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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 $433.87 million in total holdings as of March 31, 2026.
  • Park Edge Advisors, LLC owns shares of 141 different stocks, but just 35 companies or ETFs make up 80% of its holdings.
  • Approximately 14.74% of the portfolio was purchased this quarter.
  • About 18.34% of the portfolio was sold this quarter.
  • This quarter, Park Edge Advisors, LLC has purchased 151 new stocks and bought additional shares in 54 stocks.
  • Park Edge Advisors, LLC sold shares of 56 stocks and completely divested from 22 stocks this quarter.

Largest New Holdings this Quarter

02072Q663 - EA SERIES TRUST
$4,337,871 Holding
464287101 - iShares S&P 100 ETF
$2,117,710 Holding
81369Y506 - Energy Select Sector SPDR Fund
$1,652,182 Holding
949746101 - Wells Fargo & Company
$1,295,812 Holding
132061300 - Cambria Foreign Shareholder Yield ETF
$1,213,350 Holding

Largest Purchases this Quarter

SPDR Bloomberg 1-3 Month T-Bill ETF
328,867 shares (about $30.14M)
EA SERIES TRUST
172,598 shares (about $4.34M)
iShares S&P 100 ETF
6,658 shares (about $2.12M)
Energy Select Sector SPDR Fund
26,970 shares (about $1.65M)

Largest Sales this Quarter

Lincoln Electric
37,313 shares (about $9.29M)
Invesco International BuyBack Achievers ETF
105,096 shares (about $5.91M)
Invesco QQQ
7,574 shares (about $4.37M)
VanEck Gold Miners ETF
30,443 shares (about $2.79M)

