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Timothy G Youngquist 2020 Irrevocable Trust 13F Portfolio

Portfolio Manager
Timothy G Youngquist 2020 Irrevocable Trust
Performance
-2.69% (2026 Q3)
AUM (13F)
$529.68M
# of Holdings
37
Performance Rank
N/A
Allocation (Top 20)
93.52%
Latest filing
Q3 2026

Timothy G Youngquist 2020 Irrevocable Trust Holdings Map

Top 36 Timothy G Youngquist 2020 Irrevocable Trust Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VGT
VANGUARD WORLD FD
54.5%2.19M$274.9M
+0.67%(+14.62K)
2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 2.17M shares2026-Q3: 2.19M shares
$101.69(+18.33%)
2026-09-30
SPMO
INVESCO EXCH TRADED FD TR II
9.28%308.7K$46.8Mnew2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 0 shares2026-Q3: 308.7K shares
$156.56(-9.31%)
2026-09-30
SOXL
DIREXION SHARES ETF TRUST
3.22%109.7K$16.2M
+0.00%(+0)
2025-Q3: 0 shares2025-Q4: 108.1K shares2026-Q1: 108.1K shares2026-Q2: 109.7K shares2026-Q3: 109.7K shares
$40.21(+145.35%)
2026-09-30
CHRS
COHERUS ONCOLOGY INC
3.13%13.05M$15.8M
+0.00%(+0)
2025-Q3: 0 shares2025-Q4: 5.90M shares2026-Q1: 12.29M shares2026-Q2: 13.05M shares2026-Q3: 13.05M shares
$1.54(-37.77%)
2026-09-30
RLAY
RELAY THERAPEUTICS INC
2.87%801.5K$14.5M
+0.00%(+0)
2025-Q3: 0 shares2025-Q4: 499.1K shares2026-Q1: 499.1K shares2026-Q2: 801.5K shares2026-Q3: 801.5K shares
$9.55(+78.90%)
2026-09-30
QQQ
INVESCO QQQ TR
2.26%15.4K$11.4M
+0.00%(+0)
2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 15.4K shares2026-Q3: 15.4K shares
$647.34(+10.97%)
2026-09-30
TQQQ
PROSHARES TR
2.23%144.0K$11.2M
+0.00%(+0)
2025-Q3: 0 shares2025-Q4: 81.8K shares2026-Q1: 0 shares2026-Q2: 144.0K shares2026-Q3: 144.0K shares
$55.33(+23.27%)
2026-09-30
SPXL
DIREXION SHARES ETF TRUST
2.11%37.8K$10.6M
+0.00%(+0)
2025-Q3: 0 shares2025-Q4: 19.6K shares2026-Q1: 0 shares2026-Q2: 37.8K shares2026-Q3: 37.8K shares
$218.27(+29.94%)
2026-09-30
HOOD
ROBINHOOD MKTS INC
2.01%89.9K$10.1M
+0.00%(+0)
2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 71.0K shares2026-Q2: 89.9K shares2026-Q3: 89.9K shares
$89.41(+7.95%)
2026-09-30
TNA
DIREXION SHARES ETF TRUST
1.88%163.8K$9.5M
+0.00%(+0)
2025-Q3: 0 shares2025-Q4: 89.1K shares2026-Q1: 89.1K shares2026-Q2: 163.8K shares2026-Q3: 163.8K shares
$50.93(+4.43%)
2026-09-30

About Timothy G Youngquist 2020 Irrevocable Trustโ€™s portfolio

Timothy G Youngquist 2020 Irrevocable Trust reports $529.68M in US-listed equity holdings across 37 positions in its most recent 13F filing. Its largest disclosed positions are VGT (54.5%), SPMO (9.3%) and SOXL (3.2%). The top 20 holdings account for 93.52% of reported assets. Its disclosed equity book has returned +35.56% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
VGT โ€” 54.9% ($274.88M)SPMO โ€” 9.3% ($46.80M)SOXL โ€” 3.2% ($16.23M)CHRS โ€” 3.2% ($15.79M)RLAY โ€” 2.9% ($14.47M)QQQ โ€” 2.3% ($11.41M)TQQQ โ€” 2.2% ($11.24M)SPXL โ€” 2.1% ($10.64M)HOOD โ€” 2.0% ($10.12M)TNA โ€” 1.9% ($9.46M)Other โ€” 16.0% ($79.99M)
84%in top 10
  • VGT54.9%
  • SPMO9.3%
  • SOXL3.2%
  • CHRS3.2%
  • RLAY2.9%
  • QQQ2.3%
  • TQQQ2.2%
  • SPXL2.1%
  • HOOD2.0%
  • TNA1.9%
  • Other16.0%

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
8
SPMOINVESCO EXCH TRADED FD TR II9.3%
QQQINEOS ETF TRUST0.7%
SPYINEOS ETF TRUST0.7%
SPXUPROSHARES TR0.5%
+4 opened
Added to
6
VGTVANGUARD WORLD FD+0.7%
NETCLOUDFLARE INC+781.4%
LRCXLAM RESEARCH CORP+41.7%
LITELUMENTUM HLDGS INC+37.1%
+2 more
Trimmed
4
AMDADVANCED MICRO DEVICES INC-11.7%
MUMICRON TECHNOLOGY INC-20.3%
BEBLOOM ENERGY CORP-1.0%
SNDKSANDISK CORP-1.1%

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Source filings

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

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