Park Edge Advisors, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 13, 2026), Park Edge Advisors, LLC reported 149 stock positions worth $469.3 million. Its top holding was Lincoln Electric (LECO) at 35.7% of the portfolio, followed by Simplify High Yield ETF (CDX, 3.5%) and Vanguard Tot World STK ETF (VT, 3.1%). Compared with Q1 2026, it opened 18 new positions, sold out of 10, added to 64 and reduced 38. The biggest buy was a new position in Vanguard Tot World STK ETF (VT) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −72%).

Most Recent 13F
Q2 2026
Location
Cleveland, OH
CIK
0001965659
Portfolio Value
$469.3M (Q2 2026)
SEC Filing
0002085853-26-000692 ↗ filed Jul 13, 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 Q4 2025 Q1 2026: $433.9M Q1 2026 Q2 2026: $469.3M $469.3M Q2 2026

Holdings 149 stocks · $469.3M
LECO Lincoln Electric Holdings 35.71% 631,144 $167.6M No change
CDX Simplify High Yield ETF 3.48% 772,287 $16.3M Add +2.2%
VT Vanguard Tot World STK ETF 3.13% 93,653 $14.7M New
STIP iShares 0-5 Year Tips Bond E 2.92% 134,243 $13.7M Add +2.7%
SPHQ Invesco S&P 500 Quality ETF 2.68% 139,544 $12.6M Add +108.1%
IPKW Invesco International Buybac 2.35% 195,510 $11.0M Add +90.6%
BIL SS SPDR BB 1-3M T-Bill ETF 2.21% 113,036 $10.4M Reduce -72.1%
AGGH Simplify Aggregate Bond ETF 1.80% 418,122 $8.4M Add +2.0%
TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN 1.54% 354,937 $7.2M Reduce -6.6%
GLD SPDR Gold Shares 1.49% 19,006 $7.0M Reduce -28.1%
EMB iShares JP Morgan Usd Emergi 1.31% 63,502 $6.1M Add +4.6%
OUSM Alps Oshares US Small-Cap Qu 1.29% 127,116 $6.0M Add +116.6%
WTBN Wisdomtree Bianco TR Fund 1.25% 233,609 $5.9M Add +2.7%
XOM Exxon Mobil Corp. 0.97% 33,429 $4.6M Add +0.3%
AGGA Ea Astoria Beacon Dynamic Co. 0.94% 174,786 $4.4M Add +1.3%
JNJ Johnson & Johnson 0.90% 16,584 $4.2M Add +54.7%
IAU iShares Gold Trust 0.88% 54,959 $4.1M Reduce -1.1%
FYLD Cambria Foreign Shareholder 0.85% 109,578 $4.0M Add +237.2%
JPM JPMorgan Chase & Co. 0.85% 12,180 $4.0M Reduce -9.6%
AAPL Apple Inc. 0.84% 13,603 $3.9M Reduce -4.0%
FOXY Simplify Currency Strtgy ETF 0.76% 120,373 $3.6M Reduce -6.2%
AMZN Amazon.com Inc. 0.76% 14,975 $3.6M Add +7.1%
COHR Coherent Corp. 0.72% 8,609 $3.4M Reduce -13.4%
BUCK Simplify Treasury Option Inc. 0.71% 142,406 $3.3M Add +1.7%
MSFT Microsoft Corp. 0.71% 8,923 $3.3M Add +10.6%
WMT Walmart Inc. 0.71% 29,312 $3.3M Reduce -6.8%
NVDA Nvidia Corp. 0.70% 16,457 $3.3M Add +4.2%
SPMO Invesco S&P 500 Momentum ETF 0.68% 19,724 $3.2M New
MTBA Simplify MBS ETF 0.67% 64,050 $3.1M Add +4.4%
IWM iShares Russell 2000 ETF 0.67% 10,422 $3.1M New
SHY iShares 1-3 Year Treasury Bo 0.66% 37,763 $3.1M Reduce -0.5%
MU Micron Technology Inc. 0.65% 2,654 $3.1M New
CPER United States Copper Index 0.62% 76,708 $2.9M New
GOOG Alphabet Inc. Class C 0.61% 8,137 $2.9M Add +34.8%
WELL Welltower Inc. 0.60% 12,381 $2.8M Add +127.1%
GLW Corning Inc. 0.56% 10,202 $2.6M New
AVGO Broadcom Inc. 0.55% 6,831 $2.6M Reduce -13.4%
MS Morgan Stanley 0.54% 12,222 $2.6M Add +0.5%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.53% 55,347 $2.5M Add +12.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.52% 16,142 $2.4M Reduce -1.7%
