Park Edge Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 9, 2025), Park Edge Advisors, LLC reported 146 stock positions worth $433.0 million. Its top holding was Lincoln Electric (LECO) at 36.4% of the portfolio, followed by Simplify High Yield ETF (CDX, 3.8%) and iShares 0-5 Year Tips Bond E (STIP, 2.9%). Compared with Q2 2025, it opened 8 new positions, sold out of 5, added to 69 and reduced 42. The biggest buy was Simplify Aggregate Bond ETF (AGGH, shares +95%) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- Cleveland, OH
- CIK
- 0001965659
- Portfolio Value
- $433.0M (Q3 2025)
- SEC Filing
- 0002085853-25-000045 ↗ filed Oct 9, 2025
Holdings Value
Holdings 146 stocks · $433.0M
| LECO Lincoln Electric Holdings | 36.42% | 668,580 | $157.7M | Reduce -0.3% |
| CDX Simplify High Yield ETF | 3.80% | 719,012 | $16.5M | Add +17.3% |
| STIP iShares 0-5 Year Tips Bond E | 2.93% | 122,916 | $12.7M | Add +31.4% |
| IPKW Invesco International Buybac | 2.65% | 217,595 | $11.5M | Add +43.1% |
| GLD SPDR Gold Shares | 2.57% | 31,331 | $11.1M | Add +8.1% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 1.95% | 385,828 | $8.4M | Add +61.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.86% | 87,962 | $8.1M | Reduce -64.4% |
| SHY iShares 1-3 Year Treasury Bo | 1.84% | 95,910 | $8.0M | Reduce -0.4% |
| AGGH Simplify Aggregate Bond ETF | 1.73% | 362,646 | $7.5M | Add +95.3% |
| MTBA Simplify MBS ETF | 1.55% | 132,869 | $6.7M | Add +38.7% |
| BUCK Simplify Treasury Option Inc. | 1.51% | 273,745 | $6.5M | Reduce -24.0% |
| IAU iShares Gold Trust | 1.39% | 82,733 | $6.0M | Add +48.6% |
| MSFT Microsoft Corp. | 1.05% | 8,777 | $4.5M | Add +11.3% |
| IBIT iShares Bitcoin Trust ETF | 1.02% | 67,881 | $4.4M | Add +9.4% |
| WTBN Wisdomtree Bianco TR Fund | 1.01% | 169,584 | $4.4M | Add +8.4% |
| JPM JPMorgan Chase & Co. | 1.00% | 13,792 | $4.4M | Add +5.2% |
| SPLV Invesco S&P 500 Low Volatili | 0.99% | 58,475 | $4.3M | Reduce -5.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.99% | 60,011 | $4.3M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 0.99% | 37,911 | $4.3M | Add +18.4% |
| SPHQ Invesco S&P 500 Quality ETF | 0.95% | 55,898 | $4.1M | Add +25.0% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.82% | 54,661 | $3.6M | Reduce -1.3% |
| WMT Walmart Inc. | 0.78% | 32,872 | $3.4M | Add +9.8% |
| AAPL Apple Inc. | 0.74% | 12,601 | $3.2M | Add +1.8% |
| AMZN Amazon.com Inc. | 0.70% | 13,789 | $3.0M | Add +6.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.68% | 10,434 | $2.9M | Add +12.0% |
| ORCL Oracle Corp. | 0.68% | 10,455 | $2.9M | Add +12.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.67% | 4,376 | $2.9M | Add +5.0% |
| META Meta Platforms Inc. Class A | 0.65% | 3,811 | $2.8M | Reduce -12.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 5,524 | $2.8M | Add +21.7% |
| BUXX Strive Enhanced Income Short | 0.60% | 127,715 | $2.6M | Reduce -20.3% |
| OUSM Alps Oshares US Small-Cap Qu | 0.60% | 57,554 | $2.6M | Add +27.4% |
| T AT&T Inc. | 0.58% | 88,573 | $2.5M | Add +94.5% |
| AVGO Broadcom Inc. | 0.57% | 7,543 | $2.5M | Reduce -30.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.56% | 27,672 | $2.4M | Add +51.8% |
| NVDA Nvidia Corp. | 0.54% | 12,622 | $2.4M | Reduce -7.9% |
| GOOG Alphabet Inc. Class C | 0.54% | 9,549 | $2.3M | Add +11.3% |
| XLC SS Comm Select Sector SPDR | 0.53% | 19,208 | $2.3M | Add +0.0% |
