Mezzasalma Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 16, 2025), Mezzasalma Advisors, LLC reported 160 stock positions worth $390.7 million. Its top holding was Tesla (TSLA) at 7.9% of the portfolio, followed by Meta Platforms Class A (META, 6.9%) and Nvidia (NVDA, 6.4%). Compared with Q2 2025, it opened 15 new positions, added to 77 and reduced 47. The biggest buy was Bloom Energy Class A (BE, shares +13%) and the biggest sale Meta Platforms Class A (META, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- TINTON FALLS, NJ
- CIK
- 0001864916
- Portfolio Value
- $390.7M (Q3 2025)
- SEC Filing
- 0001864916-25-000004 ↗ filed Oct 16, 2025
Holdings Value
Holdings 160 stocks · $390.7M
| TSLA Tesla Inc. | 7.95% | 69,817 | $31.0M | Reduce -1.0% |
| META Meta Platforms Inc. Class A | 6.91% | 36,740 | $27.0M | Reduce -1.8% |
| NVDA Nvidia Corp. | 6.43% | 134,585 | $25.1M | Reduce -1.4% |
| AAPL Apple Inc. | 5.68% | 87,134 | $22.2M | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 5.59% | 89,861 | $21.8M | Reduce -0.1% |
| ANET Arista Networks Inc. | 3.86% | 103,620 | $15.1M | Reduce -0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.50% | 27,229 | $13.7M | Add +0.0% |
| AMZN Amazon.com Inc. | 3.33% | 59,311 | $13.0M | Add +0.8% |
| V Visa Inc. Class A | 3.09% | 35,312 | $12.1M | Add +0.8% |
| MSFT Microsoft Corp. | 2.93% | 22,123 | $11.5M | Add +2.1% |
| NFLX Netflix Inc. | 2.28% | 7,428 | $8.9M | Add +1.7% |
| RCL Royal Caribbean Cruises Ltd. | 2.13% | 25,771 | $8.3M | Add +1.8% |
| SCHW Schwab (charles) Corp. | 2.06% | 84,460 | $8.1M | Reduce -0.2% |
| EME Emcor Group Inc. | 2.02% | 12,121 | $7.9M | Add +0.9% |
| IWY iShares Russell Top 200 Grow | 1.42% | 20,220 | $5.5M | Add +1.6% |
| XLK SS Technology Select Sector | 1.22% | 16,924 | $4.8M | Add +3.4% |
| COST Costco Wholesale Corp. | 1.19% | 5,026 | $4.7M | Add +9.5% |
| BE Bloom Energy Corp. Class A | 1.12% | 51,766 | $4.4M | Add +13.4% |
| VONG Vanguard Russell 1000 Growth | 1.11% | 36,152 | $4.4M | Add +0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.06% | 8,669 | $4.2M | Add +5.6% |
| LLY Eli Lilly & Co. | 1.05% | 5,365 | $4.1M | Reduce -12.3% |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.96% | 146,113 | $3.8M | Add +1.0% |
| VRT Vertiv Holdings Co. Class A | 0.96% | 24,825 | $3.7M | Add +5.9% |
| XOM Exxon Mobil Corp. | 0.92% | 31,994 | $3.6M | Add +5.8% |
| TDG Transdigm Group Inc. | 0.89% | 2,629 | $3.5M | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 0.88% | 5,632 | $3.4M | Add +61.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.84% | 6,672 | $3.3M | Reduce -0.6% |
| ALL Allstate Corp. | 0.83% | 15,081 | $3.2M | Add +11.3% |
| TRGP Targa Resources Corp. | 0.78% | 18,084 | $3.0M | Reduce -10.2% |
| CRS Carpenter Technology | 0.77% | 12,287 | $3.0M | Add +4.7% |
| IVV iShares Core S&P 500 ETF | 0.77% | 4,500 | $3.0M | Add +8.1% |
