Filed: 4/20/2026ACC: 0002085853-26-000425
📋 What this filing means
PARK EDGE ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 141 equity positions with a total reported market value of $433.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
141
Positions
$433.87M
Total AUM (reported)
5.64M
Total Shares
Allocation by class
COM$229.85M53.0%
STATE STREET SPD$37.11M8.6%
HIGH YIELD ETF$16.13M3.7%
0-5 YR TIPS ETF$13.52M3.1%
GOLD SHS$11.37M2.6%
AGGREGATE BOND E$8.34M1.9%
SHORT TERM TREA$8.02M1.8%
Portfolio Concentration
Top 3$210.45M48.5%
4–10$58.48M13.5%
11–25$55.93M12.9%
Rest$109.02M25.1%
Top 3 weight
48.5%
Top 10 weight
62.0%
Voting Authority Distribution
Total shares with voting rights: 5.64M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.64M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole141
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings141
Rows:
LINCOLN ELEC HLDGS INC
SOLEShares631.14K
TypeSH
Market value$157.21M
36.23%
Sole
0.00
Shared
0.00
None
631.14K
SPDR SERIES TRUST
SOLEShares404.96K
TypeSH
Market value$37.11M
8.55%
Sole
0.00
Shared
0.00
None
404.96K
SIMPLIFY EXCHANGE TRADED FUN
SOLEShares755.94K
TypeSH
Market value$16.13M
3.72%
Sole
0.00
Shared
0.00
None
755.94K
ISHARES TR
SOLEShares130.69K
TypeSH
Market value$13.52M
3.12%
Sole
0.00
Shared
0.00
None
130.69K
SPDR GOLD TR
SOLEShares26.42K
TypeSH
Market value$11.37M
2.62%
Sole
0.00
Shared
0.00
None
26.42K
SIMPLIFY EXCHANGE TRADED FUN
SOLEShares410.02K
TypeSH
Market value$8.34M
1.92%
Sole
0.00
Shared
0.00
None
410.02K
SIMPLIFY EXCHANGE TRADED FUN
SOLEShares380.18K
TypeSH
Market value$8.02M
1.85%
Sole
0.00
Shared
0.00
None
380.18K
INVESCO EXCH TRADED FD TR II
SOLEShares102.56K
TypeSH
Market value$5.77M
1.33%
Sole
0.00
Shared
0.00
None
102.56K
WISDOMTREE TR
SOLEShares227.55K
TypeSH
Market value$5.76M
1.33%
Sole
0.00
Shared
0.00
None
227.55K
ISHARES TR
SOLEShares60.71K
TypeSH
Market value$5.70M
1.31%
Sole
0.00
Shared
0.00
None
60.71K
EXXON MOBIL CORP
SOLEShares33.34K
TypeSH
Market value$5.66M
1.30%
Sole
0.00
Shared
0.00
None
33.34K
INVESCO EXCHANGE TRADED FD T
SOLEShares67.05K
TypeSH
Market value$5.04M
1.16%
Sole
0.00
Shared
0.00
None
67.05K
ISHARES GOLD TR
SOLEShares55.59K
TypeSH
Market value$4.90M
1.13%
Sole
0.00
Shared
0.00
None
55.59K
EA SERIES TRUST
SOLEShares172.60K
TypeSH
Market value$4.34M
1.00%
Sole
0.00
Shared
0.00
None
172.60K
JPMORGAN CHASE & CO
SOLEShares13.47K
TypeSH
Market value$3.96M
0.91%
Sole
0.00
Shared
0.00
None
13.47K
WALMART INC
SOLEShares31.45K
TypeSH
Market value$3.91M
0.90%
Sole
0.00
Shared
0.00
None
31.45K
SIMPLIFY EXCHANGE TRADED FUN
SOLEShares128.36K
TypeSH
Market value$3.75M
0.87%
Sole
0.00
Shared
0.00
None
128.36K
APPLE INC
SOLEShares14.17K
TypeSH
Market value$3.60M
0.83%
Sole
0.00
Shared
0.00
None
14.17K
SIMPLIFY EXCHANGE TRADED FUN
SOLEShares140.05K
TypeSH
Market value$3.29M
0.76%
Sole
0.00
Shared
0.00
None
140.05K
ISHARES TR
SOLEShares37.95K
TypeSH
Market value$3.13M
0.72%
Sole
0.00
Shared
0.00
None
37.95K
SIMPLIFY EXCHANGE TRADED FUN
SOLEShares61.37K
TypeSH