VTI VG Morningstar TS MKT ETF-US 0.51% 6,427 $2.4M Add +6.6%
SBAR Simplify Barrier Income ETF 0.50% 92,357 $2.4M Add +13.3%
GE General Electric filed as GE AEROSPACE 0.50% 6,318 $2.4M Add +2.5%
IDV iShares International Select 0.50% 56,267 $2.3M Add +4.3%
GEV GE Vernova Inc. 0.48% 1,937 $2.3M Add +3.8%
EMR Emerson Electric Co. 0.45% 14,909 $2.1M No change
SCHD Schwab US DVD Equity ETF 0.45% 66,837 $2.1M Add +1.8%
META Meta Platforms Inc. Class A 0.43% 3,568 $2.0M Reduce -14.4%
APH Amphenol Corp. Class A 0.43% 11,372 $2.0M New
SPY SS SPDR S&P 500 ETF Trust-US 0.42% 2,666 $2.0M Add +0.1%
SPHD Invesco S&P 500 High Dividen 0.41% 37,667 $1.9M Add +5.3%
SVOL Simplify Volatility Premium 0.41% 119,051 $1.9M Add +21.9%
RTX RTX Corp. 0.41% 10,025 $1.9M Add +21.0%
GS Goldman Sachs Group Inc. 0.38% 1,782 $1.8M Add +0.8%
VWO Vanguard Ftse Emerging Marke 0.38% 29,964 $1.8M Add +5.6%
SCHZ Schwab US Aggregate Bond ETF 0.36% 72,115 $1.7M Add +5.2%
PG The Procter & Gamble Co. 0.34% 11,020 $1.6M Reduce -7.8%
HARD Simplify Commodities STR K-1 0.34% 53,003 $1.6M Reduce -0.9%
WFC Wells Fargo & Co. 0.32% 18,408 $1.5M Add +13.1%
CAT Caterpillar Inc. 0.32% 1,390 $1.5M New
BRK.B Berkshire Hathaway Inc. Class B 0.31% 2,946 $1.5M Reduce -47.0%
PM Philip Morris International 0.31% 8,122 $1.5M Add +336.2%
CSCO Cisco Systems Inc. 0.31% 12,384 $1.5M New
ACWX iShares MSCI Acwi Ex US ETF 0.29% 17,822 $1.4M Reduce -49.5%
GILD Gilead Sciences Inc. 0.29% 10,590 $1.3M New
SPD Simplify US Eqty Plus Down 0.27% 30,756 $1.3M Add +3.2%
LLY Eli Lilly & Co. 0.27% 1,061 $1.3M Add +7.9%
MCK McKesson Corp. 0.27% 1,672 $1.3M New
BWZ State Street SPDR Bloomberg 0.27% 47,048 $1.3M Reduce -0.8%
OEF iShares S&P 100 ETF 0.27% 3,422 $1.3M Reduce -48.6%
STE Steris PLC 0.26% 5,887 $1.2M Add +11.5%
PLTR Palantir Technologies Inc. Class A 0.26% 10,618 $1.2M Add +72.9%
XLE SS Energy Select Sector 0.25% 22,362 $1.2M Reduce -17.1%
NOC Northrop Grumman Corp. 0.24% 2,250 $1.1M No change
PFG Principal Financial Group 0.24% 10,236 $1.1M No change
SCHX Schwab US Large-Cap ETF 0.22% 35,655 $1.0M No change
DBB Invesco DB Base Metals Fund 0.20% 39,512 $952K Add +15.0%
EFA iShares MSCI Eafe ETF 0.20% 8,978 $933K Add +4.0%
PEP Pepsico Inc. 0.20% 6,792 $920K No change
CRS Carpenter Technology 0.20% 1,486 $917K No change
DUK Duke Energy Corp. 0.19% 6,968 $882K Add +113.9%
ABBV Abbvie Inc. 0.19% 3,457 $870K Reduce -63.9%
YGLD Simplify Gold Strategy ETF 0.18% 27,555 $867K Reduce -25.2%
BMY Bristol-Myers Squibb Co. 0.18% 14,381 $829K No change
NEM Newmont Corp. 0.17% 8,614 $805K Reduce -15.5%
IBIT iShares Bitcoin Trust ETF 0.17% 24,009 $799K Add +3.7%
TSLA Tesla Inc. 0.17% 1,896 $798K Reduce -31.0%
EEM iShares MSCI Emerging Market 0.16% 11,073 $757K Add +42.1%
OUSA Alps Oshares US Quality Divi 0.16% 12,724 $742K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.15% 8,981 $724K No change
HD Home Depot Inc. 0.15% 1,931 $681K Add +1.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.14% 2,409 $677K Reduce -68.0%
AXTI Axt Inc. 0.14% 9,162 $660K Reduce -37.7%
VOO Vanguard S&P 500 ETF 0.13% 918 $631K New
CW Curtiss-Wright Corp. 0.13% 815 $618K Reduce -1.4%
