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Park Edge Advisors

Latest statistics and disclosures from Park Edge Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are LECO, CDX, VT, STIP, SPHQ, and represent 47.35% of Park Edge Advisors's stock portfolio.
Added to shares of these 10 stocks: VT (+$15M), SPHQ (+$6.5M), IPKW (+$5.2M), OUSM, SPMO, IWM, MU, CPER, TLT, FYLD.
Started 18 new stock positions in VOO, CPER, VT, SPMO, GILD, MO, GLW, CSCO, USFR, IJK. MCK, IWM, GOOGL, CZR, APH, TLT, MU, CAT.
Reduced shares in these 10 stocks: BIL (-$27M), GLD, NFLX, ABBV, IBM, , ACWX, BRK.B, OEF, .
Sold out of its positions in BABA, BSX, COF, CRON, ISRG, LFST, MA, NFLX, REAL, V.
Park Edge Advisors was a net buyer of stock by $25M.
Park Edge Advisors has $475M in assets under management (AUM), dropping by 9.46%.
Central Index Key (CIK): 0001965659

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Portfolio Holdings for Park Edge Advisors

Park Edge Advisors holds 149 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Lincoln Electric Holdings (LECO)	35.3	$168M		631k	265.51	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	3.4	$16M	+2%	772k	21.12	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	3.1	$15M	NEW	94k	156.95	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.9	$14M	+2%	134k	102.16	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	2.6	$13M	+108%	140k	90.10	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	2.3	$11M	+90%	196k	56.33	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	2.2	$10M	-72%	113k	91.64	View chart
Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH)	1.8	$8.4M		418k	20.17	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	1.5	$7.2M	-6%	355k	20.43	View chart
Spdr Gold Tr Gold Shs (GLD)	1.5	$7.0M	-28%	19k	368.37	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.3	$6.1M	+4%	64k	96.44	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	1.3	$6.0M	+116%	127k	47.52	View chart
Wisdomtree Tr Bianco Totl Retu (WTBN)	1.2	$5.9M	+2%	234k	25.15	View chart
Exxon Mobil Corporation (XOM)	1.0	$4.6M		33k	136.72	View chart
Ea Series Trust Ea Astoria Dynmc (AGGA)	0.9	$4.4M		175k	25.13	View chart
Johnson & Johnson (JNJ)	0.9	$4.2M	+54%	17k	253.97	View chart
Ishares Gold Tr Ishares New (IAU)	0.9	$4.1M		55k	75.51	View chart
Cambria Etf Tr Cambria Fgn Shr (FYLD)	0.8	$4.0M	+237%	110k	36.49	View chart
Coherent Corp (COHR)	0.8	$4.0M		10k	394.47	View chart
JPMorgan Chase & Co. (JPM)	0.8	$4.0M	-9%	12k	327.34	View chart
Apple (AAPL)	0.8	$3.9M	-4%	14k	289.36	View chart
State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY)	0.8	$3.9M	+97%	5.3k	746.77	View chart
Simplify Exchange Traded Fun Curre Strat Etf (FOXY)	0.8	$3.6M	-6%	120k	29.79	View chart
Amazon (AMZN)	0.8	$3.6M	+7%	15k	238.34	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.7	$3.3M		142k	23.42	View chart
Microsoft Corporation (MSFT)	0.7	$3.3M	+10%	8.9k	373.04	View chart
Wal-Mart Stores (WMT)	0.7	$3.3M	-6%	29k	113.26	View chart
NVIDIA Corporation (NVDA)	0.7	$3.3M	+4%	17k	200.09	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.7	$3.2M	NEW	20k	161.54	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.7	$3.1M	+4%	64k	49.07	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$3.1M	NEW	10k	300.45	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$3.1M		38k	82.11	View chart
Micron Technology (MU)	0.6	$3.1M	NEW	2.7k	1154.29	View chart
United Sts Commodity Index F Cm Rep Copp Fd (CPER)	0.6	$2.9M	NEW	77k	37.73	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$2.9M	+34%	8.1k	353.34	View chart
Ishares Tr 20 Yr Tr Bd Etf Put Option (TLT)	0.6	$2.8M	NEW	33k	86.42	View chart
Welltower Inc Com reit (WELL)	0.6	$2.8M	+127%	12k	226.97	View chart
Corning Incorporated (GLW)	0.5	$2.6M	NEW	10k	255.43	View chart
Broadcom (AVGO)	0.5	$2.6M	-13%	6.8k	377.76	View chart
Morgan Stanley Com New (MS)	0.5	$2.6M		12k	209.03	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.5	$2.5M	+12%	55k	45.34	View chart