Market value$3.04M
0.70%
Sole
0.00
Shared
0.00
None
61.37K
MICROSOFT CORP
SOLEShares8.07K
TypeSH
Market value$2.99M
0.69%
Sole
0.00
Shared
0.00
None
8.07K
AMAZON COM INC
SOLEShares13.98K
TypeSH
Market value$2.91M
0.67%
Sole
0.00
Shared
0.00
None
13.98K
NVIDIA CORPORATION
SOLEShares15.79K
TypeSH
Market value$2.75M
0.63%
Sole
0.00
Shared
0.00
None
15.79K
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.55K
TypeSH
Market value$2.66M
0.61%
Sole
0.00
Shared
0.00
None
5.55K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LINCOLN ELEC HLDGS INCSOLE | COM | 631.14K | SH | $157.21M 36.23% | 0.00 | 0.00 | 631.14K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 404.96K | SH | $37.11M 8.55% | 0.00 | 0.00 | 404.96K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | HIGH YIELD ETF | 755.94K | SH | $16.13M 3.72% | 0.00 | 0.00 | 755.94K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 130.69K | SH | $13.52M 3.12% | 0.00 | 0.00 | 130.69K |
SPDR GOLD TRSOLE | GOLD SHS | 26.42K | SH | $11.37M 2.62% | 0.00 | 0.00 | 26.42K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | AGGREGATE BOND E | 410.02K | SH | $8.34M 1.92% | 0.00 | 0.00 | 410.02K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | SHORT TERM TREA | 380.18K | SH | $8.02M 1.85% | 0.00 | 0.00 | 380.18K |
INVESCO EXCH TRADED FD TR IISOLE | INTL BUYBACK | 102.56K | SH | $5.77M 1.33% | 0.00 | 0.00 | 102.56K |
WISDOMTREE TRSOLE | BIANCO TOTL RETU | 227.55K | SH | $5.76M 1.33% | 0.00 | 0.00 | 227.55K |
ISHARES TRSOLE | JPMORGAN USD EMG | 60.71K | SH | $5.70M 1.31% | 0.00 | 0.00 | 60.71K |
EXXON MOBIL CORPSOLE | COM | 33.34K | SH | $5.66M 1.30% | 0.00 | 0.00 | 33.34K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 67.05K | SH | $5.04M 1.16% | 0.00 | 0.00 | 67.05K |
ISHARES GOLD TRSOLE | ISHARES NEW | 55.59K | SH | $4.90M 1.13% | 0.00 | 0.00 | 55.59K |
EA SERIES TRUSTSOLE | EA ASTORIA DYNMC | 172.60K | SH | $4.34M 1.00% | 0.00 | 0.00 | 172.60K |
JPMORGAN CHASE & COSOLE | COM | 13.47K | SH | $3.96M 0.91% | 0.00 | 0.00 | 13.47K |
WALMART INCSOLE | COM | 31.45K | SH | $3.91M 0.90% | 0.00 | 0.00 | 31.45K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | CURRENCY STRATEG | 128.36K | SH | $3.75M 0.87% | 0.00 | 0.00 | 128.36K |
APPLE INCSOLE | COM | 14.17K | SH | $3.60M 0.83% | 0.00 | 0.00 | 14.17K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | TREASURY OPT INC | 140.05K | SH | $3.29M 0.76% | 0.00 | 0.00 | 140.05K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 37.95K | SH | $3.13M 0.72% | 0.00 | 0.00 | 37.95K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | MBS ETF | 61.37K | SH | $3.04M 0.70% | 0.00 | 0.00 | 61.37K |
MICROSOFT CORPSOLE | COM | 8.07K | SH | $2.99M 0.69% | 0.00 | 0.00 | 8.07K |
AMAZON COM INCSOLE | COM | 13.98K | SH | $2.91M 0.67% | 0.00 | 0.00 | 13.98K |
NVIDIA CORPORATIONSOLE | COM | 15.79K | SH | $2.75M 0.63% | 0.00 | 0.00 | 15.79K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.55K | SH | $2.66M 0.61% | 0.00 | 0.00 | 5.55K |
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