Park Edge Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 28, 2026, Park Edge Advisors, Llc disclosed 152 stock positions valued at approximately $468.20M as of quarter-end September 30, 2026. The largest holdings include LINCOLN ELEC HLDGS INC, SPDR SERIES TRUST, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 152
- Portfolio Value
- $468.20M
Holdings by Sector
Park Edge Advisors, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| LINCOLN ELEC HLDGS INC | LECO | Industrials | 35.65% | 630,894 | -250 | -0.04% | $166,921,935 |
| SPDR SERIES TRUST | BIL | Other | 6.81% | 347,941 | +234,905 | +207.81% | $31,885,306 |
| ISHARES TR | STIP | Other | 2.93% | 137,526 | +3,283 | +2.45% | $13,711,350 |
| SIMPLIFY EXCHANGE TRADED FUN | CDX | Other | 2.61% | 606,398 | -165,889 | -21.48% | $12,231,046 |
| SIMPLIFY EXCHANGE TRADED FUN | AGGH | Other | 2.12% | 524,499 | +106,377 | +25.44% | $9,928,766 |
| INVESCO EXCH TRADED FD TR II | IPKW | Other | 1.71% | 134,931 | -60,579 | -30.99% | $8,002,767 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 1.60% | 89,266 | -50,278 | -36.03% | $7,505,488 |
| SIMPLIFY EXCHANGE TRADED FUN | TUA | Other | 1.50% | 369,724 | +14,787 | +4.17% | $7,039,545 |
| EA SERIES TRUST | AGGA | Other | 1.43% | 274,852 | +100,066 | +57.25% | $6,698,720 |
| ISHARES TR | EMB | Other | 1.21% | 62,384 | -1,118 | -1.76% | $5,666,963 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 1.15% | 33,093 | -336 | -1.01% | $5,385,848 |
| WISDOMTREE TR | WTBN | Other | 1.13% | 220,311 | -13,298 | -5.69% | $5,275,920 |
| SPDR GOLD TR | GLD | Other | 1.11% | 13,672 | -5,334 | -28.06% | $5,206,719 |
| MICROSOFT CORP | MSFT | Technology | 1.04% | 9,461 | +538 | +6.03% | $4,852,357 |
| APPLE INC | AAPL | Technology | 1.01% | 14,149 | +546 | +4.01% | $4,712,056 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.97% | 17,225 | +641 | +3.87% | $4,560,115 |
| ALPS ETF TR | OUSM | Other | 0.95% | 96,847 | -30,269 | -23.81% | $4,448,173 |
| NVIDIA CORPORATION | NVDA | Technology | 0.88% | 18,128 | +1,671 | +10.15% | $4,139,982 |
| ISHARES GOLD TR | IAU | Other | 0.88% | 52,955 | -2,004 | -3.65% | $4,135,786 |
| WALMART INC | WMT | Consumer Defensive | 0.80% | 36,097 | +6,785 | +23.15% | $3,751,149 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.70% | 13,185 | -1,790 | -11.95% | $3,285,043 |
| SIMPLIFY EXCHANGE TRADED FUN | FOXY | Other | 0.68% | 119,207 | -1,166 | -0.97% | $3,185,211 |
| INVESCO DB MULTI-SECTOR COMM | DBB | Other | 0.67% | 124,355 | +84,843 | +214.73% | $3,146,182 |
| SIMPLIFY EXCHANGE TRADED FUN | MTBA | Other | 0.66% | 66,280 | +2,230 | +3.48% | $3,099,257 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.65% | 9,168 | -3,012 | -24.73% | $3,033,028 |
| UNITED STS COMMODITY INDEX F | CPER | Other | 0.62% | 72,410 | -4,298 | -5.60% | $2,880,470 |
| COHERENT CORP | COHR | Technology | 0.61% | 9,959 | +1,350 | +15.68% | $2,866,300 |
| ISHARES TR | IDV | Other | 0.61% | 67,404 | +11,137 | +19.79% | $2,843,775 |
| SIMPLIFY EXCHANGE TRADED FUN | BUCK | Other | 0.60% | 122,575 | -19,831 | -13.93% | $2,829,031 |
| SIMPLIFY EXCHANGE TRADED FUN | SBAR | Other | 0.60% | 110,811 | +18,454 | +19.98% | $2,809,059 |
Showing 30 of 152 holdings in the latest reporting period.
Park Edge Advisors, Llc Options Holdings in Q3 2026
Showing 5 of 5 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.