Timothy G. Youngquist 2020 Irrevocable Trust

CIK 0002109159 · FORT MYERS, FL · Quarter end: 2025-12-31 · Filed on: 2026-08-07 · Open the SEC source
The most recent 13F EDGAR holds under this CIK is 2025 Q4, filed 2026-08-07. Nothing has been filed since — the fund stopped filing, or it files under a different entity now. The positions below are a snapshot of that date, not a current portfolio.

Timothy G. Youngquist 2020 Irrevocable Trust reported 53 positions worth $136.6M as of December 31, 2025 (13F filed August 7, 2026). Largest holding: BOIL (14.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$136.6M
2025 Q4
Positions
53
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
53.7%
Est. Net Flow (Q)
2025 Q4
10 / 53 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BOILPROSHARES TR IISH$19.7M14.43%1,020,000
2TSLATESLA INCSH$8.7M6.39%19,395
3METAMETA PLATFORMS INCSH$8.5M6.21%12,838
4CHRSCOHERUS ONCOLOGY INCSH$8.4M6.13%5,895,349
5023135956AMAZON COM INCPUT$5.9M4.29%838,700
6HRMYHARMONY BIOSCIENCES HLDGS INSH$4.7M3.45%125,918
7SOXLDIREXION SHARES ETF TRUSTSH$4.5M3.33%108,052
8SPXLDIREXION SHARES ETF TRUSTSH$4.3M3.17%19,634
902079K905ALPHABET INCCALL$4.3M3.16%130,000
10TQQQPROSHARES TRSH$4.3M3.16%81,816

The free plan shows the top 10 positions. The remaining 43 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Timothy G. Youngquist 2020 Irrevocable Trust hold as of Q4 2025?

Timothy G. Youngquist 2020 Irrevocable Trust reported 53 positions worth $136.6M in its Q4 2025 13F filing. Largest positions: BOIL (14.4%), TSLA (6.4%), META (6.2%), CHRS (6.1%) and AMAZON COM INC (4.3%).

What did Timothy G. Youngquist 2020 Irrevocable Trust buy in Q4 2025?

No previous quarter is available yet; the comparison appears with the next filing.

What did Timothy G. Youngquist 2020 Irrevocable Trust sell in Q4 2025?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.