Park Edge Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 13, 2026), Park Edge Advisors, LLC reported 149 stock positions worth $469.3 million. Its top holding was Lincoln Electric (LECO) at 35.7% of the portfolio, followed by Simplify High Yield ETF (CDX, 3.5%) and Vanguard Tot World STK ETF (VT, 3.1%). Compared with Q1 2026, it opened 18 new positions, sold out of 10, added to 64 and reduced 38. The biggest buy was a new position in Vanguard Tot World STK ETF (VT) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −72%).
- Most Recent 13F
- Q2 2026
- Location
- Cleveland, OH
- CIK
- 0001965659
- Portfolio Value
- $469.3M (Q2 2026)
- SEC Filing
- 0002085853-26-000692 ↗ filed Jul 13, 2026
Holdings Value
Holdings 149 stocks · $469.3M
| LECO Lincoln Electric Holdings | 35.71% | 631,144 | $167.6M | No change |
| CDX Simplify High Yield ETF | 3.48% | 772,287 | $16.3M | Add +2.2% |
| VT Vanguard Tot World STK ETF | 3.13% | 93,653 | $14.7M | New |
| STIP iShares 0-5 Year Tips Bond E | 2.92% | 134,243 | $13.7M | Add +2.7% |
| SPHQ Invesco S&P 500 Quality ETF | 2.68% | 139,544 | $12.6M | Add +108.1% |
| IPKW Invesco International Buybac | 2.35% | 195,510 | $11.0M | Add +90.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.21% | 113,036 | $10.4M | Reduce -72.1% |
| AGGH Simplify Aggregate Bond ETF | 1.80% | 418,122 | $8.4M | Add +2.0% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 1.54% | 354,937 | $7.2M | Reduce -6.6% |
| GLD SPDR Gold Shares | 1.49% | 19,006 | $7.0M | Reduce -28.1% |
| EMB iShares JP Morgan Usd Emergi | 1.31% | 63,502 | $6.1M | Add +4.6% |
| OUSM Alps Oshares US Small-Cap Qu | 1.29% | 127,116 | $6.0M | Add +116.6% |
| WTBN Wisdomtree Bianco TR Fund | 1.25% | 233,609 | $5.9M | Add +2.7% |
| XOM Exxon Mobil Corp. | 0.97% | 33,429 | $4.6M | Add +0.3% |
| AGGA Ea Astoria Beacon Dynamic Co. | 0.94% | 174,786 | $4.4M | Add +1.3% |
| JNJ Johnson & Johnson | 0.90% | 16,584 | $4.2M | Add +54.7% |
| IAU iShares Gold Trust | 0.88% | 54,959 | $4.1M | Reduce -1.1% |
| FYLD Cambria Foreign Shareholder | 0.85% | 109,578 | $4.0M | Add +237.2% |
| JPM JPMorgan Chase & Co. | 0.85% | 12,180 | $4.0M | Reduce -9.6% |
| AAPL Apple Inc. | 0.84% | 13,603 | $3.9M | Reduce -4.0% |
| FOXY Simplify Currency Strtgy ETF | 0.76% | 120,373 | $3.6M | Reduce -6.2% |
| AMZN Amazon.com Inc. | 0.76% | 14,975 | $3.6M | Add +7.1% |
| COHR Coherent Corp. | 0.72% | 8,609 | $3.4M | Reduce -13.4% |
| BUCK Simplify Treasury Option Inc. | 0.71% | 142,406 | $3.3M | Add +1.7% |
| MSFT Microsoft Corp. | 0.71% | 8,923 | $3.3M | Add +10.6% |
| WMT Walmart Inc. | 0.71% | 29,312 | $3.3M | Reduce -6.8% |
