Park Edge Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 7, 2025), Park Edge Advisors, LLC reported 143 stock positions worth $389.9 million. Its top holding was Lincoln Electric (LECO) at 35.7% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 5.8%) and Simplify High Yield ETF (CDX, 3.7%). Compared with Q1 2025, it opened 14 new positions, sold out of 8, added to 61 and reduced 40. The biggest buy was a new position in Invesco International Buybac (IPKW) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −47%).
- Most Recent 13F
- Q2 2026
- Location
- Cleveland, OH
- CIK
- 0001965659
- Portfolio Value
- $389.9M (Q2 2025)
- SEC Filing
- 0001667731-25-000736 ↗ filed Jul 7, 2025
Holdings Value
Holdings 143 stocks · $389.9M
| LECO Lincoln Electric Holdings | 35.67% | 670,889 | $139.1M | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 5.81% | 246,911 | $22.6M | Reduce -46.5% |
| CDX Simplify High Yield ETF | 3.67% | 612,977 | $14.3M | Add +43.3% |
| STIP iShares 0-5 Year Tips Bond E | 2.47% | 93,538 | $9.6M | Add +18.5% |
| GLD SPDR Gold Shares | 2.27% | 28,998 | $8.8M | Reduce -1.5% |
| BUCK Simplify Treasury Option Inc. | 2.18% | 360,359 | $8.5M | Add +0.5% |
| SHY iShares 1-3 Year Treasury Bo | 2.05% | 96,300 | $8.0M | Add +367.4% |
| IPKW Invesco International Buybac | 1.90% | 152,023 | $7.4M | New |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 1.35% | 239,072 | $5.3M | Reduce -2.0% |
| MTBA Simplify MBS ETF | 1.23% | 95,797 | $4.8M | Add +25.0% |
| SPLV Invesco S&P 500 Low Volatili | 1.15% | 61,575 | $4.5M | Add +50.3% |
| VEU Vanguard Ftse All-World Ex-U | 1.05% | 60,683 | $4.1M | New |
| WTBN Wisdomtree Bianco TR Fund | 1.02% | 156,458 | $4.0M | Add +12.3% |
| MSFT Microsoft Corp. | 1.01% | 7,884 | $3.9M | Add +5.7% |
| AGGH Simplify Aggregate Bond ETF | 0.98% | 185,665 | $3.8M | Add +33.0% |
| JPM JPMorgan Chase & Co. | 0.97% | 13,111 | $3.8M | Add +7.3% |
| IBIT iShares Bitcoin Trust ETF | 0.97% | 62,028 | $3.8M | Add +76.9% |
| IAU iShares Gold Trust | 0.89% | 55,667 | $3.5M | Reduce -14.8% |
| XOM Exxon Mobil Corp. | 0.89% | 32,031 | $3.5M | Add +0.3% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.87% | 55,404 | $3.4M | New |
| BUXX Strive Enhanced Income Short | 0.83% | 160,179 | $3.3M | Reduce -5.5% |
| META Meta Platforms Inc. Class A | 0.82% | 4,346 | $3.2M | Reduce -4.2% |
| SPHQ Invesco S&P 500 Quality ETF | 0.82% | 44,721 | $3.2M | Reduce -11.8% |
| AVGO Broadcom Inc. | 0.76% | 10,809 | $3.0M | Add +46.3% |
| WMT Walmart Inc. | 0.75% | 29,950 | $2.9M | Add +9.8% |
| AMZN Amazon.com Inc. | 0.73% | 13,007 | $2.9M | Add +9.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.70% | 9,316 | $2.7M | Add +41.6% |
| NFLX Netflix Inc. | 0.69% | 1,998 | $2.7M | Add +12.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.66% | 4,168 | $2.6M | Add +93.6% |
| AAPL Apple Inc. | 0.65% | 12,378 | $2.5M | Add +6.2% |
| COST Costco Wholesale Corp. | 0.61% | 2,414 | $2.4M | Add +11.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.57% | 4,540 | $2.2M | Add +9.3% |
| NVDA Nvidia Corp. | 0.56% | 13,703 | $2.2M | Reduce -9.4% |
| XLC SS Comm Select Sector SPDR | 0.53% | 19,203 | $2.1M | Add +24.1% |
| PG The Procter & Gamble Co. | 0.53% | 12,876 | $2.1M | Reduce -2.7% |
| XLF SS Financial Select Sector | 0.53% | 39,152 | $2.1M | Add +109.8% |
| ORCL Oracle Corp. | 0.52% | 9,305 | $2.0M | Add +23.7% |
| PKW Invesco Buyback Achievers Et | 0.52% | 16,444 | $2.0M | Add +171.4% |
