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Timothy G. Youngquist 2020 Irrevocable Trust Top Holdings and 13F Report (2026)

About Timothy G. Youngquist 2020 Irrevocable Trust

Investment Activity

  • Timothy G. Youngquist 2020 Irrevocable Trust has $529.68 million in total holdings as of September 30, 2026.
  • Timothy G. Youngquist 2020 Irrevocable Trust owns shares of 70 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 16.35% of the portfolio was purchased this quarter.
  • About 23.91% of the portfolio was sold this quarter.
  • This quarter, Timothy G. Youngquist 2020 Irrevocable Trust has purchased 115 new stocks and bought additional shares in 8 stocks.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold shares of 10 stocks and completely divested from 79 stocks this quarter.

Largest New Holdings this Quarter

46138E339 - Invesco S&P 500 Momentum ETF
$46,799,870 Holding
007903907 - ADVANCED MICRO DEVICES INC
$4,285,248 Holding
68389X905 - ORACLE CORP
$4,213,443 Holding
78433H675 - NEOS ETF TRUST
$3,556,978 Holding
78433H303 - NEOS S&P 500 High Income ETF
$3,476,201 Holding

Largest Purchases this Quarter

Invesco S&P 500 Momentum ETF
308,747 shares (about $46.80M)
ADVANCED MICRO DEVICES INC
330,000 shares (about $4.29M)
ORACLE CORP
65,000 shares (about $4.21M)
NEOS ETF TRUST
64,032 shares (about $3.56M)
NEOS S&P 500 High Income ETF
65,379 shares (about $3.48M)

Largest Sales this Quarter

SPDR GOLD TR
2,794,000 shares (about $64.66M)
INTEL CORP
869,300 shares (about $3.04M)
MICRON TECHNOLOGY INC
119,300 shares (about $2.41M)
Advanced Micro Devices
1,864 shares (about $1.14M)
Micron Technology
936 shares (about $996.94K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTimothy G. Youngquist 2020 Irrevocable Trust