| NVDA Nvidia Corp. | 0.70% | 16,457 | $3.3M | Add +4.2% |
| SPMO Invesco S&P 500 Momentum ETF | 0.68% | 19,724 | $3.2M | New |
| MTBA Simplify MBS ETF | 0.67% | 64,050 | $3.1M | Add +4.4% |
| IWM iShares Russell 2000 ETF | 0.67% | 10,422 | $3.1M | New |
| SHY iShares 1-3 Year Treasury Bo | 0.66% | 37,763 | $3.1M | Reduce -0.5% |
| MU Micron Technology Inc. | 0.65% | 2,654 | $3.1M | New |
| CPER United States Copper Index | 0.62% | 76,708 | $2.9M | New |
| GOOG Alphabet Inc. Class C | 0.61% | 8,137 | $2.9M | Add +34.8% |
| WELL Welltower Inc. | 0.60% | 12,381 | $2.8M | Add +127.1% |
| GLW Corning Inc. | 0.56% | 10,202 | $2.6M | New |
| AVGO Broadcom Inc. | 0.55% | 6,831 | $2.6M | Reduce -13.4% |
| MS Morgan Stanley | 0.54% | 12,222 | $2.6M | Add +0.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.53% | 55,347 | $2.5M | Add +12.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.52% | 16,142 | $2.4M | Reduce -1.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.51% | 6,427 | $2.4M | Add +6.6% |
| SBAR Simplify Barrier Income ETF | 0.50% | 92,357 | $2.4M | Add +13.3% |
| GE General Electric filed as GE AEROSPACE | 0.50% | 6,318 | $2.4M | Add +2.5% |
| IDV iShares International Select | 0.50% | 56,267 | $2.3M | Add +4.3% |
| GEV GE Vernova Inc. | 0.48% | 1,937 | $2.3M | Add +3.8% |
| EMR Emerson Electric Co. | 0.45% | 14,909 | $2.1M | No change |
| SCHD Schwab US DVD Equity ETF | 0.45% | 66,837 | $2.1M | Add +1.8% |
| META Meta Platforms Inc. Class A | 0.43% | 3,568 | $2.0M | Reduce -14.4% |
| APH Amphenol Corp. Class A | 0.43% | 11,372 | $2.0M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.42% | 2,666 | $2.0M | Add +0.1% |
| SPHD Invesco S&P 500 High Dividen | 0.41% | 37,667 | $1.9M | Add +5.3% |
| SVOL Simplify Volatility Premium | 0.41% | 119,051 | $1.9M | Add +21.9% |
| RTX RTX Corp. | 0.41% | 10,025 | $1.9M | Add +21.0% |
| GS Goldman Sachs Group Inc. | 0.38% | 1,782 | $1.8M | Add +0.8% |
| VWO Vanguard Ftse Emerging Marke | 0.38% | 29,964 | $1.8M | Add +5.6% |
| SCHZ Schwab US Aggregate Bond ETF | 0.36% | 72,115 | $1.7M | Add +5.2% |
| PG The Procter & Gamble Co. | 0.34% | 11,020 | $1.6M | Reduce -7.8% |
| HARD Simplify Commodities STR K-1 | 0.34% | 53,003 | $1.6M | Reduce -0.9% |
| WFC Wells Fargo & Co. | 0.32% | 18,408 | $1.5M | Add +13.1% |
| CAT Caterpillar Inc. | 0.32% | 1,390 | $1.5M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.31% | 2,946 | $1.5M | Reduce -47.0% |
| PM Philip Morris International | 0.31% | 8,122 | $1.5M | Add +336.2% |
| CSCO Cisco Systems Inc. | 0.31% | 12,384 | $1.5M | New |
