Timothy G. Youngquist 2020 Irrevocable Trust
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Timothy G. Youngquist 2020 Irrevocable Trust reported 70 stock positions worth $498.2 million. Its top holding was Vanguard Info Tech ETF (VGT) at 52.1% of the portfolio, followed by Direx Dail Semi Bu 3X Et-Usd (SOXL, 5.9%) and Coherus Oncology (CHRS, 3.7%). Compared with Q1 2026, it opened 31 new positions, sold out of 393, added to 25 and reduced 14. The biggest buy was a new position in Vanguard Info Tech ETF (VGT) and the biggest sale Nvidia (NVDA, shares −68%).
- Most Recent 13F
- Q2 2026
- Location
- FORT MYERS, FL
- CIK
- 0002109159
- Portfolio Value
- $498.2M (Q2 2026)
- SEC Filing
- 0002109159-26-000006 ↗ filed Aug 7, 2026
Holdings Value
Holdings 70 stocks · $498.2M
| VGT Vanguard Info Tech ETF | 52.12% | 2,172,703 | $259.7M | New |
| SOXL Direx Dail Semi Bu 3X Et-Usd | 5.87% | 109,740 | $29.3M | Add +1.6% |
| CHRS Coherus Oncology Inc. | 3.67% | 13,050,623 | $18.3M | Add +6.2% |
| RLAY Relay Therapeutics Inc. | 3.01% | 801,464 | $15.0M | Add +60.6% |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | 2.47% | 163,850 | $12.3M | Add +83.9% |
| TQQQ Proshares Ultrapro QQQ | 2.34% | 143,990 | $11.7M | New |
| QQQ Invesco QQQ Trust Series 1 | 2.28% | 15,423 | $11.4M | New |
| VKTX Viking Therapeutics Inc. | 2.13% | 271,849 | $10.6M | Add +141.6% |
| SPXL Direxion Daily S&P 500 Bull | 2.06% | 37,846 | $10.2M | New |
| AMD Advanced Micro Devices | 1.85% | 15,904 | $9.2M | Add +175.3% |
| HOOD Robinhood Markets Inc. Class A | 1.81% | 89,945 | $9.0M | Add +26.7% |
| AAOI Applied Optoelectronics Inc. | 1.66% | 55,796 | $8.3M | Add +16.5% |
| MU Micron Technology Inc. | 1.07% | 4,607 | $5.3M | Reduce -31.5% |
| SQQQ Proshares Ultrapro Short QQQ | 1.02% | 138,113 | $5.1M | Add +144.4% |
| LRCX Lam Research Corp. | 0.90% | 10,370 | $4.5M | Add +456.9% |
| IONQ Ionq Inc. | 0.69% | 64,423 | $3.4M | New |
| BE Bloom Energy Corp. Class A | 0.67% | 11,018 | $3.3M | Add +32.3% |
| SIMO Silicon Motion Technol-ADR | 0.65% | 9,684 | $3.2M | New |
| SNDK Sandisk Corp. | 0.64% | 1,393 | $3.2M | Reduce -52.3% |
| ANET Arista Networks Inc. | 0.59% | 17,435 | $3.0M | Add +4676.7% |
| NVDA Nvidia Corp. | 0.56% | 13,932 | $2.8M | Reduce -67.8% |
| MLYS Mineralys Therapeutics Inc. | 0.55% | 100,869 | $2.7M | New |
| DIREXION SHARES ETF TRUST | 0.54% | 715,606 | $2.7M | Add +228.2% |
| SITM Sitime Corp. | 0.54% | 3,625 | $2.7M | New |
| LITE Lumentum Holdings Inc. | 0.53% | 3,070 | $2.6M | Reduce -5.0% |
| APLD Applied Digital Corp. | 0.52% | 70,000 | $2.6M | New |
| ALAB Astera Labs Inc. | 0.52% | 5,395 | $2.6M | Reduce -59.5% |
| AMZN Amazon.com Inc. | 0.49% | 10,260 | $2.4M | Reduce -43.4% |
| GEV GE Vernova Inc. | 0.47% | 1,996 | $2.3M | Add +0.3% |
| COHR Coherent Corp. | 0.47% | 5,938 | $2.3M | Add +34.0% |
| AVGO Broadcom Inc. | 0.45% | 5,954 | $2.2M | Add +19.9% |