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$274,880,504$1,836,918 ▲0.7%2,187,32051.9%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$46,799,870$46,799,870 ▲New Holding308,7478.8%ETF
Direxion Daily Semiconductors Bull 3X ETF stock logo
SOXL
Direxion Daily Semiconductors Bull 3X ETF
$16,226,1560.0%109,7403.1%ETF
Coherus Oncology, Inc. stock logo
CHRS
Coherus Oncology
$15,791,2540.0%13,050,6233.0%Healthcare
Relay Therapeutics, Inc. stock logo
RLAY
Relay Therapeutics
$14,466,4250.0%801,4642.7%Healthcare
Invesco QQQ stock logo
QQQ
Invesco QQQ
$11,409,4730.0%15,4232.2%ETF
ProShares UltraPro QQQ stock logo
TQQQ
ProShares UltraPro QQQ
$11,235,5400.0%143,9902.1%ETF
Direxion Daily S&P 500 Bull 3X ETF stock logo
SPXL
Direxion Daily S&P 500 Bull 3X ETF
$10,638,5110.0%37,8462.0%ETF
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$10,118,8130.0%89,9451.9%Finance
Direxion Daily Small Cap Bull 3X ETF stock logo
TNA
Direxion Daily Small Cap Bull 3X ETF
$9,460,6990.0%163,8501.8%ETF
Viking Therapeutics, Inc. stock logo
VKTX
Viking Therapeutics
$8,862,2770.0%271,8491.7%Healthcare
UNITED STS OIL FD LP
$8,616,430$994,337 ▲13.0%1,243,5001.6%UNITS
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$8,589,110$1,140,321 ▼-11.7%14,0401.6%Technology
Applied Optoelectronics, Inc. stock logo
AAOI
Applied Optoelectronics
$6,503,317$965,006 ▲17.4%65,5181.2%Technology
LAM RESEARCH CORP
$4,826,469$1,419,820 ▲41.7%14,6920.9%COM NEW
ADVANCED MICRO DEVICES INC
$4,285,248$4,285,248 ▲New Holding330,0000.8%COM
ORACLE CORP
$4,213,443$4,213,443 ▲New Holding65,0000.8%COM
Lumentum Holdings Inc. stock logo
LITE
Lumentum
$4,089,005$1,107,237 ▲37.1%4,2100.8%Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$3,910,019$996,943 ▼-20.3%3,6710.7%Technology
NEOS ETF TRUST
$3,556,978$3,556,978 ▲New Holding64,0320.7%NASDAQ 100 HIGH
ARISTA NETWORKS INC
$3,549,5920.0%17,4350.7%COM SHS
NEOS S&P 500 High Income ETF stock logo
SPYI
NEOS S&P 500 High Income ETF
$3,476,201$3,476,201 ▲New Holding65,3790.7%ETF
DIREXION SHARES ETF TRUST
$3,396,953$3,396,953 ▲New Holding71,5600.6%DAILY SMALL CAP
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,181,7900.0%13,9320.6%Technology
Bloom Energy Corporation stock logo
BE
Bloom Energy
$3,021,298$30,468 ▼-1.0%10,9080.6%Industrials
IonQ, Inc. stock logo
IONQ
IonQ
$2,825,5930.0%64,4230.5%Technology
GE VERNOVA INC
$2,614,798$717,620 ▲37.8%2,7510.5%COM
KINIKSA PHARMACEUTICALS INTL
$2,562,1820.0%34,3410.5%ORD SHS CL A
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,556,2790.0%10,2600.5%Consumer Discretionary
Mineralys Therapeutics, Inc. stock logo
MLYS
Mineralys Therapeutics
$2,534,8380.0%100,8690.5%Healthcare
PROSHARES TR
$2,505,878$2,505,878 ▲New Holding72,0080.5%ULTR SHO S&P 500
SANDISK CORP
$2,397,568$26,098 ▼-1.1%1,3780.5%COM
LEMONADE INC
$2,163,149$2,163,149 ▲New Holding97,9000.4%COM
Cloudflare, Inc. stock logo
NET
Cloudflare
$2,041,659$1,810,023 ▲781.4%5,8790.4%Technology
NOVO-NORDISK A S
$1,749,509$1,749,509 ▲New Holding155,4000.3%ADR
Coherent Corp. stock logo
COHR
Coherent
$1,709,0160.0%5,9380.3%Technology
Applied Digital Corporation stock logo
APLD
Applied Digital
$1,705,9000.0%70,0000.3%Technology
SPDR GOLD TR
$1,527,366$64,658,494 ▼-97.7%66,0000.3%GOLD SHS
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$1,074,526$1,074,526 ▲New Holding1,1650.2%Technology
DELL TECHNOLOGIES INC
$693,000$693,000 ▲New Holding110,0000.1%CL C
ROUNDHILL ETF TRUST
$655,794$655,794 ▲New Holding22,4510.1%NASDAQ 100 0DTE
ROUNDHILL ETF TRUST
$591,218$591,218 ▲New Holding15,4830.1%S&P 500 ODTE COV
ROUNDHILL ETF TRUST
$584,612$584,612 ▲New Holding22,1780.1%RUSSE 0DTE ETF
MONGODB INC
$544,511$544,511 ▲New Holding110,0000.1%CL A
INTEL CORP
$423,500$423,500 ▲New Holding220,0000.1%COM
SPDR GOLD TR
$401,375$401,375 ▲New Holding65,0000.1%GOLD SHS
TEMPUS AI INC
$255,175$255,175 ▲New Holding173,4000.0%CL A