| FOXY Simplify Currency Strtgy ETF | 0.51% | 80,439 | $2.2M | New |
| NFLX Netflix Inc. | 0.51% | 1,844 | $2.2M | Reduce -7.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.51% | 15,173 | $2.2M | Add +52.3% |
| PKW Invesco Buyback Achievers Et | 0.50% | 16,200 | $2.1M | Reduce -1.5% |
| XLF SS Financial Select Sector | 0.49% | 39,642 | $2.1M | Add +1.3% |
| GE General Electric filed as GE AEROSPACE | 0.48% | 6,854 | $2.1M | Add +4.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.47% | 6,263 | $2.1M | Add +0.1% |
| IDHQ Invesco S&P International DE | 0.46% | 59,670 | $2.0M | Reduce -1.3% |
| JNJ Johnson & Johnson | 0.46% | 10,738 | $2.0M | Add +0.1% |
| EMR Emerson Electric Co. | 0.45% | 15,009 | $2.0M | Reduce -1.4% |
| V Visa Inc. Class A | 0.44% | 5,588 | $1.9M | Add +23.1% |
| PG The Procter & Gamble Co. | 0.44% | 12,271 | $1.9M | Reduce -4.7% |
| COST Costco Wholesale Corp. | 0.41% | 1,917 | $1.8M | Reduce -20.6% |
| IDV iShares International Select | 0.41% | 48,236 | $1.8M | Add +4.5% |
| SCHD Schwab US DVD Equity ETF | 0.39% | 61,230 | $1.7M | Add +7.8% |
| YGLD Simplify Gold Strategy ETF | 0.38% | 40,485 | $1.6M | Add +6.5% |
| JEPI JPMorgan Equity Premium Inco | 0.37% | 28,391 | $1.6M | Add +6.0% |
| SVOL Simplify Volatility Premium | 0.37% | 89,817 | $1.6M | Add +5.5% |
| SPHD Invesco S&P 500 High Dividen | 0.36% | 31,909 | $1.6M | Add +11.2% |
| PM Philip Morris International | 0.36% | 9,615 | $1.6M | Add +416.4% |
| HARD Simplify Commodities STR K-1 | 0.36% | 51,385 | $1.6M | Add +15.4% |
| SCHZ Schwab US Aggregate Bond ETF | 0.35% | 65,381 | $1.5M | Add +23.2% |
| NOC Northrop Grumman Corp. | 0.32% | 2,250 | $1.4M | No change |
| GEV GE Vernova Inc. | 0.31% | 2,210 | $1.4M | Reduce -11.0% |
| ABBV Abbvie Inc. | 0.31% | 5,859 | $1.4M | Add +55.3% |
| LLY Eli Lilly & Co. | 0.31% | 1,751 | $1.3M | Reduce -9.6% |
| IQLT iShares MSCI International Q | 0.30% | 29,871 | $1.3M | Reduce -1.3% |
| PGR Progressive Corp. | 0.30% | 5,258 | $1.3M | Add +33.8% |
| STE Steris PLC | 0.30% | 5,216 | $1.3M | No change |
| COHR Coherent Corp. | 0.29% | 11,594 | $1.2M | Add +16.4% |
| IWF iShares Russell 1000 Growth | 0.28% | 2,632 | $1.2M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 2,040 | $1.2M | Add +28.5% |
| GS Goldman Sachs Group Inc. | 0.27% | 1,476 | $1.2M | Reduce -1.1% |
| SPD Simplify US Eqty Plus Down | 0.27% | 29,721 | $1.2M | Reduce -5.7% |
| ISRG Intuitive Surgical Inc. | 0.27% | 2,605 | $1.2M | Add +15.9% |
| TMUS T-Mobile US Inc. | 0.25% | 4,455 | $1.1M | Reduce -24.4% |
| SCHX Schwab US Large-Cap ETF | 0.24% | 39,019 | $1.0M | Reduce -1.8% |
| PEP Pepsico Inc. | 0.23% | 7,108 | $998K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.23% | 18,154 | $984K | Add +8.8% |
| IEI iShares 3-7 Year Treasury Bo | 0.22% | 8,097 | $968K | Add +170.0% |
| HD Home Depot Inc. | 0.22% | 2,351 | $953K | No change |
| ADP Automatic Data Processing | 0.22% | 3,236 | $950K | No change |
| KO The Coca-Cola Co. | 0.21% | 13,780 | $914K | New |
| TSLA Tesla Inc. | 0.21% | 2,034 | $905K | Add +29.6% |
| PFG Principal Financial Group | 0.20% | 10,236 | $849K | No change |
| EFA iShares MSCI Eafe ETF | 0.18% | 8,441 | $788K | Add +5.8% |
| OUSA Alps Oshares US Quality Divi | 0.17% | 12,913 | $730K | Reduce -39.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.16% | 2,333 | $685K | Reduce -4.8% |
| BMY Bristol-Myers Squibb Co. | 0.15% | 14,400 | $649K | Reduce -2.5% |
| MS Morgan Stanley | 0.14% | 3,876 | $616K | Reduce -6.5% |
