Mezzasalma Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Tinton Falls, NJ
Holdings as of
12/31/2025
Date filed
1/21/2026
Form type
13F-HR
Num holdings
161
Total value ($000)
$416,259
Net value change ($000)
+25,557 (6.5%)
New positions
10
Sold out positions
10
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/16/2025 Next filing: 4/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 5,461 25.0%
AAPL 3,236 14.6%
BE 3,057 69.8%
HOOD 2,657 NEW
TIP 2,594 103.6%
VEA 2,068 NEW
AMZN 1,857 14.3%
PFXF 1,769 846.4%
JPST 1,688 70.5%
ALL 1,638 50.6%
Top Reduces (Value $000, Stocks/ETFs)
META -3,441 -12.8%
SFM -2,699 -100.0%
PGR -2,104 -86.5%
TSLA -1,737 -5.6%
NFLX -1,688 -19.0%
PDI -1,013 -81.6%
IJR -970 -100.0%
MSFT -905 -7.9%
RCL -897 -10.8%
SCHD -773 -51.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 34 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type