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Mezzasalma Advisors, LLC

Q1 2026 · 13F-HR

Mezzasalma Advisors, LLCholdings as filed

Filed 2026-04-17 · accession 0001864916-26-000002

$391.4M
Reported value
155
Positions
2026-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
88160R101TSLATESLA INC$25.0M6.39%67,264CommonNONE
02079K305GOOGLALPHABET INC$24.6M6.28%85,429CommonNONE
037833100AAPLAPPLE INC$24.2M6.19%95,431CommonNONE
67066G104NVDANVIDIA CORPORATION$23.5M6.00%134,744CommonNONE
30303M102METAMETA PLATFORMS INC$21.0M5.36%36,670CommonNONE
023135106AMZNAMAZON COM INC$14.2M3.62%67,951CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$14.1M3.61%29,469CommonNONE
040413205ANETARISTA NETWORKS INC$13.4M3.43%109,410CommonNONE
92826C839VVISA INC$11.2M2.87%37,141CommonNONE
093712107BEBLOOM ENERGY CORP$10.9M2.78%80,420CommonNONE
29084Q100EMEEMCOR GROUP INC$9.6M2.45%12,964CommonNONE
594918104MSFTMICROSOFT CORP$8.7M2.21%23,394CommonNONE
808513105SCHWSCHWAB CHARLES CORP$8.3M2.13%88,567CommonNONE
64110L106NFLXNETFLIX INC.$8.0M2.04%83,228CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$7.4M1.90%26,973CommonNONE
92537N108VRTVERTIV HOLDINGS CO$6.8M1.74%27,152CommonNONE
30231G102XOMEXXON MOBIL CORP$6.4M1.63%37,665CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$5.8M1.49%5,851CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$5.6M1.42%14,132CommonNONE
464289438IWYISHARES TR$4.9M1.26%30,516CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$4.3M1.10%43,330CommonNONE
922908736VUGVANGUARD INDEX FDS$4.1M1.04%19,805CommonNONE
464287200IVVISHARES TR$4.0M1.02%6,116CommonNONE
87612G101TRGPTARGA RES CORP$3.9M1.01%15,723CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$3.9M1.00%11,569CommonNONE
808524789FNDBSCHWAB STRATEGIC TR$3.7M0.95%144,099CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$3.7M0.94%40,650CommonNONE
893641100TDGTRANSDIGM GROUP INC$3.5M0.90%3,035CommonNONE
92189F676SMHVANECK ETF TRUST$3.4M0.87%15,813CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$3.3M0.85%22,733CommonNONE
464287101OEFISHARES TR$3.2M0.82%20,885CommonNONE
443201108HWMHOWMET AEROSPACE INC$3.1M0.80%13,641CommonNONE
922908363VOOVANGUARD INDEX FDS$3.1M0.80%5,212CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$2.9M0.73%28,641CommonNONE
191098102COKECOCA COLA CONS INC$2.9M0.73%14,915CommonNONE
15101Q207CLSCELESTICA INC$2.8M0.73%10,111CommonNONE
46428Q109SLVISHARES SILVER TR$2.7M0.70%40,292CommonNONE
199908104FIXCOMFORT SYS USA INC$2.7M0.70%1,978CommonNONE
G0260P102ASAMER SPORTS INC$2.4M0.61%73,024CommonNONE
595112103MUMICRON TECHNOLOGY INC$2.4M0.61%7,089CommonNONE
278768106SATSECHOSTAR CORP$2.3M0.59%19,694CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$2.1M0.54%83,755CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$1.9M0.49%2,500CommonNONE
46090E103QQQINVESCO QQQ TR$1.9M0.48%3,242CommonNONE
485924104KRMNKARMAN HLDGS INC$1.8M0.47%23,028CommonNONE
M3760D101ESLTELBIT SYS LTD$1.8M0.46%2,138CommonNONE
532457108LLYELI LILLY & CO$1.7M0.44%1,882CommonNONE
00162Q452AMLPALPS ETF TR$1.4M0.36%26,416CommonNONE