| EMR Emerson Electric Co. | 0.52% | 15,215 | $2.0M | No change |
| IDHQ Invesco S&P International DE | 0.51% | 60,479 | $2.0M | New |
| OUSM Alps Oshares US Small-Cap Qu | 0.50% | 45,171 | $2.0M | Reduce -7.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.49% | 6,256 | $1.9M | Reduce -1.6% |
| UUP Invesco DB US Dollar Index B | 0.44% | 64,130 | $1.7M | Add +10.9% |
| GE General Electric filed as GE AEROSPACE | 0.43% | 6,565 | $1.7M | Add +31.8% |
| JNJ Johnson & Johnson | 0.42% | 10,732 | $1.6M | Reduce -0.0% |
| V Visa Inc. Class A | 0.41% | 4,538 | $1.6M | Add +71.2% |
| IDV iShares International Select | 0.41% | 46,175 | $1.6M | Reduce -7.0% |
| SVOL Simplify Volatility Premium | 0.40% | 85,156 | $1.6M | Add +22.5% |
| JEPI JPMorgan Equity Premium Inco | 0.39% | 26,782 | $1.5M | Add +5.2% |
| GOOG Alphabet Inc. Class C | 0.39% | 8,580 | $1.5M | Add +20.1% |
| LLY Eli Lilly & Co. | 0.39% | 1,936 | $1.5M | Add +10.2% |
| SCHD Schwab US DVD Equity ETF | 0.39% | 56,776 | $1.5M | Add +4.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.38% | 18,234 | $1.5M | Reduce -54.6% |
| TMUS T-Mobile US Inc. | 0.36% | 5,892 | $1.4M | Add +22.9% |
| SPHD Invesco S&P 500 High Dividen | 0.35% | 28,696 | $1.4M | Reduce -58.6% |
| T AT&T Inc. | 0.34% | 45,526 | $1.3M | Add +28.8% |
| GEV GE Vernova Inc. | 0.34% | 2,484 | $1.3M | Add +15.8% |
| IQLT iShares MSCI International Q | 0.34% | 30,270 | $1.3M | New |
| YGLD Simplify Gold Strategy ETF | 0.34% | 38,031 | $1.3M | Reduce -2.2% |
| STE Steris PLC | 0.32% | 5,216 | $1.3M | Add +10.8% |
| HARD Simplify Commodities STR K-1 | 0.32% | 44,524 | $1.3M | Add +0.3% |
| SCHZ Schwab US Aggregate Bond ETF | 0.32% | 53,067 | $1.2M | Add +11.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.32% | 9,963 | $1.2M | Reduce -26.4% |
| ISRG Intuitive Surgical Inc. | 0.31% | 2,248 | $1.2M | Reduce -4.3% |
| SPD Simplify US Eqty Plus Down | 0.31% | 31,522 | $1.2M | Reduce -36.5% |
| OUSA Alps Oshares US Quality Divi | 0.30% | 21,500 | $1.2M | Add +7.4% |
| NOC Northrop Grumman Corp. | 0.29% | 2,250 | $1.1M | No change |
| IWF iShares Russell 1000 Growth | 0.29% | 2,628 | $1.1M | Reduce -14.5% |
| GS Goldman Sachs Group Inc. | 0.27% | 1,492 | $1.1M | Reduce -14.3% |
| PGR Progressive Corp. | 0.27% | 3,930 | $1.0M | Add +0.4% |
| AXP American Express Co. | 0.26% | 3,207 | $1.0M | Reduce -10.3% |
| ADP Automatic Data Processing | 0.26% | 3,236 | $998K | No change |
| SCHX Schwab US Large-Cap ETF | 0.25% | 39,715 | $971K | Reduce -10.7% |
| PEP Pepsico Inc. | 0.24% | 7,108 | $939K | Reduce -3.0% |
| COHR Coherent Corp. | 0.23% | 9,960 | $889K | Add +11.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.22% | 1,587 | $876K | Add +130.7% |
| HD Home Depot Inc. | 0.22% | 2,351 | $862K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.21% | 16,692 | $826K | Reduce -3.5% |
| PFG Principal Financial Group | 0.21% | 10,236 | $813K | No change |
| EFA iShares MSCI Eafe ETF | 0.18% | 7,981 | $713K | Add +34.4% |
| ABBV Abbvie Inc. | 0.18% | 3,772 | $700K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.18% | 2,452 | $686K | Add +2.0% |
| BMY Bristol-Myers Squibb Co. | 0.18% | 14,777 | $684K | No change |
| SYK Stryker Corp. | 0.17% | 1,715 | $679K | New |
| PFF iShares Preferred & Income S | 0.17% | 21,365 | $655K | Add +3.9% |
| ABT Abbott Laboratories | 0.16% | 4,486 | $610K | Reduce -0.1% |
| MCO Moody's Corp. | 0.15% | 1,190 | $597K | No change |
