Q3 2026 13F · SEC CIK 1864916

Mezzasalma Advisors, LLC

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $493.4M
Reported positions: 159
Top holdings a year, 3 yrs: +22.0%
Assets under management: $534.4M

Mezzasalma Advisors, LLC is a wealth manager that reported 159 positions worth $493.4M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Apple Inc (AAPL, 6.3%), Nvidia Corporation (NVDA, 5.7%), Alphabet Inc (GOOGL, 5.7%). A portfolio copying its top holdings returned 22.0% a year over the last 3 years, against 20.4% for the S&P 500.

Mezzasalma Advisors, LLC holdings largest 50 of 159 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.

Mezzasalma Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	6.3%	5.4%	93,859	+0.2%	$31.3M
NVDANvidia Corporation	5.7%	5.0%	123,065	-1.3%	$28.1M
GOOGLAlphabet Inc	5.7%	5.9%	81,069	-1.4%	$27.9M
METAMeta Platforms Inc	5.3%	4.1%	36,280	-0.5%	$26.3M
TSLATesla Inc	5.3%	5.6%	73,627	+10.7%	$26.0M
BEBloom Energy Corp	4.5%	4.9%	80,458	-0.8%	$22.3M
ANETArista Networks Inc	4.4%	3.7%	107,749	-1.8%	$21.9M
AMZNAmazon Com Inc	3.4%	3.2%	68,249	+1.2%	$17.0M
BRK-BBerkshire Hathaway Inc Del	2.9%	2.9%	28,418	-2.9%	$14.2M
VVisa Inc	2.7%	2.6%	36,920	-3.1%	$13.3M
MSFTMicrosoft Corp	2.5%	1.8%	23,729	-0.5%	$12.2M
EMEEmcor Group Inc	2.0%	2.2%	13,164	-1.5%	$9.9M
AMDAdvanced Micro Devices Inc	1.7%	1.4%	13,902	+15.1%	$8.5M
SPCXSpace Exploration Techn Corp	1.7%	0.6%	56,104	+206.3%	$8.5M
MUMicron Technology Inc	1.6%	2.1%	7,294	-19.2%	$7.8M
TSMTaiwan Semiconductor Manufac	1.4%	1.2%	15,402	+23.9%	$7.0M
VRTVertiv Holdings Co	1.4%	1.8%	28,299	+2.8%	$6.8M
XOMExxonmobil Holdings Corp	1.4%	—	41,055	—	$6.7M
COSTCostco Wholesale Corporation	1.3%	1.1%	6,840	+14.3%	$6.2M
XLKSelect Sector Spdr Tr	1.3%	1.4%	48,017	-8.5%	$6.2M
NFLXNetflix Inc.	1.3%	1.2%	88,877	+2.8%	$6.2M
IVVIshares Tr	1.2%	1.0%	7,732	+20.8%	$5.9M
COKECoca Cola Cons Inc	1.2%	0.8%	30,890	+53.0%	$5.8M
IWYIshares Tr	1.2%	1.2%	34,732	+7.0%	$5.8M
STXSeagate Technology Hldngs Pl	1.2%	1.1%	6,198	+4.6%	$5.7M
CRSCarpenter Technology Corp	1.1%	1.8%	14,518	+0.3%	$5.6M
VUGVanguard Index Fds	1.1%	1.0%	75,633	+7.2%	$5.5M
SMHVaneck ETF Trust	1.0%	1.4%	19,363	-12.3%	$5.1M
VOOVanguard Index Fds	0.9%	0.8%	6,667	+22.3%	$4.7M
CLSCelestica Inc	0.9%	0.8%	12,588	+11.4%	$4.5M
FIXComfort Sys USA Inc	0.9%	0.9%	2,560	+15.2%	$4.2M
VONGVanguard Scottsdale Fds	0.9%	0.9%	42,760	+2.4%	$4.2M
FNDBSchwab Strategic Tr	0.8%	0.8%	141,445	-2.9%	$4.1M
OEFIshares Tr	0.8%	0.8%	25,479	+11.9%	$4.1M
HWMHowmet Aerospace Inc	0.8%	0.8%	16,653	+5.9%	$3.8M
SNDKSandisk Corp	0.7%	0.8%	2,074	+21.3%	$3.6M
SPLGSpdr Series Trust	0.7%	0.5%	38,156	+41.9%	$3.4M
AMLPAlps ETF Tr	0.7%	—	65,418	—	$3.4M
CRWDCrowdstrike Hldgs Inc	0.7%	0.5%	12,584	+300.9%	$3.3M
TRGPTarga Res Corp	0.6%	0.8%	10,748	-24.0%	$2.9M
PFFIshares Tr	0.6%	—	93,785	—	$2.8M
GBILGoldman Sachs ETF Tr	0.6%	0.5%	27,323	+0.3%	$2.7M
PFXFVaneck ETF Trust	0.5%	1.1%	148,911	-50.9%	$2.6M
ESLTElbit Sys Ltd	0.5%	0.4%	3,740	+30.0%	$2.6M
FNDXSchwab Strategic Tr	0.5%	0.5%	88,841	+2.2%	$2.5M
SJNKState Street SPDR Bloomberg Short Term H	0.5%	1.2%	103,306	-55.7%	$2.5M
TDGTransdigm Group Inc	0.5%	0.9%	2,235	-29.8%	$2.4M
COHRCoherent Corp	0.5%	—	8,132	—	$2.3M
RCLRoyal Caribbean Group	0.5%	1.6%	8,355	-65.9%	$2.2M
QQQInvesco Qqq Tr	0.4%	0.5%	2,988	-4.3%	$2.2M

