Mezzasalma Advisors, LLC
All 13F Filings
- Location
- Tinton Falls, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 391,360
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/17/2026 | 155 | 391,360 | 13F-HR | Mezzasalma Advisors, LLC |
| Q4 2025 | 1/21/2026 | 161 | 416,259 | 13F-HR | Mezzasalma Advisors, LLC |
| Q3 2025 | 10/16/2025 | 160 | 390,702 | 13F-HR | Mezzasalma Advisors, LLC |
| Q2 2025 | 7/29/2025 | 145 | 333,111 | 13F-HR | Mezzasalma Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 323.4 K | 82.6% | 0 | 46.7 K | -46.7 K |
| ETFs | 67.73 K | 17.3% | 24.01 K | 0 | 24.01 K |
| Debt | 262 | 0.1% | 0 | 2.183 K | -2.183 K |
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Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
391,360
Holdings
155
QoQ value change ($000)
-24,899
(-6.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.