Timothy G. Youngquist 2020 Irrevocable Trust Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Information Technology ETF
VGT
|
+$238M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$10.6M |
| 3 |
ProShares UltraPro QQQ
TQQQ
|
+$9.99M |
| 4 |
Direxion Daily S&P 500 Bull 3x ETF
SPXL
|
+$9.56M |
| 5 |
Viking Therapeutics
VKTX
|
+$5.15M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$6.04M |
| 2 |
Microsoft
MSFT
|
+$5.14M |
| 3 |
Reddit
RDDT
|
+$4.51M |
| 4 |
KLA
KLAC
|
+$3.34M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
501
Viking Holdings
VIK
$47.2B
| – | – |
-139
| Closed | -$10.2K |
|
502
Ferrovial N.V. Ordinary Shares
FER
$47.9B
| – | – |
-837
| Closed | -$53.9K |
|
|
ETH
503
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.75B
| – | – |
-950
| Closed | -$18.9K |
|
|
SW
504
Smurfit Westrock
SW
$25.3B
| – | – |
-183
| Closed | -$7.29K |
|
|
BTC
505
Grayscale Bitcoin Mini Trust ETF
BTC
$3.44B
| – | – |
-16,558
| Closed | -$497K |
|
|
EXE
506
Expand Energy Corp
EXE
$21.5B
| – | – |
-83
| Closed | -$9.11K |
|
|
XYZ
507
Block Inc
XYZ
$47.5B
| – | – |
-198
| Closed | -$11.9K |
|
|
SGI
508
Somnigroup International
SGI
$13.7B
| – | – |
-314
| Closed | -$23.2K |
|
|
CRCL
509
Circle Internet Group
CRCL
$16.9B
| – | – |
-669
| Closed | -$63.8K |
|
|
TSXD
510
Direxion Daily Semiconductors Top 5 Bear 2X ETF
TSXD
$1.35M
| – | – |
-33,074
| Closed | -$1.32M |
|
|
GLNK
511
Grayscale Chainlink Trust ETF
GLNK
$75.5M
| – | – |
-13,562
| Closed | -$105K |
|
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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.