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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, BIL, CDX, STIP, GLD, and represent 54.24% of Park Edge Advisors's stock portfolio.
Added to shares of these 10 stocks: BIL (+$30M), EMB (+$5.5M), AGGA, OEF, XLE, FOXY, WTBN, MS, WFC, FYLD.
Started 12 new stock positions in NEM, WFC, DFAI, BSX, BNDX, OEF, SMMD, VEU, XLE, AGGA. FYLD, DBB.
Reduced shares in these 10 stocks: LECO (-$9.3M), IPKW (-$5.9M), , BWZ, QQQ, IWF, XLC, EWC, EWU, .
Sold out of its positions in GOOGL, MO, BX, FBTC, ARGT, SPLV, DBA, EWC, TLT, IWF. IWM, IEI, EWU, XLY, XLF, XLC, TMUS, RSHO, UNP, UNH, ETN, LIN.
Park Edge Advisors was a net seller of stock by $-16M.
Park Edge Advisors has $434M in assets under management (AUM), dropping by -1.78%.
Central Index Key (CIK): 0001965659

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Positions held by Park Edge Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Park Edge Advisors

Park Edge Advisors holds 141 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Lincoln Electric Holdings (LECO)	36.2	$157M	-5%	631k	249.08	View chart
Spdr Series Trust State Street Spd (BIL)	8.6	$37M	+432%	405k	91.64	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	3.7	$16M		756k	21.34	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	3.1	$14M	+3%	131k	103.43	View chart
Spdr Gold Tr Gold Shs (GLD)	2.6	$11M	-6%	26k	430.28	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	1.9	$8.3M	+12%	410k	20.35	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	1.8	$8.0M		380k	21.10	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	1.3	$5.8M	-50%	103k	56.26	View chart
Wisdomtree Tr Bianco Totl Retu (WTBN)	1.3	$5.8M	+31%	228k	25.30	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.3	$5.7M	+2801%	61k	93.93	View chart
Exxon Mobil Corporation (XOM)	1.3	$5.7M	-11%	33k	169.66	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.2	$5.0M	+17%	67k	75.19	View chart
Ishares Gold Tr Ishares New (IAU)	1.1	$4.9M	-17%	56k	88.16	View chart
Ea Series Trust Ea Astoria Dynmc (AGGA)	1.0	$4.3M	NEW	173k	25.13	View chart
JPMorgan Chase & Co. (JPM)	0.9	$4.0M		14k	294.17	View chart
Wal-Mart Stores (WMT)	0.9	$3.9M	+28%	31k	124.28	View chart
Simplify Exchange Traded Fun Currency Strateg (FOXY)	0.9	$3.8M	+64%	128k	29.24	View chart
Apple (AAPL)	0.8	$3.6M	+21%	14k	253.78	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.8	$3.3M	-37%	140k	23.50	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$3.1M		38k	82.57	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.7	$3.0M	+18%	61k	49.46	View chart
Microsoft Corporation (MSFT)	0.7	$3.0M		8.1k	370.17	View chart
Amazon (AMZN)	0.7	$2.9M		14k	208.27	View chart
NVIDIA Corporation (NVDA)	0.6	$2.8M	+14%	16k	174.40	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$2.7M	+36%	5.6k	479.20	View chart
TJX Companies (TJX)	0.6	$2.6M	+11%	16k	159.70	View chart
Johnson & Johnson (JNJ)	0.6	$2.6M		11k	244.44	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.6	$2.6M		59k	43.74	View chart
Broadcom (AVGO)	0.6	$2.4M		7.9k	309.51	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.6	$2.4M	-29%	35k	68.47	View chart
Meta Platforms Cl A (META)	0.5	$2.4M	+7%	4.2k	572.17	View chart
Coherent Corp (COHR)	0.5	$2.4M	-14%	9.9k	238.21	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.5	$2.3M	+12%	54k	42.56	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.5	$2.3M	-49%	49k	45.89	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$2.1M	NEW	6.7k	318.07	View chart
Abbvie (ABBV)	0.5	$2.1M	+3%	9.6k	217.49	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$2.0M		66k	30.68	View chart
