account_balance
Investment manager · 13F filer · SEC CIK 2014209
Processus Wealth & Capital Management, LLC
Reported value$172Mas of Sep 30, 2026
Positions36 1 new, 2 sold out
Top 10 weight58.7%NVDA alone is 14%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
14.0%Trimmed −2%
AAPLApple Inc.
7.7%
AMZNAmazon.com Inc
5.6%
AMATApplied Materials Inc
5.4%Added +7%
CRWDCrowdStrike Holdings, Inc.
5.2%Trimmed −15%
IWYiShares Tr
5.0%Trimmed −6%
IWSiShares Tr
4.3%
GOOGLAlphabet Inc.
4.1%
GOOGAlphabet Inc.
4.0%
JPMJPMorgan Chase & Co
3.5%Trimmed −4%
PLTRPalantir Technologies Inc.
2.9%Trimmed −6%
IWPiShares Tr
2.9%
NVDANVIDIA Corp
14.0%Trimmed −2%
AAPLApple Inc.
7.7%
AMZNAmazon.com Inc
5.6%
AMATApplied Materials Inc
5.4%+7%
CRWDCrowdStrike Holdings, Inc.
5.2%−15%
IWYiShares Tr
5.0%
IWSiShares Tr
4.3%
GOOGLAlphabet Inc.
4.1%
GOOGAlphabet Inc.
4.0%
JPM3.5%PLTR2.9%IWP2.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 14.0% Trimmed −2%AAPL Apple Inc. 7.7% HeldAMZN Amazon.com Inc 5.6% HeldAMAT Applied Materials Inc 5.4% Added +7%CRWD CrowdStrike Holdings, Inc. 5.2% Trimmed −15%
IWY iShares Tr 5.0% Trimmed −6%
IWS iShares Tr 4.3% Held
GOOGL Alphabet Inc. 4.1% HeldGOOG Alphabet Inc. 4.0% HeldJPM JPMorgan Chase & Co 3.5% Trimmed −4%PLTR Palantir Technologies Inc. 2.9% Trimmed −6%IWP iShares Tr 2.9% Held
What changed
Biggest moves since Jun 30, 2026
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