| MS Morgan Stanley | 0.15% | 4,145 | $584K | Add +0.7% |
| PFE Pfizer Inc. | 0.15% | 23,930 | $580K | Reduce -4.8% |
| ARGT Global X MSCI Argentina ETF | 0.15% | 6,844 | $580K | Add +21.1% |
| VONG Vanguard Russell 1000 Growth | 0.14% | 4,882 | $533K | No change |
| TSLA Tesla Inc. | 0.13% | 1,570 | $499K | Add +1.9% |
| TRI Thomson Reuters Corp. | 0.13% | 2,467 | $496K | No change |
| EEM iShares MSCI Emerging Market | 0.12% | 9,872 | $476K | Add +62.6% |
| WELD Tema U.S. Manufacturing & Re | 0.11% | 10,756 | $422K | Add +20.3% |
| IWM iShares Russell 2000 ETF | 0.11% | 1,909 | $412K | New |
| CRS Carpenter Technology | 0.11% | 1,486 | $411K | No change |
| VYM Vanguard High DVD Yield ETF | 0.10% | 2,925 | $390K | No change |
| LIN Linde PLC | 0.10% | 827 | $388K | Add +8.5% |
| TBIL F/M US Treasury 3 Month Bill | 0.10% | 7,687 | $384K | Reduce -53.4% |
Portfolio Sells Q1 2025 → Q2 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -46.5% | 5.81% | −5.98 |
| FNA Paragon 28 Inc. | Sold out | 0.00% | −2.18 |
| SPHD Invesco S&P 500 High Dividen | Reduce -58.6% | 0.35% | −0.62 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −0.61 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.57 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -54.6% | 0.38% | −0.50 |
| IAU iShares Gold Trust | Reduce -14.8% | 0.89% | −0.18 |
| TJX TJX Companies Inc. | Reduce -26.4% | 0.32% | −0.14 |
| TUA Sim St Treas Fut Strat ETF | Reduce -2.0% | 1.35% | −0.14 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -53.4% | 0.10% | −0.13 |
| BUXX Strive Enhanced Income Short | Reduce -5.5% | 0.83% | −0.12 |
| SPD Simplify US Eqty Plus Down | Reduce -36.5% | 0.31% | −0.12 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -11.8% | 0.82% | −0.12 |
| REIT Alps Active REIT ETF | Sold out | 0.00% | −0.11 |
| ETN Eaton Corp. PLC | Reduce -62.6% | 0.09% | −0.11 |
| PG The Procter & Gamble Co. | Reduce -2.7% | 0.53% | −0.10 |
| VMC Vulcan Materials Co. | Sold out | 0.00% | −0.10 |
| GLD SPDR Gold Shares | Reduce -1.5% | 2.27% | −0.09 |
| JNJ Johnson & Johnson | Reduce -0.0% | 0.42% | −0.08 |
| OUSM Alps Oshares US Small-Cap Qu | Reduce -7.0% | 0.50% | −0.07 |
| PEP Pepsico Inc. | Reduce -3.0% | 0.24% | −0.07 |
| EVTR Eaton Vance Total Return | Sold out | 0.00% | −0.06 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.06 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.06 |
| PFE Pfizer Inc. | Reduce -4.8% | 0.15% | −0.03 |
| DBA Invesco DB Agriculture Fund | Reduce -17.1% | 0.08% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -10.7% | 0.25% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -14.5% | 0.29% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -28.5% | 0.06% | −0.02 |
| IDV iShares International Select | Reduce -7.0% | 0.41% | −0.02 |
| MDT Medtronic PLC | Reduce -10.5% | 0.07% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -11.2% | 0.09% | −0.02 |
| FLUX Flux Power Holdings Inc. | Reduce -2.7% | 0.04% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -4.3% | 0.31% | −0.01 |
| ABT Abbott Laboratories | Reduce -0.1% | 0.16% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -9.1% | 0.10% | −0.01 |
| FNX First Trust Mid Cap Core Alp | Reduce -5.4% | 0.08% | −0.01 |
| UNP Union Pacific Corp. | Reduce -0.1% | 0.06% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -3.5% | 0.21% | −0.01 |
| AXP American Express Co. | Reduce -10.3% | 0.26% | −0.01 |
| PNC PNC Financial Services Group | Reduce -3.6% | 0.08% | −0.01 |