| KNSA Kiniksa Pharmaceuticals Inte | 0.44% | 34,341 | $2.2M | New |
| NEE Nextera Energy Inc. | 0.35% | 19,760 | $1.7M | Add +2592.1% |
| AVAV Aerovironment Inc. | 0.29% | 8,883 | $1.5M | New |
| MXL Maxlinear Inc. | 0.28% | 10,846 | $1.4M | New |
| PENG Penguin Solutions Inc. | 0.27% | 17,950 | $1.4M | New |
| GLW Corning Inc. | 0.26% | 5,019 | $1.3M | Add +1718.5% |
| ICHR Ichor Holdings Ltd. | 0.24% | 10,762 | $1.2M | New |
| NESR National Energy Services Reu | 0.24% | 39,591 | $1.2M | Add +33.8% |
| ALTO Alto Ingredients Inc. | 0.22% | 189,690 | $1.1M | New |
| MYRG MYR Group Inc./Delaware | 0.21% | 2,091 | $1.0M | New |
| SEZL Sezzle Inc. | 0.21% | 6,085 | $1.0M | New |
| CLS Celestica Inc. | 0.20% | 2,776 | $1.0M | Reduce -32.1% |
| BTSG Brightspring Health Services | 0.20% | 14,340 | $1.0M | New |
| DAR Darling Ingredients Inc. | 0.20% | 18,200 | $994K | New |
| RFIL RF Industries Ltd. filed as RF INDS LTD | 0.20% | 46,813 | $993K | Reduce -22.0% |
| AUGO Aura Minerals Inc. | 0.20% | 15,723 | $990K | Add +51.0% |
| RY Royal Bank of Canada | 0.20% | 4,741 | $981K | Add +15.9% |
| CNC Centene Corp. | 0.19% | 14,934 | $959K | New |
| CRDO Credo Technology Group Holdi | 0.19% | 3,487 | $948K | Reduce -44.9% |
| NBR Nabors Industries Ltd. | 0.19% | 11,276 | $947K | Add +45.3% |
| BAC Bank of America Corp. | 0.19% | 16,583 | $945K | Add +598.8% |
| OSCR Oscar Health Inc. Class A | 0.19% | 32,965 | $940K | New |
| PBR Petroleo Brasileiro-Spon ADR | 0.19% | 63,579 | $931K | New |
| GM General Motors Co. | 0.19% | 11,964 | $922K | Add +31.3% |
| TTE Totalenergies SE | 0.18% | 11,825 | $920K | New |
| RXT Rackspace Technology Inc. | 0.18% | 139,263 | $909K | New |
| E Eni SPA-Sponsored ADR | 0.18% | 19,362 | $907K | New |
| UNFI United Natural Foods Inc. | 0.17% | 18,349 | $838K | Add +9.8% |
| SNEX Stonex Group Inc. | 0.17% | 6,991 | $828K | Reduce -24.5% |
| MTSI Macom Technology Solutions H | 0.15% | 1,936 | $736K | New |
| SNX TD Synnex Corp. | 0.07% | 1,283 | $343K | New |
| WDC Western Digital Corp. | 0.06% | 493 | $315K | Reduce -2.6% |
| LQDA Liquidia Corp. | 0.04% | 2,782 | $222K | New |
| NET Cloudflare Inc. Class A | 0.03% | 667 | $164K | Reduce -72.6% |
| AXTI Axt Inc. | 0.03% | 1,812 | $131K | New |
| CNTX Context Therapeutics Inc. | 0.02% | 198,384 | $110K | New |
| SLV iShares Silver Trust | 0.01% | 1,000 | $53K | New |
| WMT Walmart Inc. | 0.01% | 400 | $45K | Reduce -94.4% |
| GLD SPDR Gold Shares | 0.01% | 100 | $37K | Reduce -95.4% |
Options reported separately and not counted above: UNITED STS OIL FD LP puts ($4.7M), SPDR GOLD TR puts ($2.7M), AMAZON COM INC puts ($1.6M), MICROSOFT CORP calls ($765K), MICROSOFT CORP puts ($528K), ROBINHOOD MKTS INC puts ($442K), MICRON TECHNOLOGY INC puts ($149K), APPLE INC puts ($144K), NVIDIA CORPORATION puts ($88K), INTEL CORP puts ($83K), COGNYTE SOFTWARE LTD calls ($80K), ADOBE INC puts ($68K), and 33 more.
