Park Edge Advisors, LLC

CIK 0001965659 • 6 13F filings • Apr 10, 2025 – Jul 13, 2026

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Filer information

Filed by: Park Edge Advisors, LLC, Chief Compliance Officer
Address: 2360 W. 11th St., Cleveland, OH, 44113
Phone: 216-647-9007
AUM: $441.7M

AUM over time

$474.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $441.7M151 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$562K	0.1%Prev: 0.1%	4,487 SH	Decreased
ABBVIE INC	COM	$2.1M	0.5%Prev: 0.3%	9,253 SH	Increased+3,394 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$218K	0.0%Prev: 0.1%	1,484 SH	Decreased-68 SH
ALPHABET INC	CAP STK CL A	$317K	0.1%Prev: 0.1%	1,012 SH	Increased
ALPHABET INC	CAP STK CL C	$2.5M	0.6%Prev: 0.5%	7,851 SH	Increased-1,698 SH
ALPS ETF TR	ACTIVE REIT ETF	$201K	0.0%	7,668 SH	New
ALPS ETF TR	OSHARES US QUALT	$745K	0.2%Prev: 0.2%	12,914 SH	Increased+1 SH
ALPS ETF TR	OSHARES US SMLCP	$2.6M	0.6%Prev: 0.6%	58,436 SH	Decreased+882 SH
ALTRIA GROUP INC	COM	$936K	0.2%	16,234 SH	New
AMAZON COM INC	COM	$3.2M	0.7%Prev: 0.7%	13,867 SH	Increased+78 SH
AMERICAN EXPRESS CO	COM	$252K	0.1%Prev: 0.1%	682 SH	Increased-41 SH
APPLE INC	COM	$3.2M	0.7%Prev: 0.7%	11,649 SH	Decreased-952 SH
AT&T INC	COM	$2.3M	0.5%Prev: 0.6%	93,981 SH	Decreased+5,408 SH
AUTOMATIC DATA PROCESSING IN	COM	$832K	0.2%Prev: 0.2%	3,236 SH	Decreased
AXT INC	COM	$798K	0.2%Prev: 0.1%	48,800 SH	Increased-13,700 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.0M	0.5%Prev: 0.6%	4,067 SH	Decreased-1,457 SH
BLACKROCK CR ALLOCATION INCO	COM	$235K	0.1%Prev: 0.0%	21,725 SH	Increased+10,491 SH
BLACKSTONE INC	COM	$254K	0.1%Prev: 0.1%	1,650 SH	Decreased+6 SH
BRISTOL-MYERS SQUIBB CO	COM	$777K	0.2%Prev: 0.1%	14,400 SH	Increased
BROADCOM INC	COM	$2.7M	0.6%Prev: 0.6%	7,921 SH	Increased+378 SH
CAPITAL ONE FINL CORP	COM	$1.5M	0.3%	6,274 SH	New
CARPENTER TECHNOLOGY CORP	COM	$468K	0.1%Prev: 0.1%	1,486 SH	Increased
CHEVRON CORP NEW	COM	$248K	0.1%Prev: 0.1%	1,624 SH	Decreased-50 SH
CHUBB LIMITED	COM	$382K	0.1%Prev: 0.1%	1,224 SH	Increased
COHERENT CORP	COM	$2.1M	0.5%Prev: 0.3%	11,594 SH	Increased
COSTCO WHSL CORP NEW	COM	$1.6M	0.4%Prev: 0.4%	1,859 SH	Decreased-58 SH
CRONOS GROUP INC	COM	$28K	0.0%Prev: 0.0%	10,821 SH	Decreased-976 SH
CSX CORP	COM	$353K	0.1%Prev: 0.1%	9,732 SH	Increased-200 SH
CURTISS WRIGHT CORP	COM	$227K	0.1%Prev: 0.1%	412 SH	Increased
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$269K	0.1%	8,271 SH	New
