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

About Park Edge Advisors, LLC

Investment Activity

Park Edge Advisors, LLC has $474.91 million in total holdings as of June 30, 2026.
Park Edge Advisors, LLC owns shares of 149 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
Approximately 15.53% of the portfolio was purchased this quarter.
About 10.27% of the portfolio was sold this quarter.
This quarter, Park Edge Advisors, LLC has purchased 141 new stocks and bought additional shares in 66 stocks.
Park Edge Advisors, LLC sold shares of 37 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Lincoln Electric: $167,575,043
Simplify High Yield ETF: $16,310,698
Vanguard Total World Stock ETF: $14,698,888
iShares 0-5 Year TIPS Bond ETF: $13,714,273
Invesco S&P 500 Quality ETF: $12,572,906

Largest New Holdings this Quarter

922042742 - Vanguard Total World Stock ETF: $14,698,888 Holding
46138E339 - Invesco S&P 500 Momentum ETF: $3,186,215 Holding
464287655 - iShares Russell 2000 ETF: $3,131,290 Holding
595112103 - Micron Technology: $3,063,486 Holding
911718104 - United States Copper Index Fund: $2,894,193 Holding

Largest Purchases this Quarter

Vanguard Total World Stock ETF: 93,653 shares (about $14.70M)
Invesco S&P 500 Quality ETF: 72,498 shares (about $6.53M)
Invesco International BuyBack Achievers ETF: 92,954 shares (about $5.24M)
ALPS O'Shares U.S. Small-Cap Quality Dividend ETF: 68,421 shares (about $3.25M)
Invesco S&P 500 Momentum ETF: 19,724 shares (about $3.19M)

