Park Edge Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 13, 2026, Park Edge Advisors, Llc disclosed 149 stock positions valued at approximately $469.25M as of quarter-end June 30, 2026. The largest holdings include LINCOLN ELEC HLDGS INC, SIMPLIFY EXCHANGE TRADED FUN, and VANGUARD INTL EQUITY INDEX F.
- Report Period
- June 30, 2026
- No. of Stocks
- 149
- Portfolio Value
- $469.25M
Holdings by Sector
Park Edge Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| LINCOLN ELEC HLDGS INC | LECO | Industrials | 35.71% | 631,144 | - | - | $167,575,043 |
| SIMPLIFY EXCHANGE TRADED FUN | CDX | Other | 3.48% | 772,287 | +16,351 | +2.16% | $16,310,698 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 3.13% | 93,653 | +93,653 | +100.00% | $14,698,888 |
| ISHARES TR | STIP | Other | 2.92% | 134,243 | +3,557 | +2.72% | $13,714,273 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 2.68% | 139,544 | +72,498 | +108.13% | $12,572,906 |
| INVESCO EXCH TRADED FD TR II | IPKW | Other | 2.35% | 195,510 | +92,954 | +90.64% | $11,012,967 |
| SPDR SERIES TRUST | BIL | Other | 2.21% | 113,036 | -291,925 | -72.09% | $10,358,612 |
| SIMPLIFY EXCHANGE TRADED FUN | AGGH | Other | 1.80% | 418,122 | +8,103 | +1.98% | $8,433,521 |
| SIMPLIFY EXCHANGE TRADED FUN | TUA | Other | 1.54% | 354,937 | -25,239 | -6.64% | $7,249,589 |
| SPDR GOLD TR | GLD | Other | 1.49% | 19,006 | -7,412 | -28.06% | $7,001,246 |
| ISHARES TR | EMB | Other | 1.31% | 63,502 | +2,794 | +4.60% | $6,124,133 |
| ALPS ETF TR | OUSM | Other | 1.29% | 127,116 | +68,421 | +116.57% | $6,040,531 |
| WISDOMTREE TR | WTBN | Other | 1.25% | 233,609 | +6,060 | +2.66% | $5,874,986 |
| EXXON MOBIL CORP | XOM | Energy | 0.97% | 33,429 | +84 | +0.25% | $4,570,409 |
| EA SERIES TRUST | AGGA | Other | 0.94% | 174,786 | +2,188 | +1.27% | $4,392,198 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.90% | 16,584 | +5,862 | +54.67% | $4,211,800 |
| ISHARES GOLD TR | IAU | Other | 0.88% | 54,959 | -628 | -1.13% | $4,149,954 |
| CAMBRIA ETF TR | FYLD | Other | 0.85% | 109,578 | +77,079 | +237.17% | $3,998,501 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.85% | 12,180 | -1,287 | -9.56% | $3,987,021 |
| APPLE INC | AAPL | Technology | 0.84% | 13,603 | -569 | -4.01% | $3,936,173 |
| SIMPLIFY EXCHANGE TRADED FUN | FOXY | Other | 0.76% | 120,373 | -7,986 | -6.22% | $3,585,912 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.76% | 14,975 | +995 | +7.12% | $3,569,142 |
| COHERENT CORP | COHR | Technology | 0.72% | 8,609 | -1,335 | -13.43% | $3,395,992 |
| SIMPLIFY EXCHANGE TRADED FUN | BUCK | Other | 0.71% | 142,406 | +2,360 | +1.69% | $3,335,149 |
| MICROSOFT CORP | MSFT | Technology | 0.71% | 8,923 | +857 | +10.62% | $3,328,595 |
| WALMART INC | WMT | Consumer Defensive | 0.71% | 29,312 | -2,136 | -6.79% | $3,319,931 |
| NVIDIA CORPORATION | NVDA | Technology | 0.70% | 16,457 | +662 | +4.19% | $3,292,944 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 0.68% | 19,724 | +19,724 | +100.00% | $3,186,215 |
| SIMPLIFY EXCHANGE TRADED FUN | MTBA | Other | 0.67% | 64,050 | +2,679 | +4.37% | $3,142,958 |
| ISHARES TR | IWM | Other | 0.67% | 10,422 | +7,517 | +258.76% | $3,131,290 |
Showing 30 of 149 holdings in the latest reporting period.
Park Edge Advisors, Llc Options Holdings in Q2 2026
Showing 5 of 5 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.