13F filer

Timothy G. Youngquist 2020 Irrevocable Trust

As of Sep 30, 2026 Filed Oct 13, 2026 CIK 2109159 SEC filings ↗
13F Value
$529.7M
Positions
70
Top Position
VGT51.9%
Top 5
69.5%

Latest filing changes

vs Jun 30, 2026
2 NET Cloudflare +781.4%+$1.8M
3 LRCX Lam Research +41.7%+$1.4M
4 LITE Lumentum Hldgs +37.1%+$1.1M
Holdings70
# Trend (4Q)
1 VGT 51.9% $274.9M +0.7% 2.19M 50.9% ETF
2 SPMO 8.8% $46.8M NEW 308.7K — ETF
3 SOXL 3.1% $16.2M — 109.7K 5.7% ETF
4 CHRS 3.0% $15.8M — 13.05M 3.6% Common Stock
5 RLAY 2.7% $14.5M — 801.5K 2.9% Common Stock
6 QQQ 2.2% $11.4M — 15.4K 2.2% ETF
7 TQQQ 2.1% $11.2M — 144.0K 2.3% Equity
8 SPXL 2.0% $10.6M — 37.8K 2.0% ETF
9 HOOD 1.9% $10.1M — 89.9K 1.8% Common Stock
10 TNA 1.8% $9.5M — 163.8K 2.4% ETF
11 VKTX 1.7% $8.9M — 271.8K 2.1% Common Stock
12 USO · PUT 1.6% $8.6M +13.0% 1.24M 0.9% Put
13 AMD 1.6% $8.6M -11.7% 14.0K 1.8% Common Stock
14 AAOI 1.2% $6.5M +17.4% 65.5K 1.6% Common Stock
15 LRCX
Filing details
  • 512807306 Sep 30, 2026 14,692 reported quantity $4,826,469 reported value
0.9% $4.8M +41.7% 14.7K 0.9% Common Stock
16 AMD · CALL 0.8% $4.3M NEW 330.0K — Call
17 ORCL · CALL 0.8% $4.2M NEW 65.0K — Call
18 LITE 0.8% $4.1M +37.1% 4.2K 0.5% Common Stock
19 MU 0.7% $3.9M -20.3% 3.7K 1.0% Common Stock
20 QQQI 0.7% $3.6M NEW 64.0K — ETF
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing78
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.