Park Edge Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), Park Edge Advisors, LLC reported 141 stock positions worth $433.9 million. Its top holding was Lincoln Electric (LECO) at 36.2% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 8.6%) and Simplify High Yield ETF (CDX, 3.7%). Compared with Q4 2025, it opened 12 new positions, sold out of 21, added to 54 and reduced 56. The biggest buy was SS SPDR BB 1-3M T-Bill ETF (BIL, shares +432%) and the biggest sale Invesco International Buybac (IPKW, shares −51%).
- Most Recent 13F
- Q2 2026
- Location
- Cleveland, OH
- CIK
- 0001965659
- Portfolio Value
- $433.9M (Q1 2026)
- SEC Filing
- 0002085853-26-000425 ↗ filed Apr 20, 2026
Holdings Value
Holdings 141 stocks · $433.9M
| LECO Lincoln Electric Holdings | 36.23% | 631,144 | $157.2M | Reduce -5.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 8.55% | 404,961 | $37.1M | Add +432.2% |
| CDX Simplify High Yield ETF | 3.72% | 755,936 | $16.1M | Add +0.4% |
| STIP iShares 0-5 Year Tips Bond E | 3.12% | 130,686 | $13.5M | Add +3.8% |
| GLD SPDR Gold Shares | 2.62% | 26,418 | $11.4M | Reduce -6.8% |
| AGGH Simplify Aggregate Bond ETF | 1.92% | 410,019 | $8.3M | Add +12.6% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 1.85% | 380,176 | $8.0M | Reduce -0.2% |
| IPKW Invesco International Buybac | 1.33% | 102,556 | $5.8M | Reduce -50.6% |
| WTBN Wisdomtree Bianco TR Fund | 1.33% | 227,549 | $5.8M | Add +31.6% |
| EMB iShares JP Morgan Usd Emergi | 1.31% | 60,708 | $5.7M | Add +2801.9% |
| XOM Exxon Mobil Corp. | 1.30% | 33,345 | $5.7M | Reduce -11.3% |
| SPHQ Invesco S&P 500 Quality ETF | 1.16% | 67,046 | $5.0M | Add +17.8% |
| IAU iShares Gold Trust | 1.13% | 55,587 | $4.9M | Reduce -17.4% |
| AGGA Ea Astoria Beacon Dynamic Co. | 1.00% | 172,598 | $4.3M | New |
| JPM JPMorgan Chase & Co. | 0.91% | 13,467 | $4.0M | Reduce -1.1% |
| WMT Walmart Inc. | 0.90% | 31,448 | $3.9M | Add +28.4% |
| FOXY Simplify Currency Strtgy ETF | 0.87% | 128,359 | $3.8M | Add +65.0% |
| AAPL Apple Inc. | 0.83% | 14,172 | $3.6M | Add +21.7% |
| BUCK Simplify Treasury Option Inc. | 0.76% | 140,046 | $3.3M | Reduce -37.9% |
| SHY iShares 1-3 Year Treasury Bo | 0.72% | 37,948 | $3.1M | Reduce -1.5% |
| MTBA Simplify MBS ETF | 0.70% | 61,371 | $3.0M | Add +18.3% |
| MSFT Microsoft Corp. | 0.69% | 8,066 | $3.0M | Add +1.8% |
| AMZN Amazon.com Inc. | 0.67% | 13,980 | $2.9M | Add +0.8% |
| NVDA Nvidia Corp. | 0.63% | 15,795 | $2.8M | Add +15.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.61% | 5,553 | $2.7M | Add +36.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.60% | 16,427 | $2.6M | Add +12.0% |
| JNJ Johnson & Johnson | 0.60% | 10,722 | $2.6M | Reduce -0.1% |
| OUSM Alps Oshares US Small-Cap Qu | 0.59% | 58,695 | $2.6M | Add +0.4% |
| AVGO Broadcom Inc. | 0.56% | 7,892 | $2.4M | Reduce -0.4% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.56% | 35,311 | $2.4M | Reduce -29.9% |
| META Meta Platforms Inc. Class A | 0.55% | 4,169 | $2.4M | Add +7.3% |
| COHR Coherent Corp. | 0.55% | 9,944 | $2.4M | Reduce -14.2% |
| IDV iShares International Select | 0.53% | 53,935 | $2.3M | Add +12.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.52% | 49,276 | $2.3M | Reduce -49.3% |
| OEF iShares S&P 100 ETF | 0.49% | 6,658 | $2.1M | New |
| ABBV Abbvie Inc. | 0.48% | 9,582 | $2.1M | Add +3.6% |
| SCHD Schwab US DVD Equity ETF | 0.46% | 65,674 | $2.0M | Add +0.1% |
| MS Morgan Stanley | 0.46% | 12,163 | $2.0M | Add +217.5% |
