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J. Chad Jordan

Processus Wealth & Capital Management, Llc

Assets Managed
$147.267M
Holdings
35
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
-2.89%(2Q avg: 2.93%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Processus Wealth & Capital Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 35 positions.

Assets under management

The assets under management (AUM) of Processus Wealth & Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 147.267M in assets, with a quarterly growth rate of -2.89% and a 2-quarter average growth rate of 2.93%. The portfolio is managed by J. Chad Jordan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 0.68%
12.51%
$18.418M
105,606 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.27%
6.9%
$10.148M
39,987 shares@ $253.79 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Increased 0.45%
5.4%
$7.938M
31,902 shares@ $248.85 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.16%
5.35%
$7.876M
37,815 shares@ $208.27 avg price
IWS
Ishares Russell Mid-cap Valu
Recent Activity
Decreased -0.12%
4.55%
$6.689M
45,898 shares@ $145.75 avg price
AMAT
Applied Materials Inc
Recent Activity
Increased 0.14%
4.25%
$6.245M
18,271 shares@ $341.79 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.64%
3.97%
$5.841M
20,311 shares@ $287.56 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 0.85%
3.97%
$5.838M
20,353 shares@ $286.86 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.86%
3.81%
$5.597M
19,028 shares@ $294.16 avg price
FDX
Fedex Corp
Recent Activity
Increased 0.03%
3.63%
$5.34M
14,991 shares@ $356.19 avg price

1-10 of 35