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Park Edge Advisors, LLC Top Holdings and 13F Report (2026)

About Park Edge Advisors, LLC

Investment Activity

  • Park Edge Advisors, LLC has $474.23 million in total holdings as of September 30, 2026.
  • Park Edge Advisors, LLC owns shares of 152 different stocks, but just 42 companies or ETFs make up 80% of its holdings.
  • Approximately 13.74% of the portfolio was purchased this quarter.
  • About 12.44% of the portfolio was sold this quarter.
  • This quarter, Park Edge Advisors, LLC has purchased 149 new stocks and bought additional shares in 63 stocks.
  • Park Edge Advisors, LLC sold shares of 57 stocks and completely divested from 14 stocks this quarter.

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP
$5,548,598 Holding
46137V357 - Invesco S&P 500 Equal Weight ETF
$1,997,236 Holding
78464A359 - SPDR Bloomberg Convertible Securities ETF
$1,878,103 Holding
464289180 - iShares MSCI Europe Financials ETF
$1,744,592 Holding
G51502105 - Johnson Controls International
$1,727,164 Holding

Largest Purchases this Quarter

SPDR Bloomberg 1-3 Month T-Bill ETF
234,905 shares (about $21.53M)
EXXONMOBIL HOLDINGS CORP
34,093 shares (about $5.55M)
EA SERIES TRUST
100,066 shares (about $2.44M)
Invesco DB Base Metals Fund
84,843 shares (about $2.15M)
Simplify Aggregate Bond ETF
106,377 shares (about $2.01M)

