Q3 2026 13F · SEC CIK 1965659

Park Edge Advisors, LLC

Wealth managerFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $468.2M
Reported positions: 152
Top holdings a year, 3 yrs: +12.1%
Assets under management: $522.5M

Park Edge Advisors, LLC is a wealth manager that reported 152 positions worth $468.2M in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Lincoln Elec Hldgs Inc (LECO, 35.7%), Spdr Series Trust (BIL, 6.8%), Ishares Tr (STIP, 2.9%). A portfolio copying its top holdings returned 12.1% a year over the last 3 years, against 22.3% for the S&P 500.

Park Edge Advisors, LLC holdings largest 50 of 152 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Park Edge Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
LECOLincoln Elec Hldgs Inc	35.7%	35.7%	630,894	-0.0%	$166.9M
BILSpdr Series Trust	6.8%	2.2%	347,941	+207.8%	$31.9M
STIPIshares Tr	2.9%	2.9%	137,526	+2.4%	$13.7M
CDXSimplify Exchange Traded Fun	2.6%	3.5%	606,398	-21.5%	$12.2M
AGGHSimplify Exchange Traded Fun	2.1%	1.8%	524,499	+25.4%	$9.9M
IPKWInvesco Exch Traded Fd Tr II	1.7%	2.3%	134,931	-31.0%	$8.0M
SPHQInvesco Exchange Traded Fd T	1.6%	2.7%	89,266	-36.0%	$7.5M
TUASimplify Exchange Traded Fun	1.5%	1.5%	369,724	+4.2%	$7.0M
AGGAEa Series Trust	1.4%	0.9%	274,852	+57.3%	$6.7M
EMBIshares Tr	1.2%	1.3%	62,384	-1.8%	$5.7M
XOMExxonmobil Holdings Corp	1.1%	—	33,093	—	$5.4M
WTBNWisdomtree Tr	1.1%	1.3%	220,311	-5.7%	$5.3M
GLDSpdr Gold Tr	1.1%	1.5%	13,672	-28.1%	$5.2M
MSFTMicrosoft Corp	1.0%	0.7%	9,461	+6.0%	$4.9M
AAPLApple Inc	1.0%	0.8%	14,149	+4.0%	$4.7M
JNJJohnson & Johnson	1.0%	0.9%	17,225	+3.9%	$4.6M
OUSMAlps ETF Tr	0.9%	1.3%	96,847	-23.8%	$4.4M
NVDANvidia Corporation	0.9%	0.7%	18,128	+10.2%	$4.1M
IAUIshares Gold Tr	0.9%	0.9%	52,955	-3.6%	$4.1M
WMTWalmart Inc	0.8%	0.7%	36,097	+23.1%	$3.8M
AMZNAmazon Com Inc	0.7%	0.8%	13,185	-12.0%	$3.3M
FOXYSimplify Exchange Traded Fun	0.7%	0.8%	119,207	-1.0%	$3.2M
DBBInvesco Db Multi-Sector Comm	0.7%	—	124,355	—	$3.1M
MTBASimplify Exchange Traded Fun	0.7%	0.7%	66,280	+3.5%	$3.1M
JPMJpmorgan Chase & Co	0.6%	0.8%	9,168	-24.7%	$3.0M
CPERUnited Sts Commodity Index F	0.6%	0.6%	72,410	-5.6%	$2.9M
COHRCoherent Corp	0.6%	0.7%	9,959	+15.7%	$2.9M
IDVIshares Tr	0.6%	0.5%	67,404	+19.8%	$2.8M
BUCKSimplify Exchange Traded Fun	0.6%	0.7%	122,575	-13.9%	$2.8M
SBARSimplify Exchange Traded Fun	0.6%	0.5%	110,811	+20.0%	$2.8M
VTVanguard Intl Equity Index F	0.6%	3.1%	17,689	-81.1%	$2.8M
FYLDCambria ETF Tr	0.6%	0.9%	69,150	-36.9%	$2.7M
DUKDuke Energy Corp New	0.6%	—	23,721	—	$2.7M
METAMeta Platforms Inc	0.6%	0.4%	3,708	+3.9%	$2.7M
GOOGAlphabet Inc	0.6%	0.6%	7,780	-4.4%	$2.7M
TJXTjx Cos Inc New	0.5%	0.5%	19,031	+17.9%	$2.5M
AVGOBroadcom Inc	0.5%	0.6%	7,048	+3.2%	$2.5M
SCHDSchwab Strategic Tr	0.5%	0.5%	74,705	+11.8%	$2.4M
VTIVanguard Index Fds	0.5%	0.5%	6,449	+0.3%	$2.4M
SVOLSimplify Exchange Traded Fun	0.5%	—	142,489	—	$2.3M
SPHDInvesco Exch Traded Fd Tr II	0.5%	—	48,323	—	$2.3M
EMREmerson Elec Co	0.5%	0.5%	14,915	+0.0%	$2.3M
IWMIshares Tr	0.5%	0.7%	8,310	-20.3%	$2.3M
MSMorgan Stanley	0.5%	0.5%	12,035	-1.5%	$2.3M
IBITIshares Bitcoin Trust ETF	0.5%	—	46,140	—	$2.2M
GLWCorning Inc	0.4%	0.6%	13,427	+31.6%	$2.1M
SPYState Str Spdr S&p 500 ETF T	0.4%	0.4%	2,621	-1.7%	$2.0M
RSPInvesco Exchange Traded Fd T	0.4%	—	9,601	—	$2.0M
MUMicron Technology Inc	0.4%	0.7%	1,795	-32.4%	$1.9M
CWBSpdr Series Trust	0.4%	—	18,562	—	$1.9M