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
$157,205,348$9,293,922 â–¼-5.6%631,14436.2%Industrials
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$37,110,626$30,137,372 â–²432.2%404,9618.6%ETF
CDX
Simplify High Yield ETF
$16,131,671$60,798 â–²0.4%755,9363.7%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$13,516,861$494,913 â–²3.8%130,6863.1%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$11,367,186$834,317 â–¼-6.8%26,4182.6%Finance
Simplify Aggregate Bond ETF stock logo
AGGH
Simplify Aggregate Bond ETF
$8,343,887$931,155 â–²12.6%410,0191.9%ETF
TUA
Simplify Short Term Treasury Futures Strategy ETF
$8,021,714$15,129 â–¼-0.2%380,1761.8%ETF
Invesco International BuyBack Achievers ETF stock logo
IPKW
Invesco International BuyBack Achievers ETF
$5,770,053$5,912,960 â–¼-50.6%102,5561.3%Manufacturing
WISDOMTREE TR
$5,756,239$1,382,819 â–²31.6%227,5491.3%BIANCO TOTL RETU
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$5,702,302$5,505,800 â–²2,801.9%60,7081.3%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$5,657,284$721,730 â–¼-11.3%33,3451.3%Energy
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$5,041,172$761,898 â–²17.8%67,0461.2%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$4,900,550$1,036,056 â–¼-17.5%55,5871.1%Finance
EA SERIES TRUST
$4,337,871$4,337,871 â–²New Holding172,5981.0%EA ASTORIA DYNMC
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,961,541$45,302 â–¼-1.1%13,4670.9%Finance
WALMART INC
$3,908,409$865,373 â–²28.4%31,4480.9%COM
SIMPLIFY EXCHANGE TRADED FUN
$3,753,217$1,477,994 â–²65.0%128,3590.9%CURRENCY STRATEG
Apple Inc. stock logo
AAPL
Apple
$3,596,605$640,293 â–²21.7%14,1720.8%Computer and Technology
BUCK
Simplify Treasury Option Income ETF
$3,291,782$2,006,340 â–¼-37.9%140,0460.8%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$3,133,396$48,386 â–¼-1.5%37,9480.7%Manufacturing
SIMPLIFY EXCHANGE TRADED FUN
$3,035,406$470,265 â–²18.3%61,3710.7%MBS ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$2,985,802$52,194 â–²1.8%8,0660.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,911,615$23,535 â–²0.8%13,9800.7%Retail/Wholesale
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,754,690$358,746 â–²15.0%15,7950.6%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,660,998$712,091 â–²36.5%5,5530.6%Finance
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$2,623,392$280,593 â–²12.0%16,4270.6%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,620,839$3,911 â–¼-0.1%10,7220.6%Medical
ALPS O'Shares U.S. Small-Cap Quality Dividend ETF stock logo
OUSM
ALPS O'Shares U.S. Small-Cap Quality Dividend ETF
$2,567,312$11,329 â–²0.4%58,6950.6%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$2,442,677$8,976 â–¼-0.4%7,8920.6%Computer and Technology
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$2,417,747$1,031,776 â–¼-29.9%35,3110.6%Manufacturing
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,385,391$163,069 â–²7.3%4,1690.5%Computer and Technology
Coherent Corp. stock logo
COHR
Coherent
$2,368,760$393,046 â–¼-14.2%9,9440.5%Business Services
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$2,295,474$259,829 â–²12.8%53,9350.5%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$2,261,276$2,200,655 â–¼-49.3%49,2760.5%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$2,117,710$2,117,710 â–²New Holding6,6580.5%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$2,084,007$71,555 â–²3.6%9,5820.5%Medical
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$2,014,878$1,442 â–²0.1%65,6740.5%ETF
Morgan Stanley stock logo
MS
Morgan Stanley
$2,001,608$1,371,158 â–²217.5%12,1630.5%Finance
SIMPLIFY EXCHANGE TRADED FUN
$1,999,691$412,468 â–²26.0%81,4870.5%BARRIER INCOME
Emerson Electric Co. stock logo
EMR
Emerson Electric
$1,953,3770.0%14,9090.5%Industrials
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,933,376$16,039 â–²0.8%6,0270.4%ETF
HARD
Simplify Commodities Strategy No K-1 ETF
$1,892,012$142,966 â–²8.2%53,4920.4%Manufacturing
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,822,046$15,028 â–¼-0.8%7,5170.4%Computer and Technology
Invesco S&P 500 High Dividend Low Volatility ETF stock logo
SPHD
Invesco S&P 500 High Dividend Low Volatility ETF
$1,775,343$72,827 â–²4.3%35,7860.4%ETF
GE Aerospace stock logo
GE
GE Aerospace
$1,749,449$14,189 â–¼-0.8%6,1650.4%Aerospace
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,731,804$1,275,279 â–¼-42.4%2,6630.4%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$1,731,244$520,951 â–¼-23.1%6,0350.4%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,725,618$45,643 â–¼-2.6%11,9470.4%Consumer Staples
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$1,652,182$1,652,182 â–²New Holding26,9700.4%ETF