Portfolio Sells Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | Reduce -67.8% | 0.56% | −3.13 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −2.30 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −2.20 |
| KLAC KLA Corp. | Sold out | 0.00% | −1.63 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −1.51 |
| AAPL Apple Inc. | Sold out | 0.00% | −1.40 |
| AMZN Amazon.com Inc. | Reduce -43.4% | 0.49% | −1.35 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −1.33 |
| CHRW C.H. Robinson Worldwide Inc. | Sold out | 0.00% | −1.29 |
| GE General Electric | Sold out | 0.00% | −1.26 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −1.26 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −1.26 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −1.25 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −1.23 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −1.18 |
| DELL Dell Technologies -C | Sold out | 0.00% | −1.14 |
| TEL Te Connectivity PLC | Sold out | 0.00% | −1.11 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −1.00 |
| MKSI MKS Inc. | Sold out | 0.00% | −0.98 |
| RKLB Rocket Lab Corp. | Sold out | 0.00% | −0.96 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.95 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.95 |
| LMND Lemonade Inc. | Sold out | 0.00% | −0.95 |
| CVNA Carvana Co. | Sold out | 0.00% | −0.95 |
| SANM Sanmina Corp. | Sold out | 0.00% | −0.93 |
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.92 |
| LUV Southwest Airlines Co. | Sold out | 0.00% | −0.92 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.86 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.85 |
| CERT Certara Inc. | Sold out | 0.00% | −0.81 |
| CDXS Codexis Inc. | Sold out | 0.00% | −0.78 |
| TMDX Transmedics Group Inc. | Sold out | 0.00% | −0.70 |
| TSXD DRXN D Smic T 5 Bear 2X ETF | Sold out | 0.00% | −0.64 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.60 |
| LITE Lumentum Holdings Inc. | Reduce -5.0% | 0.53% | −0.58 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.57 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.57 |
| DAWN Day One Biopharmaceuticals I | Sold out | 0.00% | −0.56 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.55 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.55 |
| PTC PTC Inc. | Sold out | 0.00% | −0.50 |
| BSY Bentley Systems Inc. Class B | Sold out | 0.00% | −0.49 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.46 |
| GLD SPDR Gold Shares | Reduce -95.4% | 0.01% | −0.45 |
| WMT Walmart Inc. | Reduce -94.4% | 0.01% | −0.42 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −0.41 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −0.41 |
| SSRM SSR Mining Inc. | Sold out | 0.00% | −0.40 |
| AU Anglogold Ashanti PLC | Sold out | 0.00% | −0.38 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.38 |
Portfolio Buys Q1 2026 → Q2 2026
| VGT Vanguard Info Tech ETF | New | 52.12% | +52.12 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | Add +1.6% | 5.87% | +3.35 |
| TQQQ Proshares Ultrapro QQQ | New | 2.34% | +2.34 |
| QQQ Invesco QQQ Trust Series 1 | New | 2.28% | +2.28 |
| SPXL Direxion Daily S&P 500 Bull | New | 2.06% | +2.06 |
| AMD Advanced Micro Devices | Add +175.3% | 1.85% | +1.28 |
| LRCX Lam Research Corp. | Add +456.9% | 0.90% | +0.71 |
| IONQ Ionq Inc. | New | 0.69% | +0.69 |
| SIMO Silicon Motion Technol-ADR | New | 0.65% | +0.65 |
| RLAY Relay Therapeutics Inc. | Add +60.6% | 3.01% | +0.58 |
| ANET Arista Networks Inc. | Add +4676.7% | 0.59% | +0.57 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | Add +83.9% | 2.47% | +0.55 |
| MLYS Mineralys Therapeutics Inc. | New | 0.55% | +0.55 |
| SITM Sitime Corp. | New | 0.54% | +0.54 |
| APLD Applied Digital Corp. | New | 0.52% | +0.52 |
| KNSA Kiniksa Pharmaceuticals Inte | New | 0.44% | +0.44 |
| VKTX Viking Therapeutics Inc. | Add +141.6% | 2.13% | +0.34 |
| NEE Nextera Energy Inc. | Add +2592.1% | 0.35% | +0.31 |
| AVAV Aerovironment Inc. | New | 0.29% | +0.29 |
| MXL Maxlinear Inc. | New | 0.28% | +0.28 |
| PENG Penguin Solutions Inc. | New | 0.27% | +0.27 |