DUKE ENERGY CORP NEW	COM NEW	$370K	0.1%Prev: 0.1%	3,155 SH	Decreased-998 SH
EATON CORP PLC	SHS	$244K	0.1%Prev: 0.1%	766 SH	Decreased-23 SH
ELI LILLY & CO	COM	$1.3M	0.3%Prev: 0.3%	1,221 SH	Decreased-530 SH
EMERSON ELEC CO	COM	$2.0M	0.4%Prev: 0.5%	14,909 SH	Increased-100 SH
EXXON MOBIL CORP	COM	$4.5M	1.0%Prev: 1.0%	37,599 SH	Increased-312 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$247K	0.1%Prev: 0.1%	3,240 SH	Decreased-436 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$394K	0.1%Prev: 0.1%	21,639 SH	Increased+275 SH
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$363K	0.1%Prev: 0.1%	2,880 SH	Increased+6 SH
FLUX PWR HLDGS INC	COM NEW	$126K	0.0%Prev: 0.1%	99,190 SH	Decreased-6,400 SH
GE AEROSPACE	COM NEW	$1.9M	0.4%Prev: 0.5%	6,215 SH	Decreased-639 SH
GE VERNOVA INC	COM	$1.3M	0.3%Prev: 0.3%	1,974 SH	Decreased-236 SH
GLOBAL X FDS	EMERGING MKT GRT	$256K	0.1%Prev: 0.1%	8,329 SH	Decreased-1 SH
GLOBAL X FDS	GB MSCI AR ETF	$291K	0.1%Prev: 0.1%	3,181 SH	Decreased-1,967 SH
GOLDMAN SACHS GROUP INC	COM	$1.3M	0.3%Prev: 0.3%	1,425 SH	Increased-51 SH
GRAYSCALE ETHEREUM TRUST ETF	SHS	$308K	0.1%Prev: 0.1%	12,640 SH	Decreased
HOME DEPOT INC	COM	$658K	0.1%Prev: 0.2%	1,911 SH	Decreased-440 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.2M	0.5%Prev: 0.7%	7,579 SH	Decreased-2,855 SH
INTUITIVE SURGICAL INC	COM NEW	$721K	0.2%Prev: 0.3%	1,273 SH	Decreased-1,332 SH
INVESCO DB MULTI-SECTOR COMM	AGRICULTURE FD	$549K	0.1%Prev: 0.1%	21,500 SH	Increased+2,209 SH
INVESCO EXCH TRADED FD TR II	INTL BUYBACK	$11.5M	2.6%Prev: 2.6%	207,652 SH	Increased-9,943 SH
INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$1.6M	0.4%Prev: 0.4%	34,318 SH	Increased+2,409 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$1.0M	0.2%Prev: 1.0%	14,531 SH	Decreased-43,944 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$4.3M	1.0%Prev: 0.9%	56,913 SH	Increased+1,015 SH
INVESCO QQQ TR	UNIT SER 1	$5.0M	1.1%Prev: 0.3%	8,085 SH	Increased+6,045 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.6M	0.4%Prev: 1.0%	31,535 SH	Decreased-36,346 SH
ISHARES GOLD TR	ISHARES NEW	$5.5M	1.2%Prev: 1.4%	67,339 SH	Decreased-15,394 SH
ISHARES INC	MSCI CDA ETF	$3.3M	0.8%	61,634 SH	New
ISHARES TR	0-5 YR TIPS ETF	$12.9M	2.9%Prev: 2.9%	125,901 SH	Increased+2,985 SH
ISHARES TR	1 3 YR TREAS BD	$3.2M	0.7%Prev: 1.8%	38,534 SH	Decreased-57,376 SH
ISHARES TR	20 YR TR BD ETF	$26K	0.0%	34,900 SH	New
ISHARES TR	3 7 YR TREAS BD	$1.0M	0.2%Prev: 0.2%	8,669 SH	Increased+572 SH