| PFE Pfizer Inc. | 0.14% | 23,930 | $610K | No change |
| ABT Abbott Laboratories | 0.14% | 4,487 | $601K | Add +0.0% |
| EEM iShares MSCI Emerging Market | 0.12% | 9,916 | $530K | Add +0.5% |
| MCO Moody's Corp. | 0.12% | 1,105 | $527K | Reduce -7.1% |
| DBA Invesco DB Agriculture Fund | 0.12% | 19,291 | $516K | Add +67.0% |
| DUK Duke Energy Corp. | 0.12% | 4,153 | $514K | New |
| RTX RTX Corp. | 0.11% | 2,915 | $488K | Add +20.9% |
| IWM iShares Russell 2000 ETF | 0.11% | 2,013 | $487K | Add +5.5% |
| WELD Tema U.S. Manufacturing & Re | 0.11% | 10,941 | $470K | Add +1.7% |
| LIN Linde PLC | 0.11% | 978 | $465K | Add +18.3% |
| UNH Unitedhealth Group Inc. | 0.11% | 1,332 | $460K | Add +16.1% |
| MA Mastercard Inc. Class A | 0.11% | 801 | $456K | Add +18.0% |
| ETHE Grayscale Ethereum Staking E | 0.10% | 12,640 | $433K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -64.4% | 1.86% | −3.94 |
| BUCK Simplify Treasury Option Inc. | Reduce -24.0% | 1.51% | −0.68 |
| UUP Invesco DB US Dollar Index B | Sold out | 0.00% | −0.44 |
| BUXX Strive Enhanced Income Short | Reduce -20.3% | 0.60% | −0.24 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -0.4% | 1.84% | −0.21 |
| AXP American Express Co. | Reduce -77.5% | 0.06% | −0.21 |
| COST Costco Wholesale Corp. | Reduce -20.6% | 0.41% | −0.20 |
| AVGO Broadcom Inc. | Reduce -30.2% | 0.57% | −0.19 |
| META Meta Platforms Inc. Class A | Reduce -12.3% | 0.65% | −0.18 |
| NFLX Netflix Inc. | Reduce -7.7% | 0.51% | −0.18 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.17 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -5.0% | 0.99% | −0.16 |
| OUSA Alps Oshares US Quality Divi | Reduce -39.9% | 0.17% | −0.13 |
| TMUS T-Mobile US Inc. | Reduce -24.4% | 0.25% | −0.11 |
| PG The Procter & Gamble Co. | Reduce -4.7% | 0.44% | −0.09 |
| LLY Eli Lilly & Co. | Reduce -9.6% | 0.31% | −0.08 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.08 |
| PFF iShares Preferred & Income S | Reduce -38.6% | 0.10% | −0.07 |
| ARGT Global X MSCI Argentina ETF | Reduce -24.8% | 0.08% | −0.07 |
| EMR Emerson Electric Co. | Reduce -1.4% | 0.45% | −0.07 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.06 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -1.1% | 0.99% | −0.06 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.05 |
| IDHQ Invesco S&P International DE | Reduce -1.3% | 0.46% | −0.05 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -1.3% | 0.82% | −0.05 |
| VONG Vanguard Russell 1000 Growth | Reduce -27.4% | 0.10% | −0.04 |
| EMC GLB X Emrg MRKT GRT Cnsumr | Reduce -35.3% | 0.06% | −0.04 |
| SPD Simplify US Eqty Plus Down | Reduce -5.7% | 0.27% | −0.04 |
| MCO Moody's Corp. | Reduce -7.1% | 0.12% | −0.03 |
| IQLT iShares MSCI International Q | Reduce -1.3% | 0.30% | −0.03 |
| PKW Invesco Buyback Achievers Et | Reduce -1.5% | 0.50% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -2.5% | 0.15% | −0.03 |
| GEV GE Vernova Inc. | Reduce -11.0% | 0.31% | −0.02 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -11.6% | 0.08% | −0.02 |
| ETN Eaton Corp. PLC | Reduce -17.9% | 0.07% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -4.8% | 0.16% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.8% | 0.24% | −0.01 |
| NVDA Nvidia Corp. | Reduce -7.9% | 0.54% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -10.6% | 0.07% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -6.8% | 0.09% | −0.01 |