Morgan Stanley Com New (MS)	0.5	$2.0M	+217%	12k	164.57	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.5	$2.0M	+25%	82k	24.54	View chart
Emerson Electric (EMR)	0.5	$2.0M		15k	131.02	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.9M		6.0k	320.79	View chart
Simplify Exchange Traded Fun Commodities Stra (HARD)	0.4	$1.9M	+8%	54k	35.37	View chart
International Business Machines (IBM)	0.4	$1.8M		7.5k	242.39	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.4	$1.8M	+4%	36k	49.61	View chart
Ge Aerospace Com New (GE)	0.4	$1.7M		6.2k	283.77	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$1.7M	-42%	2.7k	650.32	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.7M	-23%	6.0k	286.87	View chart
Procter & Gamble Company (PG)	0.4	$1.7M	-2%	12k	144.44	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.4	$1.7M	NEW	27k	61.26	View chart
Ge Vernova (GEV)	0.4	$1.6M	-5%	1.9k	872.90	View chart
Netflix (NFLX)	0.4	$1.6M	-19%	17k	96.15	View chart
Raytheon Technologies Corp (RTX)	0.4	$1.6M	+3%	8.3k	192.91	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$1.6M		69k	23.22	View chart
Northrop Grumman Corporation (NOC)	0.4	$1.5M		2.3k	682.24	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.5M	+43%	28k	54.05	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.3	$1.5M	+2%	98k	15.34	View chart
Goldman Sachs (GS)	0.3	$1.5M	+24%	1.8k	846.00	View chart
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)	0.3	$1.5M		37k	39.93	View chart
Visa Com Cl A (V)	0.3	$1.4M	-2%	4.7k	302.23	View chart
Oracle Corporation (ORCL)	0.3	$1.3M	-14%	8.9k	147.11	View chart
Wells Fargo & Company (WFC)	0.3	$1.3M	NEW	16k	79.61	View chart
Spdr Series Trust Bloomberg Short (BWZ)	0.3	$1.3M	-78%	47k	26.92	View chart
Cambria Etf Tr Cambria Fgn Shr (FYLD)	0.3	$1.2M	NEW	33k	37.34	View chart
Steris Shs Usd (STE)	0.3	$1.2M		5.3k	221.13	View chart
Capital One Financial (COF)	0.3	$1.1M		6.3k	182.44	View chart
Newmont Mining Corporation (NEM)	0.3	$1.1M	NEW	10k	108.25	View chart
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)	0.2	$1.1M	+2%	30k	36.37	View chart
Welltower Inc Com reit (WELL)	0.2	$1.1M	+3%	5.5k	197.71	View chart
Boston Scientific Corporation (BSX)	0.2	$1.1M	NEW	17k	62.75	View chart
Pepsi (PEP)	0.2	$1.1M	-4%	6.8k	155.28	View chart
Tesla Motors (TSLA)	0.2	$1.0M	+72%	2.7k	371.75	View chart
Principal Financial (PFG)	0.2	$922k		10k	90.11	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$914k	-7%	36k	25.64	View chart
Eli Lilly & Co. (LLY)	0.2	$904k	-19%	983.00	919.82	View chart
Palantir Technologies Cl A (PLTR)	0.2	$898k	+111%	6.1k	146.28	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$890k	-26%	23k	38.42	View chart
Bristol Myers Squibb (BMY)	0.2	$872k		14k	60.65	View chart
Mastercard Incorporated Cl A (MA)	0.2	$854k	-45%	1.7k	499.66	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$838k	-36%	8.6k	97.14	View chart
Axt (AXTI)	0.2	$838k	-69%	15k	56.98	View chart
Invesco Db Multi-sector Comm Base Metals Fd (DBB)	0.2	$808k	NEW	34k	23.50	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$779k	-78%	8.5k	91.77	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.2	$708k		13k	55.67	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$645k		2.2k	287.22	View chart
Pfizer (PFE)	0.1	$629k	-6%	22k	28.08	View chart
Home Depot (HD)	0.1	$625k		1.9k	328.89	View chart
Carpenter Technology Corporation (CRS)	0.1	$586k		1.5k	394.15	View chart
Curtiss-Wright (CW)	0.1	$563k	+100%	827.00	681.12	View chart
Automatic Data Processing (ADP)	0.1	$546k	-16%	2.7k	203.18	View chart
