Q2 2026 13F · SEC CIK 1864916

Mezzasalma Advisors, LLC

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $498.3M
Reported positions: 171
Top holdings a year, 3 yrs: +22.0%
Assets under management: $534.4M

Mezzasalma Advisors, LLC is a wealth manager that reported 171 positions worth $498.3M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Alphabet Inc (GOOGL, 5.9%), Tesla Inc Com (TSLA, 5.6%), Apple Inc (AAPL, 5.4%). 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 171 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 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	Q1 2026	Shares	Share change	Reported value
GOOGLAlphabet Inc	5.9%	6.3%	82,214	-3.8%	$29.4M
TSLATesla Inc Com	5.6%	6.4%	66,526	-1.1%	$28.0M
AAPLApple Inc	5.4%	6.2%	93,718	-1.8%	$27.1M
NVDANvidia Corporation Com	5.0%	6.0%	124,625	-7.5%	$24.9M
BEBloom Energy Corp	4.9%	2.8%	81,081	+0.8%	$24.5M
METAMeta Platforms Inc Class A	4.1%	5.4%	36,445	-0.6%	$20.5M
ANETArista Networks Inc	3.7%	3.4%	109,686	+0.3%	$18.6M
AMZNAmazon Com Inc Com	3.2%	3.6%	67,452	-0.7%	$16.1M
BRK-BBerkshire Hathaway Inc Del	2.9%	3.6%	29,276	-0.7%	$14.6M
VVisa Inc Com Cl A	2.6%	2.9%	38,092	+2.6%	$13.1M
EMEEmcor Group Inc	2.2%	2.4%	13,364	+3.1%	$11.1M
MUMicron Technology Inc	2.1%	0.6%	9,023	+27.3%	$10.4M
VRTVertiv Holdings Co	1.8%	1.7%	27,525	+1.4%	$9.2M
CRSCarpenter Technology Corp	1.8%	1.4%	14,481	+2.5%	$8.9M
MSFTMicrosoft Corp	1.8%	2.2%	23,850	+1.9%	$8.9M
RCLRoyal Caribbean Group	1.6%	1.9%	24,526	-9.1%	$7.8M
AMDAdvanced Micro Devices Inc	1.4%	—	12,077	—	$7.0M
XLKState Street Technology Select Sector Sp	1.4%	1.1%	52,454	+21.1%	$7.0M
SMHVaneck Semiconductor ETF	1.4%	0.9%	22,086	+39.7%	$6.8M
NFLXNetflix Inc Total	1.2%	2.0%	86,490	+3.9%	$6.2M
RSPInvesco S&p 500 Equal Weight ETF	1.2%	—	28,614	—	$6.1M
TSMTaiwan Semiconductor Manufac	1.2%	1.0%	12,428	+7.4%	$5.9M
SJNKSpdr Series Trust	1.2%	—	233,377	—	$5.8M
IWYIshares Russell Top 200 Growth ETF	1.2%	1.3%	32,471	+6.4%	$5.8M
STXSeagate Technology Hldngs Pl	1.1%	—	5,925	—	$5.7M
COSTCostco Whsl Corp New	1.1%	1.5%	5,985	+2.3%	$5.6M
XOMExxon Mobil Corp	1.1%	1.6%	40,132	+6.5%	$5.5M
PFXFVaneck ETF Trust	1.1%	—	303,219	—	$5.4M
VUGVanguard Indx Fd	1.0%	1.0%	70,532	+256.1%	$5.0M
IVVIshares Core S&p 500 ETF	1.0%	1.0%	6,401	+4.7%	$4.8M
FIXComfort Sys USA Inc	0.9%	0.7%	2,223	+12.4%	$4.4M
VONGVanguard Russell 1000 Growth ETF	0.9%	0.9%	41,761	+2.7%	$4.3M
TDGTransdigm Group Inc	0.9%	0.9%	3,186	+5.0%	$4.2M
HWMHowmet Aerospace Inc	0.8%	0.8%	15,720	+15.2%	$4.2M
FNDBSchwab Strategic Tr	0.8%	0.9%	145,668	+1.1%	$4.2M
CLSCelestica Inc	0.8%	0.7%	11,303	+11.8%	$4.1M
SNDKSandisk Corp	0.8%	—	1,710	—	$3.9M
COKECoca-Cola Consolidated, Inc.	0.8%	0.7%	20,195	+35.4%	$3.9M
OEFIshares S&p 100 ETF	0.8%	0.8%	22,779	+9.1%	$3.8M
TRGPTarga Res Corp	0.8%	1.0%	14,145	-10.0%	$3.8M
VOOVanguard S&p 500 ETF	0.8%	0.8%	5,452	+4.6%	$3.7M
SPCXSpace Ex Tech Spacex Class A	0.6%	—	18,314	—	$3.1M
GBILGoldman Sachs Access Treasury 0 1	0.5%	0.7%	27,243	-4.9%	$2.7M
FNDXSchwab Strategic Tr	0.5%	0.5%	86,912	+3.8%	$2.4M
CRWDCrowdstrike Hldgs Inc Class A	0.5%	—	3,139	—	$2.4M
SPLGSpdr Series Trust	0.5%	—	26,880	—	$2.4M
QQQInvesco Qqq Tr	0.5%	0.5%	3,121	-3.7%	$2.3M
LLYLilly Eli & Co	0.5%	0.4%	1,883	+0.1%	$2.3M
ECHOEchostar Corp	0.4%	0.6%	21,954	+11.5%	$2.2M
ESLTElbit Sys Ltd	0.4%	0.5%	2,876	+34.5%	$2.2M