| SBAR Simplify Barrier Income ETF | 0.46% | 81,487 | $2.0M | Add +26.0% |
| EMR Emerson Electric Co. | 0.45% | 14,909 | $2.0M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.45% | 6,027 | $1.9M | Add +0.8% |
| HARD Simplify Commodities STR K-1 | 0.44% | 53,492 | $1.9M | Add +8.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.42% | 7,517 | $1.8M | Reduce -0.8% |
| SPHD Invesco S&P 500 High Dividen | 0.41% | 35,786 | $1.8M | Add +4.3% |
| GE General Electric filed as GE AEROSPACE | 0.40% | 6,165 | $1.7M | Reduce -0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.40% | 2,663 | $1.7M | Reduce -42.4% |
| GOOG Alphabet Inc. Class C | 0.40% | 6,035 | $1.7M | Reduce -23.1% |
| PG The Procter & Gamble Co. | 0.40% | 11,947 | $1.7M | Reduce -2.6% |
| XLE SS Energy Select Sector | 0.38% | 26,970 | $1.7M | New |
| GEV GE Vernova Inc. | 0.38% | 1,867 | $1.6M | Reduce -5.4% |
| NFLX Netflix Inc. | 0.37% | 16,858 | $1.6M | Reduce -19.3% |
| RTX RTX Corp. | 0.37% | 8,283 | $1.6M | Add +3.5% |
| SCHZ Schwab US Aggregate Bond ETF | 0.37% | 68,554 | $1.6M | Reduce -1.4% |
| NOC Northrop Grumman Corp. | 0.35% | 2,250 | $1.5M | No change |
| VWO Vanguard Ftse Emerging Marke | 0.35% | 28,380 | $1.5M | Add +43.1% |
| SVOL Simplify Volatility Premium | 0.35% | 97,673 | $1.5M | Add +2.6% |
| GS Goldman Sachs Group Inc. | 0.34% | 1,767 | $1.5M | Add +24.0% |
| YGLD Simplify Gold Strategy ETF | 0.34% | 36,857 | $1.5M | Reduce -1.4% |
| V Visa Inc. Class A | 0.33% | 4,669 | $1.4M | Reduce -3.0% |
| ORCL Oracle Corp. | 0.30% | 8,918 | $1.3M | Reduce -14.9% |
| WFC Wells Fargo & Co. | 0.30% | 16,277 | $1.3M | New |
| BWZ State Street SPDR Bloomberg | 0.29% | 47,439 | $1.3M | Reduce -78.0% |
| FYLD Cambria Foreign Shareholder | 0.28% | 32,499 | $1.2M | New |
| STE Steris PLC | 0.27% | 5,279 | $1.2M | Add +0.2% |
| COF Capital One Financial Corp. | 0.26% | 6,290 | $1.1M | Add +0.3% |
| NEM Newmont Corp. | 0.25% | 10,196 | $1.1M | New |
| SPD Simplify US Eqty Plus Down | 0.25% | 29,794 | $1.1M | Add +2.6% |
| WELL Welltower Inc. | 0.25% | 5,451 | $1.1M | Add +3.9% |
| BSX Boston Scientific Corp. | 0.25% | 16,958 | $1.1M | New |
| PEP Pepsico Inc. | 0.24% | 6,792 | $1.1M | Reduce -4.5% |
| TSLA Tesla Inc. | 0.24% | 2,747 | $1.0M | Add +72.7% |
| PFG Principal Financial Group | 0.21% | 10,236 | $922K | No change |
| SCHX Schwab US Large-Cap ETF | 0.21% | 35,655 | $914K | Reduce -7.8% |
| LLY Eli Lilly & Co. | 0.21% | 983 | $904K | Reduce -19.5% |
| PLTR Palantir Technologies Inc. Class A | 0.21% | 6,140 | $898K | Add +111.9% |
| IBIT iShares Bitcoin Trust ETF | 0.20% | 23,153 | $890K | Reduce -26.6% |
| BMY Bristol-Myers Squibb Co. | 0.20% | 14,381 | $872K | Reduce -0.1% |
| MA Mastercard Inc. Class A | 0.20% | 1,710 | $854K | Reduce -45.6% |
| EFA iShares MSCI Eafe ETF | 0.19% | 8,631 | $838K | Reduce -36.9% |
| AXTI Axt Inc. | 0.19% | 14,712 | $838K | Reduce -69.8% |
| DBB Invesco DB Base Metals Fund | 0.19% | 34,362 | $808K | New |
| GDX Vaneck Gold Miners ETF | 0.18% | 8,483 | $778K | Reduce -78.2% |
| OUSA Alps Oshares US Quality Divi | 0.16% | 12,724 | $708K | Reduce -1.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.15% | 2,244 | $645K | Add +0.0% |
| PFE Pfizer Inc. | 0.14% | 22,398 | $629K | Reduce -6.4% |
| HD Home Depot Inc. | 0.14% | 1,901 | $625K | Reduce -0.5% |
| CRS Carpenter Technology | 0.14% | 1,486 | $586K | No change |
| CW Curtiss-Wright Corp. | 0.13% | 827 | $563K | Add +100.7% |
| ADP Automatic Data Processing | 0.13% | 2,686 | $546K | Reduce -17.0% |
