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Timothy G. Youngquist 2020 Irrevocable Trust Portfolio holdings

AUM $510M
This Fund
S&P 500
This Quarter Est. Return
+76.93%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$510M
AUM Growth
+$278M
Cap. Flow
+$606M
Cap. Flow %
118.88%
Top 10 Hldgs %
76%
Holding
511
New
65
Increased
29
Reduced
19
Closed
396

Top Buys

Rank Stock Value
1
VGT icon
Vanguard Information Technology ETF
VGT
+$238M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$10.6M
3
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$9.99M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$9.56M
5
VKTX icon
Viking Therapeutics
VKTX
+$5.15M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$6.04M
2
MSFT icon
Microsoft
MSFT
+$5.14M
3
RDDT icon
Reddit
RDDT
+$4.51M
4
KLAC icon
KLA
KLAC
+$3.34M
5
AAPL icon
Apple
AAPL
+$3.22M

Sector Composition

Rank Sector Weight
1 Technology 13.3%
2 Healthcare 10.2%
3 Financials 2.51%
4 Industrials 1.8%
5 Energy 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGT icon
1
Vanguard Information Technology ETF
VGT
$149B
$260M 50.91%
+2,172,703
New +$238M
SOXL icon
2
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$23.8B
$29.3M 5.74%
109,740
+1,688
+2% +$284K
CHRS icon
3
Coherus Oncology
CHRS
$196M
$18.3M 3.58%
13,050,623
+759,823
+6% +$1.24M
RLAY icon
4
Relay Therapeutics
RLAY
$4.31B
$15M 2.94%
801,464
+302,406
+61% +$4.39M
TNA icon
5
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.46B
$12.3M 2.41%
163,850
+74,771
+84% +$4.71M
TQQQ icon
6
ProShares UltraPro QQQ
TQQQ
$37.9B
$11.7M 2.29%
+143,990
New +$9.99M
QQQ icon
7
Invesco QQQ Trust
QQQ
$484B
$11.4M 2.23%
+15,423
New +$10.6M
VKTX icon
8
Viking Therapeutics
VKTX
$4B
$10.6M 2.08%
271,849
+159,349
+142% +$5.15M
SPXL icon
9
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7.42B
$10.2M 2.01%
+37,846
New +$9.56M
AMD icon
10
Advanced Micro Devices
AMD
$789B
$9.24M 1.81%
15,904
+10,127
+175% +$4.15M
HOOD icon
11
Robinhood
HOOD
$83.9B
$9.02M 1.77%
89,945
+18,945
+27% +$1.59M
AAOI icon
12
Applied Optoelectronics
AAOI
$10.9B
$8.27M 1.62%
55,796
+7,909
+17% +$1.29M
MU icon
13
Micron Technology
MU
$991B
$5.32M 1.04%
4,607
-2,118
-31% -$1.59M
SQQQ icon
14
ProShares UltraPro Short QQQ
SQQQ
$1.71B
$5.07M 0.99%
138,113
+81,603
+144% +$3.94M
USO icon
15
PUT
United States Oil Fund
USO
$1.84B
$4.74M 0.93%
1,100,000
+300,000
+38% +$39.3M
LRCX icon
16
Lam Research
LRCX
$390B
$4.49M 0.88%
10,370
+8,508
+457% +$2.58M
IONQ icon
17
IonQ
IONQ
$16.6B
$3.43M 0.67%
+64,423
New +$3.26M
BE icon
18
Bloom Energy
BE
$64.6B
$3.34M 0.65%
11,018
+2,690
+32% +$689K
SIMO icon
19
Silicon Motion
SIMO
$8.68B
$3.23M 0.63%
+9,684
New +$2.24M
SNDK
20
Sandisk
SNDK
$177B
$3.17M 0.62%
1,393
-1,524
-52% -$2.18M
ANET icon
21
Arista Networks
ANET
$238B
$2.96M 0.58%
17,435
+17,070
+4,677% +$2.68M
NVDA icon
22
NVIDIA
NVDA
$5.42T
$2.79M 0.55%
13,932
-29,383
-68% -$6.04M
MLYS icon
23
Mineralys Therapeutics
MLYS
$2.41B
$2.72M 0.53%
+100,869
New +$2.77M
GLD icon
24
PUT
SPDR Gold Trust
GLD
$141B
$2.71M 0.53%
2,860,000
+725,000
+34% +$300M
TZA icon
25
Direxion Daily Small Cap Bear 3x ETF
TZA
$210M
$2.71M 0.53%
71,561
+49,754
+228% +$2.4M
1
2 3 4 5

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HIM
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MWAM
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MCA
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MC
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MCM
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WMG
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Timothy G. Youngquist 2020 Irrevocable Trust's Q2 2026 Portfolio in Review

As of Q2 2026, Timothy G. Youngquist 2020 Irrevocable Trust held 511 positions worth $510M, up 120% from $232M the previous quarter. Its ten largest holdings account for 76% of the portfolio.

Timothy G. Youngquist 2020 Irrevocable Trust deployed $606M of net new capital in Q2 2026, opening 65 new positions and adding to 29 existing holdings. Its largest new stake was Vanguard Information Technology ETF: 2,172,703 shares worth $260M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was NVIDIA, an estimated $6.04M trimmed.

  • Timothy G. Youngquist 2020 Irrevocable Trust's largest Q2 2026 buy was Vanguard Information Technology ETF: 2,172,703 shares worth $260M.
  • Timothy G. Youngquist 2020 Irrevocable Trust added most to Viking Therapeutics in Q2 2026, an estimated $5.15M increase.
  • Timothy G. Youngquist 2020 Irrevocable Trust's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $6.04M.
  • Timothy G. Youngquist 2020 Irrevocable Trust fully exited Microsoft in Q2 2026, selling an estimated $5.14M.
  • Timothy G. Youngquist 2020 Irrevocable Trust's ten largest holdings make up 76% of its $510M portfolio in Q2 2026.
  • Timothy G. Youngquist 2020 Irrevocable Trust opened 65 new positions and closed 396 in Q2 2026.
  • Timothy G. Youngquist 2020 Irrevocable Trust's portfolio value rose 120% quarter-over-quarter to $510M.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.