ISHARES TR	CORE S&P500 ETF	$388K	0.1%Prev: 0.1%	567 SH	Increased-9 SH
ISHARES TR	INTL SEL DIV ETF	$1.9M	0.4%Prev: 0.4%	47,830 SH	Increased-406 SH
ISHARES TR	JPMORGAN USD EMG	$201K	0.0%	2,092 SH	New
ISHARES TR	MSCI ACWI EX US	$3.4M	0.8%Prev: 0.8%	50,380 SH	Decreased-4,281 SH
ISHARES TR	MSCI EAFE ETF	$1.3M	0.3%Prev: 0.2%	13,678 SH	Increased+5,237 SH
ISHARES TR	MSCI EMG MKT ETF	$658K	0.1%Prev: 0.1%	12,025 SH	Increased+2,109 SH
ISHARES TR	MSCI UK ETF NEW	$3.3M	0.7%	75,046 SH	New
ISHARES TR	PFD AND INCM SEC	$412K	0.1%Prev: 0.1%	13,295 SH	Decreased+178 SH
ISHARES TR	RUS 1000 GRW ETF	$4.3M	1.0%Prev: 0.3%	9,160 SH	Increased+6,528 SH
ISHARES TR	RUS 1000 VAL ETF	$368K	0.1%Prev: 0.1%	1,748 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$715K	0.2%Prev: 0.1%	2,905 SH	Increased+892 SH
ISHARES TR	S&P SML 600 GWT	$367K	0.1%Prev: 0.1%	2,600 SH	Decreased
ISHARES TR	TIPS BD ETF	$333K	0.1%Prev: 0.1%	3,029 SH	Decreased+25 SH
J P MORGAN EXCHANGE TRADED F	US VALUE FACTR	$233K	0.1%Prev: 0.1%	4,750 SH	Increased
JOHNSON & JOHNSON	COM	$2.2M	0.5%Prev: 0.5%	10,738 SH	Increased
JPMORGAN CHASE & CO.	COM	$4.4M	1.0%Prev: 1.0%	13,621 SH	Increased-171 SH
KEYCORP	COM	$214K	0.0%Prev: 0.0%	10,390 SH	Increased
LIFESTANCE HEALTH GROUP INC	COM	$84K	0.0%Prev: 0.0%	11,863 SH	Increased+1,495 SH
LINCOLN ELEC HLDGS INC	COM	$160.2M	36.3%Prev: 36.4%	668,457 SH	Increased-123 SH
LINDE PLC	SHS	$438K	0.1%Prev: 0.1%	1,027 SH	Decreased+49 SH
MASTERCARD INCORPORATED	CL A	$1.8M	0.4%Prev: 0.1%	3,143 SH	Increased+2,342 SH
MEDTRONIC PLC	SHS	$287K	0.1%Prev: 0.1%	2,990 SH	Increased
MERCK & CO INC	COM	$440K	0.1%Prev: 0.1%	4,178 SH	Increased-50 SH
META PLATFORMS INC	CL A	$2.6M	0.6%Prev: 0.6%	3,884 SH	Decreased+73 SH
MICROSOFT CORP	COM	$3.8M	0.9%Prev: 1.0%	7,925 SH	Decreased-852 SH
MOODYS CORP	COM	$565K	0.1%Prev: 0.1%	1,105 SH	Increased
MORGAN STANLEY	COM NEW	$680K	0.2%Prev: 0.1%	3,831 SH	Increased-45 SH
NETFLIX INC	COM	$2.0M	0.4%Prev: 0.5%	20,897 SH	Decreased+19,053 SH
NEXTNAV INC	COMMON STOCK	$282K	0.1%	16,928 SH	New
NORFOLK SOUTHN CORP	COM	$260K	0.1%Prev: 0.1%	900 SH	Decreased
NORTHROP GRUMMAN CORP	COM	$1.3M	0.3%Prev: 0.3%	2,250 SH	Decreased
NVIDIA CORPORATION	COM	$2.6M	0.6%Prev: 0.5%	13,738 SH	Increased+1,116 SH
ORACLE CORP	COM	$2.0M	0.5%Prev: 0.7%	10,480 SH	Decreased+25 SH
PALANTIR TECHNOLOGIES INC	CL A	$515K	0.1%	2,898 SH	New
PAYCHEX INC	COM	$248K	0.1%Prev: 0.1%	2,210 SH	Decreased
PEPSICO INC	COM	$1.0M	0.2%Prev: 0.2%	7,108 SH	Increased
