Mezzasalma Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 21, 2026), Mezzasalma Advisors, LLC reported 160 stock positions worth $416.2 million. Its top holding was Tesla (TSLA) at 7.0% of the portfolio, followed by Alphabet Class A (GOOGL, 6.6%) and Nvidia (NVDA, 6.1%). Compared with Q3 2025, it opened 9 new positions, sold out of 9, added to 91 and reduced 37. The biggest buy was Bloom Energy Class A (BE, shares +46%) and the biggest sale Meta Platforms Class A (META, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- TINTON FALLS, NJ
- CIK
- 0001864916
- Portfolio Value
- $416.2M (Q4 2025)
- SEC Filing
- 0001864916-26-000001 ↗ filed Jan 21, 2026
Holdings Value
Holdings 160 stocks · $416.2M
| TSLA Tesla Inc. | 7.04% | 66,912 | $29.3M | Reduce -4.2% |
| GOOGL Alphabet Inc. Class A | 6.56% | 86,644 | $27.3M | Reduce -3.6% |
| NVDA Nvidia Corp. | 6.12% | 134,846 | $25.5M | Add +0.2% |
| AAPL Apple Inc. | 6.11% | 93,791 | $25.4M | Add +7.6% |
| META Meta Platforms Inc. Class A | 5.66% | 36,192 | $23.5M | Reduce -1.5% |
| AMZN Amazon.com Inc. | 3.58% | 65,695 | $14.9M | Add +10.8% |
| ANET Arista Networks Inc. | 3.45% | 107,417 | $14.4M | Add +3.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.36% | 28,152 | $14.0M | Add +3.4% |
| V Visa Inc. Class A | 2.98% | 35,759 | $12.4M | Add +1.3% |
| MSFT Microsoft Corp. | 2.54% | 22,314 | $10.6M | Add +0.9% |
| SCHW Schwab (charles) Corp. | 2.10% | 85,948 | $8.7M | Add +1.8% |
| EME Emcor Group Inc. | 1.93% | 12,569 | $8.0M | Add +3.7% |
| RCL Royal Caribbean Cruises Ltd. | 1.79% | 26,271 | $7.4M | Add +1.9% |
| BE Bloom Energy Corp. Class A | 1.79% | 75,335 | $7.4M | Add +45.5% |
| NFLX Netflix Inc. | 1.73% | 79,322 | $7.2M | Add +6.8% |
| IWY iShares Russell Top 200 Grow | 1.33% | 29,641 | $5.5M | Add +46.6% |
| LLY Eli Lilly & Co. | 1.23% | 4,727 | $5.1M | Reduce -11.9% |
| TIP iShares Tips Bond ETF | 1.23% | 46,410 | $5.1M | Add +106.0% |
| ALL Allstate Corp. | 1.17% | 23,918 | $4.9M | Add +58.6% |
| XLK SS Technology Select Sector | 1.14% | 42,768 | $4.7M | Add +26.4% |
| VRT Vertiv Holdings Co. Class A | 1.09% | 25,938 | $4.6M | Add +4.5% |
| COST Costco Wholesale Corp. | 1.09% | 5,294 | $4.5M | Add +5.3% |
| CRS Carpenter Technology | 1.07% | 13,157 | $4.5M | Add +7.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.03% | 18,036 | $4.3M | Add +108.0% |
| XOM Exxon Mobil Corp. | 1.03% | 34,791 | $4.3M | Add +8.7% |
| VONG Vanguard Russell 1000 Growth | 1.02% | 41,624 | $4.3M | Add +15.1% |
| JPST JPMorgan Ultra-Short Income | 0.98% | 80,646 | $4.1M | Add +70.9% |