ROBINHOOD MKTS INC
$81,400$81,400 ▲New Holding220,0000.0%COM CL A
ISHARES TR
$67,331$67,331 ▲New Holding10,0000.0%RUSSELL 2000 ETF
Context Therapeutics Inc. stock logo
CNTX
Context Therapeutics
$59,5950.0%198,3840.0%Healthcare
NOVARTIS AG
$59,031$59,031 ▲New Holding5,0000.0%SPONSORED ADR
ALPHABET INC
$54,486$52,244 ▲2,330.6%87,5000.0%CAP STK CL A
ARROWHEAD PHARMACEUTICALS IN
$42,268$42,268 ▲New Holding6,0000.0%COM
AXSOME THERAPEUTICS INC.
$21,600$21,600 ▲New Holding3,0000.0%COM
MICRON TECHNOLOGY INC
$14,113$2,405,258 ▼-99.4%7000.0%COM
STATE STR SPDR DOW JONES IND
$11,250$11,250 ▲New Holding1,3000.0%UT SER 1
ISHARES ETHEREUM TR
$10,250$10,250 ▲New Holding1,0000.0%SHS
SOFI TECHNOLOGIES INC
$7,502$7,502 ▲New Holding1,0000.0%COM
ISHARES SILVER TR
$7,291$7,291 ▲New Holding1,0000.0%ISHARES
GLOBAL X FDS
$5,398$5,398 ▲New Holding2,0000.0%GLOBAL X COPPER
ISHARES TR
$3,560$3,560 ▲New Holding1,0000.0%20 YR TR BD ETF
INTEL CORP
$2,450$3,042,550 ▼-99.9%7000.0%COM
MICRON TECHNOLOGY INC
$1,535$1,535 ▲New Holding2000.0%COM
NETFLIX INC.
$1,203$1,203 ▲New Holding1,3000.0%COM
NVIDIA CORPORATION
$1,070$139,207 ▼-99.2%1,0000.0%COM
DIREXION SHARES ETF TRUST
$698$698 ▲New Holding5000.0%DAI SEM BUL ETF
ALPHABET INC
$105$105 ▲New Holding5000.0%CAP STK CL C
INVESCO QQQ TR
$42$420 ▼-90.9%1000.0%UNIT SER 1
ISHARES TR
$36$1,404 ▼-97.5%1,0000.0%20 YR TR BD ETF
STATE STR SPDR DOW JONES IND
$24$24 ▲New Holding1,0000.0%UT SER 1
PROSHARES TR
$0$5,069,610 ▼-100.0%00.0%ULTRAPRO SHORT
Silicon Motion Technology Corporation stock logo
SIMO
Silicon Motion Technology
$0$3,227,968 ▼-100.0%00.0%Technology
Direxion Daily Small Cap Bear 3X ETF stock logo
TZA
Direxion Daily Small Cap Bear 3X ETF
$0$2,712,147 ▼-100.0%00.0%ETF
SiTime Corporation stock logo
SITM
SiTime
$0$2,702,655 ▼-100.0%00.0%Technology
ASTERA LABS INC
$0$2,605,893 ▼-100.0%00.0%COM
Broadcom Inc. stock logo
AVGO
Broadcom
$0$2,249,124 ▼-100.0%00.0%Technology
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$0$1,734,335 ▼-100.0%00.0%Utilities
AMAZON COM INC
$0$1,621,650 ▼-100.0%00.0%COM
AeroVironment, Inc. stock logo
AVAV
AeroVironment
$0$1,466,317 ▼-100.0%00.0%Industrials
MAXLINEAR INC
$0$1,388,613 ▼-100.0%00.0%COM
PENGUIN SOLUTIONS INC
$0$1,364,380 ▼-100.0%00.0%COM
Corning Incorporated stock logo
GLW
Corning
$0$1,282,003 ▼-100.0%00.0%Technology
Ichor Holdings, Ltd. stock logo
ICHR
Ichor
$0$1,208,357 ▼-100.0%00.0%Technology
National Energy Services Reunited stock logo
NESR
National Energy Services Reunited
$0$1,184,959 ▼-100.0%00.0%Energy
Alto Ingredients, Inc. stock logo
ALTO
Alto Ingredients
$0$1,081,233 ▼-100.0%00.0%Energy
MYR Group, Inc. stock logo
MYRG
MYR Group
$0$1,046,336 ▼-100.0%00.0%Industrials
SEZZLE INC
$0$1,044,369 ▼-100.0%00.0%COM
CELESTICA INC
$0$1,012,685 ▼-100.0%00.0%COM
BRIGHTSPRING HEALTH SVCS INC
$0$1,000,072 ▼-100.0%00.0%COM
Darling Ingredients Inc. stock logo
DAR
Darling Ingredients
$0$994,084 ▼-100.0%00.0%Consumer Staples
RF Industries, Ltd. stock logo
RFIL
RF Industries
$0$992,904 ▼-100.0%00.0%Technology
AURA MINERALS INC
$0$989,763 ▼-100.0%00.0%SHS NEW
Royal Bank Of Canada stock logo
RY
Royal Bank Of Canada
$0$981,245 ▼-100.0%00.0%Finance
Centene Corporation stock logo
CNC
Centene
$0$958,613 ▼-100.0%00.0%Healthcare
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
$0$948,290 ▼-100.0%00.0%Technology
Nabors Industries Ltd. stock logo
NBR
Nabors Industries
$0$947,297 ▼-100.0%00.0%Energy
Bank of America Corporation stock logo
BAC
Bank of America
$0$944,899 ▼-100.0%00.0%Finance
Oscar Health, Inc. stock logo
OSCR
Oscar Health
$0$940,162 ▼-100.0%00.0%Healthcare
Petroleo Brasileiro S.A.- Petrobras stock logo
PBR
Petroleo Brasileiro S.A.- Petrobras
$0$930,797 ▼-100.0%00.0%Energy
General Motors Company stock logo
GM
General Motors
$0$922,185 ▼-100.0%00.0%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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