Filed: 8/7/2026ACC: 0002109159-26-000004
📋 What this filing means
TIMOTHY G. YOUNGQUIST 2020 IRREVOCABLE TRUST filed this quarterly 13F‑HR report disclosing 53 equity positions with a total reported market value of $136.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
53
Positions
$136.56M
Total AUM (reported)
14M
Total Shares
Allocation by class
COM$65.56M48.0%
ULTRA BLOOMBERG$19.71M14.4%
CL A$12.67M9.3%
DAILY SMALL CAP$5.82M4.3%
COM CL A$4.71M3.5%
DAI SEM BUL ETF$4.54M3.3%
DA 500 BU 3X ETF$4.33M3.2%
Portfolio Concentration
Top 3$36.90M27.0%
4–10$36.44M26.7%
11–25$43.90M32.1%
Rest$19.32M14.1%
Top 3 weight
27.0%
Top 10 weight
53.7%
Voting Authority Distribution
Total shares with voting rights: 14M
Sole
Full voting authority
10.48M
shares
% of voting shares74.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.52M
shares
% of voting shares25.1%
Investment Discretion (by position count)
Sole53
Shared0
Other0
Dominant voting typeSole · 74.9% of voting shares
Institutional Holdings53
Rows:
PROSHARES TR II
SOLEShares1.02M
TypeSH
Market value$19.71M
14.43%
Sole
1.02M
Shared
0.00
None
0.00
TESLA INC
SOLEShares19.39K
TypeSH
Market value$8.72M
6.39%
Sole
19.39K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares12.84K
TypeSH
Market value$8.47M
6.21%
Sole
12.84K
Shared
0.00
None
0.00
COHERUS ONCOLOGY INC
SOLEShares5.90M
TypeSH
Market value$8.37M
6.13%
Sole
5.90M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares838.70K
TypeSH
Market value$5.85M
4.29%
Sole
0.00
Shared
0.00
None
838.70K
HARMONY BIOSCIENCES HLDGS IN
SOLEShares125.92K
TypeSH
Market value$4.71M
3.45%
Sole
125.92K
Shared
0.00
None
0.00
DIREXION SHARES ETF TRUST
SOLEShares108.05K
TypeSH
Market value$4.54M
3.33%
Sole
108.05K
Shared
0.00
None
0.00
DIREXION SHARES ETF TRUST
SOLEShares19.63K
TypeSH
Market value$4.33M
3.17%
Sole
19.63K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares130K
TypeSH
Market value$4.32M
3.16%
Sole
0.00
Shared
0.00
None
130K
PROSHARES TR
SOLEShares81.82K
TypeSH
Market value$4.31M
3.16%
Sole
81.82K
Shared
0.00
None
0.00
RELAY THERAPEUTICS INC
SOLEShares499.06K
TypeSH
Market value$4.22M
3.09%
Sole
499.06K
Shared
0.00
None
0.00
DIREXION SHARES ETF TRUST
SOLEShares89.08K
TypeSH
Market value$4.06M
2.97%
Sole
89.08K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares6.07K
TypeSH
Market value$3.97M
2.91%
Sole
6.07K
Shared
0.00
None
0.00
VIKING THERAPEUTICS INC
SOLEShares112.50K
TypeSH
Market value$3.96M
2.90%
Sole
112.50K
Shared
0.00
None
0.00
PROSHARES TR
SOLEShares56.51K
TypeSH
Market value$3.26M
2.38%
Sole
56.51K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares270K
TypeSH
Market value$3.16M
2.32%
Sole
0.00
Shared
0.00
None
270K
MICROSOFT CORP
SOLEShares246K
TypeSH
Market value$2.65M
1.94%
Sole
0.00
Shared
0.00
None
246K
CERTARA INC
SOLEShares289.30K
TypeSH
Market value$2.55M
1.87%
Sole
289.30K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares68.68K
TypeSH
Market value$2.53M
1.86%
Sole
