Processus Wealth & Capital Management, LLC
All 13F Filings
- Location
- Brentwood, TN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 147,267
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 125.6 K | 85.3% | 0 | 4.794 K | -4.794 K |
| ETFs | 21.69 K | 14.7% | 396 | 0 | 396 |
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Fund Snapshot
Q1 2026
Latest filed
5/12/2026
Total value ($000)
147,267
Holdings
35
QoQ value change ($000)
-4,397
(-2.9%)
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.