| OEF iShares S&P 100 ETF | 0.76% | 8,885 | $3.0M | Add +6.0% |
| SMH Vaneck Semiconductor ETF | 0.75% | 9,029 | $2.9M | Add +0.6% |
| GBIL Goldman Sachs Access Treasur | 0.73% | 28,641 | $2.9M | Reduce -5.7% |
| BSV Vanguard Short-Term Bond ETF | 0.73% | 35,923 | $2.8M | New |
| SFM Sprouts Farmers Market Inc. | 0.69% | 24,805 | $2.7M | Add +10.7% |
| EXEL Exelixis Inc. | 0.68% | 63,941 | $2.6M | Add +13.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.67% | 9,429 | $2.6M | Add +4.9% |
| TIP iShares Tips Bond ETF | 0.64% | 22,526 | $2.5M | Add +370.5% |
| PLTR Palantir Technologies Inc. Class A | 0.63% | 13,549 | $2.5M | Add +13.8% |
| PGR Progressive Corp. | 0.62% | 9,854 | $2.4M | Add +9.2% |
| JPST JPMorgan Ultra-Short Income | 0.61% | 47,200 | $2.4M | New |
| GLD SPDR Gold Shares | 0.53% | 5,810 | $2.1M | Add +97.7% |
| SLV iShares Silver Trust | 0.53% | 48,597 | $2.1M | Reduce -2.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.51% | 3,312 | $2.0M | Add +0.5% |
| HWM Howmet Aerospace Inc. | 0.49% | 9,688 | $1.9M | Add +14.1% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.44% | 66,060 | $1.7M | Add +13.8% |
| SCHD Schwab US DVD Equity ETF | 0.39% | 55,214 | $1.5M | Add +203.7% |
| REGN Regeneron Pharmaceuticals | 0.36% | 2,500 | $1.4M | No change |
| PDI PIMCO Dynamic Income Fund | 0.32% | 62,734 | $1.2M | Add +287.9% |
| SMCI Super Micro Computer Inc. | 0.30% | 24,781 | $1.2M | Reduce -15.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 1,744 | $1.2M | Add +2.9% |
| COKE Coca-Cola Consolidated Inc. | 0.29% | 9,660 | $1.1M | Add +26.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.28% | 13,915 | $1.1M | Reduce -0.5% |
| GDX Vaneck Gold Miners ETF | 0.28% | 14,550 | $1.1M | No change |
| ADBE Adobe Inc. | 0.28% | 3,141 | $1.1M | Reduce -3.5% |
| XLV SS Health Care Select Sector | 0.28% | 7,872 | $1.1M | Reduce -6.7% |
| GPC Genuine Parts Co. | 0.28% | 7,849 | $1.1M | Reduce -13.0% |
| PEG Public Service Enterprise GP | 0.27% | 12,452 | $1.0M | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.26% | 11,574 | $1.0M | New |
| IJR iShares Core S&P Small-Cap E | 0.25% | 8,165 | $970K | New |
| ORCL Oracle Corp. | 0.24% | 3,379 | $950K | Reduce -1.9% |
| BKNG Booking Holdings Inc. | 0.24% | 173 | $934K | Reduce -11.3% |
| AMLP Alerian MLP ETF | 0.23% | 19,158 | $899K | Add +6.0% |
| IWD iShares Russell 1000 Value E | 0.23% | 4,333 | $882K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.22% | 4,194 | $875K | Reduce -1.4% |
| EFA iShares MSCI Eafe ETF | 0.22% | 9,191 | $858K | No change |
| GOOG Alphabet Inc. Class C | 0.22% | 3,497 | $852K | No change |
| BCV Bancroft Fund Ltd. | 0.22% | 38,832 | $850K | Reduce -4.9% |
| IEO iShares U.S. Oil & Gas Explo | 0.21% | 9,066 | $840K | Reduce -0.3% |
| FIX Comfort Systems USA Inc. | 0.21% | 999 | $824K | Add +13.0% |
| GD General Dynamics Corp. | 0.21% | 2,382 | $812K | Add +1.0% |
