Holders — by stockHoldings — by fund
Timothy G. Youngquist 2020 Irrevocable Trust
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002109159
$510.0M
disclosed book value
115
positions
50.9%
largest position share
Positions, as of 2026-06-30
top 100 of 115 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VGTVANGUARD WORLD FD | 2.2M | $259.7M | 50.9% |
| 2 | SOXLDIREXION SHARES ETF TRUST | 109,740 | $29.3M | 5.7% |
| 3 | CHRSCOHERUS ONCOLOGY INC | 13.1M | $18.3M | 3.6% |
| 4 | RLAYRELAY THERAPEUTICS INC | 801,464 | $15.0M | 2.9% |
| 5 | TNADIREXION SHARES ETF TRUST | 163,850 | $12.3M | 2.4% |
| 6 | TQQQPROSHARES TR | 143,990 | $11.7M | 2.3% |
| 7 | QQQINVESCO QQQ TR | 15,423 | $11.4M | 2.2% |
| 8 | VKTXVIKING THERAPEUTICS INC | 271,849 | $10.6M | 2.1% |
| 9 | SPXLDIREXION SHARES ETF TRUST | 37,846 | $10.2M | 2% |
| 10 | AMDADVANCED MICRO DEVICES INC | 15,904 | $9.2M | 1.8% |
| 11 | HOODROBINHOOD MKTS INC | 89,945 | $9.0M | 1.8% |
| 12 | AAOIAPPLIED OPTOELECTRONICS INC | 55,796 | $8.3M | 1.6% |
| 13 | MUMICRON TECHNOLOGY INC | 4,607 | $5.3M | 1% |
| 14 | SQQQPROSHARES TR | 138,113 | $5.1M | 1% |
| 15 | UNITED STS OIL FD LPPUT | 1.1M | $4.7M | 0.9% |
| 16 | LRCXLAM RESEARCH CORP | 10,370 | $4.5M | 0.9% |
| 17 | IONQIONQ INC | 64,423 | $3.4M | 0.7% |
| 18 | BEBLOOM ENERGY CORP | 11,018 | $3.3M | 0.7% |
| 19 | SIMOSILICON MOTION TECHNOLOGY CO | 9,684 | $3.2M | 0.6% |
| 20 | SNDKSANDISK CORP | 1,393 | $3.2M | 0.6% |
| 21 | ANETARISTA NETWORKS INC | 17,435 | $3.0M | 0.6% |
| 22 | NVDANVIDIA CORPORATION | 13,932 | $2.8M | 0.5% |
| 23 | MLYSMINERALYS THERAPEUTICS INC | 100,869 | $2.7M | 0.5% |
| 24 | SPDR GOLD TRPUT | 2.9M | $2.7M | 0.5% |
| 25 | TZAEURDIREXION SHARES ETF TRUST | 715,606 | $2.7M | 0.5% |
| 26 | SITMSITIME CORP | 3,625 | $2.7M | 0.5% |
| 27 | LITELUMENTUM HLDGS INC | 3,070 | $2.6M | 0.5% |
| 28 | APLDAPPLIED DIGITAL CORP | 70,000 | $2.6M | 0.5% |
| 29 | ALABASTERA LABS INC | 5,395 | $2.6M | 0.5% |
| 30 | AMZNAMAZON COM INC | 10,260 | $2.4M | 0.5% |
| 31 | GEVGE VERNOVA INC | 1,996 | $2.3M | 0.5% |
| 32 | COHRCOHERENT CORP | 5,938 | $2.3M | 0.5% |
| 33 | AVGOBROADCOM INC | 5,954 | $2.2M | 0.4% |
| 34 | KINIKSA PHARMACEUTICALS INTL | 34,341 | $2.2M | 0.4% |
| 35 | NEENEXTERA ENERGY INC | 19,760 | $1.7M | 0.3% |
| 36 | AMAZON COM INCPUT | 570,000 | $1.6M | 0.3% |
| 37 | AVAVAEROVIRONMENT INC | 8,883 | $1.5M | 0.3% |
| 38 | MXLMAXLINEAR INC | 10,846 | $1.4M | 0.3% |
| 39 | PENGPENGUIN SOLUTIONS INC | 17,950 | $1.4M | 0.3% |
| 40 | GLWCORNING INC | 5,019 | $1.3M | 0.3% |
| 41 | ICHOR HOLDINGS | 10,762 | $1.2M | 0.2% |
| 42 | NATIONAL ENERGY SERVICES REU | 39,591 | $1.2M | 0.2% |
| 43 | ALTOALTO INGREDIENTS INC | 189,690 | $1.1M | 0.2% |
| 44 | MYRGMYR GROUP INC | 2,091 | $1.0M | 0.2% |
| 45 | SEZLSEZZLE INC | 6,085 | $1.0M | 0.2% |
| 46 | CLSCELESTICA INC | 2,776 | $1.0M | 0.2% |
| 47 | BTSGBRIGHTSPRING HEALTH SVCS INC | 14,340 | $1.0M | 0.2% |
