025 | 1/7/2026 | 35 | 151,664 | 13F-HR | Processus Wealth & Capital Management, LLC |
| Q3 2025 | 11/4/2025 | 35 | 139,474 | 13F-HR | Processus Wealth & Capital Management, LLC |
| Q2 2025 | 7/16/2025 | 33 | 126,573 | 13F-HR | Processus Wealth & Capital Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 143.8 K | 85.2% | 18.27 K | 0 | 18.27 K |
| ETFs | 24.97 K | 14.8% | 3.275 K | 0 | 3.275 K |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
168,804
Holdings
35
QoQ value change ($000)
21,537
(14.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.