| EMC GLB X Emrg MRKT GRT Cnsumr | Reduce -7.6% | 0.10% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.6% | 0.49% | +0.00 |
| PM Philip Morris International | Reduce -0.1% | 0.09% | +0.00 |
| GS Goldman Sachs Group Inc. | Reduce -14.3% | 0.27% | +0.01 |
| YGLD Simplify Gold Strategy ETF | Reduce -2.2% | 0.34% | +0.02 |
| META Meta Platforms Inc. Class A | Reduce -4.2% | 0.82% | +0.09 |
| NVDA Nvidia Corp. | Reduce -9.4% | 0.56% | +0.10 |
Portfolio Buys Q1 2025 → Q2 2025
| IPKW Invesco International Buybac | New | 1.90% | +1.90 |
| SHY iShares 1-3 Year Treasury Bo | Add +367.4% | 2.05% | +1.57 |
| VEU Vanguard Ftse All-World Ex-U | New | 1.05% | +1.05 |
| CDX Simplify High Yield ETF | Add +43.3% | 3.67% | +0.93 |
| ACWX iShares MSCI Acwi Ex US ETF | New | 0.87% | +0.87 |
| IBIT iShares Bitcoin Trust ETF | Add +76.9% | 0.97% | +0.52 |
| IDHQ Invesco S&P International DE | New | 0.51% | +0.51 |
| AVGO Broadcom Inc. | Add +46.3% | 0.76% | +0.42 |
| IQLT iShares MSCI International Q | New | 0.34% | +0.34 |
| PKW Invesco Buyback Achievers Et | Add +171.4% | 0.52% | +0.33 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +93.6% | 0.66% | +0.33 |
| SPLV Invesco S&P 500 Low Volatili | Add +50.3% | 1.15% | +0.30 |
| XLF SS Financial Select Sector | Add +109.8% | 0.53% | +0.27 |
| IBM Intl Business Machines Corp. | Add +41.6% | 0.70% | +0.25 |
| ORCL Oracle Corp. | Add +23.7% | 0.52% | +0.23 |
| MSFT Microsoft Corp. | Add +5.7% | 1.01% | +0.23 |
| NFLX Netflix Inc. | Add +12.1% | 0.69% | +0.22 |
| STIP iShares 0-5 Year Tips Bond E | Add +18.5% | 2.47% | +0.20 |
| SYK Stryker Corp. | New | 0.17% | +0.17 |
| MTBA Simplify MBS ETF | Add +25.0% | 1.23% | +0.16 |
| AGGH Simplify Aggregate Bond ETF | Add +33.0% | 0.98% | +0.16 |
| GE General Electric | Add +31.8% | 0.43% | +0.16 |
| GEV GE Vernova Inc. | Add +15.8% | 0.34% | +0.15 |
| V Visa Inc. Class A | Add +71.2% | 0.41% | +0.15 |
| JPM JPMorgan Chase & Co. | Add +7.3% | 0.97% | +0.14 |
| QQQ Invesco QQQ Trust Series 1 | Add +130.7% | 0.22% | +0.13 |
| XLC SS Comm Select Sector SPDR | Add +24.1% | 0.53% | +0.12 |
| IWM iShares Russell 2000 ETF | New | 0.11% | +0.11 |
| AMZN Amazon.com Inc. | Add +9.3% | 0.73% | +0.10 |
| IEI iShares 3-7 Year Treasury Bo | New | 0.09% | +0.09 |
| RTX RTX Corp. | New | 0.09% | +0.09 |
| WMT Walmart Inc. | Add +9.8% | 0.75% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +20.1% | 0.39% | +0.08 |
| PLD Prologis Inc. | New | 0.08% | +0.08 |
| COHR Coherent Corp. | Add +11.2% | 0.23% | +0.07 |
| T AT&T Inc. | Add +28.8% | 0.34% | +0.06 |
| JVAL JPMorgan US Value Factor ETF | New | 0.05% | +0.05 |
| CW Curtiss-Wright Corp. | New | 0.05% | +0.05 |
| SVOL Simplify Volatility Premium | Add +22.5% | 0.40% | +0.05 |
| EEM iShares MSCI Emerging Market | Add +62.6% | 0.12% | +0.05 |
| EFA iShares MSCI Eafe ETF | Add +34.4% | 0.18% | +0.05 |
| WTBN Wisdomtree Bianco TR Fund | Add +12.3% | 1.02% | +0.04 |
| COST Costco Wholesale Corp. | Add +11.3% | 0.61% | +0.04 |
| BTZ BlackRock Credit Allocation | New | 0.03% | +0.03 |
| STE Steris PLC | Add +10.8% | 0.32% | +0.02 |
| WELD Tema U.S. Manufacturing & Re | Add +20.3% | 0.11% | +0.02 |
| ARGT Global X MSCI Argentina ETF | Add +21.1% | 0.15% | +0.02 |
| TSLA Tesla Inc. | Add +1.9% | 0.13% | +0.02 |
| MS Morgan Stanley | Add +0.7% | 0.15% | +0.02 |
| FBTC Fidelity Wise Origin Bitcoin | Add +2.1% | 0.08% | +0.02 |
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 |