MENLO ADVISORS LLC 13F Holdings
CIK 0001279708 · MENLO PARK, CA
As of Jun 30, 2025, MENLO ADVISORS LLC reported 29 positions worth
CIK 0001279708 · MENLO PARK, CA
As of Jun 30, 2025, MENLO ADVISORS LLC reported 29 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 52,702 | $25.6K | 13.80% |
| SPDR GOLD TR | GLD | — | 48,503 | 4.8K | 7.97% |
| ALPHABET INC | GOOG | Communication Services | 77,393 | 3.7K | 7.40% |
| MICROSOFT CORP | MSFT | Technology | 27,172 | 3.5K | 7.28% |
| VANECK VECTORS ETF TR GOLD MIN | GDX | — | 236,215 | 2.3K | 6.63% |
| ALPHABET INC | GOOGL | Communication Services | 63,473 | 1.2K | 6.03% |
| ALPHA ARCHTCT US QUNTV VAL ETF | QVAL | — | 248,740 | 0.9K | 5.90% |
| APPLE INC | AAPL | Technology | 53,001 | 0.9K | 5.86% |
| ABBOTT LABORATORIES | ABT | Healthcare | 67,536 | $9.2K | 4.95% |
| KKR & CO L P DEL | KKR | Financial Services | 54,175 | $7.2K | 3.88% |
| ABBVIE INC | ABBV | Healthcare | 38,252 | $7.1K | 3.83% |
| CISCO SYS INC | CSCO | Technology | 93,944 | $6.5K | 3.51% |
| GLOBAL X MLP AND ENERGY INFRAS | MLPX | — | 100,697 | $6.3K | 3.40% |
| TESLA MTRS INC COM | TSLA | Consumer Cyclical | 19,140 | $6.1K | 3.28% |
| LOCKHEED MARTIN CORP | LMT | Industrials | 11,345 | $5.3K | 2.83% |
| ROYALTY PHARMA PLC F CLASS A | — | — | 131,325 | $4.7K | 2.55% |
| SPROTT URANIUM MINERS ETF | URNM | — | 86,804 | $4.2K | 2.24% |
| MATTHEWS ASIA FDS | MEMX | — | 123,590 | $4.0K | 2.18% |
| SPROTT PHYSICAL SILVER TR UNIT | PSLV | — | 253,380 | $3.1K | 1.67% |
| ROYCE SMALL-CAP TRUST INC | RVT | — | 195,242 | $2.9K | 1.58% |
| WISDOMTREE TR US DIVID GROWTH | DGRW | — | 27,935 | $2.3K | 1.26% |
| HOWARD HUGHES CORP | HHH | Real Estate | 14,827 | .0K | 0.54% |
| SPY 260116P00500000 | — | — | 1,000 | $841.0 | 0.45% |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | FNDF | — | 15,403 | $616.0 | 0.33% |
| SPROTT PHYSICAL GOLD ETV | PHYS | — | 12,000 | $304.0 | 0.16% |