TJX Companies (TJX)	0.5	$2.4M		16k	151.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$2.4M	+6%	6.4k	370.01	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.5	$2.4M	+13%	92k	25.60	View chart
Ge Aerospace Com New (GE)	0.5	$2.4M	+2%	6.3k	373.73	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.5	$2.3M	+4%	56k	41.43	View chart
Ge Vernova (GEV)	0.5	$2.3M	+3%	1.9k	1174.86	View chart
Emerson Electric (EMR)	0.4	$2.1M		15k	143.15	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$2.1M		67k	31.71	View chart
Meta Platforms Cl A (META)	0.4	$2.0M	-14%	3.6k	563.25	View chart
Amphenol Corp Cl A (APH)	0.4	$2.0M	NEW	11k	176.32	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.4	$1.9M	+5%	38k	50.84	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.4	$1.9M	+21%	119k	16.04	View chart
Raytheon Technologies Corp (RTX)	0.4	$1.9M	+21%	10k	189.74	View chart
Goldman Sachs (GS)	0.4	$1.8M		1.8k	1011.39	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.8M	+5%	30k	59.69	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$1.7M	+5%	72k	23.13	View chart
Procter & Gamble Company (PG)	0.3	$1.6M	-7%	11k	146.64	View chart
Simplify Exchange Traded Fun Comm St No K Etf (HARD)	0.3	$1.6M		53k	29.66	View chart
Wells Fargo & Company (WFC)	0.3	$1.5M	+13%	18k	82.64	View chart
Caterpillar (CAT)	0.3	$1.5M	NEW	1.4k	1064.90	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.5M	-46%	2.9k	500.39	View chart
Philip Morris International (PM)	0.3	$1.5M	+336%	8.1k	180.91	View chart
Cisco Systems (CSCO)	0.3	$1.5M	NEW	12k	117.46	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.3	$1.4M	-49%	18k	76.11	View chart
Gilead Sciences (GILD)	0.3	$1.3M	NEW	11k	126.34	View chart
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)	0.3	$1.3M	+3%	31k	41.48	View chart
Eli Lilly & Co. (LLY)	0.3	$1.3M	+7%	1.1k	1199.49	View chart
McKesson Corporation (MCK)	0.3	$1.3M	NEW	1.7k	755.60	View chart
Spdr Series Trust Sst Spdr Bloombe (BWZ)	0.3	$1.3M		47k	26.75	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$1.3M	-48%	3.4k	365.87	View chart
Steris Shs Usd (STE)	0.3	$1.2M	+11%	5.9k	210.59	View chart
Palantir Technologies Cl A (PLTR)	0.3	$1.2M	+72%	11k	116.67	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.3	$1.2M	-17%	22k	53.11	View chart
Northrop Grumman Corporation (NOC)	0.2	$1.1M		2.3k	509.31	View chart
Principal Financial (PFG)	0.2	$1.1M		10k	107.78	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.0M		36k	29.43	View chart
Invesco Db Multi-sector Comm Base Metals Fd (DBB)	0.2	$952k	+14%	40k	24.10	View chart
Axt (AXTI)	0.2	$949k	-10%	13k	72.08	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$933k	+4%	9.0k	103.88	View chart
Pepsi (PEP)	0.2	$920k		6.8k	135.40	View chart
Carpenter Technology Corporation (CRS)	0.2	$917k		1.5k	616.84	View chart
Duke Energy Corp Com New (DUK)	0.2	$882k	+113%	7.0k	126.58	View chart
Abbvie (ABBV)	0.2	$870k	-63%	3.5k	251.65	View chart
Simplify Exchange Traded Fun Gold Strategy Et (YGLD)	0.2	$867k	-25%	28k	31.46	View chart
Bristol Myers Squibb (BMY)	0.2	$829k		14k	57.62	View chart
Newmont Mining Corporation (NEM)	0.2	$805k	-15%	8.6k	93.40	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$799k	+3%	24k	33.29	View chart
Tesla Motors (TSLA)	0.2	$798k	-30%	1.9k	420.69	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$758k	+42%	11k	68.41	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.2	$742k		13k	58.33	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$724k	+300%	9.0k	80.57	View chart
Home Depot (HD)	0.1	$681k		1.9k	352.68	View chart
International Business Machines (IBM)	0.1	$677k	-67%	2.4k	281.21	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$631k	NEW	918.00	686.94	View chart
Curtiss-Wright (CW)	0.1	$618k		815.00	757.76	View chart
Merck & Co (MRK)	0.1	$563k	+4%	4.4k	128.50	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$542k	-15%	7.2k	75.45	View chart
Automatic Data Processing (ADP)	0.1	$523k	-13%	2.3k	223.95	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$497k	NEW	9.9k	50.35	View chart
