Processus Wealth & Capital Management, LLC
Q1 2026 13F Holdings
Location
Brentwood, TN
Holdings as of
3/31/2026
Value ($000)
$147,267
Num holdings
35
Date filed
5/12/2026
Form type
13F-HR
Prev filing
1/7/2026
Next filing
7/15/2026
SEC
View on sec.gov
Compare Q1 2026 to
2026 Q2 - RESTATEMENT
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2023 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type