| ICHR Ichor Holdings Ltd. | New | 0.24% | +0.24 |
| GLW Corning Inc. | Add +1718.5% | 0.26% | +0.24 |
| ALTO Alto Ingredients Inc. | New | 0.22% | +0.22 |
| MYRG MYR Group Inc./Delaware | New | 0.21% | +0.21 |
| SEZL Sezzle Inc. | New | 0.21% | +0.21 |
| BTSG Brightspring Health Services | New | 0.20% | +0.20 |
| DAR Darling Ingredients Inc. | New | 0.20% | +0.20 |
| CNC Centene Corp. | New | 0.19% | +0.19 |
| OSCR Oscar Health Inc. Class A | New | 0.19% | +0.19 |
| PBR Petroleo Brasileiro-Spon ADR | New | 0.19% | +0.19 |
| TTE Totalenergies SE | New | 0.18% | +0.18 |
| RXT Rackspace Technology Inc. | New | 0.18% | +0.18 |
| E Eni SPA-Sponsored ADR | New | 0.18% | +0.18 |
| MTSI Macom Technology Solutions H | New | 0.15% | +0.15 |
| BAC Bank of America Corp. | Add +598.8% | 0.19% | +0.13 |
| BE Bloom Energy Corp. Class A | Add +32.3% | 0.67% | +0.12 |
| SNX TD Synnex Corp. | New | 0.07% | +0.07 |
| LQDA Liquidia Corp. | New | 0.04% | +0.04 |
| AXTI Axt Inc. | New | 0.03% | +0.03 |
| CNTX Context Therapeutics Inc. | New | 0.02% | +0.02 |
| SLV iShares Silver Trust | New | 0.01% | +0.01 |
| COHR Coherent Corp. | Add +34.0% | 0.47% | −0.05 |
| NESR National Energy Services Reu | Add +33.8% | 0.24% | −0.07 |
| RY Royal Bank of Canada | Add +15.9% | 0.20% | −0.13 |
| NBR Nabors Industries Ltd. | Add +45.3% | 0.19% | −0.14 |
| GM General Motors Co. | Add +31.3% | 0.19% | −0.15 |
| UNFI United Natural Foods Inc. | Add +9.8% | 0.17% | −0.20 |
| DIREXION SHARES ETF TRUST | Add +228.2% | 0.54% | −0.20 |
| AUGO Aura Minerals Inc. | Add +51.0% | 0.20% | −0.22 |
Options Activity Q1 2026 → Q2 2026
| UNITED STS OIL FD LP | put | Add +37.5% | 1,100,000 | $4.7M |
| SPDR GOLD TR | put | Add +34.0% | 2,860,000 | $2.7M |
| MICROSOFT CORP | call | New | 110,000 | $765K |
| DELL TECHNOLOGIES INC | put | Sold out | 42,900 | $541Kbefore exit |
| MICROSOFT CORP | put | Reduce -22.2% | 171,200 | $528K |
| ROBINHOOD MKTS INC | put | Add +53.6% | 337,900 | $442K |
| MICRON TECHNOLOGY INC | put | New | 120,000 | $149K |
| ADVANCED MICRO DEVICES INC | put | Sold out | 220,000 | $94Kbefore exit |
| NVIDIA CORPORATION | put | Reduce -71.8% | 131,100 | $88K |
| INTEL CORP | put | Add +102.3% | 870,000 | $83K |
| COGNYTE SOFTWARE LTD | call | New | 22,100 | $80K |
| ADOBE INC | put | Reduce -99.4% | 900 | $68K |
| ISHARES TR | call | New | 40,000 | $64K |
| RIOT PLATFORMS INC | call | New | 14,100 | $47K |
| REDDIT INC | call | Sold out | 24,000 | $46Kbefore exit |
| HEWLETT PACKARD ENTERPRISE C | put | New | 39,000 | $38K |
| COHERUS BIOSCIENCES INC | call | Reduce -56.5% | 200,000 | $25K |
| KRAFT HEINZ CO | put | New | 21,100 | $24K |
| NIKE INC | call | New | 30,300 | $23K |
| NU HLDGS LTD | call | New | 15,400 | $22K |
| UIPATH INC | put | New | 33,300 | $21K |
| HECLA MINING COMPANY | put | New | 30,100 | $20K |
| SELECT SECTOR SPDR TR | call | New | 2,500 | $19K |
| EPAM SYS INC | call | New | 14,400 | $16K |
| TERAWULF INC | call | New | 12,000 | $15K |
| STMICROELECTRONICS N V | put | New | 7,900 | $11K |
| WALMART INC | put | New | 5,700 | $11K |
| NETFLIX INC. | put | New | 2,000 | $8K |
| THE TRADE DESK INC | put | New | 18,400 | $6K |
| PALANTIR TECHNOLOGIES INC | put | Reduce -99.6% | 800 | $5K |
| PFIZER INC | call | New | 27,800 | $5K |
| SANDISK CORP | call | New | 100 | $5K |
| VIAVI SOLUTIONS INC | put | New | 5,000 | $5K |
| ALPHABET INC | put | New | 3,600 | $4K |
| QUALCOMM INC | put | New | 1,300 | $3K |
| UNITED MICROELECTRONICS CORP | put | New | 7,900 | $2K |
| NOKIA CORP | put | New | 25,400 | $2K |
| THE CAMPBELLS COMPANY | call | New | 4,600 | $2K |
| ANNALY CAPITAL MANAGEMENT IN | call | New | 20,200 | $2K |
| UBER TECHNOLOGIES INC | put | New | 3,100 | $1K |
| IREN LIMITED | put | New | 2,400 | $876 |
| INVESCO QQQ TR | put | New | 1,100 | $737 |
| TILRAY BRANDS INC | call | New | 8,100 | $648 |
| SERVICENOW INC | put | New | 2,000 | $450 |
| ISHARES INC | put | New | 2,000 | $370 |
| CISCO SYS INC | put | New | 1,500 | $338 |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.