| TDG Transdigm Group Inc. | 0.93% | 2,849 | $3.9M | Add +8.4% |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.92% | 149,793 | $3.8M | Add +2.5% |
| IVV iShares Core S&P 500 ETF | 0.85% | 5,145 | $3.5M | Add +14.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.82% | 10,655 | $3.4M | Add +13.0% |
| SMH Vaneck Semiconductor ETF | 0.81% | 15,159 | $3.4M | Add +67.9% |
| OEF iShares S&P 100 ETF | 0.78% | 19,413 | $3.3M | Add +118.5% |
| PLTR Palantir Technologies Inc. Class A | 0.78% | 19,346 | $3.2M | Add +42.8% |
| EXEL Exelixis Inc. | 0.75% | 71,744 | $3.1M | Add +12.2% |
| SLV iShares Silver Trust | 0.74% | 47,152 | $3.1M | Reduce -3.0% |
| TRGP Targa Resources Corp. | 0.73% | 16,264 | $3.0M | Reduce -10.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.71% | 6,476 | $2.9M | Reduce -2.9% |
| GBIL Goldman Sachs Access Treasur | 0.69% | 28,862 | $2.9M | Add +0.8% |
| VOO Vanguard S&P 500 ETF | 0.66% | 4,346 | $2.7M | Reduce -22.8% |
| HOOD Robinhood Markets Inc. Class A | 0.64% | 23,065 | $2.7M | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.61% | 58,697 | $2.5M | Add +153.6% |
| HWM Howmet Aerospace Inc. | 0.60% | 11,885 | $2.5M | Add +22.7% |
| BSV Vanguard Short-Term Bond ETF | 0.52% | 27,589 | $2.2M | Reduce -23.2% |
| VEA Vanguard Ftse Developed ETF | 0.50% | 32,715 | $2.1M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.48% | 3,271 | $2.0M | Reduce -1.2% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.48% | 79,149 | $2.0M | Add +19.8% |
| PFXF Vaneck Pref Sec X-Financials | 0.48% | 110,614 | $2.0M | Add +840.6% |
| REGN Regeneron Pharmaceuticals | 0.47% | 2,500 | $1.9M | No change |
| COKE Coca-Cola Consolidated Inc. | 0.45% | 12,512 | $1.9M | Add +29.5% |
| GLD SPDR Gold Shares | 0.45% | 4,699 | $1.9M | Reduce -19.1% |
| ECHO Echostar Corp. Class A | 0.39% | 14,435 | $1.6M | New |
| FIX Comfort Systems USA Inc. | 0.38% | 1,557 | $1.6M | Add +55.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.32% | 1,944 | $1.3M | Add +11.5% |
| AMLP Alerian MLP ETF | 0.30% | 26,193 | $1.2M | Add +36.7% |
| XLV SS Health Care Select Sector | 0.29% | 7,899 | $1.2M | Add +0.3% |
| GDX Vaneck Gold Miners ETF | 0.29% | 13,970 | $1.2M | Reduce -4.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.27% | 14,109 | $1.1M | Add +1.4% |
| GOOG Alphabet Inc. Class C | 0.26% | 3,417 | $1.1M | Reduce -2.3% |
| PEG Public Service Enterprise GP | 0.24% | 12,261 | $993K | Reduce -1.5% |
| AS Amer Sports Inc. | 0.24% | 26,376 | $989K | New |
| PFF iShares Preferred & Income S | 0.22% | 29,778 | $931K | Add +88.4% |
| EFA iShares MSCI Eafe ETF | 0.22% | 9,579 | $928K | Add +4.2% |