MRK Merck & Co. Inc. 0.12% 4,378 $563K Add +4.8%
GDX Vaneck Gold Miners ETF 0.12% 7,181 $542K Reduce -15.3%
ADP Automatic Data Processing 0.11% 2,336 $523K Reduce -13.0%
USFR Wisdomtree Floating Rate Tre 0.11% 9,879 $497K New
PFE Pfizer Inc. 0.10% 20,416 $492K Reduce -8.8%
DFAE Dimensional Emerging Core Eq 0.10% 12,167 $489K Add +9.8%
IJT iShares S&P Small-Cap 600 GR 0.10% 2,600 $464K No change
CSX CSX Corp. 0.09% 9,332 $444K No change
PNC PNC Financial Services Group 0.09% 1,747 $430K No change
IWD iShares Russell 1000 Value E 0.09% 1,748 $424K No change
FNX First Trust Mid Cap Core Alp 0.09% 2,889 $423K Add +0.1%
CB Chubb Ltd. 0.09% 1,224 $417K No change
PFF iShares Preferred & Income S 0.09% 13,491 $411K Add +1.0%
FTOH FR Ohio Muni Inc. ETF 0.09% 47,616 $404K Add +0.9%
DFAI Dimensional International Co. 0.09% 9,753 $402K Add +17.8%
VONG Vanguard Russell 1000 Growth 0.09% 3,133 $400K No change
SMMD iShares Russell 2500 ETF 0.09% 4,356 $399K Add +27.7%
FPE FT-Preferred Secur & Inc. ETF 0.08% 22,141 $396K Add +1.2%
MCO Moody's Corp. 0.08% 874 $396K Reduce -20.6%
VYM Vanguard High DVD Yield ETF 0.08% 2,485 $393K No change
TBIL F/M US Treasury 3 Month Bill 0.08% 7,615 $380K Reduce -23.1%
IVV iShares Core S&P 500 ETF 0.08% 507 $380K Reduce -16.3%
TIP iShares Tips Bond ETF 0.08% 3,430 $375K Add +22.9%
NN Nextnav Inc. 0.08% 20,922 $373K Reduce -7.2%
ABT Abbott Laboratories 0.08% 4,088 $371K Add +1.2%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.07% 1,431 $348K No change
VEU Vanguard Ftse All-World Ex-U 0.07% 4,100 $343K Add +2.6%
VHT Vanguard Health Care ETF 0.07% 1,104 $330K Add +1.2%
QQQ Invesco QQQ Trust Series 1 0.07% 431 $317K Reduce -15.7%
NSC Norfolk Southern Corp. 0.06% 900 $283K No change
BNDX Vanguard Total Intl Bond ETF 0.06% 5,820 $282K Add +0.5%
EMC GLB X Emrg MRKT GRT Cnsumr 0.06% 7,455 $281K No change
JVAL JPMorgan US Value Factor ETF 0.06% 4,750 $279K No change
GOOGL Alphabet Inc. Class A 0.06% 764 $273K New
VIG Vanguard Dividend Apprec ETF 0.06% 1,141 $270K Add +0.3%
CVX Chevron Corp. 0.06% 1,602 $266K No change
REIT Alps Active REIT ETF 0.05% 8,353 $254K Add +4.9%
COST Costco Wholesale Corp. 0.05% 270 $253K No change
BTZ BlackRock Credit Allocation 0.05% 24,605 $251K Add +10.1%
AXP American Express Co. 0.05% 722 $244K Reduce -21.3%
KEY Keycorp 0.05% 10,390 $239K No change
SHW The Sherwin-Williams Co. 0.05% 692 $238K No change
MDT Medtronic PLC 0.05% 2,990 $234K No change
T AT&T Inc. 0.05% 11,236 $233K Reduce -6.1%
CZR Caesars Entertainment Inc. 0.05% 7,500 $226K New
PAYX Paychex Inc. 0.05% 2,210 $217K No change
ZBH Zimmer Biomet Holdings Inc. 0.05% 2,479 $213K No change
MO Altria Group Inc. 0.05% 2,945 $212K New
IJK iShares S&P Mid-Cap 400 Grow 0.04% 1,781 $209K New
ORCL Oracle Corp. 0.04% 1,378 $202K Reduce -84.5%
VIRC Virco MFG Corporation 0.04% 29,265 $180K Add +0.5%
ETHE Grayscale Ethereum Staking E 0.03% 12,640 $161K No change
FLUX Flux Power Holdings Inc. filed as FLUX PWR HLDGS INC 0.02% 100,290 $87K Add +0.3%
TLT iShares 20+ Year Treasury BD 0.00% 165 $14K New

Options reported separately and not counted above: SPY puts ($1.9M), TLT calls ($1.5M), TLT puts ($1.4M), COHR puts ($592K), AXTI puts ($288K).

