Mezzasalma Advisors, LLC

All 13F Filings

Location
Tinton Falls, NJ
Most recent 13F
Q2 2026
Holdings value ($000)
498,328
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
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 390.9 K 78.5% 67.57 K 0 67.57 K
ETFs 107.1 K 21.5% 39.39 K 0 39.39 K
Debt 263 0.1% 1 0 1
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Fund Snapshot

Q2 2026
Latest filed
8/10/2026
Total value ($000)
498,328
Holdings
171
QoQ value change ($000)
106,968 (27.3%)
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.