4WEALTH ADVISORS, INC. INTC β€” INTEL CORP

Ownership history in 4WEALTH ADVISORS, INC.  Β·  5 quarters on record

AI Ownership Summary

4WEALTH ADVISORS, INC. reported INTEL CORP (INTC) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.78% in 2025 Q3. The latest visible filing shows INTC at 0.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this INTC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 4WEALTH ADVISORS, INC.'s position in INTEL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

INTC was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.78% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

INTC stock page 4WEALTH ADVISORS, INC. fund profile 4WEALTH ADVISORS, INC. full holdings
How 4WEALTH ADVISORS, INC. held INTC β€” position size vs. price
% of Fund (quarterly)    INTC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 57.3% +19.6% ❌ 11,133 -14,929 -57.3% 0.35% $411K 2026-01-21 $54.25
2025 Q3 REDUCED β€” β€” β€” 26,062 -174 -0.7% 0.78% $874K 2025-10-28 $41.53
2025 Q2 REDUCED β€” β€” β€” 26,236 -352 -1.3% 0.60% $588K 2025-08-04 $19.50
2025 Q1 ADDED β€” β€” β€” 26,588 +12,042 +82.8% 0.66% $604K 2025-05-05 $20.27
2024 Q4 INITIATED β€” β€” β€” 14,546 β€” β€” 0.29% $292K 2025-02-14 $23.60

🏒 Other funds also holding INTC

As of 2026 Q1 β€” sorted by position size

Tensor Edge Capital, LLC 11.2% Q Fund Management (Hong Kong) Ltd 7.2% Marathon Strategic Advisors, LLC 5.7% QSM Asset Management Ltd 4.88% Employees Provident Fund Board 4.52% CONSOLIDATED CAPITAL MANAGEMENT, LLC 3Y 7Y 4.1% Baugh & Associates, LLC 3Y 7Y 3.32% Philip James Wealth Mangement, LLC 3.05% Western Financial Corp/CA 3Y 2.78% TB Alternative Assets Ltd. 3Y 7Y 2.61%

FAQ About 4WEALTH ADVISORS, INC. and INTC

These are the practical questions this page is built to answer before you even open the full history table.

How long has 4WEALTH ADVISORS, INC. reported owning INTC?

4WEALTH ADVISORS, INC. reported INTC across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported INTC position in 4WEALTH ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for INTC was 0.78% in 2025 Q3.

What is the latest reported INTC position on this page?

The most recent filing on this page is 2025 Q4, when 4WEALTH ADVISORS, INC. reported 11,133 shares, equal to 0.35% of portfolio, with an estimated market value of $411K.

What does the chart on this INTC ownership page compare?

The chart compares 4WEALTH ADVISORS, INC.'s quarterly INTC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 4WEALTH ADVISORS, INC. time their INTC position?

Based on 13F filing dates vs. subsequent INTC price moves, 4WEALTH ADVISORS, INC. correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on INTC relative to SPY over the holding period was +112.5%.

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