92189F106GDXVANECK ETF TRUST$1.3M0.32%13,830CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$1.3M0.32%1,947CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.2M0.31%3,138CommonNONE
78463V107GLDSPDR GOLD TR$1.1M0.29%2,662CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$1.1M0.29%7,785CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.1M0.29%14,201CommonNONE
66987V109NVSNOVARTIS AG$1.0M0.26%6,658CommonNONE
30161Q104EXELEXELIXIS INC$1.0M0.26%23,703CommonNONE
02079K107GOOGALPHABET INC$1.0M0.26%3,518CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$992,5280.25%12,261CommonNONE
53656F623INFLLISTED FDS TR$946,6010.24%18,183CommonNONE
464287465EFAISHARES TR$930,4030.24%9,579CommonNONE
464287598IWDISHARES TR$925,8320.24%4,333CommonNONE
922908611VBRVANGUARD INDEX FDS$922,8710.24%4,248CommonNONE
72201R833MINTPIMCO ETF TR$886,2470.23%8,812CommonNONE
369550108GDGENERAL DYNAMICS CORP$878,3000.22%2,559CommonNONE
464288851IEOISHARES TR$869,0730.22%6,958CommonNONE
059695106BCVBANCROFT FD LTD$859,1200.22%39,885CommonNONE
482480100KLACKLA CORP$824,5500.21%560CommonNONE
032654105ADIANALOG DEVICES INC$809,0300.21%2,543CommonNONE
372460105GPCGENUINE PARTS CO$775,0420.20%7,329CommonNONE
278642103EBAYEBAY INC.$774,6710.20%8,511CommonNONE
038222105AMATAPPLIED MATLS INC$704,0870.18%2,060CommonNONE
539830109LMTLOCKHEED MARTIN CORP$695,6530.18%1,151CommonNONE
464287457SHYISHARES TR$691,5150.18%8,375CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$686,3120.18%163CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$682,8840.17%22,258CommonNONE
75513E101RTXRTX CORPORATION$673,4140.17%3,491CommonNONE
064058100BKBANK NEW YORK MELLON CORP$672,8690.17%5,672CommonNONE
422806109HEIHEICO CORP NEW$667,6770.17%2,435CommonNONE
46434V381XTISHARES TR$663,1610.17%9,731CommonNONE
80105N105SNYSANOFI SA$656,0190.17%13,616CommonNONE
92189F437ANGLVANECK ETF TRUST$646,0560.17%22,495CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$610,8420.16%12,988CommonNONE
060505104BACBANK AMERICA CORP$601,0390.15%12,329CommonNONE
00724F101ADBEADOBE INC$593,3580.15%2,441CommonNONE
003261104BCIABRDN ETFS$585,3890.15%24,100CommonNONE
904767803ULUNILEVER PLC$571,3520.15%10,029CommonNONE
72201R643EMNTPIMCO ETF TR$563,2790.14%5,694CommonNONE
464287374IGEISHARES TR$556,4210.14%8,840CommonNONE
681919106OMCOMNICOM GROUP INC$549,8380.14%7,301CommonNONE
464287168DVYISHARES TR$538,6250.14%3,557CommonNONE
19248A109UTFCOHEN & STEERS INFRASTRUCTUR$538,4430.14%20,805CommonNONE
68389X105ORCLORACLE CORP$533,8620.14%3,629CommonNONE
922908769VTIVANGUARD INDEX FDS$527,1850.13%1,643CommonNONE
52106W103XLGIXLAZARD GLOBAL TOTAL RETURN &$526,0650.13%32,695CommonNONE
464287176TIPISHARES TR$524,6230.13%4,754CommonNONE
19247L106RQICOHEN & STEERS QUALITY INCOM$515,9100.13%42,814CommonNONE
00302L207AWPABRDN GLOBAL PREMIER PPTYS F$515,3980.13%46,642CommonNONE
29273V704ET 9.25 PERP IENERGY TRANSFER L P$513,0140.13%44,340CommonNONE
949746101WMT2WELLS FARGO & CO$504,9660.13%6,343CommonNONE
464287606IJKISHARES TR$493,3400.13%4,903CommonNONE
86800U302SMCISUPER MICRO COMPUTER INC$491,9000.13%21,603CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$468,6780.12%554CommonNONE
128125101CSQCALAMOS STRATEGIC TOTAL RETU$463,0220.12%27,046CommonNONE
464288448IDVISHARES TR$459,0030.12%10,785CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$458,8160.12%8,411CommonNONE
006212104ADXADAMS DIVERSIFIED EQUITY FD$452,2230.12%20,659CommonNONE
46625H100JPMJPMORGAN CHASE & CO$441,2400.11%1,500CommonNONE
92204A702VGTVANGUARD WORLD FD$436,0750.11%625CommonNONE
530158104USALIBERTY ALL STAR EQUITY FD$426,7240.11%76,887CommonNONE
464288687PFFISHARES TR$420,8260.11%13,879CommonNONE
780910105RVTROYCE SMALL CAP TRUST INC$419,9530.11%25,298CommonNONE
132061862TAILCAMBRIA ETF TR$399,8960.10%34,150CommonNONE
09251A104BDJBLACKROCK ENHANCED EQUITY DI$394,6440.10%45,782CommonNONE
191216100KOCOCA COLA CO$382,4890.10%5,029CommonNONE
092508100BTZBLACKROCK CR ALLOCATION$371,7660.09%36,808CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$370,7950.09%2,504CommonNONE
464287242LQDISHARES TR$369,0440.09%3,386CommonNONE
464288158SUBISHARES TR$361,6720.09%3,396CommonNONE
464287705IJJISHARES TR$361,3280.09%2,727CommonNONE
718172109PMPHILIP MORRIS INTL INC$343,5770.09%2,078CommonNONE
464287713IYZISHARES TR$335,7310.09%8,538CommonNONE
72201R205STPZPIMCO ETF TR$332,2150.08%6,140CommonNONE
41013T105PDTHANCOCK JOHN PREM DIVID FD$318,9380.08%24,346CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$317,1100.08%6,346CommonNONE
464287648IWOISHARES TR$316,3200.08%1,008CommonNONE
41013V100HTDHANCOCK JOHN TAX-ADVANTAGED$315,8190.08%12,750CommonNONE
437076102HDHOME DEPOT INC$311,4590.08%947CommonNONE
742718109PGPROCTER & GAMBLE CO$293,2790.07%2,030CommonNONE
713448108PEPPEPSICO INC$276,2730.07%1,779CommonNONE
95766Q106XWIAXWESTERN ASSET INFLT LNK INC$276,0580.07%34,166CommonNONE
97717W406AIVLWISDOMTREE TR$273,6350.07%2,365CommonNONE
78463X152NANRSPDR INDEX SHS FDS$266,8680.07%3,177CommonNONE
746853100PPTPUTNAM PREMIER INCOME TR$264,1200.07%74,400CommonNONE
003009867FAXABRDN ASIA PACIFIC INCOME FU$264,0390.07%18,311CommonNONE
46429B655FLOTISHARES TR$262,0870.07%5,144CommonNONE
743315103PGRPROGRESSIVE CORP$260,8840.07%1,316CommonNONE
478160104JNJJOHNSON & JOHNSON$260,5030.07%1,066CommonNONE
56585A102MPCMARATHON PETE CORP$258,8310.07%1,060CommonNONE
49446R109KIMKIMCO REALTY CORP$251,8660.06%11,209CommonNONE
17275R102CSCOCISCO SYS INC$248,7230.06%3,206CommonNONE
92189F429PFXFVANECK ETF TRUST$247,0490.06%14,085CommonNONE
97717W786AIVIWISDOMTREE TR$241,7400.06%4,467CommonNONE
09248X100BBNBLACKROCK TAX MUNICPAL BD TR$234,9960.06%14,533CommonNONE
92204A876VPUVANGUARD WORLD FD$229,2900.06%1,157CommonNONE
219350105GLWCORNING INC$228,3130.06%1,679CommonNONE
78468R648KOMPSPDR SERIES TRUST$220,8120.06%3,776CommonNONE
931142103WMTWALMART INC$215,7500.06%1,736CommonNONE
78409V104SPGIS&P GLOBAL INC$213,5210.05%502CommonNONE
670657105XNEAXNUVEEN AMT FREE QLTY MUN INC$206,3710.05%18,377CommonNONE
92937A102WPPWPP PLC NEW$204,6070.05%13,158CommonNONE
496902404KGCKINROSS GOLD CORP$201,4320.05%6,600CommonNONE
09250U101BGRBLACKROCK ENERGY & RES TR$199,0390.05%11,499CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$196,0390.05%11,458CommonNONE
746909100PIMPUTNAM MASTER INTER INCOME T$178,8950.05%54,708CommonNONE
95766R104WIWWESTERN AST INFL LKD OPP & I$100,0360.03%11,825CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.