Processus Wealth & Capital Management, LLC - Portfolio overview

Processus Wealth & Capital Management, LLC has 36 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 12.23%
2. AAPL - APPLE INC, 6.74%
3. IWY - ISHARES TR, 5.27%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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