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

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 Q2 2025 Q3 2025: $433.0M $433.0M Q3 2025 Q4 2025: $441.7M Q4 2025 Q1 2026: $433.9M Q1 2026 Q2 2026: $469.3M Q2 2026

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
VONG Vanguard Russell 1000 Growth 0.10% 3,546 $427K Reduce -27.4%
PFF iShares Preferred & Income S 0.10% 13,117 $415K Reduce -38.6%
VYM Vanguard High DVD Yield ETF 0.10% 2,925 $412K No change
FLUX Flux Power Holdings Inc. filed as FLUX PWR HLDGS INC 0.09% 105,590 $395K Reduce -2.0%
FPE FT-Preferred Secur & Inc. ETF 0.09% 21,364 $390K Add +1.2%
IVV iShares Core S&P 500 ETF 0.09% 576 $386K Reduce -6.8%
TRI Thomson Reuters Corp. 0.09% 2,467 $383K No change
VS TRUST 0.09% 37,467 $372K New
IJT iShares S&P Small-Cap 600 GR 0.09% 2,600 $368K No change
FBTC Fidelity Wise Origin Bitcoin 0.08% 3,676 $367K Add +6.4%
CRS Carpenter Technology 0.08% 1,486 $365K No change
FNX First Trust Mid Cap Core Alp 0.08% 2,874 $360K Add +0.1%
ARGT Global X MSCI Argentina ETF 0.08% 5,148 $359K Reduce -24.8%
IWD iShares Russell 1000 Value E 0.08% 1,748 $356K No change
MRK Merck & Co. Inc. 0.08% 4,228 $355K No change
CSX CSX Corp. 0.08% 9,932 $353K No change
PNC PNC Financial Services Group 0.08% 1,747 $351K No change
CB Chubb Ltd. 0.08% 1,224 $345K No change
TBIL F/M US Treasury 3 Month Bill 0.08% 6,797 $340K Reduce -11.6%
TIP iShares Tips Bond ETF 0.08% 3,004 $334K Add +0.7%
ZBH Zimmer Biomet Holdings Inc. 0.07% 3,171 $312K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.07% 1,431 $299K Reduce -10.6%
ETN Eaton Corp. PLC 0.07% 789 $295K Reduce -17.9%
MDT Medtronic PLC 0.07% 2,990 $285K No change
VHT Vanguard Health Care ETF 0.07% 1,091 $283K Reduce -4.4%
BX Blackstone Inc. 0.06% 1,644 $281K Add +0.3%
AXTI Axt Inc. 0.06% 62,500 $281K No change
PAYX Paychex Inc. 0.06% 2,210 $280K No change
BABA Alibaba Group Holding-SP ADR 0.06% 1,552 $277K New
NSC Norfolk Southern Corp. 0.06% 900 $270K No change
CVX Chevron Corp. 0.06% 1,674 $260K No change
EMC GLB X Emrg MRKT GRT Cnsumr 0.06% 8,330 $260K Reduce -35.3%
VIG Vanguard Dividend Apprec ETF 0.06% 1,168 $252K Add +0.3%
GOOGL Alphabet Inc. Class A 0.06% 1,012 $246K New
SHW The Sherwin-Williams Co. 0.06% 695 $241K New
AXP American Express Co. 0.06% 723 $240K Reduce -77.5%
UNP Union Pacific Corp. 0.05% 960 $227K No change
JVAL JPMorgan US Value Factor ETF 0.05% 4,750 $226K No change
CW Curtiss-Wright Corp. 0.05% 412 $224K No change
SCHF Schwab Intl Equity ETF 0.05% 8,772 $204K New
KEY Keycorp 0.04% 10,390 $194K No change
REAL The Realreal Inc. filed as THE REALREAL INC 0.03% 12,801 $136K Add +2.0%
VIRC Virco MFG Corporation 0.03% 16,028 $124K Reduce -1.1%
BTZ BlackRock Credit Allocation 0.03% 11,234 $124K Add +2.3%
LFST Lifestance Health Group Inc. 0.01% 10,368 $57K Add +2.8%
CRON Cronos Group Inc. 0.01% 11,797 $33K Reduce -0.3%

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

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