Park Edge Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 16, 2026), Park Edge Advisors, LLC reported 150 stock positions worth $441.7 million. Its top holding was Lincoln Electric (LECO) at 36.3% 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 Q3 2025, it opened 15 new positions, sold out of 11, added to 46 and reduced 63. The biggest buy was a new position in State Street SPDR Bloomberg (BWZ) and the biggest sale iShares 1-3 Year Treasury Bo (SHY, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- Cleveland, OH
- CIK
- 0001965659
- Portfolio Value
- $441.7M (Q4 2025)
- SEC Filing
- 0002085853-26-000046 ↗ filed Jan 16, 2026
Holdings Value
Holdings 150 stocks · $441.7M
| LECO Lincoln Electric Holdings | 36.27% | 668,457 | $160.2M | Reduce -0.0% |
| CDX Simplify High Yield ETF | 3.80% | 753,087 | $16.8M | Add +4.7% |
| STIP iShares 0-5 Year Tips Bond E | 2.92% | 125,901 | $12.9M | Add +2.4% |
| IPKW Invesco International Buybac | 2.61% | 207,652 | $11.5M | Reduce -4.6% |
| GLD SPDR Gold Shares | 2.54% | 28,357 | $11.2M | Reduce -9.5% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 1.89% | 380,893 | $8.3M | Reduce -1.3% |
| AGGH Simplify Aggregate Bond ETF | 1.71% | 364,262 | $7.5M | Add +0.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.57% | 76,094 | $7.0M | Reduce -13.5% |
| BWZ State Street SPDR Bloomberg | 1.34% | 216,156 | $5.9M | New |
| IAU iShares Gold Trust | 1.24% | 67,339 | $5.5M | Reduce -18.6% |
| BUCK Simplify Treasury Option Inc. | 1.21% | 225,404 | $5.3M | Reduce -17.7% |
| QQQ Invesco QQQ Trust Series 1 | 1.12% | 8,085 | $5.0M | Add +296.3% |
| XLF SS Financial Select Sector | 1.03% | 83,417 | $4.6M | Add +110.4% |
| XOM Exxon Mobil Corp. | 1.02% | 37,599 | $4.5M | Reduce -0.8% |
| WTBN Wisdomtree Bianco TR Fund | 1.00% | 172,885 | $4.4M | Add +1.9% |
| JPM JPMorgan Chase & Co. | 0.99% | 13,621 | $4.4M | Reduce -1.2% |
| IWF iShares Russell 1000 Growth | 0.98% | 9,160 | $4.3M | Add +248.0% |
| SPHQ Invesco S&P 500 Quality ETF | 0.97% | 56,913 | $4.3M | Add +1.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.94% | 97,231 | $4.2M | Add +75.7% |
| XLC SS Comm Select Sector SPDR | 0.91% | 34,169 | $4.0M | Add +77.9% |
| MSFT Microsoft Corp. | 0.87% | 7,925 | $3.8M | Reduce -9.7% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.77% | 50,380 | $3.4M | Reduce -7.8% |
| GDX Vaneck Gold Miners ETF | 0.76% | 38,926 | $3.3M | New |
| EWC iShares MSCI Canada ETF | 0.75% | 61,634 | $3.3M | New |
| EWU iShares MSCI United Kingdom | 0.75% | 75,046 | $3.3M | New |
| XLY SS Consumer Disc Select Sect | 0.74% | 27,284 | $3.3M | New |