Pfizer (PFE)	0.1	$492k	-8%	20k	24.08	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$489k	+9%	12k	40.21	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$464k		2.6k	178.60	View chart
CSX Corporation (CSX)	0.1	$444k		9.3k	47.53	View chart
PNC Financial Services (PNC)	0.1	$430k		1.7k	246.22	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$424k		1.7k	242.43	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$423k		2.9k	146.34	View chart
Chubb (CB)	0.1	$417k		1.2k	340.74	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$411k		14k	30.49	View chart
Putnam Etf Trust Frank Ohio Etf (FTOH)	0.1	$404k		48k	8.48	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$402k	+17%	9.8k	41.25	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$400k		3.1k	127.81	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.1	$399k	+27%	4.4k	91.63	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$396k		22k	17.88	View chart
Moody's Corporation (MCO)	0.1	$396k	-20%	874.00	452.92	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$393k		2.5k	158.03	View chart
RBB F/m Us Treasury (TBIL)	0.1	$380k	-23%	7.6k	49.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$380k	-16%	507.00	748.89	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$375k	+22%	3.4k	109.44	View chart
Nextnav Common Stock (NN)	0.1	$373k	-7%	21k	17.83	View chart
Abbott Laboratories (ABT)	0.1	$371k		4.1k	90.75	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$348k		1.4k	242.99	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$343k	+2%	4.1k	83.75	View chart
Vanguard World Health Car Etf (VHT)	0.1	$330k		1.1k	299.01	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$317k	-15%	431.00	735.91	View chart
Norfolk Southern (NSC)	0.1	$283k		900.00	314.59	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$282k		5.8k	48.43	View chart
Global X Fds Emerging Mkt Grt (EMC)	0.1	$281k		7.5k	37.64	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.1	$279k		4.8k	58.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$273k	NEW	764.00	357.38	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$270k		1.1k	236.55	View chart
Chevron Corporation (CVX)	0.1	$266k		1.6k	165.76	View chart
Alps Etf Tr Active Reit Etf (REIT)	0.1	$254k	+4%	8.4k	30.38	View chart
Costco Wholesale Corporation (COST)	0.1	$253k		270.00	935.49	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.1	$252k	+10%	25k	10.22	View chart
American Express Company (AXP)	0.1	$244k	-21%	722.00	338.27	View chart
Key (KEY)	0.1	$240k		10k	23.05	View chart
Sherwin-Williams Company (SHW)	0.1	$238k		692.00	344.47	View chart
Medtronic SHS (MDT)	0.0	$234k		3.0k	78.23	View chart
At&t (T)	0.0	$233k	-6%	11k	20.70	View chart
Caesars Entertainment (CZR)	0.0	$226k	NEW	7.5k	30.18	View chart
Paychex (PAYX)	0.0	$217k		2.2k	98.33	View chart
Zimmer Holdings (ZBH)	0.0	$213k		2.5k	86.09	View chart
Altria (MO)	0.0	$212k	NEW	2.9k	71.95	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$209k	NEW	1.8k	117.50	View chart
Oracle Corporation (ORCL)	0.0	$202k	-84%	1.4k	146.59	View chart
Virco Mfg. Corporation (VIRC)	0.0	$180k		29k	6.14	View chart
Grayscale Ethereum Staking E SHS (ETHE)	0.0	$161k		13k	12.76	View chart
Flux Pwr Hldgs Com New (FLUX)	0.0	$87k		100k	0.86	View chart

Past Filings by Park Edge Advisors

SEC 13F filings are viewable for Park Edge Advisors going back to 2022

Park Edge Advisors 2026 Q2 filed July 13, 2026
Park Edge Advisors 2026 Q1 filed April 20, 2026
Park Edge Advisors 2025 Q4 filed Jan. 16, 2026
Park Edge Advisors 2025 Q3 filed Oct. 9, 2025
Park Edge Advisors 2025 Q2 filed July 7, 2025
Park Edge Advisors 2025 Q1 filed April 10, 2025
Park Edge Advisors 2024 Q4 filed Jan. 21, 2025
Park Edge Advisors 2024 Q3 filed Oct. 24, 2024
Park Edge Advisors 2024 Q2 filed July 26, 2024
Park Edge Advisors 2024 Q1 filed April 19, 2024
Park Edge Advisors 2023 Q4 filed Jan. 12, 2024
Park Edge Advisors 2023 Q3 filed Oct. 11, 2023
Park Edge Advisors 2023 Q2 filed July 13, 2023
Park Edge Advisors 2023 Q1 filed April 18, 2023
Park Edge Advisors 2022 Q4 filed April 14, 2023

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