| 48 | DARDARLING INGREDIENTS INC | 18,200 | $994,084 | 0.2% |
| 49 | RFILRF INDS LTD | 46,813 | $992,904 | 0.2% |
| 50 | AURA MINERALS INC | 15,723 | $989,763 | 0.2% |
| 51 | RYROYAL BK CDA | 4,741 | $981,245 | 0.2% |
| 52 | CNCCENTENE CORP DEL | 14,934 | $958,613 | 0.2% |
| 53 | CREDO TECHNOLOGY GROUP HOLDI | 3,487 | $948,290 | 0.2% |
| 54 | NABORS INDUSTRIES LTD | 11,276 | $947,297 | 0.2% |
| 55 | BACBANK OF AMER CORP | 16,583 | $944,899 | 0.2% |
| 56 | OSCROSCAR HEALTH INC | 32,965 | $940,162 | 0.2% |
| 57 | PBRPETROLEO BRASILEIRO S A | 63,579 | $930,797 | 0.2% |
| 58 | GMGENERAL MTRS CO | 11,964 | $922,185 | 0.2% |
| 59 | TOTALENERGIES SE | 11,825 | $919,512 | 0.2% |
| 60 | RXTRACKSPACE TECHNOLOGY INC | 139,263 | $909,387 | 0.2% |
| 61 | EENI SPA | 19,362 | $907,303 | 0.2% |
| 62 | UNFIUNITED NAT FOODS INC | 18,349 | $837,999 | 0.2% |
| 63 | SNEXSTONEX GROUP INC | 6,991 | $828,434 | 0.2% |
| 64 | MICROSOFT CORPCALL | 110,000 | $764,500 | 0.1% |
| 65 | MTSIMACOM TECH SOLUTIONS HLDGS I | 1,936 | $736,396 | 0.1% |
| 66 | MICROSOFT CORPPUT | 171,200 | $528,258 | 0.1% |
| 67 | ROBINHOOD MKTS INCPUT | 337,900 | $441,598 | 0.1% |
| 68 | SNXTD SYNNEX CORPORATION | 1,283 | $342,997 | 0.1% |
| 69 | WDCWESTERN DIGITAL CORP | 493 | $314,889 | 0.1% |
| 70 | LQDALIQUIDIA CORPORATION | 2,782 | $221,809 | 0% |
| 71 | NETCLOUDFLARE INC | 667 | $163,602 | 0% |
| 72 | MICRON TECHNOLOGY INCPUT | 120,000 | $149,400 | 0% |
| 73 | APPLE INCPUT | 280,000 | $144,200 | 0% |
| 74 | AXTIAXT INC | 1,812 | $130,609 | 0% |
| 75 | CNTXCONTEXT THERAPEUTICS INC | 198,384 | $109,885 | 0% |
| 76 | NVIDIA CORPORATIONPUT | 131,100 | $88,448 | 0% |
| 77 | INTEL CORPPUT | 870,000 | $83,100 | 0% |
| 78 | COGNYTE SOFTWARE LTDCALL | 22,100 | $79,560 | 0% |
| 79 | ADOBE INCPUT | 900 | $68,152 | 0% |
| 80 | ISHARES TRCALL | 40,000 | $64,400 | 0% |
| 81 | SLVISHARES SILVER TR | 1,000 | $53,470 | 0% |
| 82 | RIOT PLATFORMS INCCALL | 14,100 | $47,235 | 0% |
| 83 | WMTWALMART INC | 400 | $45,304 | 0% |
| 84 | HEWLETT PACKARD ENTERPRISE CPUT | 39,000 | $38,415 | 0% |
| 85 | GLDSPDR GOLD TR | 100 | $36,838 | 0% |
| 86 | COHERUS ONCOLOGY INCCALL | 200,000 | $25,000 | 0% |
| 87 | KRAFT HEINZ COPUT | 21,100 | $24,370 | 0% |
| 88 | NIKE INCCALL | 30,300 | $23,331 | 0% |
| 89 | NU HLDGS LTDCALL | 15,400 | $22,407 | 0% |
| 90 | UIPATH INCPUT | 33,300 | $20,812 | 0% |
| 91 | HECLA MINING COMPANYPUT | 30,100 | $19,866 | 0% |
| 92 | SELECT SECTOR SPDR TRCALL | 2,500 | $19,375 | 0% |
| 93 | EPAM SYS INCCALL | 14,400 | $15,840 | 0% |
| 94 | TERAWULF INCCALL | 12,000 | $15,000 | 0% |
| 95 | STMICROELECTRONICS N VPUT | 7,900 | $11,455 | 0% |
| 96 | WALMART INCPUT | 5,700 | $11,258 | 0% |
| 97 | NETFLIX INC.PUT | 2,000 | $8,200 | 0% |
| 98 | THE TRADE DESK INCPUT | 18,400 | $5,888 | 0% |
| 99 | PALANTIR TECHNOLOGIES INCPUT | 800 | $5,280 | 0% |
| 100 | PFIZER INCCALL | 27,800 | $5,143 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.