| AMZN Amazon.com Inc. | 0.72% | 13,867 | $3.2M | Add +0.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.72% | 38,534 | $3.2M | Reduce -59.8% |
| AAPL Apple Inc. | 0.72% | 11,649 | $3.2M | Reduce -7.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.71% | 4,624 | $3.2M | Add +5.7% |
| AVGO Broadcom Inc. | 0.62% | 7,921 | $2.7M | Add +5.0% |
| WMT Walmart Inc. | 0.62% | 24,485 | $2.7M | Reduce -25.5% |
| MTBA Simplify MBS ETF | 0.59% | 51,863 | $2.6M | Reduce -61.0% |
| META Meta Platforms Inc. Class A | 0.58% | 3,884 | $2.6M | Add +1.9% |
| NVDA Nvidia Corp. | 0.58% | 13,738 | $2.6M | Add +8.8% |
| OUSM Alps Oshares US Small-Cap Qu | 0.58% | 58,436 | $2.6M | Add +1.5% |
| GOOG Alphabet Inc. Class C | 0.56% | 7,851 | $2.5M | Reduce -17.8% |
| T AT&T Inc. | 0.53% | 93,981 | $2.3M | Add +6.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.51% | 14,670 | $2.3M | Reduce -3.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.51% | 7,579 | $2.2M | Reduce -27.4% |
| JNJ Johnson & Johnson | 0.50% | 10,738 | $2.2M | No change |
| COHR Coherent Corp. | 0.48% | 11,594 | $2.1M | No change |
| FOXY Simplify Currency Strtgy ETF | 0.48% | 77,812 | $2.1M | Reduce -3.3% |
| ABBV Abbvie Inc. | 0.48% | 9,253 | $2.1M | Add +57.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.46% | 4,067 | $2.0M | Reduce -26.4% |
| ORCL Oracle Corp. | 0.46% | 10,480 | $2.0M | Add +0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.45% | 5,977 | $2.0M | Reduce -4.6% |
| EMR Emerson Electric Co. | 0.45% | 14,909 | $2.0M | Reduce -0.7% |
| NFLX Netflix Inc. | 0.44% | 20,897 | $2.0M | Add +13.3% |
| GE General Electric filed as GE AEROSPACE | 0.43% | 6,215 | $1.9M | Reduce -9.3% |
| IDV iShares International Select | 0.43% | 47,830 | $1.9M | Reduce -0.8% |
| SCHD Schwab US DVD Equity ETF | 0.41% | 65,627 | $1.8M | Add +7.2% |
| MA Mastercard Inc. Class A | 0.41% | 3,143 | $1.8M | Add +292.4% |
| TBIL F/M US Treasury 3 Month Bill | 0.41% | 35,968 | $1.8M | Add +429.2% |
| PG The Procter & Gamble Co. | 0.40% | 12,263 | $1.8M | Reduce -0.1% |
| PM Philip Morris International | 0.39% | 10,702 | $1.7M | Add +11.3% |
| SBAR Simplify Barrier Income ETF | 0.38% | 64,679 | $1.7M | New |
| V Visa Inc. Class A | 0.38% | 4,813 | $1.7M | Reduce -13.9% |
| SVOL Simplify Volatility Premium | 0.38% | 95,179 | $1.7M | Add +6.0% |
| SPHD Invesco S&P 500 High Dividen | 0.37% | 34,318 | $1.6M | Add +7.5% |
| SCHZ Schwab US Aggregate Bond ETF | 0.37% | 69,505 | $1.6M | Add +6.3% |
| COST Costco Wholesale Corp. | 0.36% | 1,859 | $1.6M | Reduce -3.0% |
| IBIT iShares Bitcoin Trust ETF | 0.35% | 31,535 | $1.6M | Reduce -53.5% |