| MRK Merck & Co. Inc. | 0.12% | 4,178 | $503K | No change |
| TBIL F/M US Treasury 3 Month Bill | 0.11% | 9,900 | $494K | Reduce -72.5% |
| MCO Moody's Corp. | 0.11% | 1,100 | $480K | Reduce -0.5% |
| ISRG Intuitive Surgical Inc. | 0.10% | 968 | $446K | Reduce -24.0% |
| EEM iShares MSCI Emerging Market | 0.10% | 7,790 | $442K | Reduce -35.2% |
| DUK Duke Energy Corp. | 0.10% | 3,258 | $427K | Add +3.3% |
| ABT Abbott Laboratories | 0.10% | 4,038 | $415K | Reduce -10.0% |
| PFF iShares Preferred & Income S | 0.09% | 13,359 | $405K | Add +0.5% |
| CB Chubb Ltd. | 0.09% | 1,224 | $399K | No change |
| IVV iShares Core S&P 500 ETF | 0.09% | 606 | $396K | Add +6.9% |
| FTOH FR Ohio Muni Inc. ETF | 0.09% | 47,186 | $393K | Add +0.7% |
Portfolio Sells Q4 2025 → Q1 2026
| IPKW Invesco International Buybac | Reduce -50.6% | 1.33% | −1.28 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -93.7% | 0.07% | −1.06 |
| BWZ State Street SPDR Bloomberg | Reduce -78.0% | 0.29% | −1.05 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −1.03 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.98 |
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −0.91 |
| EWC iShares MSCI Canada ETF | Sold out | 0.00% | −0.75 |
| EWU iShares MSCI United Kingdom | Sold out | 0.00% | −0.75 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.74 |
| GDX Vaneck Gold Miners ETF | Reduce -78.2% | 0.18% | −0.58 |
| BUCK Simplify Treasury Option Inc. | Reduce -37.9% | 0.76% | −0.45 |
| T AT&T Inc. | Reduce -87.3% | 0.08% | −0.45 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -49.3% | 0.52% | −0.42 |
| PM Philip Morris International | Reduce -82.6% | 0.07% | −0.32 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -42.4% | 0.40% | −0.31 |
| COST Costco Wholesale Corp. | Reduce -85.5% | 0.06% | −0.30 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -72.5% | 0.11% | −0.29 |
| SPLV Invesco S&P 500 Low Volatili | Sold out | 0.00% | −0.23 |
| IEI iShares 3-7 Year Treasury Bo | Sold out | 0.00% | −0.23 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.21 |
| MA Mastercard Inc. Class A | Reduce -45.6% | 0.20% | −0.21 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -29.9% | 0.56% | −0.21 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.16 |
| ORCL Oracle Corp. | Reduce -14.9% | 0.30% | −0.16 |
| GOOG Alphabet Inc. Class C | Reduce -23.1% | 0.40% | −0.16 |
| IBIT iShares Bitcoin Trust ETF | Reduce -26.6% | 0.20% | −0.15 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.13 |
| DBA Invesco DB Agriculture Fund | Sold out | 0.00% | −0.12 |
| IAU iShares Gold Trust | Reduce -17.4% | 1.13% | −0.11 |
| WELD Tema U.S. Manufacturing & Re | Sold out | 0.00% | −0.11 |
| EFA iShares MSCI Eafe ETF | Reduce -36.9% | 0.19% | −0.10 |
| LIN Linde PLC | Sold out | 0.00% | −0.10 |
| LLY Eli Lilly & Co. | Reduce -19.5% | 0.21% | −0.09 |
| IBM Intl Business Machines Corp. | Reduce -0.8% | 0.42% | −0.09 |
| JPM JPMorgan Chase & Co. | Reduce -1.1% | 0.91% | −0.08 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.07 |
| NFLX Netflix Inc. | Reduce -19.3% | 0.37% | −0.07 |
| ARGT Global X MSCI Argentina ETF | Sold out | 0.00% | −0.07 |
| ADP Automatic Data Processing | Reduce -17.0% | 0.13% | −0.06 |
| ISRG Intuitive Surgical Inc. | Reduce -24.0% | 0.10% | −0.06 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.06 |
| AVGO Broadcom Inc. | Reduce -0.4% | 0.56% | −0.06 |
| V Visa Inc. Class A | Reduce -3.0% | 0.33% | −0.06 |