Largest Sales this Quarter

Vanguard Total World Stock ETF
75,964 shares (about $11.99M)
Invesco S&P 500 Quality ETF
50,278 shares (about $4.23M)
Invesco International BuyBack Achievers ETF
60,579 shares (about $3.59M)
Simplify High Yield ETF
165,889 shares (about $3.35M)
SPDR Gold Shares
5,334 shares (about $2.03M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPark Edge Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Lincoln Electric Holdings, Inc. stock logo
LECO
Lincoln Electric
$166,921,935$66,145 ▼0.0%630,89435.2%Industrials
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$31,885,306$21,526,689 ▲207.8%347,9416.7%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$13,711,350$327,315 ▲2.4%137,5262.9%ETF
CDX
Simplify High Yield ETF
$12,231,046$3,345,981 ▼-21.5%606,3982.6%ETF
Simplify Aggregate Bond ETF stock logo
AGGH
Simplify Aggregate Bond ETF
$9,928,766$2,013,717 ▲25.4%524,4992.1%ETF
Invesco International BuyBack Achievers ETF stock logo
IPKW
Invesco International BuyBack Achievers ETF
$8,002,767$3,592,945 ▼-31.0%134,9311.7%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$7,505,488$4,227,376 ▼-36.0%89,2661.6%ETF
TUA
Simplify Short Term Treasury Futures Strategy ETF
$7,039,545$281,544 ▲4.2%369,7241.5%ETF
EA SERIES TRUST
$6,698,720$2,438,818 ▲57.3%274,8521.4%ASTORIA BEACON D
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$5,666,963$101,559 ▼-1.8%62,3841.2%ETF
EXXONMOBIL HOLDINGS CORP
$5,548,598$5,548,598 ▲New Holding34,0931.2%COM SHS
WISDOMTREE TR
$5,275,920$318,455 ▼-5.7%220,3111.1%BIANCO TOTL RETU
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$5,206,719$2,031,352 ▼-28.1%13,6721.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$5,049,326$1,033,354 ▲25.7%6,6211.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$4,852,357$275,929 ▲6.0%9,4611.0%Technology
Apple Inc. stock logo
AAPL
Apple
$4,712,056$181,835 ▲4.0%14,1491.0%Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$4,560,115$169,697 ▲3.9%17,2251.0%Healthcare
ALPS ETF TR
$4,448,173$1,390,252 ▼-23.8%96,8470.9%OSHARES US SMLCP
NVIDIA Corporation stock logo
NVDA
NVIDIA
$4,139,982$381,615 ▲10.2%18,1280.9%Technology
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$4,135,786$156,512 ▼-3.6%52,9550.9%ETF
WALMART INC
$3,751,149$705,088 ▲23.1%36,0970.8%COM
Coherent Corp. stock logo
COHR
Coherent
$3,298,015$388,544 ▲13.4%11,4590.7%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,285,043$445,979 ▼-12.0%13,1850.7%Consumer Discretionary
SIMPLIFY EXCHANGE TRADED FUN
$3,185,211$31,156 ▼-1.0%119,2070.7%CURRE STRAT ETF
Invesco DB Base Metals Fund stock logo
DBB
Invesco DB Base Metals Fund
$3,146,182$2,146,528 ▲214.7%124,3550.7%ETF
SIMPLIFY EXCHANGE TRADED FUN
$3,099,257$104,275 ▲3.5%66,2800.7%MBS ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,033,028$996,453 ▼-24.7%9,1680.6%Finance
United States Copper Index Fund stock logo
CPER
United States Copper Index Fund
$2,880,470$170,974 ▼-5.6%72,4100.6%ETF
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$2,843,775$469,870 ▲19.8%67,4040.6%ETF
BUCK
Simplify Treasury Option Income ETF
$2,829,031$457,699 ▼-13.9%122,5750.6%ETF
SIMPLIFY EXCHANGE TRADED FUN
$2,809,059$467,809 ▲20.0%110,8110.6%BARRIER INCOME
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$2,792,186$11,990,820 ▼-81.1%17,6890.6%ETF
FYLD
Cambria Foreign Shareholder Yield ETF
$2,734,191$1,598,523 ▼-36.9%69,1500.6%ETF
Duke Energy Corporation stock logo
DUK
Duke Energy
$2,704,383$1,909,975 ▲240.4%23,7210.6%Utilities
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,688,690$101,515 ▲3.9%3,7080.6%Communication Services
Alphabet Inc. stock logo
GOOG
Alphabet
$2,651,111$121,651 ▼-4.4%7,7800.6%Communication Services
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$2,517,992$382,244 ▲17.9%19,0310.5%Consumer Discretionary
Broadcom Inc. stock logo
AVGO
Broadcom
$2,475,167$76,208 ▲3.2%7,0480.5%Technology
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$2,430,154$255,946 ▲11.8%74,7050.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,413,411$8,233 ▲0.3%6,4490.5%ETF
Simplify Volatility Premium ETF stock logo
SVOL
Simplify Volatility Premium ETF
$2,332,545$383,680 ▲19.7%142,4890.5%ETF
Invesco S&P 500 High Dividend Low Volatility ETF stock logo
SPHD
Invesco S&P 500 High Dividend Low Volatility ETF
$2,328,202$513,406 ▲28.3%48,3230.5%ETF
Emerson Electric Co. stock logo
EMR
Emerson Electric
$2,313,317$931 ▲0.0%14,9150.5%Industrials
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$2,309,266$586,904 ▼-20.3%8,3100.5%ETF
Morgan Stanley stock logo
MS
Morgan Stanley
$2,263,478$35,170 ▼-1.5%12,0350.5%Finance
ISHARES BITCOIN TRUST ETF
$2,184,268$1,047,682 ▲92.2%46,1400.5%SHS BEN INT
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$2,089,540$474,454 ▼-18.5%26,8650.4%ETF
Corning Incorporated stock logo
GLW
Corning