| YGLD Simplify Gold Strategy ETF | 0.35% | 37,379 | $1.6M | Reduce -7.7% |
| COF Capital One Financial Corp. | 0.34% | 6,274 | $1.5M | New |
| RTX RTX Corp. | 0.33% | 8,003 | $1.5M | Add +174.6% |
| HARD Simplify Commodities STR K-1 | 0.33% | 49,450 | $1.5M | Reduce -3.8% |
| STE Steris PLC | 0.30% | 5,267 | $1.3M | Add +1.0% |
| EFA iShares MSCI Eafe ETF | 0.30% | 13,678 | $1.3M | Add +62.0% |
| LLY Eli Lilly & Co. | 0.30% | 1,221 | $1.3M | Reduce -30.3% |
| GEV GE Vernova Inc. | 0.29% | 1,974 | $1.3M | Reduce -10.7% |
| NOC Northrop Grumman Corp. | 0.29% | 2,250 | $1.3M | No change |
| GS Goldman Sachs Group Inc. | 0.28% | 1,425 | $1.3M | Reduce -3.5% |
| SPD Simplify US Eqty Plus Down | 0.26% | 29,031 | $1.1M | Reduce -2.3% |
| VWO Vanguard Ftse Emerging Marke | 0.24% | 19,837 | $1.1M | Add +9.3% |
| SCHX Schwab US Large-Cap ETF | 0.24% | 38,649 | $1.0M | Reduce -0.9% |
| SPLV Invesco S&P 500 Low Volatili | 0.23% | 14,531 | $1.0M | Reduce -75.2% |
| IEI iShares 3-7 Year Treasury Bo | 0.23% | 8,669 | $1.0M | Add +7.1% |
| PEP Pepsico Inc. | 0.23% | 7,108 | $1.0M | No change |
| WELL Welltower Inc. | 0.22% | 5,248 | $974K | New |
| MO Altria Group Inc. | 0.21% | 16,234 | $936K | New |
| PFG Principal Financial Group | 0.20% | 10,236 | $903K | No change |
| ADP Automatic Data Processing | 0.19% | 3,236 | $832K | No change |
| AXTI Axt Inc. | 0.18% | 48,800 | $798K | Reduce -21.9% |
| BMY Bristol-Myers Squibb Co. | 0.18% | 14,400 | $777K | No change |
| OUSA Alps Oshares US Quality Divi | 0.17% | 12,914 | $745K | Add +0.0% |
| ISRG Intuitive Surgical Inc. | 0.16% | 1,273 | $721K | Reduce -51.1% |
| TSLA Tesla Inc. | 0.16% | 1,591 | $716K | Reduce -21.8% |
| IWM iShares Russell 2000 ETF | 0.16% | 2,905 | $715K | Add +44.3% |
| MS Morgan Stanley | 0.15% | 3,831 | $680K | Reduce -1.2% |
| EEM iShares MSCI Emerging Market | 0.15% | 12,025 | $658K | Add +21.3% |
| HD Home Depot Inc. | 0.15% | 1,911 | $658K | Reduce -18.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.15% | 2,243 | $651K | Reduce -3.9% |
| PFE Pfizer Inc. | 0.13% | 23,930 | $596K | No change |
| UNH Unitedhealth Group Inc. | 0.13% | 1,712 | $565K | Add +28.5% |
| MCO Moody's Corp. | 0.13% | 1,105 | $565K | No change |
| ABT Abbott Laboratories | 0.13% | 4,487 | $562K | No change |
| DBA Invesco DB Agriculture Fund | 0.12% | 21,500 | $549K | Add +11.4% |
| PLTR Palantir Technologies Inc. Class A | 0.12% | 2,898 | $515K | New |
| WELD Tema U.S. Manufacturing & Re | 0.11% | 10,595 | $470K | Reduce -3.2% |
Options reported separately and not counted above: TLT puts ($26K).