| FBTC Fidelity Wise Origin Bitcoin | Sold out | 0.00% | −0.06 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.06 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.05 |
| EEM iShares MSCI Emerging Market | Reduce -35.2% | 0.10% | −0.05 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.05 |
| TUA Sim St Treas Fut Strat ETF | Reduce -0.2% | 1.85% | −0.04 |
| LECO Lincoln Electric Holdings | Reduce -5.6% | 36.23% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +432.2% | 8.55% | +6.98 |
| EMB iShares JP Morgan Usd Emergi | Add +2801.9% | 1.31% | +1.27 |
| AGGA Ea Astoria Beacon Dynamic Co. | New | 1.00% | +1.00 |
| OEF iShares S&P 100 ETF | New | 0.49% | +0.49 |
| FOXY Simplify Currency Strtgy ETF | Add +65.0% | 0.87% | +0.39 |
| XLE SS Energy Select Sector | New | 0.38% | +0.38 |
| WTBN Wisdomtree Bianco TR Fund | Add +31.6% | 1.33% | +0.33 |
| MS Morgan Stanley | Add +217.5% | 0.46% | +0.31 |
| WFC Wells Fargo & Co. | New | 0.30% | +0.30 |
| WMT Walmart Inc. | Add +28.4% | 0.90% | +0.28 |
| FYLD Cambria Foreign Shareholder | New | 0.28% | +0.28 |
| NEM Newmont Corp. | New | 0.25% | +0.25 |
| BSX Boston Scientific Corp. | New | 0.25% | +0.25 |
| AGGH Simplify Aggregate Bond ETF | Add +12.6% | 1.92% | +0.22 |
| STIP iShares 0-5 Year Tips Bond E | Add +3.8% | 3.12% | +0.20 |
| SPHQ Invesco S&P 500 Quality ETF | Add +17.8% | 1.16% | +0.19 |
| DBB Invesco DB Base Metals Fund | New | 0.19% | +0.19 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +36.5% | 0.61% | +0.15 |
| VWO Vanguard Ftse Emerging Marke | Add +43.1% | 0.35% | +0.11 |
| AAPL Apple Inc. | Add +21.7% | 0.83% | +0.11 |
| MTBA Simplify MBS ETF | Add +18.3% | 0.70% | +0.11 |
| HARD Simplify Commodities STR K-1 | Add +8.2% | 0.44% | +0.10 |
| IDV iShares International Select | Add +12.8% | 0.53% | +0.10 |
| TJX TJX Companies Inc. | Add +12.0% | 0.60% | +0.09 |
| PLTR Palantir Technologies Inc. Class A | Add +111.9% | 0.21% | +0.09 |
| CW Curtiss-Wright Corp. | Add +100.7% | 0.13% | +0.08 |
| SBAR Simplify Barrier Income ETF | Add +26.0% | 0.46% | +0.08 |
| DFAI Dimensional International Co. | New | 0.07% | +0.07 |
| TSLA Tesla Inc. | Add +72.7% | 0.24% | +0.07 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.07% | +0.07 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.06% | +0.06 |
| GS Goldman Sachs Group Inc. | Add +24.0% | 0.34% | +0.06 |
| SMMD iShares Russell 2500 ETF | New | 0.06% | +0.06 |
| SCHD Schwab US DVD Equity ETF | Add +0.1% | 0.46% | +0.06 |
| NVDA Nvidia Corp. | Add +15.0% | 0.63% | +0.05 |
| SPHD Invesco S&P 500 High Dividen | Add +4.3% | 0.41% | +0.04 |
| RTX RTX Corp. | Add +3.5% | 0.37% | +0.04 |
| WELL Welltower Inc. | Add +3.9% | 0.25% | +0.03 |
| DFAE Dimensional Emerging Core Eq | Add +34.0% | 0.09% | +0.03 |
| NN Nextnav Inc. | Add +33.2% | 0.08% | +0.02 |
| VIRC Virco MFG Corporation | Add +60.9% | 0.04% | +0.01 |
| DUK Duke Energy Corp. | Add +3.3% | 0.10% | +0.01 |
| OUSM Alps Oshares US Small-Cap Qu | Add +0.4% | 0.59% | +0.01 |
| AXP American Express Co. | Add +34.5% | 0.06% | +0.01 |
| REIT Alps Active REIT ETF | Add +3.9% | 0.05% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +6.9% | 0.09% | +0.00 |
| FNX First Trust Mid Cap Core Alp | Add +0.2% | 0.09% | +0.00 |
| ABBV Abbvie Inc. | Add +3.6% | 0.48% | +0.00 |
| FTOH FR Ohio Muni Inc. ETF | Add +0.7% | 0.09% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.0% | 0.15% | +0.00 |
Options Activity Q4 2025 → Q1 2026
| TLT iShares 20+ Year Treasury BD | put | Sold out | 34,900 | $26Kbefore exit |
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 |