Largest Sales this Quarter

SPDR Bloomberg 1-3 Month T-Bill ETF: 291,925 shares (about $26.75M)
SPDR Gold Shares: 7,412 shares (about $2.73M)
AbbVie: 6,125 shares (about $1.54M)
International Business Machines: 5,108 shares (about $1.44M)
iShares MSCI ACWI ex U.S. ETF: 17,489 shares (about $1.33M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
LECO Lincoln Electric	$167,575,043		0.0%	631,144	35.3%	Industrials
CDX Simplify High Yield ETF	$16,310,698	$345,333 â–²	2.2%	772,287	3.4%	ETF
VT Vanguard Total World Stock ETF	$14,698,888	$14,698,888 â–²	New Holding	93,653	3.1%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$13,714,273	$363,383 â–²	2.7%	134,243	2.9%	ETF
SPHQ Invesco S&P 500 Quality ETF	$12,572,906	$6,532,065 â–²	108.1%	139,544	2.6%	ETF
IPKW Invesco International BuyBack Achievers ETF	$11,012,967	$5,236,046 â–²	90.6%	195,510	2.3%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$10,358,612	$26,751,989 â–¼	-72.1%	113,036	2.2%	ETF
AGGH Simplify Aggregate Bond ETF	$8,433,521	$163,438 â–²	2.0%	418,122	1.8%	ETF
TUA Simplify Short Term Treasury Futures Strategy ETF	$7,249,589	$515,507 â–¼	-6.6%	354,937	1.5%	ETF
GLD SPDR Gold Shares	$7,001,246	$2,730,361 â–¼	-28.1%	19,006	1.5%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$6,124,133	$269,453 â–²	4.6%	63,502	1.3%	ETF
OUSM ALPS O'Shares U.S. Small-Cap Quality Dividend ETF	$6,040,531	$3,251,354 â–²	116.6%	127,116	1.3%	ETF
WISDOMTREE TR	$5,874,986	$152,402 â–²	2.7%	233,609	1.2%	BIANCO TOTL RETU
XOM ExxonMobil	$4,570,409	$11,484 â–²	0.3%	33,429	1.0%	Energy
EA SERIES TRUST	$4,392,198	$54,982 â–²	1.3%	174,786	0.9%	EA ASTORIA DYNMC
JNJ Johnson & Johnson	$4,211,800	$1,488,759 â–²	54.7%	16,584	0.9%	Healthcare
IAU iShares Gold Trust	$4,149,954	$47,420 â–¼	-1.1%	54,959	0.9%	ETF
FYLD Cambria Foreign Shareholder Yield ETF	$3,998,501	$2,812,613 â–²	237.2%	109,578	0.8%	ETF
COHR Coherent	$3,987,697	$65,088 â–²	1.7%	10,109	0.8%	Technology
JPM JPMorgan Chase & Co.	$3,987,021	$421,289 â–¼	-9.6%	12,180	0.8%	Finance
AAPL Apple	$3,936,173	$164,646 â–¼	-4.0%	13,603	0.8%	Technology
SPY SPDR S&P 500 ETF Trust	$3,932,797	$1,943,994 â–²	97.7%	5,266	0.8%	ETF
SIMPLIFY EXCHANGE TRADED FUN	$3,585,912	$237,903 â–¼	-6.2%	120,373	0.8%	CURRE STRAT ETF
AMZN Amazon.com	$3,569,142	$237,148 â–²	7.1%	14,975	0.8%	Consumer Discretionary
BUCK Simplify Treasury Option Income ETF	$3,335,149	$55,271 â–²	1.7%	142,406	0.7%	ETF
MSFT Microsoft	$3,328,595	$319,691 â–²	10.6%	8,923	0.7%	Technology
WALMART INC	$3,319,931	$241,927 â–¼	-6.8%	29,312	0.7%	COM
NVDA NVIDIA	$3,292,944	$132,462 â–²	4.2%	16,457	0.7%	Technology
SPMO Invesco S&P 500 Momentum ETF	$3,186,215	$3,186,215 â–²	New Holding	19,724	0.7%	ETF
SIMPLIFY EXCHANGE TRADED FUN	$3,142,958	$131,460 â–²	4.4%	64,050	0.7%	MBS ETF
IWM iShares Russell 2000 ETF	$3,131,290	$3,131,290 â–²	New Holding	10,422	0.7%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$3,100,724	$15,190 â–¼	-0.5%	37,763	0.7%	ETF
MU Micron Technology	$3,063,486	$3,063,486 â–²	New Holding	2,654	0.6%	Technology
CPER United States Copper Index Fund	$2,894,193	$2,894,193 â–²	New Holding	76,708	0.6%	ETF
GOOG Alphabet	$2,875,151	$742,727 â–²	34.8%	8,137	0.6%	Communication Services
TLT iShares 20+ Year Treasury Bond ETF	$2,848,814	$2,848,814 â–²	New Holding	32,965	0.6%	ETF
WELL Welltower	$2,810,116	$1,572,902 â–²	127.1%	12,381	0.6%	Real Estate
GLW Corning	$2,605,897	$2,605,897 â–²	New Holding	10,202	0.5%	Technology
AVGO Broadcom	$2,580,446	$400,798 â–¼	-13.4%	6,831	0.5%	Technology
MS Morgan Stanley	$2,554,814	$12,333 â–²	0.5%	12,222	0.5%	Finance
XLU Utilities Select Sector SPDR Fund	$2,509,433	$275,259 â–²	12.3%	55,347	0.5%	ETF
TJX TJX Companies	$2,445,513	$43,178 â–¼	-1.7%	16,142	0.5%	Consumer Discretionary
VTI Vanguard Total Stock Market ETF	$2,378,076	$148,005 â–²	6.6%	6,427	0.5%	ETF
SIMPLIFY EXCHANGE TRADED FUN	$2,364,339	$278,272 â–²	13.3%	92,357	0.5%	BARRIER INCOME
GE GE Aerospace	$2,361,241	$57,181 â–²	2.5%	6,318	0.5%	Industrials
IDV iShares International Select Dividend ETF	$2,331,142	$96,615 â–²	4.3%	56,267	0.5%	ETF
GE VERNOVA INC	$2,275,709	$82,240 â–²	3.7%	1,937	0.5%	COM
EMR Emerson Electric	$2,134,223		0.0%	14,909	0.4%	Industrials
SCHD Schwab US Dividend Equity ETF	$2,119,401	$36,879 â–²	1.8%	66,837	0.4%	ETF