PFIZER INC	COM	$596K	0.1%Prev: 0.1%	23,930 SH	Decreased
PHILIP MORRIS INTL INC	COM	$1.7M	0.4%Prev: 0.4%	10,702 SH	Increased+1,087 SH
PNC FINL SVCS GROUP INC	COM	$365K	0.1%Prev: 0.1%	1,747 SH	Increased
PRINCIPAL FINANCIAL GROUP IN	COM	$903K	0.2%Prev: 0.2%	10,236 SH	Increased
PROCTER AND GAMBLE CO	COM	$1.8M	0.4%Prev: 0.4%	12,263 SH	Decreased-8 SH
PUTNAM ETF TRUST	FRANKLIN OHIO MU	$393K	0.1%	46,848 SH	New
RBB FD INC	US TREAS 3 MNTH	$1.8M	0.4%Prev: 0.1%	35,968 SH	Increased+29,171 SH
RTX CORPORATION	COM	$1.5M	0.3%Prev: 0.1%	8,003 SH	Increased+5,088 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$1.6M	0.4%Prev: 0.4%	69,505 SH	Increased+4,124 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.8M	0.4%Prev: 0.4%	65,627 SH	Increased+4,397 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.0M	0.2%Prev: 0.2%	38,649 SH	Increased-370 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$4.0M	0.9%	34,169 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$3.3M	0.7%	27,284 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$4.6M	1.0%	83,417 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$4.2M	0.9%	97,231 SH	New
SHERWIN WILLIAMS CO	COM	$224K	0.1%Prev: 0.1%	692 SH	Decreased-3 SH
SIMPLIFY EXCHANGE TRADED FUN	AGGREGATE BOND E	$7.5M	1.7%Prev: 1.7%	364,262 SH	Increased+1,616 SH
SIMPLIFY EXCHANGE TRADED FUN	BARRIER INCOME	$1.7M	0.4%	64,679 SH	New
SIMPLIFY EXCHANGE TRADED FUN	COMMODITIES STRA	$1.5M	0.3%Prev: 0.4%	49,450 SH	Decreased-1,935 SH
SIMPLIFY EXCHANGE TRADED FUN	CURRENCY STRATEG	$2.1M	0.5%Prev: 0.5%	77,812 SH	Decreased-2,627 SH
SIMPLIFY EXCHANGE TRADED FUN	GOLD STRATEGY PL	$1.6M	0.4%Prev: 0.4%	37,379 SH	Decreased-3,106 SH
SIMPLIFY EXCHANGE TRADED FUN	HIGH YIELD ETF	$16.8M	3.8%Prev: 3.8%	753,087 SH	Increased+34,075 SH
SIMPLIFY EXCHANGE TRADED FUN	MBS ETF	$2.6M	0.6%Prev: 1.5%	51,863 SH	Decreased-81,006 SH
SIMPLIFY EXCHANGE TRADED FUN	SHORT TERM TREA	$8.3M	1.9%Prev: 1.9%	380,893 SH	Decreased-4,935 SH
SIMPLIFY EXCHANGE TRADED FUN	TREASURY OPT INC	$5.3M	1.2%Prev: 1.5%	225,404 SH	Decreased-48,341 SH
SIMPLIFY EXCHANGE TRADED FUN	US EQT PLS DWNSD	$1.1M	0.3%Prev: 0.3%	29,031 SH	Decreased-690 SH
SIMPLIFY EXCHANGE TRADED FUN	VOLATILITY PREM	$1.7M	0.4%Prev: 0.4%	95,179 SH	Increased+5,362 SH
SPDR GOLD TR	GOLD SHS	$11.2M	2.5%Prev: 2.6%	28,357 SH	Increased-2,974 SH
SPDR S&P 500 ETF TR	TR UNIT	$3.2M	0.7%Prev: 0.7%	4,624 SH	Increased+248 SH
