Top 36 Timothy G Youngquist 2020 Irrevocable Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | 54.5% | 2.19M | $274.9M | +0.67%(+14.62K) | $101.69(+18.33%) | 2026-09-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 9.28% | 308.7K | $46.8M | new | $156.56(-9.31%) | 2026-09-30 | |
| SOXL | DIREXION SHARES ETF TRUST | 3.22% | 109.7K | $16.2M | +0.00%(+0) | $40.21(+145.35%) | 2026-09-30 | |
| CHRS | COHERUS ONCOLOGY INC | 3.13% | 13.05M | $15.8M | +0.00%(+0) | $1.54(-37.77%) | 2026-09-30 | |
| RLAY | RELAY THERAPEUTICS INC | 2.87% | 801.5K | $14.5M | +0.00%(+0) | $9.55(+78.90%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 2.26% | 15.4K | $11.4M | +0.00%(+0) | $647.34(+10.97%) | 2026-09-30 | |
| TQQQ | PROSHARES TR | 2.23% | 144.0K | $11.2M | +0.00%(+0) | $55.33(+23.27%) | 2026-09-30 | |
| SPXL | DIREXION SHARES ETF TRUST | 2.11% | 37.8K | $10.6M | +0.00%(+0) | $218.27(+29.94%) | 2026-09-30 | |
| HOOD | ROBINHOOD MKTS INC | 2.01% | 89.9K | $10.1M | +0.00%(+0) | $89.41(+7.95%) | 2026-09-30 | |
| TNA | DIREXION SHARES ETF TRUST | 1.88% | 163.8K | $9.5M | +0.00%(+0) | $50.93(+4.43%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +35.56% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +29.37% |
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 changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Timothy G Youngquist 2020 Irrevocable Trustโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2109159). View Timothy G Youngquist 2020 Irrevocable Trustโs 13F filings on SEC