Timothy G. Youngquist 2020 Irrevocable Trust
Sector Allocation
- Other69.1%$348.6M
- Financials11.3%$56.9M
- Technology9.8%$49.4M
- Healthcare8.8%$44.3M
- Industrials0.5%$2.6M
- Consumer Discretionary0.5%$2.6M
AUM History
13fpro.ai/research/fund/timothy-g-youngquist-2020-irrevocable-trust-2109159
Conviction and streaks
Concentrating · top 10 = 83.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$274.9M
IVZ
$46.8M- DIREXION$16.2M
CHRS
$15.8MRLAY
$14.5MQQQ
$11.4M- PROSHARES$11.2M
- DIREXION$10.6M
HOOD
$10.1M- DIREXION$9.5M
VKTX
$8.9MAMD
$8.6MAAOI
$6.5MLRCX
$4.8MLITE
$4.1MMU
$3.9M- NEOS$3.6M
ANET
$3.5M- NEOS$3.5M
- DIREXION$3.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/timothy-g-youngquist-2020-irrevocable-trust-2109159
Timothy G. Youngquist 2020 Irrevocable Trust 13F holdings — Q3 2026
$529.7M portfolio (-19.8% QoQ) · 70 holdings · Q3 2026 13F · top 10 are 84% of the stock portfolio
Includes $25.3M of put/call options ($10.9M puts, $14.4M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $504.4M. Weights use the stock portfolio.
- 1
VANGUARD WORLD FD - INF TECH ETF
$274.9M
54.5% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy— $46.8M
9.3% of stocks
NewThis quarter-1.4%Since filedNew this quarterHeld- 3
DIREXION SHARES ETF TRUST - DAI SEM BUL ETF
$16.2M
3.2% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— $15.8M
3.1% of stocks
No changeThis quarter-5.6%Since filed1+ qtrsHeld$14.5M
2.9% of stocks
No changeThis quarter+4.4%Since filed1+ qtrsHeld$11.4M
2.3% of stocks
No changeThis quarter-4.2%Since filed1+ qtrsHeld- 7
PROSHARES TR - ULTRAPRO QQQ
$11.2M
2.2% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— - 8
DIREXION SHARES ETF TRUST - DA 500 BU 3X ETF
$10.6M
2.1% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— $10.1M
2.0% of stocks
No changeThis quarter-16.0%Since filed1+ qtrsHeld- 10
DIREXION SHARES ETF TRUST - DAILY SMALL CAP
$9.5M
1.9% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD WORLD FD - INF TECH ETF | $274.9M | 54.5% | +0.7% | — | — | — | — | |
| 2 | $46.8M | 9.3% | New | -1.4% | New this quarter | — | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | DIREXION SHARES ETF TRUST - DAI SEM BUL ETF | $16.2M | 3.2% | No change | — | — | — | — | |
| 4 | $15.8M | 3.1% | No change | -5.6% | 1+ qtrs | 4.7#2,920 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $14.5M | 2.9% | No change | +4.4% | 1+ qtrs | 31.3#2,438 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $11.4M | 2.3% | No change | -4.2% | 1+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | PROSHARES TR - ULTRAPRO QQQ | $11.2M | 2.2% | No change | — | — | — | — | |
| 8 | DIREXION SHARES ETF TRUST - DA 500 BU 3X ETF | $10.6M | 2.1% | No change | — | — | — | — | |
| 9 | $10.1M | 2.0% | No change | -16.0% | 1+ qtrs | 82.2#16 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | DIREXION SHARES ETF TRUST - DAILY SMALL CAP | $9.5M | 1.9% | No change | — | — | — | — |
All holdings — Timothy G. Youngquist 2020 Irrevocable Trust (Q3 2026)
70 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Viking Therapeutics, Inc. | Healthcare | $8.9M | 1.8% | 272K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — PUT | UNITED STS OIL FD LP - UNITS | — | $8.6M | — | 1.24M | +13% | — | — | 13F |
