Timothy G. Youngquist 2020 Irrevocable Trust
Timothy G. Youngquist 2020 Irrevocable Trust reported 37 US-listed holdings worth $504.4 million in its 13F for the quarter ended 30 September 2026, filed 13 October 2026. Its largest: Vanguard World FD (54.5%), Invesco Exch Traded FD Trust II (9.3%) and Direxion Daily Semiconductor Bull 3X Shares (3.2%). Against the quarter before, it opened 9 positions, added to 6, trimmed 4 and sold out of 42.
The 14 largest of its 37 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +32.5% over the 3 quarters to 30 September 2026, against +11.8% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Opened 9
- Invesco Exch Traded FD Trust II SPMO$46.8 million
- Neos ETF Trust QQQI$3.6 million
- Neos ETF Trust SPYI$3.5 million
- Direxion Daily Small Cap Bear 3X ETF TZA$3.4 million
- ProShares Trust Ultrapro SPXU$2.5 million
- Seagate Technology Holdings plc STX$1.1 million
- Roundhill ETF Trust QDTE$655,794
- Roundhill ETF Trust XDTE$591,218
and 1 more in the table below
Added to 6
- Vanguard World FD VGT+14,617 shares · +1%
- Cloudflare Inc. NET+5,212 shares · +781%
- Lam Research Corp. LRCX+4,322 shares · +42%
- Lumentum Holdings Inc. LITE+1,140 shares · +37%
- Applied Optoelectronics Inc. AAOI+9,722 shares · +17%
- GE Vernova Inc. GEV+755 shares · +38%
Trimmed 4
- Advanced Micro Devices Inc. AMD-1,864 shares · -12%
- Micron Technology Inc. MU-936 shares · -20%
- Bloom Energy Corp. BE-110 shares · -1%
- Sandisk Corp. SNDK-15 shares · -1%
Sold out of 42
- ProShares Trust SQQQ$5.1 million last quarter
- Silicon Motion Technology Corporation SIMO$3.2 million last quarter
- Direxion SHS ETF Trust TZA$2.7 million last quarter
- Sitime Corp. SITM$2.7 million last quarter
- Astera Labs Inc. ALAB$2.6 million last quarter
- Broadcom Inc. AVGO$2.2 million last quarter
- NextEra Energy Inc. NEE$1.7 million last quarter
- AeroVironment Inc. AVAV$1.5 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Vanguard World FD VGT | 2.2M | $274.9 million | 54.50% | +14.6K |
| Invesco Exch Traded FD Trust II SPMO | 308.7K | $46.8 million | 9.28% | new |
| Direxion Daily Semiconductor Bull 3X Shares SOXL | 109.7K | $16.2 million | 3.22% | no change |
| Coherus Biosciences Inc. CHRS | 13.1M | $15.8 million | 3.13% | no change |
| Relay Therapeutics Inc. RLAY | 801.5K | $14.5 million | 2.87% | no change |
| Invesco QQQ Trust QQQ | 15.4K | $11.4 million | 2.26% | no change |
| ProShares Trust TQQQ | 144.0K | $11.2 million | 2.23% | no change |
| Direxion Daily S&P 500 Bull 3X Shares SPXL | 37.8K | $10.6 million | 2.11% | no change |
| Robinhood Markets, Inc. HOOD | 89.9K | $10.1 million | 2.01% | no change |
| Direxion SHS ETF Trust TNA | 163.8K | $9.5 million | 1.88% | no change |
| Viking Therapeutics Inc. VKTX | 271.8K | $8.9 million | 1.76% | no change |
| Advanced Micro Devices Inc. AMD | 14.0K | $8.6 million | 1.70% | -1.9K |
| Applied Optoelectronics Inc. AAOI | 65.5K | $6.5 million | 1.29% | +9.7K |
| Lam Research Corp. LRCX | 14.7K | $4.8 million | 0.96% | +4.3K |
| Lumentum Holdings Inc. LITE | 4.2K | $4.1 million | 0.81% | +1.1K |
| Micron Technology Inc. MU | 3.7K | $3.9 million | 0.78% | -936 |
| Neos ETF Trust QQQI | 64.0K | $3.6 million | 0.71% | new |