Portfolio Sells Q1 2026 → Q2 2026
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -72.1% 2.21% −6.35
GLD SPDR Gold Shares Reduce -28.1% 1.49% −1.13
NFLX Netflix Inc. Sold out 0.00% −0.37
V Visa Inc. Class A Sold out 0.00% −0.33
TUA Sim St Treas Fut Strat ETF Reduce -6.6% 1.54% −0.30
BRK.B Berkshire Hathaway Inc. Class B Reduce -47.0% 0.31% −0.30
ABBV Abbvie Inc. Reduce -63.9% 0.19% −0.29
IBM Intl Business Machines Corp. Reduce -68.0% 0.14% −0.28
ACWX iShares MSCI Acwi Ex US ETF Reduce -49.5% 0.29% −0.27
COF Capital One Financial Corp. Sold out 0.00% −0.26
ORCL Oracle Corp. Reduce -84.5% 0.04% −0.26
BSX Boston Scientific Corp. Sold out 0.00% −0.25
IAU iShares Gold Trust Reduce -1.1% 0.88% −0.25
OEF iShares S&P 100 ETF Reduce -48.6% 0.27% −0.22
MA Mastercard Inc. Class A Sold out 0.00% −0.20
WMT Walmart Inc. Reduce -6.8% 0.71% −0.19
YGLD Simplify Gold Strategy ETF Reduce -25.2% 0.18% −0.15
XLE SS Energy Select Sector Reduce -17.1% 0.25% −0.13
META Meta Platforms Inc. Class A Reduce -14.4% 0.43% −0.12
ISRG Intuitive Surgical Inc. Sold out 0.00% −0.10
HARD Simplify Commodities STR K-1 Reduce -0.9% 0.34% −0.10
FOXY Simplify Currency Strtgy ETF Reduce -6.2% 0.76% −0.10
TJX TJX Companies Inc. Reduce -1.7% 0.52% −0.08
NEM Newmont Corp. Reduce -15.5% 0.17% −0.08
TSLA Tesla Inc. Reduce -31.0% 0.17% −0.07
GDX Vaneck Gold Miners ETF Reduce -15.3% 0.12% −0.06
JPM JPMorgan Chase & Co. Reduce -9.6% 0.85% −0.06
SHY iShares 1-3 Year Treasury Bo Reduce -0.5% 0.66% −0.06
PG The Procter & Gamble Co. Reduce -7.8% 0.34% −0.05
AXTI Axt Inc. Reduce -37.7% 0.14% −0.05
BABA Alibaba Group Holding-SP ADR Sold out 0.00% −0.05
PFE Pfizer Inc. Reduce -8.8% 0.10% −0.04
TBIL F/M US Treasury 3 Month Bill Reduce -23.1% 0.08% −0.03
T AT&T Inc. Reduce -6.1% 0.05% −0.03
MCO Moody's Corp. Reduce -20.6% 0.08% −0.03
BWZ State Street SPDR Bloomberg Reduce -0.8% 0.27% −0.03
REAL The Realreal Inc. Sold out 0.00% −0.02
LFST Lifestance Health Group Inc. Sold out 0.00% −0.02
ADP Automatic Data Processing Reduce -13.0% 0.11% −0.01
AVGO Broadcom Inc. Reduce -13.4% 0.55% −0.01
AXP American Express Co. Reduce -21.3% 0.05% −0.01
IVV iShares Core S&P 500 ETF Reduce -16.3% 0.08% −0.01
CRON Cronos Group Inc. Sold out 0.00% −0.01
NN Nextnav Inc. Reduce -7.2% 0.08% −0.00
QQQ Invesco QQQ Trust Series 1 Reduce -15.7% 0.07% −0.00
CW Curtiss-Wright Corp. Reduce -1.4% 0.13% +0.00
AAPL Apple Inc. Reduce -4.0% 0.84% +0.01
COHR Coherent Corp. Reduce -13.4% 0.72% +0.18

Portfolio Buys Q1 2026 → Q2 2026
VT Vanguard Tot World STK ETF New 3.13% +3.13
SPHQ Invesco S&P 500 Quality ETF Add +108.1% 2.68% +1.52