$2,064,536$495,876 ▲31.6%13,4270.4%Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,997,236$1,997,236 ▲New Holding9,6010.4%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,911,872$914,929 ▼-32.4%1,7950.4%Technology
SPDR Bloomberg Convertible Securities ETF stock logo
CWB
SPDR Bloomberg Convertible Securities ETF
$1,878,103$1,878,103 ▲New Holding18,5620.4%ETF
GE Aerospace stock logo
GE
GE Aerospace
$1,872,819$100,246 ▼-5.1%5,9970.4%Industrials
McKesson Corporation stock logo
MCK
McKesson
$1,872,405$444,835 ▲31.2%2,1930.4%Healthcare
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,861,405$84,221 ▲4.7%31,3840.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,855,655$1,467,369 ▲377.9%2,4230.4%ETF
Welltower Inc. stock logo
WELL
Welltower
$1,788,504$1,062,097 ▼-37.3%7,7680.4%Real Estate
GE VERNOVA INC
$1,779,323$61,782 ▼-3.4%1,8720.4%COM
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$1,763,047$419,839 ▼-19.2%44,7020.4%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$1,761,635$167,894 ▲10.5%79,7120.4%ETF
iShares MSCI Europe Financials ETF stock logo
EUFN
iShares MSCI Europe Financials ETF
$1,744,592$1,744,592 ▲New Holding43,8560.4%ETF
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$1,727,164$1,727,164 ▲New Holding11,6190.4%Industrials
Amphenol Corporation stock logo
APH
Amphenol
$1,714,831$756,171 ▲78.9%20,3420.4%Technology
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$1,702,291$354,584 ▲26.3%22,5110.4%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,663,015$58,525 ▲3.6%1,8470.4%Finance
Citigroup Inc. stock logo
C
Citigroup
$1,641,488$1,641,488 ▲New Holding12,6780.3%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,621,421$20,484 ▲1.3%11,1610.3%Consumer Staples
Quanta Services, Inc. stock logo
PWR
Quanta Services
$1,619,768$1,619,768 ▲New Holding2,5210.3%Industrials
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,605,811$378,314 ▲30.8%1,3880.3%Healthcare
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$1,605,180$1,605,180 ▲New Holding23,6160.3%Energy
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,533,873$601,124 ▲64.4%14,7640.3%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$1,426,385$1,640,026 ▼-53.5%17,5660.3%ETF
HARD
Simplify Commodities Strategy No K-1 ETF
$1,381,318$403,823 ▼-22.6%41,0130.3%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$1,286,845$20,632 ▼-1.6%3,3680.3%ETF
STERIS plc stock logo
STE
STERIS
$1,236,4180.0%5,8870.3%Healthcare
PRINCIPAL FINANCIAL GROUP IN
$1,147,366$1,344 ▲0.1%10,2480.2%COM
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,111,064$221,825 ▼-16.6%10,3230.2%Technology
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$1,091,698$3,868 ▲0.4%2,2580.2%Industrials
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,070,593$396,368 ▼-27.0%2,1500.2%Finance
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$1,069,6500.0%35,6550.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,024,028$102,970 ▼-9.1%1,2630.2%Industrials
AbbVie Inc. stock logo
ABBV
AbbVie
$869,809$34,531 ▼-3.8%3,3250.2%Healthcare
KLA Corporation stock logo
KLAC
KLA
$861,201$861,201 ▲New Holding4,4180.2%Technology
BWZ
SPDR Bloomberg Short Term International Treasury Bond ETF
$860,958$399,312 ▼-31.7%32,1410.2%ETF
Western Digital Corporation stock logo
WDC
Western Digital
$857,566$857,566 ▲New Holding1,8870.2%Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$803,559$57,153 ▼-6.6%6,3410.2%Consumer Staples
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$789,368$49,824 ▲6.7%11,8190.2%ETF
AXT Inc stock logo
AXTI
AXT
$786,640$232,230 ▼-22.8%10,1620.2%Technology
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$768,518$128,856 ▼-14.4%12,3160.2%Healthcare
ALPS ETF TR
$752,038$4,758 ▼-0.6%12,6440.2%OSHARES US QUALT
Tesla, Inc. stock logo
TSLA
Tesla
$739,198$66,361 ▲9.9%2,0830.2%Consumer Discretionary
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$704,569$314 ▲0.0%8,9850.1%ETF
US Treasury 3 Month Bill ETF stock logo
TBIL
US Treasury 3 Month Bill ETF
$696,379$316,758 ▲83.4%13,9690.1%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$686,329$282,262 ▲69.9%16,5660.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$644,521$1,401 ▲0.2%9200.1%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$611,860$9,032 ▲1.5%2,3710.1%Industrials
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$610,011$26,156 ▼-4.1%4,1980.1%Healthcare
Carpenter Technology Corporation stock logo
CRS
Carpenter Technology
$577,7870.0%1,4860.1%Industrials
The Home Depot, Inc. stock logo
HD
Home Depot
$551,057$1,707 ▲0.3%1,9370.1%Consumer Discretionary
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$550,589$210,412 ▲61.9%6,6360.1%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$543,591$38,673 ▼-6.6%19,0600.1%Healthcare

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