What Park Edge Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.7% /yr; S&P 500 +11.7%
3 years: +12.1% /yr; S&P 500 +22.3%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$468.2M	152
Q2 2026	$469.3M	149
Q1 2026	$433.9M	141
Q4 2025	$441.7M	150
Q3 2025	$433.0M	146
Q2 2025	$389.9M	143
Q1 2025	$359.1M	137
Q4 2024	$343.8M	140
Q3 2024	$350.0M	139
Q2 2024	$327.2M	134
Q1 2024	$358.4M	124
Q4 2023	$288.7M	112

Questions about Park Edge Advisors, LLC's portfolio

What stocks does Park Edge Advisors, LLC own?

Park Edge Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 28, 2026, lists 152 positions worth $468.2M. The largest are Lincoln Elec Hldgs Inc (LECO) at 35.7%, Spdr Series Trust (BIL) at 6.8%, Ishares Tr (STIP) at 2.9%, Simplify Exchange Traded Fun (CDX) at 2.6% and Simplify Exchange Traded Fun (AGGH) at 2.1%.

What did Park Edge Advisors, LLC buy last quarter?

In Q3 2026, Park Edge Advisors, LLC added Spdr Series Trust (BIL) (+207.8% shares), Ea Series Trust (AGGA) (+57.3% shares) and Corning Inc (GLW) (+31.6% shares), compared with its Q2 2026 filing.

What did Park Edge Advisors, LLC sell last quarter?

In Q3 2026, Park Edge Advisors, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Invesco Exch Traded Fd Tr II (SPMO), cut from its top 50 Ishares Tr (SHY), cut from its top 50 Welltower Inc (WELL), cut from its top 50 Select Sector Spdr Tr (XLU), Vanguard Intl Equity Index F (VT) (-81.1% shares), Cambria ETF Tr (FYLD) (-36.9% shares) and Invesco Exchange Traded Fd T (SPHQ) (-36.0% shares), compared with its Q2 2026 filing.

How has Park Edge Advisors, LLC's portfolio performed?

A portfolio copying Park Edge Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.1% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +10.7% against +11.7%.

When is Park Edge Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Park Edge Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Park Edge Advisors, LLC manage?

Park Edge Advisors, LLC reported $522.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $468.2M.