| HEI Heico Corp. | 0.20% | 2,435 | $786K | No change |
| NVS Novartis AG-Sponsored ADR | 0.20% | 6,036 | $774K | Add +0.7% |
| EBAY eBay Inc. | 0.19% | 7,987 | $726K | Reduce -9.1% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.18% | 9,731 | $700K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.17% | 11,925 | $681K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.17% | 12,126 | $673K | Reduce -14.8% |
| BIPC Brookfield Infrastructure-A | 0.17% | 15,689 | $645K | New |
| SHY iShares 1-3 Year Treasury Bo | 0.16% | 7,754 | $643K | Add +4.3% |
| INFL Horizon Kinetics Infl Benef | 0.16% | 14,336 | $641K | Reduce -3.2% |
| KLAC KLA Corp. | 0.16% | 575 | $620K | Reduce -16.9% |
| UL Unilever PLC | 0.15% | 10,116 | $600K | Add +3.6% |
| FVD First Trust Value Line DVD | 0.15% | 12,848 | $594K | Reduce -7.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 10,984 | $567K | Add +0.6% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.14% | 5,170 | $563K | Reduce -2.6% |
| SNY Sanofi-ADR | 0.14% | 11,870 | $560K | Add +12.1% |
| ADI Analog Devices Inc. | 0.14% | 2,237 | $550K | Add +5.9% |
| XLGIX Lazard GLBL TTL RTRN & Inc. | 0.14% | 31,748 | $549K | Add +1.9% |
| RTX RTX Corp. | 0.14% | 3,226 | $540K | Reduce -1.9% |
| XAWPX Abrdn Global Premier Propert | 0.13% | 131,741 | $523K | Reduce -0.9% |
| LMT Lockheed Martin Corp. | 0.13% | 1,029 | $514K | Add +4.7% |
| CSQ Calamos Strat TTL RTRN FND | 0.13% | 26,459 | $510K | Reduce -0.9% |
| PFF iShares Preferred & Income S | 0.13% | 15,808 | $500K | Reduce -6.8% |
| DVY iShares Select Dividend ETF | 0.13% | 3,507 | $498K | Reduce -10.7% |
| OMC Omnicom Group | 0.13% | 6,066 | $495K | Add +8.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 1,493 | $490K | Add +0.2% |
| XLG Invesco S&P 500 Top 50 ETF | 0.12% | 8,411 | $484K | No change |
| JPM JPMorgan Chase & Co. | 0.12% | 1,525 | $481K | No change |
| WFC Wells Fargo & Co. | 0.12% | 5,728 | $480K | Reduce -0.0% |
Portfolio Sells Q2 2025 → Q3 2025
| META Meta Platforms Inc. Class A | Reduce -1.8% | 6.91% | −1.39 |
| LLY Eli Lilly & Co. | Reduce -12.3% | 1.05% | −0.38 |
| TDG Transdigm Group Inc. | Reduce -0.1% | 0.89% | −0.31 |
| TRGP Targa Resources Corp. | Reduce -10.2% | 0.78% | −0.28 |
| SCHW Schwab (charles) Corp. | Reduce -0.2% | 2.06% | −0.25 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.6% | 0.84% | −0.19 |
| GBIL Goldman Sachs Access Treasur | Reduce -5.7% | 0.73% | −0.18 |
| SMCI Super Micro Computer Inc. | Reduce -15.2% | 0.30% | −0.13 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -14.8% | 0.17% | −0.12 |
| BKNG Booking Holdings Inc. | Reduce -11.3% | 0.24% | −0.10 |
| ADBE Adobe Inc. | Reduce -3.5% | 0.28% | −0.09 |
| XLV SS Health Care Select Sector | Reduce -6.7% | 0.28% | −0.06 |
| GPC Genuine Parts Co. | Reduce -13.0% | 0.28% | −0.05 |