IPKW Invesco International Buybac Add +90.6% 2.35% +1.02
OUSM Alps Oshares US Small-Cap Qu Add +116.6% 1.29% +0.70
SPMO Invesco S&P 500 Momentum ETF New 0.68% +0.68
IWM iShares Russell 2000 ETF New 0.67% +0.67
MU Micron Technology Inc. New 0.65% +0.65
CPER United States Copper Index New 0.62% +0.62
FYLD Cambria Foreign Shareholder Add +237.2% 0.85% +0.57
GLW Corning Inc. New 0.56% +0.56
APH Amphenol Corp. Class A New 0.43% +0.43
WELL Welltower Inc. Add +127.1% 0.60% +0.35
CAT Caterpillar Inc. New 0.32% +0.32
CSCO Cisco Systems Inc. New 0.31% +0.31
JNJ Johnson & Johnson Add +54.7% 0.90% +0.29
GILD Gilead Sciences Inc. New 0.29% +0.29
MCK McKesson Corp. New 0.27% +0.27
PM Philip Morris International Add +336.2% 0.31% +0.24
GOOG Alphabet Inc. Class C Add +34.8% 0.61% +0.21
VOO Vanguard S&P 500 ETF New 0.13% +0.13
GEV GE Vernova Inc. Add +3.8% 0.48% +0.11
USFR Wisdomtree Floating Rate Tre New 0.11% +0.11
GE General Electric Add +2.5% 0.50% +0.10
DUK Duke Energy Corp. Add +113.9% 0.19% +0.09
AMZN Amazon.com Inc. Add +7.1% 0.76% +0.09
MS Morgan Stanley Add +0.5% 0.54% +0.08
NVDA Nvidia Corp. Add +4.2% 0.70% +0.07
LLY Eli Lilly & Co. Add +7.9% 0.27% +0.06
SVOL Simplify Volatility Premium Add +21.9% 0.41% +0.06
VTI VG Morningstar TS MKT ETF-US Add +6.6% 0.51% +0.06
EEM iShares MSCI Emerging Market Add +42.1% 0.16% +0.06
GOOGL Alphabet Inc. Class A New 0.06% +0.06
PLTR Palantir Technologies Inc. Class A Add +72.9% 0.26% +0.06
CZR Caesars Entertainment Inc. New 0.05% +0.05
MO Altria Group Inc. New 0.05% +0.05
IJK iShares S&P Mid-Cap 400 Grow New 0.04% +0.04
SBAR Simplify Barrier Income ETF Add +13.3% 0.50% +0.04
GS Goldman Sachs Group Inc. Add +0.8% 0.38% +0.04
RTX RTX Corp. Add +21.0% 0.41% +0.04
VWO Vanguard Ftse Emerging Marke Add +5.6% 0.38% +0.03
WFC Wells Fargo & Co. Add +13.1% 0.32% +0.03
SPY SS SPDR S&P 500 ETF Trust-US Add +0.1% 0.42% +0.03
SMMD iShares Russell 2500 ETF Add +27.7% 0.09% +0.03
SPD Simplify US Eqty Plus Down Add +3.2% 0.27% +0.02
MSFT Microsoft Corp. Add +10.6% 0.71% +0.02
DFAE Dimensional Emerging Core Eq Add +9.8% 0.10% +0.02
DBB Invesco DB Base Metals Fund Add +15.0% 0.20% +0.02
XLU St Sr Utl SL SE SPDR ETF-Usd Add +12.3% 0.53% +0.01
DFAI Dimensional International Co. Add +17.8% 0.09% +0.01
TIP iShares Tips Bond ETF Add +22.9% 0.08% +0.01

Options Activity Q1 2026 → Q2 2026
SPY SS SPDR S&P 500 ETF Trust-US put New 2,600 $1.9M
TLT iShares 20+ Year Treasury BD call New 16,900 $1.5M
TLT iShares 20+ Year Treasury BD put New 15,900 $1.4M
COHR Coherent Corp. put New 1,500 $592K
AXTI Axt Inc. put New 4,000 $288K

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