DOSSIER · 13F-HR · Q3 2026
Processus Wealth & Capital Management, LLC
$172M in tracked AUM across 36 positions as of Q3 2026.
PW
CIK 0002014209 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Portfolio Overview
Processus Wealth & Capital Management, LLC reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 119.4%, growing from $69.13 million to $151.66 million. This dramatic increase indicates a substantial inflow of new capital rather than merely market appreciation, as the broad market would need to nearly double in a single quarter to account for this growth solely through as...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.