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Manager record

Processus Wealth & Capital Management, LLC

Brentwood, TN · CIK 2014209 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$171.95MReported 13F valueQ3 2026 · as filed
36Holdings listed
+1.9%vs prior quartervalue change includes market moves
6Quarters on record
Oct 16Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $126.6M$126.6MQ2 202533 holdingsQ3 2025: $139.5M$139.5MQ3 202535 holdingsQ4 2025: $151.7M$151.7MQ4 202535 holdingsQ1 2026: $147.3M$147.3MQ1 202635 holdingsQ2 2026: $168.8M$168.8MQ2 202635 holdingsQ3 2026: $171.9M$171.9MQ3 202636 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 16 2026 13F-HR · period Q3 2026

$171.95M · 36 holdings listed · View original SEC filing ↗
Jul 15 2026 13F-HR/A · period Q2 2026

$168.80M · 35 holdings listed · amendment (restatement) · View original SEC filing ↗
Jul 10 2026 13F-HR · period Q2 2026

$170.58M · 37 holdings listed · View original SEC filing ↗
May 12 2026 13F-HR · period Q1 2026

$147.27M · 35 holdings listed · View original SEC filing ↗
Jan 07 2026 13F-HR · period Q4 2025

$151.66M · 35 holdings listed · View original SEC filing ↗
Nov 04 2025 13F-HR · period Q3 2025

$139.47M · 35 holdings listed · View original SEC filing ↗
Jul 16 2025 13F-HR · period Q2 2025

$126.57M · 33 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 16, 2026 · Change methodology