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.
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
Top Holdings
BOIL
PROSHARES TR II
14.4%
TSLA
TESLA INC
6.4%
META
META PLATFORMS INC
6.2%
CHRS
COHERUS ONCOLOGY INC
6.1%
023135956PUT
AMAZON COM INC
4.3%
HRMY
HARMONY BIOSCIENCES HLDGS IN
3.5%
SOXL
DIREXION SHARES ETF TRUST
3.3%
SPXL
DIREXION SHARES ETF TRUST
3.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.