Processus Wealth & Capital Management, LLC
•CIK: 2014209•Filing: Q4 2025
**Processus Wealth & Capital Management, LLC** manages $152M across a diversified portfolio of 35 positions. The fund maintains significant exposure to technology and growth sectors, highlighted by a $19.6M allocation to NVDA and $10.8M in AAPL. Core holdings also include substantial positions in AMZN ($8.6M), IWY ($8.8M), and a combined $12.6M in GOOG/GOOGL. This concentrated approach signals a conviction in market leaders driving secular growth trends.
Total AUM
$151.7M
QoQ Performance
+8.7%
Positions
30
Top 10 Concentration
55.4%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
AAPL
IWY
AMZN
NVDA12.9%
AAPL7.1%
IWY5.8%
AMZN5.7%
IWS4.3%
GOOG4.2%
GOOGL4.2%
JPM4.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other34.8%
Technology33.4%
Financial10.6%
Consumer8.5%
Healthcare5.9%
Industrial5.4%
Energy0.9%
Consumer Staples0.5%
Changes from Q3 2025
↑29 increased
↓6 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023