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

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $358.4M Q1 2024 Q2 2024: $327.2M Q2 2024 Q3 2024: $350.0M Q3 2024 Q4 2024: $343.8M Q4 2024 Q1 2025: $359.1M Q1 2025 Q2 2025: $389.9M $389.9M Q2 2025 Q3 2025: $433.0M Q3 2025 Q4 2025: $441.7M Q4 2025 Q1 2026: $433.9M Q1 2026 Q2 2026: $469.3M Q2 2026

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%
IVV iShares Core S&P 500 ETF 0.10% 618 $384K Reduce -9.1%
MA Mastercard Inc. Class A 0.10% 679 $382K Add +12.4%
EMC GLB X Emrg MRKT GRT Cnsumr 0.10% 12,879 $378K Reduce -7.6%
FPE FT-Preferred Secur & Inc. ETF 0.10% 21,119 $376K Add +1.2%
UNH Unitedhealth Group Inc. 0.09% 1,147 $358K Add +12.9%
IEI iShares 3-7 Year Treasury Bo 0.09% 2,999 $357K New
CB Chubb Ltd. 0.09% 1,224 $355K No change
RTX RTX Corp. 0.09% 2,410 $352K New
IJT iShares S&P Small-Cap 600 GR 0.09% 2,600 $346K No change
ETN Eaton Corp. PLC 0.09% 961 $343K Reduce -62.6%
IWD iShares Russell 1000 Value E 0.09% 1,748 $340K Reduce -11.2%
PM Philip Morris International 0.09% 1,862 $339K Reduce -0.1%
MRK Merck & Co. Inc. 0.09% 4,228 $335K No change
FNX First Trust Mid Cap Core Alp 0.08% 2,871 $330K Reduce -5.4%
TIP iShares Tips Bond ETF 0.08% 2,982 $328K Add +1.1%
PNC PNC Financial Services Group 0.08% 1,747 $326K Reduce -3.6%
FBTC Fidelity Wise Origin Bitcoin 0.08% 3,456 $325K Add +2.1%
CSX CSX Corp. 0.08% 9,932 $324K No change
PAYX Paychex Inc. 0.08% 2,210 $321K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.08% 1,600 $312K No change
DBA Invesco DB Agriculture Fund 0.08% 11,554 $302K Reduce -17.1%
PLD Prologis Inc. 0.08% 2,870 $302K New
ZBH Zimmer Biomet Holdings Inc. 0.07% 3,171 $289K No change
VHT Vanguard Health Care ETF 0.07% 1,141 $283K No change
ETHE Grayscale Ethereum Staking E 0.07% 12,640 $264K No change
MDT Medtronic PLC 0.07% 2,990 $261K Reduce -10.5%
BX Blackstone Inc. 0.06% 1,639 $245K Add +0.2%
CVX Chevron Corp. 0.06% 1,674 $240K No change
VIG Vanguard Dividend Apprec ETF 0.06% 1,165 $238K No change
NSC Norfolk Southern Corp. 0.06% 900 $230K No change
VOO Vanguard S&P 500 ETF 0.06% 392 $223K Reduce -28.5%
UNP Union Pacific Corp. 0.06% 960 $221K Reduce -0.1%
JVAL JPMorgan US Value Factor ETF 0.05% 4,750 $210K New
CW Curtiss-Wright Corp. 0.05% 412 $201K New
CL Colgate-Palmolive Co. 0.05% 2,211 $201K No change
KEY Keycorp 0.05% 10,390 $181K No change
FLUX Flux Power Holdings Inc. filed as FLUX PWR HLDGS INC 0.04% 107,765 $163K Reduce -2.7%
AXTI Axt Inc. 0.03% 62,500 $131K No change
VIRC Virco MFG Corporation 0.03% 16,212 $129K Add +0.1%
BTZ BlackRock Credit Allocation 0.03% 10,982 $120K New
REAL The Realreal Inc. filed as THE REALREAL INC 0.02% 12,552 $60K Add +4.1%
LFST Lifestance Health Group Inc. 0.01% 10,090 $52K New
CRON Cronos Group Inc. 0.01% 11,831 $23K Add +1.1%

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 149$469.3MLECO, CDX, VT, STIP, SPHQ
Q1 2026 141$433.9MLECO, BIL, CDX, STIP, GLD
Q4 2025 150$441.7MLECO, CDX, STIP, IPKW, GLD
Q3 2025 146$433.0MLECO, CDX, STIP, IPKW, GLD
Q2 2025 143$389.9MLECO, BIL, CDX, STIP, GLD
Q1 2025 137$359.1MLECO, BIL, CDX, BUCK, GLD
Q4 2024 140$343.8MLECO, BUCK, SPHQ, CDX, BIL
Q3 2024 139$350.0MLECO, STIP, BUCK, GLD, MTBA
Q2 2024 134$327.2MLECO, BIL, STIP, BUCK, CDX
Q1 2024 124$358.4MLECO, GLD, BIL, STIP, BUCK