Mezzasalma Advisors, LLC
All 13F Filings
- Location
- Tinton Falls, NJ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 493,404
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 159 | 493,404 | 13F-HR | Mezzasalma Advisors, LLC |
| Q2 2026 | 8/10/2026 | 171 | 498,328 | 13F-HR | Mezzasalma Advisors, LLC |
| 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 | 394.1 K | 79.9% | 3.168 K | 0 | 3.168 K |
| ETFs | 99.04 K | 20.1% | 0 | 8.082 K | -8.082 K |
| Debt | 260 | 0.1% | 0 | 3 | -3 |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
493,404
Holdings
159
QoQ value change ($000)
-4,924
(-1.0%)
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.