SEC Form 13F · Q2 2026

Processus Wealth & Capital Management, LLC

Institutional Holdings Report (Amended)

13F-HR/ATN
$168.8M
Portfolio Value
35
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Processus Wealth & Capital Management, LLC
CIK
2014209
Accession No.
0001214659-26-008578
Location
Brentwood, TN
Form Type
13F-HR/A (Amendment)
Portfolio Value
$168.8M
Holdings Reported
35
Reporting Period
Q2 2026
Filed
July 15, 2026

About this Filing

Processus Wealth & Capital Management, LLC is an institutional investment manager based in Brentwood, TN reporting approximately $168.8M in 13(f) securities across 35 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR/A filing on EDGAR.