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13F holdings · Q3 2026

Timothy G. Youngquist 2020 Irrevocable Trust

Fort Myers, FL · files as Timothy G. Youngquist 2020 Irrevocable Trust
Holdings as of Sep 30, 2026Filed Oct 13, 2026Next filing due Feb 15, 2027CIK 2109159

Timothy G. Youngquist 2020 Irrevocable Trust reported 37 stocks worth $504M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VGT (54.5%), SPMO (9.3%) and SOXL (3.2%). Compared with Q2 2026, the fund opened new positions in SPMO, QQQI and SPYI, added to VGT, AAOI and LRCX, trimmed AMD, MU and BE and sold out of SQQQ, SIMO and SITM.

Reported value$504M+1.2% vs last quarter · $530M including options
Stocks held379 new · 42 sold out
Top 5 weight73.0%very concentrated
Turnover24%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 4 qtrsHeld
1
VGT
Vanguard World FD
$275M54.5%2.2M+15K (+1%)2 of 4
2
SPMO
Invesco S&P
$46.8M9.3%309KNew position1 of 4
3
SOXL
Direxion Shs ETF TR
$16.2M3.2%110KNo change4 of 4
4
CHRS
Coherus Oncology Inc
$15.8M3.1%13.1MNo change4 of 4
5
RLAY
Relay Therapeutics Inc
$14.5M2.9%801KNo change4 of 4
6
QQQ
Invesco Qqq TR
$11.4M2.3%15KNo change2 of 4
7
TQQQ
Proshares TR
$11.2M2.2%144KNo change3 of 4
8
SPXL
Direxion Shs ETF TR
$10.6M2.1%38KNo change3 of 4
9
HOOD
Robinhood Mkts Inc
$10.1M2.0%90KNo change3 of 4
10
TNA
Direxion Shs ETF TR
$9.5M1.9%164KNo change4 of 4
🔒 27 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
SQQQ
Proshares TR
$5.1M138K
SIMO
Silicon Motion Technology Co
$3.2M9,684
DIREXION SHS ETF TR D
$2.7M716K
SITM
Sitime Corp
$2.7M3,625
ALAB
Astera Labs Inc
$2.6M5,395

🔒 Free account: see all 30.

Options

valued at the underlying shares
StockTypeValueSharesChange
USO
United Sts Oil FD LP
Put$8.6M1.2M+143,500
AMD
Advanced Micro Devices Inc
Call$4.3M330K+330,000
ORCL
Oracle Corp
Call$4.2M65K+65,000
LMND
Lemonade Inc
Call$2.2M98K+97,900
NVO
Novo-Nordisk A S
Call$1.7M155K+155,400

🔒 Free account: see all 20.

Reported value

last 4 quarters
$117MQ4 '25
$205MQ1 '26
$498MQ2 '26
$504MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 13, 202613F-HRQ3 2026SEC filing ↗

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Timothy G. Youngquist 2020 Irrevocable Trust 13F FAQ

What does Timothy G. Youngquist 2020 Irrevocable Trust own?

Timothy G. Youngquist 2020 Irrevocable Trust reported 37 stocks worth $504M in its 13F filing for Q3 2026, filed Oct 13, 2026. The table above lists every position in the filing (the top 10 without an account).

What did Timothy G. Youngquist 2020 Irrevocable Trust buy and sell in Q3 2026?

Compared with Q2 2026: 9 new positions, 6 added to, 4 trimmed and 42 sold out. New positions include SPMO, QQQI and SPYI. It sold all of SQQQ, SIMO and SITM.

When will Timothy G. Youngquist 2020 Irrevocable Trust file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Timothy G. Youngquist 2020 Irrevocable Trust's portfolio worth?

The Q3 2026 filing reports $504M in US stocks ($530M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.