Portfolio Sells Q3 2025 → Q4 2025
| SHY iShares 1-3 Year Treasury Bo | Reduce -59.8% | 0.72% | −1.12 |
| VEU Vanguard Ftse All-World Ex-U | Sold out | 0.00% | −0.99 |
| MTBA Simplify MBS ETF | Reduce -61.0% | 0.59% | −0.95 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -75.2% | 0.23% | −0.76 |
| IBIT iShares Bitcoin Trust ETF | Reduce -53.5% | 0.35% | −0.66 |
| BUXX Strive Enhanced Income Short | Sold out | 0.00% | −0.60 |
| PKW Invesco Buyback Achievers Et | Sold out | 0.00% | −0.50 |
| IDHQ Invesco S&P International DE | Sold out | 0.00% | −0.46 |
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −0.37 |
| IQLT iShares MSCI International Q | Sold out | 0.00% | −0.30 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.30 |
| BUCK Simplify Treasury Option Inc. | Reduce -17.7% | 1.21% | −0.30 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -13.5% | 1.57% | −0.29 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.21 |
| TMUS T-Mobile US Inc. | Reduce -77.2% | 0.05% | −0.20 |
| MSFT Microsoft Corp. | Reduce -9.7% | 0.87% | −0.18 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -26.4% | 0.46% | −0.18 |
| IBM Intl Business Machines Corp. | Reduce -27.4% | 0.51% | −0.17 |
| WMT Walmart Inc. | Reduce -25.5% | 0.62% | −0.16 |
| IAU iShares Gold Trust | Reduce -18.6% | 1.24% | −0.15 |
| LECO Lincoln Electric Holdings | Reduce -0.0% | 36.27% | −0.15 |
| ISRG Intuitive Surgical Inc. | Reduce -51.1% | 0.16% | −0.11 |
| TRI Thomson Reuters Corp. | Sold out | 0.00% | −0.09 |
| VS TRUST | Sold out | 0.00% | −0.09 |
| HD Home Depot Inc. | Reduce -18.7% | 0.15% | −0.07 |
| FLUX Flux Power Holdings Inc. | Reduce -6.1% | 0.03% | −0.06 |
| TUA Sim St Treas Fut Strat ETF | Reduce -1.3% | 1.89% | −0.06 |
| V Visa Inc. Class A | Reduce -13.9% | 0.38% | −0.06 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -7.8% | 0.77% | −0.06 |
| SCHF Schwab Intl Equity ETF | Sold out | 0.00% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -3.0% | 0.36% | −0.05 |
| TSLA Tesla Inc. | Reduce -21.8% | 0.16% | −0.05 |
| GE General Electric | Reduce -9.3% | 0.43% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 0.40% | −0.04 |
| IPKW Invesco International Buybac | Reduce -4.6% | 2.61% | −0.04 |
| DUK Duke Energy Corp. | Reduce -24.0% | 0.08% | −0.04 |
| FOXY Simplify Currency Strtgy ETF | Reduce -3.3% | 0.48% | −0.03 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -11.9% | 0.06% | −0.03 |
| GLD SPDR Gold Shares | Reduce -9.5% | 2.54% | −0.03 |
| HARD Simplify Commodities STR K-1 | Reduce -3.8% | 0.33% | −0.03 |
| YGLD Simplify Gold Strategy ETF | Reduce -7.7% | 0.35% | −0.03 |
| AAPL Apple Inc. | Reduce -7.5% | 0.72% | −0.02 |
| GEV GE Vernova Inc. | Reduce -10.7% | 0.29% | −0.02 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -21.8% | 0.05% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.6% | 0.45% | −0.02 |
| ARGT Global X MSCI Argentina ETF | Reduce -38.2% | 0.07% | −0.02 |
| BABA Alibaba Group Holding-SP ADR | Reduce -4.4% | 0.05% | −0.01 |
| SPD Simplify US Eqty Plus Down | Reduce -2.3% | 0.26% | −0.01 |
| VONG Vanguard Russell 1000 Growth | Reduce -12.6% | 0.09% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -2.9% | 0.06% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| BWZ State Street SPDR Bloomberg | New | 1.34% | +1.34 |