| ACWX iShares MSCI Acwi Ex US ETF | 0.29% | 17,822 | $1.4M | Reduce -49.5% |
| GILD Gilead Sciences Inc. | 0.29% | 10,590 | $1.3M | New |
| SPD Simplify US Eqty Plus Down | 0.27% | 30,756 | $1.3M | Add +3.2% |
| LLY Eli Lilly & Co. | 0.27% | 1,061 | $1.3M | Add +7.9% |
| MCK McKesson Corp. | 0.27% | 1,672 | $1.3M | New |
| BWZ State Street SPDR Bloomberg | 0.27% | 47,048 | $1.3M | Reduce -0.8% |
| OEF iShares S&P 100 ETF | 0.27% | 3,422 | $1.3M | Reduce -48.6% |
| STE Steris PLC | 0.26% | 5,887 | $1.2M | Add +11.5% |
| PLTR Palantir Technologies Inc. Class A | 0.26% | 10,618 | $1.2M | Add +72.9% |
| XLE SS Energy Select Sector | 0.25% | 22,362 | $1.2M | Reduce -17.1% |
| NOC Northrop Grumman Corp. | 0.24% | 2,250 | $1.1M | No change |
| PFG Principal Financial Group | 0.24% | 10,236 | $1.1M | No change |
| SCHX Schwab US Large-Cap ETF | 0.22% | 35,655 | $1.0M | No change |
| DBB Invesco DB Base Metals Fund | 0.20% | 39,512 | $952K | Add +15.0% |
| EFA iShares MSCI Eafe ETF | 0.20% | 8,978 | $933K | Add +4.0% |
| PEP Pepsico Inc. | 0.20% | 6,792 | $920K | No change |
| CRS Carpenter Technology | 0.20% | 1,486 | $917K | No change |
| DUK Duke Energy Corp. | 0.19% | 6,968 | $882K | Add +113.9% |
| ABBV Abbvie Inc. | 0.19% | 3,457 | $870K | Reduce -63.9% |
| YGLD Simplify Gold Strategy ETF | 0.18% | 27,555 | $867K | Reduce -25.2% |
| BMY Bristol-Myers Squibb Co. | 0.18% | 14,381 | $829K | No change |
| NEM Newmont Corp. | 0.17% | 8,614 | $805K | Reduce -15.5% |
| IBIT iShares Bitcoin Trust ETF | 0.17% | 24,009 | $799K | Add +3.7% |
| TSLA Tesla Inc. | 0.17% | 1,896 | $798K | Reduce -31.0% |
| EEM iShares MSCI Emerging Market | 0.16% | 11,073 | $757K | Add +42.1% |
| OUSA Alps Oshares US Quality Divi | 0.16% | 12,724 | $742K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.15% | 8,981 | $724K | No change |
| HD Home Depot Inc. | 0.15% | 1,931 | $681K | Add +1.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 2,409 | $677K | Reduce -68.0% |
| AXTI Axt Inc. | 0.14% | 9,162 | $660K | Reduce -37.7% |
| VOO Vanguard S&P 500 ETF | 0.13% | 918 | $631K | New |
| CW Curtiss-Wright Corp. | 0.13% | 815 | $618K | Reduce -1.4% |
| MRK Merck & Co. Inc. | 0.12% | 4,378 | $563K | Add +4.8% |
| GDX Vaneck Gold Miners ETF | 0.12% | 7,181 | $542K | Reduce -15.3% |
| ADP Automatic Data Processing | 0.11% | 2,336 | $523K | Reduce -13.0% |
| USFR Wisdomtree Floating Rate Tre | 0.11% | 9,879 | $497K | New |
| PFE Pfizer Inc. | 0.10% | 20,416 | $492K | Reduce -8.8% |
Options reported separately and not counted above: SPY puts ($1.9M), TLT calls ($1.5M), TLT puts ($1.4M), COHR puts ($592K), AXTI puts ($288K).