GE VERNOVA INC
$1,629,707$93,400 â–¼-5.4%1,8670.4%COM
Netflix, Inc. stock logo
NFLX
Netflix
$1,620,897$388,350 â–¼-19.3%16,8580.4%Consumer Discretionary
RTX Corporation stock logo
RTX
RTX
$1,597,855$54,014 â–²3.5%8,2830.4%Aerospace
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$1,591,824$22,082 â–¼-1.4%68,5540.4%ETF
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$1,535,0400.0%2,2500.4%Aerospace
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,533,915$461,742 â–²43.1%28,3800.4%ETF
Simplify Volatility Premium ETF stock logo
SVOL
Simplify Volatility Premium ETF
$1,498,304$38,258 â–²2.6%97,6730.3%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,494,886$289,333 â–²24.0%1,7670.3%Finance
SIMPLIFY EXCHANGE TRADED FUN
$1,471,700$20,843 â–¼-1.4%36,8570.3%GOLD STRATEGY PL
Visa Inc. stock logo
V
Visa
$1,411,109$43,521 â–¼-3.0%4,6690.3%Business Services
Oracle Corporation stock logo
ORCL
Oracle
$1,311,906$229,782 â–¼-14.9%8,9180.3%Computer and Technology
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$1,295,812$1,295,812 â–²New Holding16,2770.3%Finance
BWZ
SPDR Bloomberg Short Term International Treasury Bond ETF
$1,277,058$4,541,862 â–¼-78.1%47,4390.3%ETF
FYLD
Cambria Foreign Shareholder Yield ETF
$1,213,350$1,213,350 â–²New Holding32,4990.3%ETF
STERIS plc stock logo
STE
STERIS
$1,167,345$2,654 â–²0.2%5,2790.3%Medical
Capital One Financial Corporation stock logo
COF
Capital One Financial
$1,147,565$2,919 â–²0.3%6,2900.3%Finance
Newmont Corporation stock logo
NEM
Newmont
$1,103,717$1,103,717 â–²New Holding10,1960.3%Basic Materials
SPD
Simplify US Equity PLUS Downside Convexity ETF
$1,083,581$27,750 â–²2.6%29,7940.2%ETF
Welltower Inc. stock logo
WELL
Welltower
$1,077,717$40,135 â–²3.9%5,4510.2%Finance
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$1,064,115$1,064,115 â–²New Holding16,9580.2%Medical
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,054,674$49,069 â–¼-4.4%6,7920.2%Consumer Staples
Tesla, Inc. stock logo
TSLA
Tesla
$1,021,197$429,743 â–²72.7%2,7470.2%Auto/Tires/Trucks
PRINCIPAL FINANCIAL GROUP IN
$922,3660.0%10,2360.2%COM
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$914,194$76,766 â–¼-7.7%35,6550.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$904,179$218,916 â–¼-19.5%9830.2%Medical
PALANTIR TECHNOLOGIES INC
$898,159$474,240 â–²111.9%6,1400.2%CL A
ISHARES BITCOIN TRUST ETF
$889,538$322,036 â–¼-26.6%23,1530.2%SHS BEN INT
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$872,208$1,152 â–¼-0.1%14,3810.2%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$854,419$716,013 â–¼-45.6%1,7100.2%Business Services
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$838,372$490,240 â–¼-36.9%8,6310.2%Finance
AXT Inc stock logo
AXTI
AXT
$838,290$1,942,335 â–¼-69.9%14,7120.2%Computer and Technology
Invesco DB Base Metals Fund stock logo
DBB
Invesco DB Base Metals Fund
$807,507$807,507 â–²New Holding34,3620.2%Finance
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$778,485$2,793,754 â–¼-78.2%8,4830.2%ETF
ALPS O'Shares U.S. Quality Dividend ETF stock logo
OUSA
ALPS O'Shares U.S. Quality Dividend ETF
$708,327$10,577 â–¼-1.5%12,7240.2%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$644,530$287 â–²0.0%2,2440.1%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$628,936$43,019 â–¼-6.4%22,3980.1%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$625,220$3,289 â–¼-0.5%1,9010.1%Retail/Wholesale
Carpenter Technology Corporation stock logo
CRS
Carpenter Technology
$585,7070.0%1,4860.1%Basic Materials
Curtiss-Wright Corporation stock logo
CW
Curtiss-Wright
$563,286$282,665 â–²100.7%8270.1%Aerospace
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$545,741$111,749 â–¼-17.0%2,6860.1%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$502,5720.0%4,1780.1%Medical
US Treasury 3 Month Bill ETF stock logo
TBIL
US Treasury 3 Month Bill ETF
$493,639$1,299,816 â–¼-72.5%9,9000.1%ETF
Moody's Corporation stock logo
MCO
Moody's
$479,875$2,181 â–¼-0.5%1,1000.1%Finance
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$446,238$140,602 â–¼-24.0%9680.1%Medical
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$442,413$240,516 â–¼-35.2%7,7900.1%Finance
Duke Energy Corporation stock logo
DUK
Duke Energy
$426,614$13,487 â–²3.3%3,2580.1%Utilities
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$414,550$46,095 â–¼-10.0%4,0380.1%Medical
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$405,049$1,940 â–²0.5%13,3590.1%ETF
Chubb Limited stock logo
CB
Chubb
$398,9380.0%1,2240.1%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$395,690$25,465 â–²6.9%6060.1%ETF
PUTNAM ETF TRUST
$392,586$2,812 â–²0.7%47,1860.1%FRANKLIN OHIO MU

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