68.68K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares15.09K
TypeSH
Market value$2.43M
1.78%
Sole
15.09K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares13.59K
TypeSH
Market value$2.41M
1.77%
Sole
13.59K
Shared
0.00
None
0.00
CREDO TECHNOLOGY GROUP HOLDI
SOLEShares15.58K
TypeSH
Market value$2.24M
1.64%
Sole
15.58K
Shared
0.00
None
0.00
LEMONADE INC
SOLEShares31.05K
TypeSH
Market value$2.21M
1.62%
Sole
31.05K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares11.69K
TypeSH
Market value$2.18M
1.60%
Sole
11.69K
Shared
0.00
None
0.00
ALBEMARLE CORP
SOLEShares14.62K
TypeSH
Market value$2.07M
1.51%
Sole
14.62K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PROSHARES TR IISOLE | ULTRA BLOOMBERG | 1.02M | SH | $19.71M 14.43% | 1.02M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 19.39K | SH | $8.72M 6.39% | 19.39K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 12.84K | SH | $8.47M 6.21% | 12.84K | 0.00 | 0.00 |
COHERUS ONCOLOGY INCSOLE | COM | 5.90M | SH | $8.37M 6.13% | 5.90M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 838.70K | SH | $5.85M 4.29% | 0.00 | 0.00 | 838.70K |
HARMONY BIOSCIENCES HLDGS INSOLE | COM | 125.92K | SH | $4.71M 3.45% | 125.92K | 0.00 | 0.00 |
DIREXION SHARES ETF TRUSTSOLE | DAI SEM BUL ETF | 108.05K | SH | $4.54M 3.33% | 108.05K | 0.00 | 0.00 |
DIREXION SHARES ETF TRUSTSOLE | DA 500 BU 3X ETF | 19.63K | SH | $4.33M 3.17% | 19.63K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 130K | SH | $4.32M 3.16% | 0.00 | 0.00 | 130K |
PROSHARES TRSOLE | ULTRAPRO QQQ | 81.82K | SH | $4.31M 3.16% | 81.82K | 0.00 | 0.00 |
RELAY THERAPEUTICS INCSOLE | COM | 499.06K | SH | $4.22M 3.09% | 499.06K | 0.00 | 0.00 |
DIREXION SHARES ETF TRUSTSOLE | DAILY SMALL CAP | 89.08K | SH | $4.06M 2.97% | 89.08K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 6.07K | SH | $3.97M 2.91% | 6.07K | 0.00 | 0.00 |
VIKING THERAPEUTICS INCSOLE | COM | 112.50K | SH | $3.96M 2.90% | 112.50K | 0.00 | 0.00 |
PROSHARES TRSOLE | ULTRAPRO SHORT | 56.51K | SH | $3.26M 2.38% | 56.51K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 270K | SH | $3.16M 2.32% | 0.00 | 0.00 | 270K |
MICROSOFT CORPSOLE | COM | 246K | SH | $2.65M 1.94% | 0.00 | 0.00 | 246K |
CERTARA INCSOLE | COM | 289.30K | SH | $2.55M 1.87% | 289.30K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 68.68K | SH | $2.53M 1.86% | 68.68K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 15.09K | SH | $2.43M 1.78% | 15.09K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 13.59K | SH | $2.41M 1.77% | 13.59K | 0.00 | 0.00 |
CREDO TECHNOLOGY GROUP HOLDISOLE | ORDINARY SHARES | 15.58K | SH | $2.24M 1.64% | 15.58K | 0.00 | 0.00 |
LEMONADE INCSOLE | COM | 31.05K | SH | $2.21M 1.62% | 31.05K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 11.69K | SH | $2.18M 1.60% | 11.69K | 0.00 | 0.00 |
ALBEMARLE CORPSOLE | COM | 14.62K | SH | $2.07M 1.51% | 14.62K | 0.00 | 0.00 |
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