| GPC Genuine Parts Co. | 0.22% | 7,416 | $920K | Reduce -5.5% |
| IWD iShares Russell 1000 Value E | 0.22% | 4,333 | $919K | No change |
| ADBE Adobe Inc. | 0.22% | 2,737 | $912K | Reduce -12.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.22% | 4,228 | $906K | Add +0.8% |
| BKNG Booking Holdings Inc. | 0.21% | 168 | $894K | Reduce -2.9% |
| NVS Novartis AG-Sponsored ADR | 0.21% | 6,361 | $881K | Add +5.4% |
| BCV Bancroft Fund Ltd. | 0.21% | 39,356 | $866K | Add +1.4% |
| MINT PIMCO Enhanced Short Maturit | 0.21% | 8,576 | $861K | Add +295.4% |
| GD General Dynamics Corp. | 0.20% | 2,401 | $825K | Add +0.8% |
| HEI Heico Corp. | 0.19% | 2,435 | $802K | No change |
| SCHD Schwab US DVD Equity ETF | 0.18% | 26,479 | $734K | Reduce -52.0% |
| IEO iShares U.S. Oil & Gas Explo | 0.17% | 7,936 | $723K | Reduce -12.5% |
| KLAC KLA Corp. | 0.17% | 560 | $714K | Reduce -2.6% |
| EBAY eBay Inc. | 0.17% | 7,949 | $692K | Reduce -0.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.17% | 8,330 | $690K | Add +7.4% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.16% | 9,731 | $683K | No change |
| SMCI Super Micro Computer Inc. | 0.16% | 21,963 | $680K | Reduce -11.4% |
| ANGL Vaneck Fallen Angel High YLD | 0.16% | 22,901 | $673K | New |
| ADI Analog Devices Inc. | 0.16% | 2,402 | $658K | Add +7.4% |
| ORCL Oracle Corp. | 0.16% | 3,341 | $654K | Reduce -1.1% |
| INFL Horizon Kinetics Infl Benef | 0.15% | 14,364 | $642K | Add +0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 11,229 | $628K | Add +2.2% |
| RTX RTX Corp. | 0.15% | 3,257 | $610K | Add +1.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.15% | 5,161 | $604K | Reduce -0.2% |
| SNY Sanofi-ADR | 0.14% | 12,386 | $597K | Add +4.3% |
| FVD First Trust Value Line DVD | 0.14% | 12,926 | $597K | Add +0.6% |
| EMNT PIMCO Enhcd St M-Active ESG | 0.14% | 5,795 | $572K | Add +69.0% |
| UL Unilever PLC-Sponsored ADR | 0.14% | 8,716 | $567K | Reduce -3.0% |
| XLGIX Lazard GLBL TTL RTRN & Inc. | 0.14% | 32,365 | $565K | Add +1.9% |
| WFC Wells Fargo & Co. | 0.13% | 5,835 | $555K | Add +1.9% |
| AMAT Applied Materials Inc. | 0.13% | 2,060 | $554K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 1,643 | $553K | Add +10.1% |
| LMT Lockheed Martin Corp. | 0.13% | 1,075 | $534K | Add +4.5% |
| OMC Omnicom Group | 0.13% | 6,424 | $522K | Add +5.9% |
| XAWPX Abrdn Global Premier Propert | 0.12% | 134,777 | $518K | Add +2.3% |
| CSQ Calamos Strat TTL RTRN FND | 0.12% | 26,723 | $512K | Add +1.0% |
| GS Goldman Sachs Group Inc. | 0.12% | 554 | $507K | No change |
Options reported separately and not counted above: YBTC calls ($34K).
