Park Edge Advisors

Park Edge Advisors as of June 30, 2026

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