Processus Wealth & Capital Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, Processus Wealth & Capital Management, LLC held in its portfolio 35 assets valued at $151,663,681 (i.e. $151.66M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($19.56M), APPLE INC ($10.84M), and ISHARES TR ($8.80M).
The chart below shows the top 10 valuable assets, and the table below shows the top 35 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Processus Wealth & Capital Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 104900 | 19563903 | COM |
| APPLE INC | 39880 | 10841672 | COM |
| ISHARES TR | 31762 | 8796168 | RUS TP200 GR ETF |
| AMAZON COM INC | 37382 | 8628513 | COM |
| ISHARES TR | 45957 | 6482205 | RUS MDCP VAL ETF |
| ALPHABET INC | 20183 | 6333343 | CAP STK CL C |
| ALPHABET INC | 20182 | 6316887 | CAP STK CL A |
| JPMORGAN CHASE & CO. | 18866 | 6078939 | COM |
| MASTERCARD INCORPORATED | 9904 | 5653731 | CL A |
| CROWDSTRIKE HLDGS INC | 11230 | 5264175 | CL A |
| APPLIED MATLS INC | 18247 | 4689206 | COM |
| ISHARES TR | 33687 | 4613049 | RUS MD CP GR ETF |
| FEDEX CORP | 14988 | 4329310 | COM |
| CITIGROUP INC | 36739 | 4287127 | COM NEW |
| BANK AMERICA CORP | 77906 | 4284806 | COM |
| COSTCO WHSL CORP NEW | 4963 | 4280021 | COM |
| PALANTIR TECHNOLOGIES INC | 23632 | 4200588 | CL A |
| RTX CORPORATION | 21438 | 3931721 | COM |
| THERMO FISHER SCIENTIFIC | 6535 | 3786809 | COM |
| QUALCOMM INC | 20803 | 3558295 | COM |
| AMGEN INC | 10755 | 3520362 | COM |
| FIDELITY COVINGTON TRUST | 79229 | 2746077 | ENHANCED LARGE |
| EMERSON ELEC CO | 18989 | 2520242 | COM |
| GENERAL DYNAMICS CORP | 7395 | 2489714 | COM |
| ULTA BEAUTY INC | 3906 | 2363169 | COM |
| SALESFORCE INC | 7956 | 2107492 | COM |
| META PLATFORMS INC | 2947 | 1945285 | CL A |
| CHEVRON CORP NEW | 11528 | 1756960 | COM |
| MERCK & CO INC | 15805 | 1663600 | COM |
| EOG RES INC | 12524 | 1315148 | COM |
| ISHARES TR | 8212 | 1012211 | S&P 500 GRWT ETF |
| PEPSICO INC | 5012 | 719267 | COM |
| CAPITAL GROUP GROWTH ETF | 13860 | 616354 | SHS CREATION UNI |
| PUTNAM ETF TRUST | 12618 | 575002 | FOCUSED LAR CAP |
| ISHARES TR | 1850 | 392330 | S&P 500 VAL ETF |
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