Mezzasalma Advisors Q3 Portfolio Changes: Significant Buys & Sells
This quarter, Mezzasalma Advisors significantly increased its holdings in ETFs like RSP and SJNK while reducing exposure to SCHW, PLTR, and ALL.
As of June 30th, 2026, Mezzasalma Advisors, a key investor in the market, has made notable adjustments to its portfolio. The firm's holdings reflect both strategic additions and reductions across various sectors.
Significant Purchases This Quarter
Major ETF Buys: Mezzasalma Advisors significantly boosted its positions in several exchange-traded funds (ETFs) during Q3 2026. The most substantial purchase was RSP, where the investor acquired shares representing a portfolio percentage allocation increase of 100%. Similarly, they added large quantities to SJNK (100% increase), and increased their stake in PFXF by 289,134 shares.
Diversification into Technology: The investor also notably purchased a large number of shares in the stock of AMD, acquiring all 12,077 shares available at this price point (100% increase), adding exposure to the Technology sector.
Other Trust & Income Buys: Additionally, Mezzasalma Advisors purchased shares in KRE, acquiring 11,663 shares (100% increase), and added a position to MMT with 10,657 shares bought.
Significant Sales This Quarter
Major ETF Sells: On the flip side, Mezzasalma Advisors divested substantial positions in some of its holdings. The most significant sale was SCHW, where they sold 78,371 shares (resulting in an -88.49% change), effectively exiting this position almost entirely.
Stock Reductions: The investor also significantly reduced its holdings of individual stocks like PLTR, selling 18,774 shares (an -82.58% change). Similarly, they sold a large portion of their stake in the insurance company ALL (-95.49%), although this stock is categorized under Financial Services.
Other Portfolio Changes Observed
Moderate ETF Activity: Beyond the major buys and sells, there were other changes in the investor's portfolio involving Exchange Traded Funds or Trusts. For instance, they sold shares of PFFA, decreasing its allocation by 330.76%. They also purchased shares of VUG and FILL, though these increases were less dramatic than the significant buys.
Miscellaneous ETF Fluctuations: Several other holdings saw changes, including a large increase in shares for VRP, and purchases of PAVE and SPLG. Conversely, they sold shares in ANET, reducing its allocation by 0.25%, and decreased their stake in several large-cap tech companies like GOOGL (-3.76%), AAPL (-1.8%), NVDA (-7.51%), and TSLA (-1.1%).
Overall, Mezzasalma Advisors' portfolio adjustments this quarter show a clear focus on specific investment opportunities within the ETF space while strategically exiting other positions.