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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, STIP, CDX, AGGH, and represent 49.49% of Park Edge Advisors's stock portfolio.
Added to shares of these 10 stocks: BIL (+$22M), XOM (+$5.5M), AGGA, DBB, AGGH, RSP, DUK, CWB, EUFN, JCI.
Started 17 new stock positions in PANW, BITI, EUFN, XOM, WDC, DFEM, PCT, RSP, CWB, WMB. HWM, EWI, C, JCI, KLAC, PWR, VTWO.
Reduced shares in these 10 stocks: VT (-$12M), , SPHQ, IPKW, CDX, SPMO, GLD, RTX, SHY, FYLD.
Sold out of its positions in T, Exxon Mobil Corporation, GILD, SPMO, IJK, JVAL, NEM, ORCL, PLTR, RTX. SPD, GDX, WFC, MDT.
Park Edge Advisors was a net buyer of stock by $6.2M.
Park Edge Advisors has $474M in assets under management (AUM), dropping by -0.14%.
Central Index Key (CIK): 0001965659

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Portfolio Holdings for Park Edge Advisors

Park Edge Advisors holds 152 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Lincoln Electric Holdings (LECO)	35.2	$167M		631k	264.58	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	6.7	$32M	+207%	348k	91.64	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.9	$14M	+2%	138k	99.70	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	2.6	$12M	-21%	606k	20.17	View chart
Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH)	2.1	$9.9M	+25%	525k	18.93	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	1.7	$8.0M	-30%	135k	59.31	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.6	$7.5M	-36%	89k	84.08	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	1.5	$7.0M	+4%	370k	19.04	View chart
Ea Series Trust Astoria Beacon D (AGGA)	1.4	$6.7M	+57%	275k	24.37	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.2	$5.7M		62k	90.84	View chart
Exxonmobil Holdings Corp Com Shs Put Option (XOM)	1.2	$5.5M	NEW	34k	162.75	View chart
Wisdomtree Tr Bianco Totl Retu (WTBN)	1.1	$5.3M	-5%	220k	23.95	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$5.2M	-28%	14k	380.83	View chart
State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY)	1.1	$5.0M	+25%	6.6k	762.63	View chart
Microsoft Corporation (MSFT)	1.0	$4.9M	+6%	9.5k	512.88	View chart
Apple (AAPL)	1.0	$4.7M	+4%	14k	333.03	View chart
Johnson & Johnson (JNJ)	1.0	$4.6M	+3%	17k	264.74	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.9	$4.4M	-23%	97k	45.93	View chart
NVIDIA Corporation (NVDA)	0.9	$4.1M	+10%	18k	228.38	View chart
Ishares Gold Tr Ishares New (IAU)	0.9	$4.1M	-3%	53k	78.10	View chart
Wal-Mart Stores (WMT)	0.8	$3.8M	+23%	36k	103.92	View chart
Coherent Corp Put Option (COHR)	0.7	$3.3M	+13%	12k	287.81	View chart
Amazon (AMZN)	0.7	$3.3M	-11%	13k	249.15	View chart
Simplify Exchange Traded Fun Curre Strat Etf (FOXY)	0.7	$3.2M		119k	26.72	View chart
Invesco Db Multi-sector Comm Base Metals Fd (DBB)	0.7	$3.1M	+214%	124k	25.30	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.7	$3.1M	+3%	66k	46.76	View chart
JPMorgan Chase & Co. (JPM)	0.6	$3.0M	-24%	9.2k	330.83	View chart
United Sts Commodity Index F Cm Rep Copp Fd (CPER)	0.6	$2.9M	-5%	72k	39.78	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.6	$2.8M	+19%	67k	42.19	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.6	$2.8M	-13%	123k	23.08	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.6	$2.8M	+19%	111k	25.35	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.6	$2.8M	-81%	18k	157.85	View chart
Cambria Etf Tr Cambria Fgn Shr (FYLD)	0.6	$2.7M	-36%	69k	39.54	View chart
Duke Energy Corp Com New (DUK)	0.6	$2.7M	+240%	24k	114.01	View chart
Meta Platforms Cl A (META)	0.6	$2.7M	+3%	3.7k	725.11	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$2.7M	-4%	7.8k	340.76	View chart
TJX Companies (TJX)	0.5	$2.5M	+17%	19k	132.31	View chart