| 13 | ADVANCED MICRO DEVICES INC | Technology | $8.6M | 1.7% | 14K | -12% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | APPLIED OPTOELECTRONICS, INC. | Technology | $6.5M | 1.3% | 66K | +17% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | LAM RESEARCH CORP | Technology | $4.8M | 1.0% | 15K | +42% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | ADVANCED MICRO DEVICES INC | Technology | $4.3M | — | 330K | New | — | — | 13F | |
| 17 | ORACLE CORP | Technology | $4.2M | — | 65K | New | — | — | 13F | |
| 18 | Lumentum Holdings Inc. | Technology | $4.1M | 0.8% | 4,210 | +37% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | MICRON TECHNOLOGY INC | Technology | $3.9M | 0.8% | 3,671 | -20% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | NEOS ETF TRUST - NASDAQ 100 HIGHetf/fund | — | $3.6M | 0.7% | 64K | New | — | — | 13F |
| 21 | Arista Networks, Inc. | Technology | $3.5M | 0.7% | 17K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | NEOS ETF TRUST - NEOS S&P 500 HIetf/fund | — | $3.5M | 0.7% | 65K | New | — | — | 13F |
| 23 | — | DIREXION SHARES ETF TRUST - DAILY SMALL CAPetf/fund | — | $3.4M | 0.7% | 72K | -56% | — | — | 13F |
| 24 | NVIDIA CORP | Technology | $3.2M | 0.6% | 14K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Bloom Energy Corp | Technology | $3.0M | 0.6% | 11K | -1.0% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $IONQ | IonQ, Inc. | Technology | $2.8M | 0.6% | 64K | — | |||
| 27 | $GEV | GE Vernova Inc. | Industrials | $2.6M | 0.5% | 2,751 | +38% | |||
| 28 | $KNSA | Kiniksa Pharmaceuticals International, plc | Healthcare | $2.6M | 0.5% | 34K | — | |||
| 29 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.6M | 0.5% | 10K | — | |||
| 30 | $MLYS | Mineralys Therapeutics, Inc. | Healthcare | $2.5M | 0.5% | 101K | — | |||
| 31 | — | PROSHARES TR - ULTR SHO S&P 500 | — | $2.5M | 0.5% | 72K | New | |||
| 32 | $SNDK | Sandisk Corp | Technology | $2.4M | 0.5% | 1,378 | -1% | |||
| 33 | $LMND CALL | Lemonade, Inc. | Financials | $2.2M | — | 98K | New | |||
| 34 | $NET | Cloudflare, Inc. | Technology | $2.0M | 0.4% | 5,879 | +781% | |||
| 35 | $NVO CALL | NOVO NORDISK A S | Healthcare | $1.7M | — | 155K | New | |||
| 36 | $COHR | COHERENT CORP. | Technology | $1.7M | 0.3% | 5,938 | — | |||
| 37 | $APLD | Applied Digital Corp. | Technology | $1.7M | 0.3% | 70K | — | |||
| 38 | $GLD PUT | SPDR GOLD TRUST | Financials | $1.5M | — | 66K | -98% | |||
| 39 | $STX | Seagate Technology Holdings plc | Technology | $1.1M | 0.2% | 1,165 | New | |||
| 40 | $DELL CALL | Dell Technologies Inc. | Technology | $693K | — | 110K | New | |||
| 41 | — | ROUNDHILL ETF TRUST - NASDAQ 100 0DTE | — | $656K | 0.1% | 22K | New | |||
| 42 | — | ROUNDHILL ETF TRUST - S&P 500 ODTE COV | — | $591K | 0.1% | 15K | New | |||
| 43 | — | ROUNDHILL ETF TRUST - RUSSE 0DTE ETF | — | $585K | 0.1% | 22K | New | |||
| 44 | $MDB PUT | MongoDB, Inc. | Technology | $545K | — | 110K | New | |||
| 45 | $INTC CALL | INTEL CORP | Technology | $424K | — | 220K | New | |||
| 46 | $GLD CALL | SPDR GOLD TRUST | Financials | $401K | — | 65K | New | |||
| 47 | $TEM CALL | Tempus AI, Inc. | Technology | $255K | — | 173K | New | |||
| 48 | $HOOD CALL | Robinhood Markets, Inc. | Financials | $81K | — | 220K | New | |||
| 49 | — PUT | ISHARES TR - RUSSELL 2000 ETF | — | $67K | — | 10K | New | |||
| 50 | $CNTX | Context Therapeutics Inc. | Healthcare | $60K | 0.0% | 198K | — | |||
| 51 | $NVS CALL | NOVARTIS AG | Healthcare | $59K | — | 5,000 | New | |||