| NVDA Nvidia Corp. | Reduce -1.4% | 6.43% | −0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.5% | 0.28% | −0.05 |
| FVD First Trust Value Line DVD | Reduce -7.1% | 0.15% | −0.03 |
| DVY iShares Select Dividend ETF | Reduce -10.7% | 0.13% | −0.03 |
| PFF iShares Preferred & Income S | Reduce -6.8% | 0.13% | −0.03 |
| KLAC KLA Corp. | Reduce -16.9% | 0.16% | −0.03 |
| IEO iShares U.S. Oil & Gas Explo | Reduce -0.3% | 0.21% | −0.03 |
| ADX Adams Diversified Equity | Reduce -7.3% | 0.11% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -1.4% | 0.22% | −0.02 |
| XAWPX Abrdn Global Premier Propert | Reduce -0.9% | 0.13% | −0.02 |
| SUB iShares Short-Term National | Reduce -4.5% | 0.11% | −0.02 |
| INFL Horizon Kinetics Infl Benef | Reduce -3.2% | 0.16% | −0.02 |
| KO The Coca-Cola Co. | Reduce -0.1% | 0.09% | −0.02 |
| BTZ BlackRock Credit Allocation | Reduce -2.1% | 0.10% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -20.0% | 0.05% | −0.02 |
| CSQ Calamos Strat TTL RTRN FND | Reduce -0.9% | 0.13% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -0.0% | 0.12% | −0.01 |
| FLOT iShares Floating Rate Bond E | Reduce -2.9% | 0.07% | −0.01 |
| BCV Bancroft Fund Ltd. | Reduce -4.9% | 0.22% | −0.01 |
| BBN BlackRock Taxable Muni BND | Reduce -7.4% | 0.06% | −0.01 |
| PPT Franklin Premir Inc. Trust-Ui | Reduce -2.6% | 0.07% | −0.01 |
| FAX Abrdn Asia-Pacific Income | Reduce -1.7% | 0.07% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.3% | 0.09% | −0.01 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Reduce -6.6% | 0.05% | −0.01 |
| PIM Franklin Master Interm IT-Ui | Reduce -5.8% | 0.05% | −0.01 |
| EBAY eBay Inc. | Reduce -9.1% | 0.19% | −0.01 |
| IGE iShares North American Natur | Reduce -1.6% | 0.11% | −0.01 |
| RTX RTX Corp. | Reduce -1.9% | 0.14% | −0.01 |
| BNY Bank of New York Mellon Corp. | Reduce -2.6% | 0.14% | −0.00 |
| ORCL Oracle Corp. | Reduce -1.9% | 0.24% | +0.02 |
| SLV iShares Silver Trust | Reduce -2.0% | 0.53% | +0.04 |
| ANET Arista Networks Inc. | Reduce -0.5% | 3.86% | +0.67 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 5.59% | +0.83 |
| TSLA Tesla Inc. | Reduce -1.0% | 7.95% | +1.22 |
Portfolio Buys Q2 2025 → Q3 2025
| BE Bloom Energy Corp. Class A | Add +13.4% | 1.12% | +0.79 |
| BSV Vanguard Short-Term Bond ETF | New | 0.73% | +0.73 |
| JPST JPMorgan Ultra-Short Income | New | 0.61% | +0.61 |
| TIP iShares Tips Bond ETF | Add +370.5% | 0.64% | +0.48 |
| AAPL Apple Inc. | Add +0.0% | 5.68% | +0.31 |
| VOO Vanguard S&P 500 ETF | Add +61.2% | 0.88% | +0.29 |
| PEG Public Service Enterprise GP | New | 0.27% | +0.27 |
| GLD SPDR Gold Shares | Add +97.7% | 0.53% | +0.26 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.26% | +0.26 |
| IJR iShares Core S&P Small-Cap E | New | 0.25% | +0.25 |
| SCHD Schwab US DVD Equity ETF | Add +203.7% | 0.39% | +0.24 |
| PDI PIMCO Dynamic Income Fund | Add +287.9% | 0.32% | +0.23 |