Portfolio Sells Q3 2025 → Q4 2025
| META Meta Platforms Inc. Class A | Reduce -1.5% | 5.66% | −1.25 |
| TSLA Tesla Inc. | Reduce -4.2% | 7.04% | −0.90 |
| SFM Sprouts Farmers Market Inc. | Sold out | 0.00% | −0.69 |
| PGR Progressive Corp. | Reduce -84.3% | 0.08% | −0.54 |
| PDI PIMCO Dynamic Income Fund | Reduce -79.6% | 0.06% | −0.26 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.25 |
| VOO Vanguard S&P 500 ETF | Reduce -22.8% | 0.66% | −0.23 |
| SCHD Schwab US DVD Equity ETF | Reduce -52.0% | 0.18% | −0.21 |
| BSV Vanguard Short-Term Bond ETF | Reduce -23.2% | 0.52% | −0.20 |
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −0.17 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.17 |
| BIPC Brookfield Infrastructure-A | Sold out | 0.00% | −0.17 |
| SMCI Super Micro Computer Inc. | Reduce -11.4% | 0.16% | −0.14 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -2.9% | 0.71% | −0.13 |
| ORCL Oracle Corp. | Reduce -1.1% | 0.16% | −0.09 |
| LRGE Clearbridge Large Cap Growth | Sold out | 0.00% | −0.09 |
| DEM Wisdomtree Emerging Markets | Sold out | 0.00% | −0.08 |
| GLD SPDR Gold Shares | Reduce -19.1% | 0.45% | −0.08 |
| ADBE Adobe Inc. | Reduce -12.9% | 0.22% | −0.06 |
| BCIM Abrdn Bloomberg Industrial M | Sold out | 0.00% | −0.06 |
| GPC Genuine Parts Co. | Reduce -5.5% | 0.22% | −0.06 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.05 |
| TRGP Targa Resources Corp. | Reduce -10.1% | 0.73% | −0.05 |
| IEO iShares U.S. Oil & Gas Explo | Reduce -12.5% | 0.17% | −0.04 |
| PEG Public Service Enterprise GP | Reduce -1.5% | 0.24% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.2% | 0.48% | −0.03 |
| BKNG Booking Holdings Inc. | Reduce -2.9% | 0.21% | −0.02 |
| HD Home Depot Inc. | Reduce -2.6% | 0.08% | −0.02 |
| EBAY eBay Inc. | Reduce -0.5% | 0.17% | −0.02 |
| UL Unilever PLC-Sponsored ADR | Reduce -3.0% | 0.14% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -5.1% | 0.07% | −0.01 |
| PEP Pepsico Inc. | Reduce -10.1% | 0.06% | −0.01 |
| WPP WPP PLC-Sponsored ADR | Reduce -0.1% | 0.06% | −0.01 |
| RVT Royce Small-Cap Trust Inc. | Reduce -1.1% | 0.10% | −0.01 |
| PIM Franklin Master Interm IT-Ui | Reduce -4.3% | 0.04% | −0.01 |
| TY Tri-Continental Corp. | Reduce -0.7% | 0.05% | −0.01 |
| SPGI S&P Global Inc. | Reduce -4.7% | 0.06% | −0.00 |
| JNJ Johnson & Johnson | Reduce -8.9% | 0.05% | −0.00 |
| KO The Coca-Cola Co. | Reduce -0.2% | 0.08% | −0.00 |
| BNY Bank of New York Mellon Corp. | Reduce -0.2% | 0.15% | +0.00 |
| GDX Vaneck Gold Miners ETF | Reduce -4.0% | 0.29% | +0.00 |
| KLAC KLA Corp. | Reduce -2.6% | 0.17% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -2.3% | 0.26% | +0.04 |
| LLY Eli Lilly & Co. | Reduce -11.9% | 1.23% | +0.18 |
| SLV iShares Silver Trust | Reduce -3.0% | 0.74% | +0.22 |
| GOOGL Alphabet Inc. Class A | Reduce -3.6% | 6.56% | +0.97 |
Portfolio Buys Q3 2025 → Q4 2025
| BE Bloom Energy Corp. Class A | Add +45.5% | 1.79% | +0.67 |
| HOOD Robinhood Markets Inc. Class A | New | 0.64% | +0.64 |