Broadcom (AVGO)	0.5	$2.5M	+3%	7.0k	351.19	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$2.4M	+11%	75k	32.53	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.5	$2.4M		6.4k	374.23	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.5	$2.3M	+19%	143k	16.37	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.5	$2.3M	+28%	48k	48.18	View chart
Emerson Electric (EMR)	0.5	$2.3M		15k	155.10	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$2.3M	-20%	8.3k	277.89	View chart
Morgan Stanley Com New (MS)	0.5	$2.3M		12k	188.07	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.5	$2.2M	+92%	46k	47.34	View chart
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)	0.4	$2.1M	-18%	27k	77.78	View chart
Corning Incorporated (GLW)	0.4	$2.1M	+31%	13k	153.76	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$2.0M	NEW	9.6k	208.02	View chart
Micron Technology (MU)	0.4	$1.9M	-32%	1.8k	1065.11	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.4	$1.9M	NEW	19k	101.18	View chart
Ge Aerospace Com New (GE)	0.4	$1.9M	-5%	6.0k	312.29	View chart
McKesson Corporation (MCK)	0.4	$1.9M	+31%	2.2k	853.81	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.9M	+4%	31k	59.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.9M	+377%	2.4k	765.85	View chart
Welltower Inc Com reit (WELL)	0.4	$1.8M	-37%	7.8k	230.24	View chart
Ge Vernova (GEV)	0.4	$1.8M	-3%	1.9k	950.49	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.4	$1.8M	-19%	45k	39.44	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$1.8M	+10%	80k	22.10	View chart
Ishares Tr Msci Euro Fl Etf (EUFN)	0.4	$1.7M	NEW	44k	39.78	View chart
Johnson Controls Internation SHS (JCI)	0.4	$1.7M	NEW	12k	148.65	View chart
Amphenol Corp Cl A (APH)	0.4	$1.7M	+78%	20k	84.30	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.4	$1.7M	+26%	23k	75.62	View chart
Goldman Sachs (GS)	0.4	$1.7M	+3%	1.8k	900.39	View chart
Citigroup Com New (C)	0.3	$1.6M	NEW	13k	129.48	View chart
Procter & Gamble Company (PG)	0.3	$1.6M		11k	145.28	View chart
Quanta Services (PWR)	0.3	$1.6M	NEW	2.5k	642.51	View chart
Eli Lilly & Co. (LLY)	0.3	$1.6M	+30%	1.4k	1156.92	View chart
Williams Companies (WMB)	0.3	$1.6M	NEW	24k	67.97	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.5M	+64%	15k	103.89	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$1.4M	-53%	18k	81.20	View chart
Simplify Exchange Traded Fun Comm St No K Etf (HARD)	0.3	$1.4M	-22%	41k	33.68	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$1.3M		3.4k	382.08	View chart
Steris Shs Usd (STE)	0.3	$1.2M		5.9k	210.03	View chart
Principal Financial (PFG)	0.2	$1.1M		10k	111.96	View chart
Cisco Systems (CSCO)	0.2	$1.1M	-16%	10k	107.63	View chart
Northrop Grumman Corporation (NOC)	0.2	$1.1M		2.3k	483.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.1M	-27%	2.2k	497.95	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.1M		36k	30.00	View chart
Caterpillar (CAT)	0.2	$1.0M	-9%	1.3k	810.79	View chart
Abbvie (ABBV)	0.2	$870k	-3%	3.3k	261.60	View chart
Kla Corp Com New (KLAC)	0.2	$861k	NEW	4.4k	194.93	View chart
Spdr Series Trust Sst Spdr Bloombe (BWZ)	0.2	$861k	-31%	32k	26.79	View chart
Western Digital (WDC)	0.2	$858k	NEW	1.9k	454.46	View chart
Pepsi (PEP)	0.2	$804k	-6%	6.3k	126.72	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$789k	+6%	12k	66.79	View chart
Axt Put Option (AXTI)	0.2	$787k	-22%	10k	77.41	View chart
Bristol Myers Squibb (BMY)	0.2	$769k	-14%	12k	62.40	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.2	$752k		13k	59.48	View chart
Tesla Motors (TSLA)	0.2	$739k	+9%	2.1k	354.87	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.1	$705k		9.0k	78.42	View chart
RBB F/m Us Treasury (TBIL)	0.1	$696k	+83%	14k	49.85	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$686k	+69%	17k	41.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$645k		920.00	700.57	View chart
Automatic Data Processing (ADP)	0.1	$612k		2.4k	258.06	View chart
Merck & Co (MRK)	0.1	$610k	-4%	4.2k	145.31	View chart
Carpenter Technology Corporation (CRS)	0.1	$578k		1.5k	388.82	View chart