| JEPI JPMorgan Equity Premium Inco | New | 0.17% | +0.17 |
| BIPC Brookfield Infrastructure-A | New | 0.17% | +0.17 |
| PLTR Palantir Technologies Inc. Class A | Add +13.8% | 0.63% | +0.15 |
| EME Emcor Group Inc. | Add +0.9% | 2.02% | +0.09 |
| LRGE Clearbridge Large Cap Growth | New | 0.09% | +0.09 |
| DEM Wisdomtree Emerging Markets | New | 0.08% | +0.08 |
| FIX Comfort Systems USA Inc. | Add +13.0% | 0.21% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.9% | 0.67% | +0.06 |
| BCIM Abrdn Bloomberg Industrial M | New | 0.06% | +0.06 |
| JNJ Johnson & Johnson | New | 0.06% | +0.06 |
| VRT Vertiv Holdings Co. Class A | Add +5.9% | 0.96% | +0.06 |
| TY Tri-Continental Corp. | New | 0.05% | +0.05 |
| PFXF Vaneck Pref Sec X-Financials | New | 0.05% | +0.05 |
| NANR Sta STR SP S&P Nor An Res-Ui | New | 0.05% | +0.05 |
| VOX Vanguard Communication Servi | New | 0.05% | +0.05 |
| COKE Coca-Cola Consolidated Inc. | Add +26.9% | 0.29% | +0.03 |
| HD Home Depot Inc. | Add +48.4% | 0.10% | +0.03 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +13.8% | 0.44% | +0.02 |
| HWM Howmet Aerospace Inc. | Add +14.1% | 0.49% | +0.01 |
| ALL Allstate Corp. | Add +11.3% | 0.83% | +0.01 |
| OMC Omnicom Group | Add +8.8% | 0.13% | +0.01 |
| TAIL Cambria Tail Risk ETF | Add +24.5% | 0.10% | +0.00 |
| SMH Vaneck Semiconductor ETF | Add +0.6% | 0.75% | +0.00 |
| SPOT Spotify Technology SA | Add +33.3% | 0.07% | +0.00 |
| GD General Dynamics Corp. | Add +1.0% | 0.21% | +0.00 |
| MO Altria Group Inc. | Add +6.0% | 0.07% | +0.00 |
| WIW Western Asst Infl-LNK Opp | Add +2.1% | 0.03% | −0.00 |
| VPU Vanguard Utilities ETF | Add +0.6% | 0.06% | −0.00 |
| IVV iShares Core S&P 500 ETF | Add +8.1% | 0.77% | −0.01 |
| PM Philip Morris International | Add +24.4% | 0.09% | −0.01 |
| LMT Lockheed Martin Corp. | Add +4.7% | 0.13% | −0.01 |
| BGR BlackRock Enrgy & Res TR | Add +1.0% | 0.04% | −0.01 |
| IYZ iShares US Telecommunication | Add +0.4% | 0.07% | −0.01 |
| HTD John Hancock Tax Adv DVD Inc. | Add +1.9% | 0.08% | −0.01 |
| PEP Pepsico Inc. | Add +0.2% | 0.07% | −0.01 |
| AIVI Wisdomtree International AI | Add +0.4% | 0.06% | −0.01 |
| CSCO Cisco Systems Inc. | Add +4.2% | 0.06% | −0.01 |
| RVT Royce Small-Cap Trust Inc. | Add +1.5% | 0.10% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 170 | $497.9M | GOOGL, TSLA, AAPL, NVDA, BE |
| Q1 2026 | 154 | $390.8M | TSLA, GOOGL, AAPL, NVDA, META |
| Q4 2025 | 160 | $416.2M | TSLA, GOOGL, NVDA, AAPL, META |
| Q3 2025 | 160 | $390.7M | TSLA, META, NVDA, AAPL, GOOGL |
| Q2 2025 | 145 | $333.1M | META, TSLA, NVDA, AAPL, GOOGL |
| Q1 2025 | 147 | $289.3M | META, AAPL, TSLA, NVDA, BRK.B |
| Q4 2024 | 143 | $310.0M | TSLA, META, AAPL, NVDA, GOOGL |
| Q3 2024 | 86 | $253.6M | META, TSLA, AAPL, NVDA, GOOGL |
| Q2 2024 | 76 | $233.2M | META, AAPL, NVDA, GOOGL, TSLA |
| Q1 2024 | 101 | $211.4M | META, TSLA, AAPL, GOOGL, NVDA |