| 52 | $GOOG PUT | Alphabet Inc. | Technology | $54K | — | 88K | +2331% | |||
| 53 | — CALL | ARROWHEAD PHARMACEUTICALS IN - COM | — | $42K | — | 6,000 | New | |||
| 54 | $AXSM CALL | Axsome Therapeutics, Inc. | Healthcare | $22K | — | 3,000 | New | |||
| 55 | $MU PUT | MICRON TECHNOLOGY INC | Technology | $14K | — | 700 | -99% | |||
| 56 | — PUT | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $11K | — | 1,300 | New | |||
| 57 | $ETHA CALL | iShares Ethereum Trust ETF | Financials | $10K | — | 1,000 | New | |||
| 58 | $SOFI CALL | SoFi Technologies, Inc. | Financials | $8K | — | 1,000 | New | |||
| 59 | $SLV PUT | iShares Silver Trust | Financials | $7K | — | 1,000 | New | |||
| 60 | — PUT | GLOBAL X FDS - GLOBAL X COPPER | — | $5K | — | 2,000 | New | |||
| 61 | — PUT | ISHARES TR - 20 YR TR BD ETF | — | $4K | — | 1,000 | New | |||
| 62 | $INTC PUT | INTEL CORP | Technology | $2K | — | 700 | -100% | |||
| 63 | $MU CALL | MICRON TECHNOLOGY INC | Technology | $2K | — | 200 | New | |||
| 64 | $NFLX CALL | NETFLIX INC | Communication Services | $1K | — | 1,300 | New | |||
| 65 | $NVDA PUT | NVIDIA CORP | Technology | $1K | — | 1,000 | -99% | |||
| 66 | — PUT | DIREXION SHARES ETF TRUST - DAI SEM BUL ETF | — | $698 | — | 500 | New | |||
| 67 | $GOOG PUT | Alphabet Inc. | Technology | $105 | — | 500 | -86% | |||
| 68 | $QQQ PUT | INVESCO QQQ TRUST, SERIES 1 | — | $42 | — | 100 | -91% | |||
| 69 | — CALL | ISHARES TR - 20 YR TR BD ETF | — | $36 | — | 1,000 | -98% | |||
| 70 | — CALL | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $24 | — | 1,000 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 32 new, 8 added to, 12 trimmed, 78 sold out. Share-count changes; largest moves by dollar size first.
New positions (32)
first bought this quarter
first bought this quarter
$ORCLCALLORACLE CORP$4.2M
first bought this quarter
- NEOS ETF TRUST - NASDAQ 100 HIGH$3.6M
first bought this quarter
- NEOS ETF TRUST - NEOS S&P 500 HI$3.5M
first bought this quarter
- PROSHARES TR - ULTR SHO S&P 500$2.5M
first bought this quarter
+26 more in the Excel export
Added to (8)
- VANGUARD WORLD FD - INF TECH ETF+0.7%
now $274.9M
$NETCloudflare, Inc.+781%
now $2.0M · held 1+ qtrs
now $4.8M · held 1+ qtrs
now $4.1M · held 1+ qtrs
- PUTUNITED STS OIL FD LP - UNITS+13%
now $8.6M
now $6.5M · held 1+ qtrs
+2 more in the Excel export
Holdings by quarter
Every 13F Timothy G. Youngquist 2020 Irrevocable Trust has filed, 3 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Timothy G. Youngquist 2020 Irrevocable's top 20 holdings: 53/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-6.3%
Value-weighted move of the 10 largest stock positions
Turnover
—
Last quarter
Top 10 weight
84%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Timothy G. Youngquist 2020 Irrevocable Trust disclosed 70 positions worth $529.7M in its Form 13F-HR for Q3 2026 — $504.4M in common stock plus $25.3M of put/call option positions (reported at underlying notional value, not premium at risk), followed by $IVZ. During the quarter the fund opened 32 new positions and exited 78 — including a new stake in $IVZ. The portfolio is most concentrated in Other (69.1% of disclosed assets). All figures are sourced directly from Timothy G. Youngquist 2020 Irrevocable Trust’s Form 13F-HR filing with the SEC under CIK 2109159.
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