| QQQ Invesco QQQ Trust Series 1 | Add +296.3% | 1.12% | +0.84 |
| GDX Vaneck Gold Miners ETF | New | 0.76% | +0.76 |
| EWC iShares MSCI Canada ETF | New | 0.75% | +0.75 |
| EWU iShares MSCI United Kingdom | New | 0.75% | +0.75 |
| XLY SS Consumer Disc Select Sect | New | 0.74% | +0.74 |
| IWF iShares Russell 1000 Growth | Add +248.0% | 0.98% | +0.70 |
| XLF SS Financial Select Sector | Add +110.4% | 1.03% | +0.54 |
| XLC SS Comm Select Sector SPDR | Add +77.9% | 0.91% | +0.39 |
| SBAR Simplify Barrier Income ETF | New | 0.38% | +0.38 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +75.7% | 0.94% | +0.38 |
| COF Capital One Financial Corp. | New | 0.34% | +0.34 |
| TBIL F/M US Treasury 3 Month Bill | Add +429.2% | 0.41% | +0.33 |
| MA Mastercard Inc. Class A | Add +292.4% | 0.41% | +0.30 |
| WELL Welltower Inc. | New | 0.22% | +0.22 |
| RTX RTX Corp. | Add +174.6% | 0.33% | +0.22 |
| MO Altria Group Inc. | New | 0.21% | +0.21 |
| ABBV Abbvie Inc. | Add +57.9% | 0.48% | +0.17 |
| PLTR Palantir Technologies Inc. Class A | New | 0.12% | +0.12 |
| EFA iShares MSCI Eafe ETF | Add +62.0% | 0.30% | +0.12 |
| FTOH FR Ohio Muni Inc. ETF | New | 0.09% | +0.09 |
| NN Nextnav Inc. | New | 0.06% | +0.06 |
| DFAE Dimensional Emerging Core Eq | New | 0.06% | +0.06 |
| IWM iShares Russell 2000 ETF | Add +44.3% | 0.16% | +0.05 |
| AVGO Broadcom Inc. | Add +5.0% | 0.62% | +0.05 |
| REIT Alps Active REIT ETF | New | 0.05% | +0.05 |
| EMB iShares JP Morgan Usd Emergi | New | 0.05% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.7% | 0.71% | +0.04 |
| NVDA Nvidia Corp. | Add +8.8% | 0.58% | +0.04 |
| PM Philip Morris International | Add +11.3% | 0.39% | +0.03 |
| EEM iShares MSCI Emerging Market | Add +21.3% | 0.15% | +0.03 |
| AMZN Amazon.com Inc. | Add +0.6% | 0.72% | +0.03 |
| BTZ BlackRock Credit Allocation | Add +93.4% | 0.05% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +28.5% | 0.13% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +7.2% | 0.41% | +0.02 |
| SPHQ Invesco S&P 500 Quality ETF | Add +1.8% | 0.97% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +9.3% | 0.24% | +0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Add +6.3% | 0.37% | +0.01 |
| IEI iShares 3-7 Year Treasury Bo | Add +7.1% | 0.23% | +0.01 |
| SPHD Invesco S&P 500 High Dividen | Add +7.5% | 0.37% | +0.01 |
| LFST Lifestance Health Group Inc. | Add +14.4% | 0.02% | +0.01 |
| DBA Invesco DB Agriculture Fund | Add +11.4% | 0.12% | +0.01 |
| SVOL Simplify Volatility Premium | Add +6.0% | 0.38% | +0.01 |
| STE Steris PLC | Add +1.0% | 0.30% | +0.00 |
| OUSA Alps Oshares US Quality Divi | Add +0.0% | 0.17% | +0.00 |
| FPE FT-Preferred Secur & Inc. ETF | Add +1.3% | 0.09% | −0.00 |
| FNX First Trust Mid Cap Core Alp | Add +0.2% | 0.08% | −0.00 |
| TIP iShares Tips Bond ETF | Add +0.8% | 0.08% | −0.00 |
| VIRC Virco MFG Corporation | Add +12.9% | 0.03% | −0.00 |
| PFF iShares Preferred & Income S | Add +1.4% | 0.09% | −0.00 |
Options Activity Q3 2025 → Q4 2025
| TLT iShares 20+ Year Treasury BD | put | New | 34,900 | $26K |
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 |