| Arista Networks, Inc. ANET | 17.4K | $3.5 million | 0.70% | no change |
| Neos ETF Trust SPYI | 65.4K | $3.5 million | 0.69% | new |
| Direxion Daily Small Cap Bear 3X ETF TZA | 71.6K | $3.4 million | 0.67% | new |
| NVIDIA Corp. NVDA | 13.9K | $3.2 million | 0.63% | no change |
| Bloom Energy Corp. BE | 10.9K | $3.0 million | 0.60% | -110 |
| Ionq Inc. Com IONQ | 64.4K | $2.8 million | 0.56% | no change |
| GE Vernova Inc. GEV | 2.8K | $2.6 million | 0.52% | +755 |
| Kiniksa Pharmaceuticals Intl KNSA | 34.3K | $2.6 million | 0.51% | no change |
| Amazon.com Inc. AMZN | 10.3K | $2.6 million | 0.51% | no change |
| Mineralys Therapeutics Inc. MLYS | 100.9K | $2.5 million | 0.50% | no change |
| ProShares Trust Ultrapro SPXU | 72.0K | $2.5 million | 0.50% | new |
| Sandisk Corp. SNDK | 1.4K | $2.4 million | 0.48% | -15 |
| Cloudflare Inc. NET | 5.9K | $2.0 million | 0.40% | +5.2K |
| Coherent Corp. COHR | 5.9K | $1.7 million | 0.34% | no change |
| Applied Digital Corp. APLD | 70.0K | $1.7 million | 0.34% | no change |
| Seagate Technology Holdings plc STX | 1.2K | $1.1 million | 0.21% | new |
| Roundhill ETF Trust QDTE | 22.5K | $655,794 | 0.13% | new |
| Roundhill ETF Trust XDTE | 15.5K | $591,218 | 0.12% | new |
| Roundhill ETF Trust RDTE | 22.2K | $584,612 | 0.12% | new |
| Context Therapeutics Inc. CNTX | 198.4K | $59,595 | 0.01% | no change |
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Change is shares against its 13F for the quarter before; the 42 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| United STS Oil FD LP | Puts | 1.2M | $8.6 million |
| Advanced Micro Devices Inc. Call Oct 140 | Calls | 330.0K | $4.3 million |
| Oracle Corp. | Calls | 65.0K | $4.2 million |
| Lemonade Inc. | Calls | 97.9K | $2.2 million |
| Novo-Nordisk A S | Calls | 155.4K | $1.7 million |
| SPDR Gold Trust | Puts | 66.0K | $1.5 million |
| Dell Technologies Inc. | Calls | 110.0K | $693,000 |
| Mongodb Inc. | Puts | 110.0K | $544,511 |
| Intel Corp. | Calls | 220.0K | $423,500 |
| SPDR Gold Trust | Calls | 65.0K | $401,375 |
| Tempus Ai Inc. | Calls | 173.4K | $255,175 |
| Robinhood Mkts Inc. | Calls | 220.0K | $81,400 |
| iShares Trust | Puts | 10.0K | $67,331 |
| Novartis AG | Calls | 5.0K | $59,031 |
| Alphabet Inc. | Puts | 87.5K | $54,486 |
| Arrowhead Pharmaceuticals in | Calls | 6.0K | $42,268 |
| Axsome Therapeutics Inc. | Calls | 3.0K | $21,600 |
| Micron Technology Inc. | Puts | 700 | $14,113 |
| SPDR Dow Jones Indl Average | Puts | 1.3K | $11,250 |
| iShares Ethereum Trust | Calls | 1.0K | $10,250 |
| Sofi Technologies Inc. | Calls | 1.0K | $7,502 |
| iShares Silver Trust | Puts | 1.0K | $7,291 |
| Global X FDS | Puts | 2.0K | $5,398 |
| iShares Trust | Puts | 1.0K | $3,560 |
| Intel Corp. | Puts | 700 | $2,450 |
| Micron Technology Inc. | Calls | 200 | $1,535 |
| Netflix Inc. Call Nov 700 | Calls | 1.3K | $1,203 |
| Nvidia Corporation | Puts | 1.0K | $1,070 |
| Direxion SHS ETF Trust | Puts | 500 | $698 |
| Alphabet Inc. | Puts | 500 | $105 |
| Invesco QQQ Trust | Puts | 100 | $42 |
| iShares Trust | Calls | 1.0K | $36 |
| SPDR Dow Jones Indl Average | Calls | 1.0K | $24 |
33 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.