What Mezzasalma Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Indx Fd+256.1% shares
SMH Vaneck Semiconductor ETF+39.7% shares
COKE Coca-Cola Consolidated, Inc.+35.4% shares
ESLT Elbit Sys Ltd+34.5% shares
MU Micron Technology Inc+27.3% shares
XLK State Street Technology Select Sector Sp+21.1% shares
HWM Howmet Aerospace Inc+15.2% shares
FIX Comfort Sys USA Inc+12.4% shares

Reduced

Left the top 50

SCHW Schwab Charles Corpwas 2.1%
PLTR Palantir Technologies Inclass Class Awas 0.8%
SLV Ishares Silver Trwas 0.7%
AS Amer Sports Incwas 0.6%
REGN Regeneron Pharmaceuticalswas 0.5%
KRMN Karman Hldgs Incwas 0.5%
AMLP Alps ETF Trwas 0.4%
GDX Vaneck Gold Miners ETFwas 0.3%

Share counts compared with the Q1 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 and rebuilt each quarter on the day the filing became public. 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
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
Q3 2023	$162.2M	82

Questions about Mezzasalma Advisors, LLC's portfolio

What stocks does Mezzasalma Advisors, LLC own?

Mezzasalma Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 171 positions worth $498.3M. The largest are Alphabet Inc (GOOGL) at 5.9%, Tesla Inc Com (TSLA) at 5.6%, Apple Inc (AAPL) at 5.4%, Nvidia Corporation Com (NVDA) at 5.0% and Bloom Energy Corp (BE) at 4.9%.

What did Mezzasalma Advisors, LLC buy last quarter?

In Q2 2026, Mezzasalma Advisors, LLC added Vanguard Indx Fd (VUG) (+256.1% shares), Vaneck Semiconductor ETF (SMH) (+39.7% shares) and Coca-Cola Consolidated, Inc. (COKE) (+35.4% shares), compared with its Q1 2026 filing.

What did Mezzasalma Advisors, LLC sell last quarter?

In Q2 2026, Mezzasalma Advisors, LLC cut from its top 50 Schwab Charles Corp (SCHW), cut from its top 50 Palantir Technologies Inclass Class A (PLTR), cut from its top 50 Ishares Silver Tr (SLV), cut from its top 50 Amer Sports Inc (AS), cut from its top 50 Regeneron Pharmaceuticals (REGN), Targa Res Corp (TRGP) (-10.0% shares), Royal Caribbean Group (RCL) (-9.1% shares) and Nvidia Corporation Com (NVDA) (-7.5% shares), compared with its Q1 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 Sep 30, 2026 is due by Nov 14, 2026; 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 $498.3M.