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

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

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%
CRS Carpenter Technology 0.11% 1,486 $468K No change
MRK Merck & Co. Inc. 0.10% 4,178 $440K Reduce -1.2%
LIN Linde PLC 0.10% 1,027 $438K Add +5.0%
VYM Vanguard High DVD Yield ETF 0.10% 2,925 $420K No change
PFF iShares Preferred & Income S 0.09% 13,295 $412K Add +1.4%
FPE FT-Preferred Secur & Inc. ETF 0.09% 21,639 $394K Add +1.3%
FTOH FR Ohio Muni Inc. ETF 0.09% 46,848 $393K New
IVV iShares Core S&P 500 ETF 0.09% 567 $388K Reduce -1.6%
CB Chubb Ltd. 0.09% 1,224 $382K No change
VONG Vanguard Russell 1000 Growth 0.09% 3,100 $377K Reduce -12.6%
DUK Duke Energy Corp. 0.08% 3,155 $370K Reduce -24.0%
IWD iShares Russell 1000 Value E 0.08% 1,748 $368K No change
IJT iShares S&P Small-Cap 600 GR 0.08% 2,600 $367K No change
PNC PNC Financial Services Group 0.08% 1,747 $365K No change
FNX First Trust Mid Cap Core Alp 0.08% 2,880 $363K Add +0.2%
CSX CSX Corp. 0.08% 9,732 $353K Reduce -2.0%
TIP iShares Tips Bond ETF 0.08% 3,029 $333K Add +0.8%
GOOGL Alphabet Inc. Class A 0.07% 1,012 $317K No change
VHT Vanguard Health Care ETF 0.07% 1,091 $314K No change
ETHE Grayscale Ethereum Staking E 0.07% 12,640 $308K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.07% 1,431 $303K No change
ARGT Global X MSCI Argentina ETF 0.07% 3,181 $291K Reduce -38.2%
MDT Medtronic PLC 0.07% 2,990 $287K No change
NN Nextnav Inc. 0.06% 16,928 $282K New
DFAE Dimensional Emerging Core Eq 0.06% 8,271 $269K New
NSC Norfolk Southern Corp. 0.06% 900 $260K No change
EMC GLB X Emrg MRKT GRT Cnsumr 0.06% 8,329 $256K Reduce -0.0%
BX Blackstone Inc. 0.06% 1,650 $254K Add +0.4%
AXP American Express Co. 0.06% 682 $252K Reduce -5.7%
VIG Vanguard Dividend Apprec ETF 0.06% 1,135 $249K Reduce -2.8%
PAYX Paychex Inc. 0.06% 2,210 $248K No change
CVX Chevron Corp. 0.06% 1,624 $248K Reduce -3.0%
FBTC Fidelity Wise Origin Bitcoin 0.06% 3,240 $247K Reduce -11.9%
ETN Eaton Corp. PLC 0.06% 766 $244K Reduce -2.9%
BTZ BlackRock Credit Allocation 0.05% 21,725 $235K Add +93.4%
JVAL JPMorgan US Value Factor ETF 0.05% 4,750 $233K No change
CW Curtiss-Wright Corp. 0.05% 412 $227K No change
SHW The Sherwin-Williams Co. 0.05% 692 $224K Reduce -0.4%
ZBH Zimmer Biomet Holdings Inc. 0.05% 2,479 $223K Reduce -21.8%
UNP Union Pacific Corp. 0.05% 953 $220K Reduce -0.7%
BABA Alibaba Group Holding-SP ADR 0.05% 1,484 $218K Reduce -4.4%
KEY Keycorp 0.05% 10,390 $214K No change
TMUS T-Mobile US Inc. 0.05% 1,017 $207K Reduce -77.2%
REIT Alps Active REIT ETF 0.05% 7,668 $201K New
EMB iShares JP Morgan Usd Emergi 0.05% 2,092 $201K New
REAL The Realreal Inc. filed as THE REALREAL INC 0.04% 10,211 $161K Reduce -20.2%
FLUX Flux Power Holdings Inc. filed as FLUX PWR HLDGS INC 0.03% 99,190 $126K Reduce -6.1%
VIRC Virco MFG Corporation 0.03% 18,100 $116K Add +12.9%
LFST Lifestance Health Group Inc. 0.02% 11,863 $84K Add +14.4%
CRON Cronos Group Inc. 0.01% 10,821 $28K Reduce -8.3%

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

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