Q3 2026 13F · SEC CIK 2109159

Timothy G. Youngquist 2020 Irrevocable Trust

Investment managerFiled 2026-10-13 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $504.4M
Reported positions: 37
Holdings vs S&P 500, 3 yrs: —
Average holding period: 2 qtrs

Timothy G. Youngquist 2020 Irrevocable Trust is an investment manager that reported 37 positions worth $504.4M in its Q3 2026 13F, filed 2026-10-13. Its largest holdings were Vanguard World Fd (VGT, 54.5%), Invesco Exch Traded Fd Tr II (SPMO, 9.3%), Direxion Shares ETF Trust (SOXL, 3.2%).

Timothy G. Youngquist 2020 Irrevocable Trust holdings all 37 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Timothy G. Youngquist 2020 Irrevocable Trust 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VGTVanguard World Fd	54.5%	52.1%	2,187,320	+0.7%	$274.9M
SPMOInvesco Exch Traded Fd Tr II	9.3%	—	308,747	—	$46.8M
SOXLDirexion Shares ETF Trust	3.2%	5.9%	109,740	+0.0%	$16.2M
CHRSCoherus Oncology Inc	3.1%	3.7%	13,050,623	+0.0%	$15.8M
RLAYRelay Therapeutics Inc	2.9%	3.0%	801,464	+0.0%	$14.5M
QQQInvesco Qqq Tr	2.3%	2.3%	15,423	+0.0%	$11.4M
TQQQProshares Tr	2.2%	2.3%	143,990	+0.0%	$11.2M
SPXLDirexion Shares ETF Trust	2.1%	2.1%	37,846	+0.0%	$10.6M
HOODRobinhood Mkts Inc	2.0%	1.8%	89,945	+0.0%	$10.1M
TNADirexion Shares ETF Trust	1.9%	2.5%	163,850	+0.0%	$9.5M
VKTXViking Therapeutics Inc	1.8%	2.1%	271,849	+0.0%	$8.9M
AMDAdvanced Micro Devices Inc	1.7%	1.9%	14,040	-11.7%	$8.6M
AAOIApplied Optoelectronics Inc	1.3%	1.7%	65,518	+17.4%	$6.5M
LRCXLam Research Corp	1.0%	0.9%	14,692	+41.7%	$4.8M
LITELumentum Hldgs Inc	0.8%	0.5%	4,210	+37.1%	$4.1M
MUMicron Technology Inc	0.8%	1.1%	3,671	-20.3%	$3.9M
QQQINeos ETF Trust	0.7%	—	64,032	—	$3.6M
ANETArista Networks Inc	0.7%	0.6%	17,435	+0.0%	$3.5M
SPYINeos ETF Trust	0.7%	—	65,379	—	$3.5M
TZADirexion Shares ETF Trust	0.7%	—	71,560	—	$3.4M
NVDANvidia Corporation	0.6%	0.6%	13,932	+0.0%	$3.2M
BEBloom Energy Corp	0.6%	0.7%	10,908	-1.0%	$3.0M
IONQIonQ, Inc.	0.6%	0.7%	64,423	+0.0%	$2.8M
GEVGe Vernova Inc	0.5%	0.5%	2,751	+37.8%	$2.6M
KNSAKiniksa Pharmaceuticals Intl	0.5%	0.4%	34,341	+0.0%	$2.6M
AMZNAmazon Com Inc	0.5%	0.5%	10,260	+0.0%	$2.6M
MLYSMineralys Therapeutics Inc	0.5%	0.5%	100,869	+0.0%	$2.5M
SPXUProShares UltraPro Short S&P 500	0.5%	—	72,008	—	$2.5M
SNDKSandisk Corp	0.5%	0.6%	1,378	-1.1%	$2.4M
NETCloudflare Inc	0.4%	—	5,879	—	$2.0M
COHRCoherent Corp	0.3%	0.5%	5,938	+0.0%	$1.7M
APLDApplied Digital Corp	0.3%	0.5%	70,000	+0.0%	$1.7M
STXSeagate Technology Hldngs Pl	0.2%	—	1,165	—	$1.1M
QDTERoundhill ETF Trust	0.1%	—	22,451	—	$656K
XDTERoundhill ETF Trust	0.1%	—	15,483	—	$591K
RDTERoundhill ETF Trust	0.1%	—	22,178	—	$585K
CNTXContext Therapeutics Inc	0.0%	—	198,384	—	$60K

What Timothy G. Youngquist 2020 Irrevocable Trust bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$504.4M	37
Q2 2026	$498.2M	70
Q1 2026	$204.8M	432

Questions about Timothy G. Youngquist 2020 Irrevocable Trust's portfolio

What stocks does Timothy G. Youngquist 2020 Irrevocable Trust own?

Timothy G. Youngquist 2020 Irrevocable Trust's latest 13F, for Q3 2026 and filed Oct 13, 2026, lists 37 positions worth $504.4M. The largest are Vanguard World Fd (VGT) at 54.5%, Invesco Exch Traded Fd Tr II (SPMO) at 9.3%, Direxion Shares ETF Trust (SOXL) at 3.2%, Coherus Oncology Inc (CHRS) at 3.1% and Relay Therapeutics Inc (RLAY) at 2.9%.

What did Timothy G. Youngquist 2020 Irrevocable Trust buy last quarter?

In Q3 2026, Timothy G. Youngquist 2020 Irrevocable Trust added Lam Research Corp (LRCX) (+41.7% shares), Ge Vernova Inc (GEV) (+37.8% shares) and Lumentum Hldgs Inc (LITE) (+37.1% shares), compared with its Q2 2026 filing.

What did Timothy G. Youngquist 2020 Irrevocable Trust sell last quarter?

In Q3 2026, Timothy G. Youngquist 2020 Irrevocable Trust sold all of Proshares Tr (SQQQ), sold all of Silicon Motion Technology Co (SIMO), sold all of Direxion Shares ETF Trust, sold all of Sitime Corp (SITM), sold all of Astera Labs Inc (ALAB), Micron Technology Inc (MU) (-20.3% shares) and Advanced Micro Devices Inc (AMD) (-11.7% shares), compared with its Q2 2026 filing.

When is Timothy G. Youngquist 2020 Irrevocable Trust's next 13F filing due?

13F filings are due 45 days after each quarter ends. Timothy G. Youngquist 2020 Irrevocable Trust's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.