Processus Wealth & Capital Management, LLC Portfolio Holdings

Processus Wealth & Capital Management, LLC

  • $152 Billion
  • Q4 2025

Processus Wealth & Capital Management, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $152 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 $19.6B, Apple Inc. with a value of $10.8B, Ishares Tr Russell 200 Growth with a value of $8.8B, Amazon Com Inc with a value of $8.63B, and Ishares Russell Midcap Value E with a value of $6.48B.

Examining the 13F form we can see an increase of $12.2B in the current position value, from $139B to 152B.

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 $152 Billion
Technology: $50.2 Billion
ETFs: $21.9 Billion
Financial Services: $20.3 Billion
Communication Services: $14.6 Billion
Industrials: $13.3 Billion
Consumer Cyclical: $11 Billion
Healthcare: $8.97 Billion
Consumer Defensive: $5 Billion
Other: $3.07 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$19.6 Billion 12.9% of portfolio
104,900
Q4 2025 Added 3.38%
$4.3T
$10.8 Billion 7.15% of portfolio
39,880
Q4 2025 Added 3.53%
$2.39T
$8.63 Billion 5.69% of portfolio
37,382
Q4 2025 Added 4.53%
$1.74T
$6.33 Billion 4.18% of portfolio
20,183
Q4 2025 Added 2.15%
$1.65T
$6.32 Billion 4.17% of portfolio
20,182
Q4 2025 Added 1.78%
$881B
$6.08 Billion 4.01% of portfolio
18,866
Q4 2025 Added 0.41%
$512B
$5.65 Billion 3.73% of portfolio
9,904
Q4 2025 Added 3.34%
$115B
$5.26 Billion 3.47% of portfolio
11,230
Q4 2025 Added 3.75%
$197B
$4.69 Billion 3.09% of portfolio
18,247
Q4 2025 Reduced 0.44%
$68.9B
$4.33 Billion 2.85% of portfolio
14,988
Q4 2025 Added 0.81%
$190B
$4.29 Billion 2.83% of portfolio
36,739
Q4 2025 Added 4.0%
$413B
$4.28 Billion 2.83% of portfolio
77,906
Q4 2025 Added 1.95%
$404B
$4.28 Billion 2.82% of portfolio
4,963
Q4 2025 Added 4.16%
$342B
$4.2 Billion 2.77% of portfolio
23,632
Q4 2025 Added 4.11%
$258B
$3.93 Billion 2.59% of portfolio
21,438
Q4 2025 Reduced 0.33%
$222B
$3.79 Billion 2.5% of portfolio
6,535
Q4 2025 Reduced 0.24%
$183B
$3.52 Billion 2.32% of portfolio
10,755
Q4 2025 Added 1.54%
$75.4B
$2.52 Billion 1.66% of portfolio
18,989
Q4 2025 Added 3.43%
$94.5B
$2.49 Billion 1.64% of portfolio
7,395
Q4 2025 Added 3.51%
$27.1B
$2.36 Billion 1.56% of portfolio
3,906
Q4 2025 Added 4.47%
$237B
$2.11 Billion 1.39% of portfolio
7,956
Q4 2025 Reduced 10.25%
$1.37T
$1.95 Billion 1.28% of portfolio
2,947
Q4 2025 Added 5.06%
$303B
$1.76 Billion 1.16% of portfolio
11,528
Q4 2025 Added 4.17%
$235B
$1.66 Billion 1.1% of portfolio
15,805
Q4 2025 Added 14.39%
$64.7B
$1.32 Billion 0.87% of portfolio
12,524
Q4 2025 Added 3.99%
$204B
$719 Million 0.47% of portfolio
5,012
Q4 2025 Added 4.2%

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $152 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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