| MS Morgan Stanley | Reduce -6.5% | 0.14% | −0.01 |
| VHT Vanguard Health Care ETF | Reduce -4.4% | 0.07% | −0.01 |
| VIRC Virco MFG Corporation | Reduce -1.1% | 0.03% | −0.00 |
| GS Goldman Sachs Group Inc. | Reduce -1.1% | 0.27% | +0.00 |
| CRON Cronos Group Inc. | Reduce -0.3% | 0.01% | +0.00 |
| FLUX Flux Power Holdings Inc. | Reduce -2.0% | 0.09% | +0.05 |
| LECO Lincoln Electric Holdings | Reduce -0.3% | 36.42% | +0.74 |
Portfolio Buys Q2 2025 → Q3 2025
| AGGH Simplify Aggregate Bond ETF | Add +95.3% | 1.73% | +0.75 |
| IPKW Invesco International Buybac | Add +43.1% | 2.65% | +0.75 |
| TUA Sim St Treas Fut Strat ETF | Add +61.4% | 1.95% | +0.60 |
| FOXY Simplify Currency Strtgy ETF | New | 0.51% | +0.51 |
| IAU iShares Gold Trust | Add +48.6% | 1.39% | +0.50 |
| STIP iShares 0-5 Year Tips Bond E | Add +31.4% | 2.93% | +0.47 |
| MTBA Simplify MBS ETF | Add +38.7% | 1.55% | +0.31 |
| GLD SPDR Gold Shares | Add +8.1% | 2.57% | +0.31 |
| PM Philip Morris International | Add +416.4% | 0.36% | +0.27 |
| T AT&T Inc. | Add +94.5% | 0.58% | +0.24 |
| KO The Coca-Cola Co. | New | 0.21% | +0.21 |
| TJX TJX Companies Inc. | Add +52.3% | 0.51% | +0.19 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +51.8% | 0.56% | +0.18 |
| ORCL Oracle Corp. | Add +12.4% | 0.68% | +0.16 |
| GOOG Alphabet Inc. Class C | Add +11.3% | 0.54% | +0.15 |
| CDX Simplify High Yield ETF | Add +17.3% | 3.80% | +0.14 |
| ABBV Abbvie Inc. | Add +55.3% | 0.31% | +0.13 |
| IEI iShares 3-7 Year Treasury Bo | Add +170.0% | 0.22% | +0.13 |
| SPHQ Invesco S&P 500 Quality ETF | Add +25.0% | 0.95% | +0.13 |
| DUK Duke Energy Corp. | New | 0.12% | +0.12 |
| XOM Exxon Mobil Corp. | Add +18.4% | 0.99% | +0.10 |
| OUSM Alps Oshares US Small-Cap Qu | Add +27.4% | 0.60% | +0.09 |
| AAPL Apple Inc. | Add +1.8% | 0.74% | +0.09 |
| VS TRUST | New | 0.09% | +0.09 |
| TSLA Tesla Inc. | Add +29.6% | 0.21% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +21.7% | 0.64% | +0.08 |
| BABA Alibaba Group Holding-SP ADR | New | 0.06% | +0.06 |
| COHR Coherent Corp. | Add +16.4% | 0.29% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +28.5% | 0.28% | +0.06 |
| GOOGL Alphabet Inc. Class A | New | 0.06% | +0.06 |
| SHW The Sherwin-Williams Co. | New | 0.06% | +0.06 |
| SCHF Schwab Intl Equity ETF | New | 0.05% | +0.05 |
| IBIT iShares Bitcoin Trust ETF | Add +9.4% | 1.02% | +0.05 |
| MSFT Microsoft Corp. | Add +11.3% | 1.05% | +0.04 |
| GE General Electric | Add +4.4% | 0.48% | +0.04 |
| YGLD Simplify Gold Strategy ETF | Add +6.5% | 0.38% | +0.04 |
| DBA Invesco DB Agriculture Fund | Add +67.0% | 0.12% | +0.04 |
| JNJ Johnson & Johnson | Add +0.1% | 0.46% | +0.04 |
| SCHZ Schwab US Aggregate Bond ETF | Add +23.2% | 0.35% | +0.04 |
| HARD Simplify Commodities STR K-1 | Add +15.4% | 0.36% | +0.04 |
| WMT Walmart Inc. | Add +9.8% | 0.78% | +0.03 |
| PGR Progressive Corp. | Add +33.8% | 0.30% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +5.2% | 1.00% | +0.03 |
| V Visa Inc. Class A | Add +23.1% | 0.44% | +0.03 |
| RTX RTX Corp. | Add +20.9% | 0.11% | +0.02 |
| REAL The Realreal Inc. | Add +2.0% | 0.03% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +8.8% | 0.23% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +16.1% | 0.11% | +0.01 |
| SPHD Invesco S&P 500 High Dividen | Add +11.2% | 0.36% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.0% | 0.67% | +0.01 |
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 |