Merck & Co (MRK)	0.1	$503k		4.2k	120.29	View chart
RBB F/m Us Treasury (TBIL)	0.1	$494k	-72%	9.9k	49.86	View chart
Moody's Corporation (MCO)	0.1	$480k		1.1k	436.25	View chart
Intuitive Surgical Com New (ISRG)	0.1	$446k	-23%	968.00	460.99	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$442k	-35%	7.8k	56.79	View chart
Duke Energy Corp Com New (DUK)	0.1	$427k	+3%	3.3k	130.94	View chart
Abbott Laboratories (ABT)	0.1	$415k	-10%	4.0k	102.66	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$405k		13k	30.32	View chart
Chubb (CB)	0.1	$399k		1.2k	325.93	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$396k	+6%	606.00	652.95	View chart
Putnam Etf Trust Franklin Ohio Mu (FTOH)	0.1	$393k		47k	8.32	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$388k		22k	17.75	View chart
CSX Corporation (CSX)	0.1	$383k	-4%	9.3k	41.05	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$376k		2.6k	144.71	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$375k	+33%	11k	33.86	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$374k		1.7k	213.67	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$370k		2.9k	128.25	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$368k	-15%	2.5k	148.10	View chart
PNC Financial Services (PNC)	0.1	$364k		1.7k	208.09	View chart
Nextnav Common Stock (NN)	0.1	$361k	+33%	23k	16.02	View chart
At&t (T)	0.1	$347k	-87%	12k	28.99	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$344k		3.1k	109.69	View chart
Chevron Corporation (CVX)	0.1	$332k		1.6k	206.90	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$323k	NEW	8.3k	38.96	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$311k		1.4k	217.25	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$308k	-7%	2.8k	110.38	View chart
Philip Morris International (PM)	0.1	$308k	-82%	1.9k	165.34	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$300k	NEW	4.0k	75.10	View chart
Vanguard World Health Car Etf (VHT)	0.1	$297k		1.1k	272.33	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$295k	-93%	511.00	576.86	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$278k	NEW	5.8k	48.05	View chart
American Express Company (AXP)	0.1	$277k	+34%	917.00	302.43	View chart
Costco Wholesale Corporation (COST)	0.1	$269k	-85%	270.00	996.44	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.1	$260k	NEW	3.4k	76.35	View chart
Medtronic SHS (MDT)	0.1	$259k		3.0k	86.65	View chart
Norfolk Southern (NSC)	0.1	$258k		900.00	287.00	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$245k		1.1k	214.98	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.1	$232k		4.8k	48.86	View chart
Global X Fds Emerging Mkt Grt (EMC)	0.1	$230k	-10%	7.5k	30.89	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.1	$226k	+2%	22k	10.10	View chart
Zimmer Holdings (ZBH)	0.1	$224k		2.5k	90.42	View chart
Sherwin-Williams Company (SHW)	0.1	$222k		692.00	320.67	View chart
Alps Etf Tr Active Reit Etf (REIT)	0.1	$218k	+3%	8.0k	27.35	View chart
Grayscale Ethereum Staking E SHS (ETHE)	0.0	$216k		13k	17.07	View chart
Key (KEY)	0.0	$208k		10k	20.05	View chart
Paychex (PAYX)	0.0	$204k		2.2k	92.12	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$203k	+9%	1.6k	125.46	View chart
Virco Mfg. Corporation (VIRC)	0.0	$178k	+60%	29k	6.12	View chart
Flux Pwr Hldgs Com New (FLUX)	0.0	$107k		100k	1.07	View chart
Realreal (REAL)	0.0	$91k		10k	9.08	View chart
Lifestance Health Group (LFST)	0.0	$72k	-4%	11k	6.37	View chart
Cronos Group (CRON)	0.0	$27k		11k	2.51	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 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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