Processus Wealth & Capital Management, LLC Top Holdings and 13F Report (2026) About Processus Wealth & Capital Management, LLCInvestment ActivityProcessus Wealth & Capital Management, LLC has $147.27 million in total holdings as of March 31, 2026.Processus Wealth & Capital Management, LLC owns shares of 35 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 3.22% of the portfolio was purchased this quarter.About 2.75% of the portfolio was sold this quarter.This quarter, Processus Wealth & Capital Management, LLC has purchased 35 new stocks and bought additional shares in 26 stocks.Processus Wealth & Capital Management, LLC sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings NVIDIA $18,417,736Apple $10,148,292iShares Russell Top 200 Growth ETF $7,938,494Amazon.com $7,875,730iShares Russell Mid-Cap Value ETF $6,689,220 Largest New Holdings this Quarter 11135F101 - Broadcom $3,070,339 Holding Largest Purchases this Quarter Broadcom 9,920 shares (about $3.07M)PALANTIR TECHNOLOGIES INC 3,078 shares (about $450.25K)iShares Russell Mid-Cap Growth ETF 1,180 shares (about $151.18K)NVIDIA 706 shares (about $123.13K)CrowdStrike 303 shares (about $118.29K) Largest Sales this Quarter Salesforce 1,987 shares (about $370.89K)FIDELITY COVINGTON TRUST 1,823 shares (about $63.64K)Mastercard 41 shares (about $20.49K)Amgen 33 shares (about $11.61K)RTX 45 shares (about $8.68K) Sector Allocation Over TimeMap of 500 Largest Holdings ofProcessus Wealth & Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$18,417,736$123,127 â–²0.7%105,60612.5%Computer and TechnologyAAPLApple$10,148,292$27,156 â–²0.3%39,9876.9%Computer and TechnologyIWYiShares Russell Top 200 Growth ETF$7,938,494$34,838 â–²0.4%31,9025.4%ETFAMZNAmazon.com$7,875,730$90,181 â–²1.2%37,8155.3%Retail/WholesaleIWSiShares Russell Mid-Cap Value ETF$6,689,220$8,599 â–¼-0.1%45,8984.5%ETFAMATApplied Materials$6,244,801$8,203 â–²0.1%18,2714.2%Computer and TechnologyGOOGLAlphabet$5,840,596$37,095 â–²0.6%20,3114.0%Computer and TechnologyGOOGAlphabet$5,838,424$48,766 â–²0.8%20,3534.0%Computer and TechnologyJPMJPMorgan Chase & Co.$5,597,206$47,653 â–²0.9%19,0283.8%FinanceFDXFedEx$5,339,594$1,069 â–²0.0%14,9913.6%TransportationCOSTCostco Wholesale$4,981,491$35,874 â–²0.7%4,9993.4%Retail/WholesaleMAMastercard$4,927,995$20,485 â–¼-0.4%9,8633.3%Business ServicesCRWDCrowdStrike$4,502,599$118,294 â–²2.7%11,5333.1%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$4,467,124$151,180 â–²3.5%34,8673.0%ETFCCitigroup$4,178,625$12,022 â–²0.3%36,8452.8%Financial ServicesRTXRTX$4,126,651$8,680 â–¼-0.2%21,3932.8%AerospacePALANTIR TECHNOLOGIES INC$3,907,139$450,250 â–²13.0%26,7102.7%CL ABACBank of America$3,837,112$39,195 â–²1.0%78,7102.6%FinanceAMGNAmgen$3,772,657$11,611 â–¼-0.3%10,7222.6%MedicalTMOThermo Fisher Scientific$3,218,158$5,899 â–²0.2%6,5472.2%MedicalAVGOBroadcom$3,070,339$3,070,339 â–²New Holding9,9202.1%Computer and TechnologyFIDELITY COVINGTON TRUST$2,702,243$63,641 â–¼-2.3%77,4061.8%ENHANCED LARGEGDGeneral Dynamics$2,574,035$36,036 â–²1.4%7,5001.7%AerospaceCVXChevron$2,494,437$109,245 â–²4.6%12,0561.7%EnergyEMREmerson Electric$2,487,153$786 â–¼0.0%18,9831.7%IndustrialsULTAUlta Beauty$2,053,728$12,022 â–²0.6%3,9291.4%Retail/WholesaleMRKMerck & Co., Inc.$1,909,419$8,180 â–²0.4%15,8731.3%MedicalEOGEOG Resources$1,873,219$62,600 â–²3.5%12,9571.3%EnergyMETAMeta Platforms$1,758,155$72,088 â–²4.3%3,0731.2%Computer and TechnologyCRMSalesforce$1,114,172$370,893 â–¼-25.0%5,9690.8%Computer and TechnologyIVWiShares S&P 500 Growth ETF$972,067$43,208 â–²4.7%8,5940.7%ETFPEPPepsiCo$782,299$4,037 â–²0.5%5,0380.5%Consumer StaplesPVALPutnam Focused Large Cap Value ETF$625,240$39,765 â–²6.8%13,4750.4%ETFCGGRCapital Group Growth ETF$616,394$59,361 â–²10.7%15,3370.4%ETFIVEiShares S&P 500 Value ETF$384,293$6,335 â–¼-1.6%1,8200.3%ETFQCOMQualcomm$0$3,558,295 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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