What Mezzasalma 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: +16.7% /yr; S&P 500 +20.1%
3 years: +22.0% /yr; S&P 500 +20.4%
5 years: +7.5% /yr; S&P 500 +11.6%

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	$493.4M	159
Q2 2026	$498.3M	171
Q1 2026	$391.4M	155
Q4 2025	$416.2M	160
Q3 2025	$390.7M	160
Q2 2025	$333.1M	145
Q1 2025	$289.3M	147
Q4 2024	$310.0M	143
Q3 2024	$253.6M	86
Q2 2024	$233.2M	76
Q1 2024	$211.4M	101
Q4 2023	$183.4M	95

Questions about Mezzasalma Advisors, LLC's portfolio

What stocks does Mezzasalma Advisors, LLC own?

Mezzasalma Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 159 positions worth $493.4M. The largest are Apple Inc (AAPL) at 6.3%, Nvidia Corporation (NVDA) at 5.7%, Alphabet Inc (GOOGL) at 5.7%, Meta Platforms Inc (META) at 5.3% and Tesla Inc (TSLA) at 5.3%.

What did Mezzasalma Advisors, LLC buy last quarter?

In Q3 2026, Mezzasalma Advisors, LLC added Crowdstrike Hldgs Inc (CRWD) (+300.9% shares), Space Exploration Techn Corp (SPCX) (+206.3% shares) and Coca Cola Cons Inc (COKE) (+53.0% shares), compared with its Q2 2026 filing.

What did Mezzasalma Advisors, LLC sell last quarter?

In Q3 2026, Mezzasalma Advisors, LLC cut from its top 50 Invesco Exchange Traded Fd T (RSP), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Eli Lilly & Co (LLY), cut from its top 50 EchoStar Corp (ECHO), Royal Caribbean Group (RCL) (-65.9% shares), State Street SPDR Bloomberg Short Term H (SJNK) (-55.7% shares) and Vaneck ETF Trust (PFXF) (-50.9% shares), compared with its Q2 2026 filing.

How has Mezzasalma Advisors, LLC's portfolio performed?

A portfolio copying Mezzasalma Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.7% against +20.1%. Over 5 years: +7.5% a year against +11.6%.

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

13F filings are due 45 days after each quarter ends. Mezzasalma 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 Mezzasalma Advisors, LLC manage?

Mezzasalma Advisors, LLC reported $534.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $493.4M.