Portfolio Sells Q1 2026 → Q2 2026
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -72.1% | 2.21% | −6.35 |
| GLD SPDR Gold Shares | Reduce -28.1% | 1.49% | −1.13 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.37 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.33 |
| TUA Sim St Treas Fut Strat ETF | Reduce -6.6% | 1.54% | −0.30 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -47.0% | 0.31% | −0.30 |
| ABBV Abbvie Inc. | Reduce -63.9% | 0.19% | −0.29 |
| IBM Intl Business Machines Corp. | Reduce -68.0% | 0.14% | −0.28 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -49.5% | 0.29% | −0.27 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.26 |
| ORCL Oracle Corp. | Reduce -84.5% | 0.04% | −0.26 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.25 |
| IAU iShares Gold Trust | Reduce -1.1% | 0.88% | −0.25 |
| OEF iShares S&P 100 ETF | Reduce -48.6% | 0.27% | −0.22 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.20 |
| WMT Walmart Inc. | Reduce -6.8% | 0.71% | −0.19 |
| YGLD Simplify Gold Strategy ETF | Reduce -25.2% | 0.18% | −0.15 |
| XLE SS Energy Select Sector | Reduce -17.1% | 0.25% | −0.13 |
| META Meta Platforms Inc. Class A | Reduce -14.4% | 0.43% | −0.12 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.10 |
| HARD Simplify Commodities STR K-1 | Reduce -0.9% | 0.34% | −0.10 |
| FOXY Simplify Currency Strtgy ETF | Reduce -6.2% | 0.76% | −0.10 |
| TJX TJX Companies Inc. | Reduce -1.7% | 0.52% | −0.08 |
| NEM Newmont Corp. | Reduce -15.5% | 0.17% | −0.08 |
| TSLA Tesla Inc. | Reduce -31.0% | 0.17% | −0.07 |
| GDX Vaneck Gold Miners ETF | Reduce -15.3% | 0.12% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -9.6% | 0.85% | −0.06 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -0.5% | 0.66% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -7.8% | 0.34% | −0.05 |
| AXTI Axt Inc. | Reduce -37.7% | 0.14% | −0.05 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.05 |
| PFE Pfizer Inc. | Reduce -8.8% | 0.10% | −0.04 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -23.1% | 0.08% | −0.03 |
| T AT&T Inc. | Reduce -6.1% | 0.05% | −0.03 |
| MCO Moody's Corp. | Reduce -20.6% | 0.08% | −0.03 |
| BWZ State Street SPDR Bloomberg | Reduce -0.8% | 0.27% | −0.03 |
| REAL The Realreal Inc. | Sold out | 0.00% | −0.02 |
| LFST Lifestance Health Group Inc. | Sold out | 0.00% | −0.02 |
| ADP Automatic Data Processing | Reduce -13.0% | 0.11% | −0.01 |
| AVGO Broadcom Inc. | Reduce -13.4% | 0.55% | −0.01 |
| AXP American Express Co. | Reduce -21.3% | 0.05% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -16.3% | 0.08% | −0.01 |
| CRON Cronos Group Inc. | Sold out | 0.00% | −0.01 |
| NN Nextnav Inc. | Reduce -7.2% | 0.08% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -15.7% | 0.07% | −0.00 |
| CW Curtiss-Wright Corp. | Reduce -1.4% | 0.13% | +0.00 |
| AAPL Apple Inc. | Reduce -4.0% | 0.84% | +0.01 |
| COHR Coherent Corp. | Reduce -13.4% | 0.72% | +0.18 |
Portfolio Buys Q1 2026 → Q2 2026
| VT Vanguard Tot World STK ETF | New | 3.13% | +3.13 |
| SPHQ Invesco S&P 500 Quality ETF | Add +108.1% | 2.68% | +1.52 |
| IPKW Invesco International Buybac | Add +90.6% | 2.35% | +1.02 |
| OUSM Alps Oshares US Small-Cap Qu | Add +116.6% | 1.29% | +0.70 |
| SPMO Invesco S&P 500 Momentum ETF | New | 0.68% | +0.68 |
| IWM iShares Russell 2000 ETF | New | 0.67% | +0.67 |
| MU Micron Technology Inc. | New | 0.65% | +0.65 |