Home Depot (HD)	0.1	$551k		1.9k	284.49	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$551k	+61%	6.6k	82.97	View chart
Pfizer (PFE)	0.1	$544k	-6%	19k	28.52	View chart
International Business Machines (IBM)	0.1	$525k		2.4k	219.93	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$514k	-62%	8.4k	61.50	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$469k	-2%	12k	39.31	View chart
Ishares Msci Italy Etf (EWI)	0.1	$465k	NEW	7.9k	58.72	View chart
Howmet Aerospace (HWM)	0.1	$450k	NEW	2.0k	226.18	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$437k		1.8k	247.93	View chart
CSX Corporation (CSX)	0.1	$434k		9.3k	46.51	View chart
Philip Morris International (PM)	0.1	$425k	-72%	2.2k	190.82	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$417k		2.6k	160.33	View chart
Chubb (CB)	0.1	$411k	+3%	1.3k	325.25	View chart
Abbott Laboratories (ABT)	0.1	$399k		4.0k	98.83	View chart
Moody's Corporation (MCO)	0.1	$397k		874.00	454.13	View chart
PNC Financial Services (PNC)	0.1	$395k		1.8k	222.26	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$391k	-21%	7.8k	50.39	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$383k	-5%	3.0k	128.93	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$382k		22k	17.05	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$379k	-2%	2.8k	134.89	View chart
Putnam Etf Trust Frank Ohio Etf (FTOH)	0.1	$379k		48k	7.87	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$376k	-2%	2.4k	155.20	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$358k	-10%	12k	29.50	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$357k	+34%	1.5k	233.24	View chart
Curtiss-Wright (CW)	0.1	$356k	-19%	654.00	543.82	View chart
Vanguard World Health Car Etf (VHT)	0.1	$349k		1.1k	316.08	View chart
Proshares Tr Shor Bitc Et New (BITI)	0.1	$345k	NEW	20k	17.63	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.1	$332k	-10%	3.9k	85.52	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.1	$331k		1.4k	231.03	View chart
Chevron Corporation (CVX)	0.1	$330k		1.6k	204.21	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$299k	NEW	7.5k	39.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$299k	-6%	404.00	739.35	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$294k	-17%	2.8k	104.02	View chart
Nextnav Common Stock (NN)	0.1	$291k	-3%	20k	14.38	View chart
Norfolk Southern (NSC)	0.1	$282k		914.00	309.00	View chart
Simplify Exchange Traded Fun Gold Strategy Et (YGLD)	0.1	$278k	-66%	9.1k	30.59	View chart
Global X Fds Emerging Mkt Grt (EMC)	0.1	$278k		7.5k	37.21	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$274k		5.9k	46.87	View chart
Grayscale Ethereum Staking E SHS (ETHE)	0.1	$271k		13k	21.43	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$268k	NEW	2.4k	112.22	View chart
Costco Wholesale Corporation (COST)	0.1	$264k	+7%	290.00	910.35	View chart
Alps Etf Tr Active Reit Etf (REIT)	0.1	$264k	+11%	9.3k	28.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$240k	-8%	696.00	344.13	View chart
American Express Company (AXP)	0.0	$232k	+5%	764.00	304.15	View chart
Palo Alto Networks (PANW)	0.0	$226k	NEW	568.00	397.31	View chart
Sherwin-Williams Company (SHW)	0.0	$224k		692.00	323.42	View chart
Caesars Entertainment (CZR)	0.0	$222k		7.5k	29.65	View chart
Zimmer Holdings (ZBH)	0.0	$220k		2.5k	88.83	View chart
Paychex (PAYX)	0.0	$218k		2.2k	98.50	View chart
Key (KEY)	0.0	$209k		10k	20.07	View chart
Altria (MO)	0.0	$206k	+3%	3.1k	67.34	View chart
Virco Mfg. Corporation (VIRC)	0.0	$191k		29k	6.52	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.0	$182k	-20%	20k	9.31	View chart
Purecycle Technologies (PCT)	0.0	$63k	NEW	14k	4.41	View chart
Flux Pwr Hldgs Com New (FLUX)	0.0	$45k		100k	0.45	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 Q3 filed Oct. 28, 2026
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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