SPDR SERIES TRUST	BLOOMBERG SHORT	$5.9M	1.3%	216,156 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$7.0M	1.6%	76,094 SH	New
STERIS PLC	SHS USD	$1.3M	0.3%Prev: 0.3%	5,267 SH	Increased+51 SH
T-MOBILE US INC	COM	$207K	0.0%Prev: 0.2%	1,017 SH	Decreased-3,438 SH
TEMA ETF TRUST	AMERICAN RESH	$470K	0.1%Prev: 0.1%	10,595 SH	Decreased-346 SH
TESLA INC	COM	$716K	0.2%Prev: 0.2%	1,591 SH	Decreased-443 SH
THE REALREAL INC	COM	$161K	0.0%Prev: 0.0%	10,211 SH	Increased-2,590 SH
TJX COS INC NEW	COM	$2.3M	0.5%Prev: 0.5%	14,670 SH	Increased-503 SH
UNION PAC CORP	COM	$220K	0.0%Prev: 0.1%	953 SH	Decreased-7 SH
UNITEDHEALTH GROUP INC	COM	$565K	0.1%Prev: 0.1%	1,712 SH	Increased+380 SH
VANECK ETF TRUST	GOLD MINERS ETF	$3.3M	0.8%	38,926 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$651K	0.1%Prev: 0.2%	2,243 SH	Decreased-90 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$303K	0.1%Prev: 0.1%	1,431 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$2.0M	0.5%Prev: 0.5%	5,977 SH	Decreased-286 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.1M	0.2%Prev: 0.2%	19,837 SH	Increased+1,683 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$377K	0.1%Prev: 0.1%	3,100 SH	Decreased-446 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$249K	0.1%Prev: 0.1%	1,135 SH	Decreased-33 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$420K	0.1%Prev: 0.1%	2,925 SH	Increased
VANGUARD WORLD FD	HEALTH CAR ETF	$314K	0.1%Prev: 0.1%	1,091 SH	Increased
VIRCO MFG CO	COM	$116K	0.0%Prev: 0.0%	18,100 SH	Decreased+2,072 SH
VISA INC	COM CL A	$1.7M	0.4%Prev: 0.4%	4,813 SH	Decreased-775 SH
WALMART INC	COM	$2.7M	0.6%Prev: 0.8%	24,485 SH	Decreased-8,387 SH
WELLTOWER INC	COM	$974K	0.2%	5,248 SH	New
WISDOMTREE TR	BIANCO TOTL RETU	$4.4M	1.0%Prev: 1.0%	172,885 SH	Increased+3,301 SH
ZIMMER BIOMET HOLDINGS INC	COM	$223K	0.1%Prev: 0.1%	2,479 SH	Decreased-692 SH

Sold (vs prior filing)

COCA COLA CO — $914K
EA SERIES TRUST — $2.6M
INVESCO EXCH TRADED FD TR II — $2.0M
INVESCO EXCHANGE TRADED FD T — $2.1M
ISHARES TR — $1.3M
J P MORGAN EXCHANGE TRADED F — $1.6M
PROGRESSIVE CORP — $1.3M
SCHWAB STRATEGIC TR — $204K
SELECT SECTOR SPDR TR — $2.3M
SELECT SECTOR SPDR TR — $2.1M
SELECT SECTOR SPDR TR — $2.4M
SPDR SERIES TRUST — $8.1M
THOMSON REUTERS CORP — $383K
VANGUARD INTL EQUITY INDEX F — $4.3M
VS TRUST — $372K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 16, 2026	Q4 2025	13F-HR	0002085853-26-000046	$441.7M	View
Oct 9, 2025	Q3 2025	13F-HR	0002085853-25-000045	$433.0M	View
Jul 13, 2026	Q2 2026