| CPER United States Copper Index | New | 0.62% | +0.62 |
| FYLD Cambria Foreign Shareholder | Add +237.2% | 0.85% | +0.57 |
| GLW Corning Inc. | New | 0.56% | +0.56 |
| APH Amphenol Corp. Class A | New | 0.43% | +0.43 |
| WELL Welltower Inc. | Add +127.1% | 0.60% | +0.35 |
| CAT Caterpillar Inc. | New | 0.32% | +0.32 |
| CSCO Cisco Systems Inc. | New | 0.31% | +0.31 |
| JNJ Johnson & Johnson | Add +54.7% | 0.90% | +0.29 |
| GILD Gilead Sciences Inc. | New | 0.29% | +0.29 |
| MCK McKesson Corp. | New | 0.27% | +0.27 |
| PM Philip Morris International | Add +336.2% | 0.31% | +0.24 |
| GOOG Alphabet Inc. Class C | Add +34.8% | 0.61% | +0.21 |
| VOO Vanguard S&P 500 ETF | New | 0.13% | +0.13 |
| GEV GE Vernova Inc. | Add +3.8% | 0.48% | +0.11 |
| USFR Wisdomtree Floating Rate Tre | New | 0.11% | +0.11 |
| GE General Electric | Add +2.5% | 0.50% | +0.10 |
| DUK Duke Energy Corp. | Add +113.9% | 0.19% | +0.09 |
| AMZN Amazon.com Inc. | Add +7.1% | 0.76% | +0.09 |
| MS Morgan Stanley | Add +0.5% | 0.54% | +0.08 |
| NVDA Nvidia Corp. | Add +4.2% | 0.70% | +0.07 |
| LLY Eli Lilly & Co. | Add +7.9% | 0.27% | +0.06 |
| SVOL Simplify Volatility Premium | Add +21.9% | 0.41% | +0.06 |
| VTI VG Morningstar TS MKT ETF-US | Add +6.6% | 0.51% | +0.06 |
| EEM iShares MSCI Emerging Market | Add +42.1% | 0.16% | +0.06 |
| GOOGL Alphabet Inc. Class A | New | 0.06% | +0.06 |
| PLTR Palantir Technologies Inc. Class A | Add +72.9% | 0.26% | +0.06 |
| CZR Caesars Entertainment Inc. | New | 0.05% | +0.05 |
| MO Altria Group Inc. | New | 0.05% | +0.05 |
| IJK iShares S&P Mid-Cap 400 Grow | New | 0.04% | +0.04 |
| SBAR Simplify Barrier Income ETF | Add +13.3% | 0.50% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +0.8% | 0.38% | +0.04 |
| RTX RTX Corp. | Add +21.0% | 0.41% | +0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +5.6% | 0.38% | +0.03 |
| WFC Wells Fargo & Co. | Add +13.1% | 0.32% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.1% | 0.42% | +0.03 |
| SMMD iShares Russell 2500 ETF | Add +27.7% | 0.09% | +0.03 |
| SPD Simplify US Eqty Plus Down | Add +3.2% | 0.27% | +0.02 |
| MSFT Microsoft Corp. | Add +10.6% | 0.71% | +0.02 |
| DFAE Dimensional Emerging Core Eq | Add +9.8% | 0.10% | +0.02 |
| DBB Invesco DB Base Metals Fund | Add +15.0% | 0.20% | +0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +12.3% | 0.53% | +0.01 |
| DFAI Dimensional International Co. | Add +17.8% | 0.09% | +0.01 |
| TIP iShares Tips Bond ETF | Add +22.9% | 0.08% | +0.01 |
Options Activity Q1 2026 → Q2 2026
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 2,600 | $1.9M |
| TLT iShares 20+ Year Treasury BD | call | New | 16,900 | $1.5M |
| TLT iShares 20+ Year Treasury BD | put | New | 15,900 | $1.4M |
| COHR Coherent Corp. | put | New | 1,500 | $592K |
| AXTI Axt Inc. | put | New | 4,000 | $288K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 149 | $469.3M | LECO, CDX, VT, STIP, SPHQ |
| Q1 2026 | 141 | $433.9M | LECO, BIL, CDX, STIP, GLD |
| Q4 2025 | 150 | $441.7M | LECO, CDX, STIP, IPKW, GLD |
| Q3 2025 | 146 | $433.0M | LECO, CDX, STIP, IPKW, GLD |
| Q2 2025 | 143 | $389.9M | LECO, BIL, CDX, STIP, GLD |
| Q1 2025 | 137 | $359.1M | LECO, BIL, CDX, BUCK, GLD |
| Q4 2024 | 140 | $343.8M | LECO, BUCK, SPHQ, CDX, BIL |
| Q3 2024 | 139 | $350.0M | LECO, STIP, BUCK, GLD, MTBA |
| Q2 2024 | 134 | $327.2M | LECO, BIL, STIP, BUCK, CDX |
| Q1 2024 | 124 | $358.4M | LECO, GLD, BIL, STIP, BUCK |