META Meta Platforms	$2,009,681	$338,514 â–¼	-14.4%	3,568	0.4%	Communication Services
APH Amphenol	$2,005,111	$2,005,111 â–²	New Holding	11,372	0.4%	Technology
SPHD Invesco S&P 500 High Dividend Low Volatility ETF	$1,914,990	$95,630 â–²	5.3%	37,667	0.4%	ETF
SVOL Simplify Volatility Premium ETF	$1,909,578	$342,903 â–²	21.9%	119,051	0.4%	ETF
RTX RTX	$1,902,107	$330,521 â–²	21.0%	10,025	0.4%	Industrials
GS The Goldman Sachs Group	$1,802,301	$15,171 â–²	0.8%	1,782	0.4%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$1,788,567	$94,550 â–²	5.6%	29,964	0.4%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$1,668,020	$82,366 â–²	5.2%	72,115	0.4%	ETF
PG Procter & Gamble	$1,616,016	$135,939 â–¼	-7.8%	11,020	0.3%	Consumer Staples
HARD Simplify Commodities Strategy No K-1 ETF	$1,572,069	$14,504 â–¼	-0.9%	53,003	0.3%	ETF
WFC Wells Fargo & Company	$1,521,237	$176,106 â–²	13.1%	18,408	0.3%	Finance
CAT Caterpillar	$1,480,211	$1,480,211 â–²	New Holding	1,390	0.3%	Industrials
BRK.B Berkshire Hathaway	$1,474,149	$1,304,517 â–¼	-46.9%	2,946	0.3%	Finance
PM Philip Morris International	$1,469,351	$1,132,497 â–²	336.2%	8,122	0.3%	Consumer Staples
CSCO Cisco Systems	$1,454,625	$1,454,625 â–²	New Holding	12,384	0.3%	Technology
ACWX iShares MSCI ACWI ex U.S. ETF	$1,356,442	$1,331,097 â–¼	-49.5%	17,822	0.3%	ETF
GILD Gilead Sciences	$1,337,941	$1,337,941 â–²	New Holding	10,590	0.3%	Healthcare
SPD Simplify US Equity PLUS Downside Convexity ETF	$1,275,759	$39,904 â–²	3.2%	30,756	0.3%	ETF
LLY Eli Lilly and Company	$1,272,655	$93,560 â–²	7.9%	1,061	0.3%	Healthcare
MCK McKesson	$1,263,363	$1,263,363 â–²	New Holding	1,672	0.3%	Healthcare
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF	$1,258,534	$10,459 â–¼	-0.8%	47,048	0.3%	ETF
OEF iShares S&P 100 ETF	$1,252,007	$1,183,955 â–¼	-48.6%	3,422	0.3%	ETF
STE STERIS	$1,239,715	$128,036 â–²	11.5%	5,887	0.3%	Healthcare
PALANTIR TECHNOLOGIES INC	$1,238,802	$522,448 â–²	72.9%	10,618	0.3%	CL A
XLE Energy Select Sector SPDR Fund	$1,187,646	$244,731 â–¼	-17.1%	22,362	0.3%	ETF
NOC Northrop Grumman	$1,145,948		0.0%	2,250	0.2%	Industrials
PRINCIPAL FINANCIAL GROUP IN	$1,103,236		0.0%	10,236	0.2%	COM
SCHX Schwab US Large-Cap ETF	$1,049,327		0.0%	35,655	0.2%	ETF
DBB Invesco DB Base Metals Fund	$952,239	$124,115 â–²	15.0%	39,512	0.2%	ETF
AXTI AXT	$948,717	$111,724 â–¼	-10.5%	13,162	0.2%	Technology
EFA iShares MSCI EAFE ETF	$932,676	$36,048 â–²	4.0%	8,978	0.2%	ETF
PEP PepsiCo	$919,625		0.0%	6,792	0.2%	Consumer Staples
CRS Carpenter Technology	$916,624		0.0%	1,486	0.2%	Industrials
DUK Duke Energy	$882,032	$469,624 â–²	113.9%	6,968	0.2%	Utilities
ABBV AbbVie	$869,940	$1,541,331 â–¼	-63.9%	3,457	0.2%	Healthcare
SIMPLIFY EXCHANGE TRADED FUN	$866,894	$292,646 â–¼	-25.2%	27,555	0.2%	GOLD STRATEGY ET
BMY Bristol Myers Squibb	$828,633		0.0%	14,381	0.2%	Healthcare
NEM Newmont	$804,548	$147,759 â–¼	-15.5%	8,614	0.2%	Materials
ISHARES BITCOIN TRUST ETF	$799,260	$28,496 â–²	3.7%	24,009	0.2%	SHS BEN INT
TSLA Tesla	$797,632	$358,009 â–¼	-31.0%	1,896	0.2%	Consumer Discretionary
EEM iShares MSCI Emerging Markets ETF	$757,481	$224,583 â–²	42.1%	11,073	0.2%	ETF
OUSA ALPS O'Shares U.S. Quality Dividend ETF	$742,198		0.0%	12,724	0.2%	ETF
VO Vanguard Mid-Cap ETF	$723,573	$542,780 â–²	300.2%	8,981	0.2%	ETF
HD Home Depot	$681,025	$10,580 â–²	1.6%	1,931	0.1%	Consumer Discretionary
IBM International Business Machines	$677,435	$1,436,421 â–¼	-68.0%	2,409	0.1%	Technology
VOO Vanguard S&P 500 ETF	$630,615	$630,615 â–²	New Holding	918	0.1%	ETF
CW Curtiss-Wright	$617,574	$9,093 â–¼	-1.5%	815	0.1%	Industrials
MRK Merck & Co., Inc.	$562,573	$25,700 â–²	4.8%	4,378	0.1%	Healthcare
GDX VanEck Gold Miners ETF	$541,806	$98,236 â–¼	-15.3%	7,181	0.1%	ETF
ADP Automatic Data Processing	$523,147	$78,382 â–¼	-13.0%	2,336	0.1%	Industrials
USFR WisdomTree Floating Rate Treasury Fund	$497,407	$497,407 â–²	New Holding	9,879	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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

About Park Edge Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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

About Park Edge Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPark Edge Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools