Mezzasalma Advisors, LLC holds a diversified book of 171 stocks worth $498.3M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 6% of the equity book. Cloning the disclosed picks since 2024 would be +38% (+19.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Mezzasalma Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
76% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Mezzasalma Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $534.2B |
| ROYAL BANK OF CANADA | 79 / 80 | $143.3B |
| UBS Group AG | 79 / 80 | $140.2B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $135.9B |
| LPL Financial LLC | 79 / 80 | $83.8B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $77.2B |
| Cetera Investment Advisers | 79 / 80 | $22.1B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $18.4B |
Ranked by how many of Mezzasalma Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL A | $29.4M | 82.2K | 5.9% | ▼−3.8% Reduced · −3K sh | |
| 2 | Tesla Inc COM | $28.0M | 66.5K | 5.6% | ▼−1.1% Reduced · −738 sh | |
| 3 | Apple Inc COM | $27.1M | 93.7K | 5.4% | ▼−1.8% Reduced · −2K sh | |
| 4 | Nvidia Corporation COM | $24.9M | 124.6K | 5.0% | ▼−7.5% Reduced · −10K sh | |
| 5 | Bloom Energy Corp COM CL A | $24.5M | 81.1K | 4.9% | ▲+0.8% Added · +661 sh | |
| 6 | Meta Platforms Inc CL A | $20.5M | 36.4K | 4.1% | ▼−0.6% Reduced · −225 sh | |
| 7 | Arista Networks Inc COM SHS | $18.6M | 109.7K | 3.7% | ▲+0.3% Added · +276 sh | |
| 8 | Amazon Com Inc COM | $16.1M | 67.5K | 3.2% | ▼−0.7% Reduced · −499 sh | |
| 9 | Berkshire Hathaway Inc Del CL B NEW | $14.6M | 29.3K | 2.9% | ▼−0.7% Reduced · −193 sh | |
| 10 | Visa Inc COM CL A | $13.1M | 38.1K | 2.6% | ▲+2.6% Added · +951 sh | |
| 11 | Emcor Group Inc COM | $11.1M | 13.4K | 2.2% | ▲+3.1% Added · +400 sh | |
| 12 | Micron Technology Inc COM | $10.4M | 9.0K | 2.1% | ▲+27% Added · +2K sh | |
| 13 | Vertiv Holdings Co COM CL A | $9.2M | 27.5K | 1.8% | ▲+1.4% Added · +373 sh | |
| 14 | Carpenter Technology Corp COM | $8.9M | 14.5K | 1.8% | ▲+2.5% Added · +349 sh | |
| 15 | Microsoft Corp COM | $8.9M | 23.9K | 1.8% | ▲+1.9% Added · +456 sh | |
| 16 | Royal Caribbean Group COM | $7.8M | 24.5K | 1.6% | ▼−9.1% Reduced · −2K sh | |
| 17 | Advanced Micro Devices Inc COM | $7.0M | 12.1K | 1.4% | ▲New New position | |
| 18 | Select Sector SPDR TR ST STR TECHN ETF | $7.0M | 52.5K | 1.4% | ▲+21% Added · +9K sh | |
| 19 | Vaneck ETF Trust SEMICONDUCTR ETF | $6.8M | 22.1K | 1.4% | ▲+40% Added · +6K sh | |
| 20 | Netflix Inc. COM | $6.2M | 86.5K | 1.2% | ▲+3.9% Added · +3K sh | |
| 21 | Invesco Exchange Traded FD T S&P500 EQL WGT | $6.1M | 28.6K | 1.2% | ▲New New position | |
| 22 | Taiwan Semiconductor Manufac SPONSORED ADS | $5.9M | 12.4K | 1.2% | ▲+7.4% Added · +859 sh | |
| 23 | SPDR Series Trust ST TERM HIGH ETF | $5.8M | 233.4K | 1.2% | ▲New New position | |
| 24 | Ishares TR RUS TP200 GR ETF | $5.8M | 32.5K | 1.2% | ▲+6.4% Added · +2K sh | |
| 25 | Seagate Technology HLDNGS PL ORD SHS | $5.7M | 5.9K | 1.1% | ▲New New position | |
| 26 | Costco Wholesale Corporation COM | $5.6M | 6.0K | 1.1% | ▲+2.3% Added · +134 sh | |
| 27 | Exxon Mobil Corp COM | $5.5M | 40.1K | 1.1% | ▲+6.5% Added · +2K sh | |
| 28 | Vaneck ETF Trust PREFERRED SECURT | $5.4M | 303.2K | 1.1% | ▲22× Added · +289K sh | |
| 29 | Vanguard Index FDS GROWTH ETF | $5.0M | 70.5K | 1.0% | ▲+256% Added · +51K sh | |
| 30 | Ishares TR CORE S&P500 ETF | $4.8M | 6.4K | 1.0% | ▲+4.7% Added · +285 sh | |
| 31 | Comfort Sys USA Inc COM | $4.4M | 2.2K | 0.9% | ▲+12% Added · +245 sh | |
| 32 | Vanguard Scottsdale FDS VNG RUS1000GRW | $4.3M | 41.8K | 0.9% | ▲+2.7% Added · +1K sh | |
| 33 | Transdigm Group Inc COM | $4.2M | 3.2K | 0.9% | ▲+5.0% Added · +151 sh | |
| 34 | Howmet Aerospace Inc COM | $4.2M | 15.7K | 0.8% | ▲+15% Added · +2K sh | |
| 35 | Schwab Strategic TR FUNDAMENTAL US B | $4.2M | 145.7K | 0.8% | ▲+1.1% Added · +2K sh | |
| 36 | Celestica Inc COM | $4.1M | 11.3K | 0.8% | ▲+12% Added · +1K sh | |
| 37 | Sandisk Corp COM | $3.9M | 1.7K | 0.8% | ▲New New position | |
| 38 | Coca Cola Cons Inc COM | $3.9M | 20.2K | 0.8% | ▲+35% Added · +5K sh | |
| 39 | Ishares TR S&P 100 ETF | $3.8M | 22.8K | 0.8% | ▲+9.1% Added · +2K sh | |
| 40 | Targa Res Corp COM | $3.8M | 14.1K | 0.8% | ▼−10% Reduced · −2K sh | |
| 41 | Vanguard Index FDS S&P 500 ETF SHS | $3.7M | 5.5K | 0.8% | ▲+4.6% Added · +240 sh | |
| 42 | Space Exploration Techn Corp CLASS A COM STK | $3.1M | 18.3K | 0.6% | ▲New New position | |
| 43 | Goldman Sachs ETF TR ACCES TREASURY | $2.7M | 27.2K | 0.5% | ▼−4.9% Reduced · −1K sh | |
| 44 | Schwab Strategic TR FUNDAMENTAL US L | $2.4M | 86.9K | 0.5% | ▲+3.8% Added · +3K sh | |
| 45 | Crowdstrike Hldgs Inc CL A | $2.4M | 3.1K | 0.5% | ▲~0% Added · +1 sh | |
| 46 | SPDR Series Trust ST STR P500ETF | $2.4M | 26.9K | 0.5% | ▲New New position | |
| 47 | Invesco QQQ TR UNIT SER 1 | $2.3M | 3.1K | 0.5% | ▼−3.7% Reduced · −121 sh | |
| 48 | Eli Lilly & Co COM | $2.3M | 1.9K | 0.5% | ▲+0.1% Added · +1 sh | |
| 49 | Echostar Corp CL A | $2.2M | 22.0K | 0.4% | ▲+11% Added · +2K sh | |
| 50 | Elbit Sys Ltd ORD | $2.2M | 2.9K | 0.4% | ▲+35% Added · +738 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1864916/holdings"
Use Arkolith to show Mezzasalma Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 10, 2026 | 171 | $498.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 155 | $391.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 161 | $416.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 16, 2025 | 160 | $390.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 145 | $333.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 18, 2025 | 147 | $289.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 143 | $310.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 86 | $253.6M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 30, 2024 | 76 | $233.2M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 19, 2024 | 101 | $211.4M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 12, 2024 | 95 | $183.4M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 16, 2023 | 82 | $162.2M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 3, 2023 | 86 | $164.9M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 87 | $141.4M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 28, 2023 | 83 | $114.6M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 24, 2022 | 80 | $125.8M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 13, 2022 | 83 | $118.3M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 26, 2022 | 91 | $160.4M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 31, 2022 | 97 | $186.4M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 19, 2021 | 98 | $178.0M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 14, 2021 | 100 | $181.5M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Jun 1, 2021 | 94 | $156.0M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jun 1, 2021 | 93 | $156.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.