| TIP iShares Tips Bond ETF | Add +106.0% | 1.23% | +0.58 |
| VEA Vanguard Ftse Developed ETF | New | 0.50% | +0.50 |
| AAPL Apple Inc. | Add +7.6% | 6.11% | +0.43 |
| PFXF Vaneck Pref Sec X-Financials | Add +840.6% | 0.48% | +0.42 |
| ECHO Echostar Corp. Class A | New | 0.39% | +0.39 |
| JPST JPMorgan Ultra-Short Income | Add +70.9% | 0.98% | +0.37 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +153.6% | 0.61% | +0.35 |
| ALL Allstate Corp. | Add +58.6% | 1.17% | +0.34 |
| CRS Carpenter Technology | Add +7.1% | 1.07% | +0.30 |
| AMZN Amazon.com Inc. | Add +10.8% | 3.58% | +0.24 |
| AS Amer Sports Inc. | New | 0.24% | +0.24 |
| FIX Comfort Systems USA Inc. | Add +55.9% | 0.38% | +0.16 |
| ANGL Vaneck Fallen Angel High YLD | New | 0.16% | +0.16 |
| COKE Coca-Cola Consolidated Inc. | Add +29.5% | 0.45% | +0.16 |
| MINT PIMCO Enhanced Short Maturit | Add +295.4% | 0.21% | +0.15 |
| PLTR Palantir Technologies Inc. Class A | Add +42.8% | 0.78% | +0.15 |
| TSM Taiwan Semiconductor-SP ADR | Add +13.0% | 0.82% | +0.14 |
| VRT Vertiv Holdings Co. Class A | Add +4.5% | 1.09% | +0.14 |
| HWM Howmet Aerospace Inc. | Add +22.7% | 0.60% | +0.12 |
| PFFA Virtus Infracap US Pref STCK | New | 0.11% | +0.11 |
| XOM Exxon Mobil Corp. | Add +8.7% | 1.03% | +0.10 |
| PFF iShares Preferred & Income S | Add +88.4% | 0.22% | +0.10 |
| IVV iShares Core S&P 500 ETF | Add +14.3% | 0.85% | +0.08 |
| EXEL Exelixis Inc. | Add +12.2% | 0.75% | +0.08 |
| STPZ PIMCO 1-5 Year US Tips Index | New | 0.07% | +0.07 |
| AMZA Infracap MLP ETF | New | 0.07% | +0.07 |
| AMLP Alerian MLP ETF | Add +36.7% | 0.30% | +0.07 |
| SMH Vaneck Semiconductor ETF | Add +67.9% | 0.81% | +0.06 |
| AXP American Express Co. | New | 0.05% | +0.05 |
| EMNT PIMCO Enhcd St M-Active ESG | Add +69.0% | 0.14% | +0.05 |
| TDG Transdigm Group Inc. | Add +8.4% | 0.93% | +0.04 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +19.8% | 0.48% | +0.04 |
| SCHW Schwab (charles) Corp. | Add +1.8% | 2.10% | +0.03 |
| UTF Cohen & Steers Infrastructur | Add +37.7% | 0.12% | +0.03 |
| OEF iShares S&P 100 ETF | Add +118.5% | 0.78% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +11.5% | 0.32% | +0.02 |
| ADI Analog Devices Inc. | Add +7.4% | 0.16% | +0.02 |
| XLV SS Health Care Select Sector | Add +0.3% | 0.29% | +0.01 |
| NVS Novartis AG-Sponsored ADR | Add +5.4% | 0.21% | +0.01 |
| WFC Wells Fargo & Co. | Add +1.9% | 0.13% | +0.01 |
| RTX RTX Corp. | Add +1.0% | 0.15% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +10.1% | 0.13% | +0.01 |
| BAC Bank of America Corp. | Add +2.2% | 0.15% | +0.01 |
| IDV iShares International Select | Add +1.4% | 0.10% | +0.00 |
| RQI Cohen & Steers Qual Inc. RLTY | Add +19.6% | 0.11% | +0.00 |
| EFA iShares MSCI Eafe ETF | Add +4.2% | 0.22% | +0.00 |
| SHY iShares 1-3 Year Treasury Bo | Add +7.4% | 0.17% | +0.00 |
| SNY Sanofi-ADR | Add +4.3% | 0.14% | +0.00 |
Options Activity Q3 2025 → Q4 2025
| YBTC Roundhill Bitcoin CC STR ETF | call | New | 116,257 | $34K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |