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Timothy G. Youngquist 2020 Irrevocable Trust 13F Portfolio

Portfolio Manager
Timothy G. Youngquist 2020 Irrevocable Trust
Performance
+37.99% (2026 Q2)
AUM (13F)
$510.03M
# of Holdings
70
Performance Rank
N/A
Allocation (Top 20)
87.5%
Latest filing
Q2 2026

Timothy G. Youngquist 2020 Irrevocable Trust Holdings Map

Top 50 Timothy G. Youngquist 2020 Irrevocable Trust Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VGT
VANGUARD WORLD FD
52.12%2.17M$259.7Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 2.17M shares
$101.55(+18.63%)
2026-06-30
SOXL
DIREXION SHARES ETF TRUST
5.87%109.7K$29.3M
+1.56%(+1.69K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 108.1K shares2026-Q1: 108.1K shares2026-Q2: 109.7K shares
$40.21(+233.93%)
2026-06-30
CHRS
COHERUS ONCOLOGY INC
3.67%13.05M$18.3M
+6.18%(+759.82K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 5.90M shares2026-Q1: 12.29M shares2026-Q2: 13.05M shares
$1.54(-20.48%)
2026-06-30
RLAY
RELAY THERAPEUTICS INC
3.01%801.5K$15.0M
+60.60%(+302.41K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 499.1K shares2026-Q1: 499.1K shares2026-Q2: 801.5K shares
$9.55(+110.51%)
2026-06-30
TNA
DIREXION SHARES ETF TRUST
2.47%163.8K$12.3M
+83.94%(+74.77K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 89.1K shares2026-Q1: 89.1K shares2026-Q2: 163.8K shares
$50.93(+45.99%)
2026-06-30
TQQQ
PROSHARES TR
2.34%144.0K$11.7Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 81.8K shares2026-Q1: 0 shares2026-Q2: 144.0K shares
$55.33(+32.65%)
2026-06-30
QQQ
INVESCO QQQ TR
2.28%15.4K$11.4Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 15.4K shares
$647.34(+11.35%)
2026-06-30
VKTX
VIKING THERAPEUTICS INC
2.13%271.8K$10.6M
+141.64%(+159.35K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 112.5K shares2026-Q1: 112.5K shares2026-Q2: 271.8K shares
$32.92(+4.66%)
2026-06-30
SPXL
DIREXION SHARES ETF TRUST
2.06%37.8K$10.2Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 19.6K shares2026-Q1: 0 shares2026-Q2: 37.8K shares
$218.27(+35.67%)
2026-06-30
AMD
ADVANCED MICRO DEVICES INC
1.85%15.9K$9.2M
+175.30%(+10.13K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 4.4K shares2026-Q1: 5.8K shares2026-Q2: 15.9K shares
$317.49(+46.79%)
2026-06-30

About Timothy G. Youngquist 2020 Irrevocable Trust’s portfolio

Timothy G. Youngquist 2020 Irrevocable Trust reports $510.03M in US-listed equity holdings across 70 positions in its most recent 13F filing. Its largest disclosed positions are VGT (52.1%), SOXL (5.9%) and CHRS (3.7%). The top 20 holdings account for 87.5% of reported assets. Its disclosed equity book has returned +33.01% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
VGT β€” 53.3% ($259.68M)SOXL β€” 6.0% ($29.27M)CHRS β€” 3.8% ($18.27M)RLAY β€” 3.1% ($15.00M)TNA β€” 2.5% ($12.31M)TQQQ β€” 2.4% ($11.66M)QQQ β€” 2.3% ($11.36M)VKTX β€” 2.2% ($10.60M)SPXL β€” 2.1% ($10.24M)AMD β€” 1.9% ($9.24M)Other β€” 20.4% ($99.32M)
80%in top 10
  • VGT53.3%
  • SOXL6.0%
  • CHRS3.8%
  • RLAY3.1%
  • TNA2.5%
  • TQQQ2.4%
  • QQQ2.3%
  • VKTX2.2%
  • SPXL2.1%
  • AMD1.9%
  • Other20.4%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
20
VGTVANGUARD WORLD FD52.1%
TQQQPROSHARES TR2.3%
QQQINVESCO QQQ TR2.3%
SPXLDIREXION SHARES ETF TRUST2.1%
+16 opened
Added to
21
VKTXVIKING THERAPEUTICS INC+141.6%
AMDADVANCED MICRO DEVICES INC+175.3%
RLAYRELAY THERAPEUTICS INC+60.6%
TNADIREXION SHARES ETF TRUST+83.9%
+17 more
Trimmed
9
NVDANVIDIA CORPORATION-67.8%
ALABASTERA LABS INC-59.5%
SNDKSANDISK CORP-52.2%
MUMICRON TECHNOLOGY INC-31.5%
+5 more

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Source filings

Holdings on this page are parsed from Timothy G. Youngquist 2020 Irrevocable Trust’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2109159). View Timothy G. Youngquist 2020 Irrevocable Trust’s 13F filings on SEC

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