MENLO ADVISORS LLC
CIK: 0001279708SEC EDGAR →
Portfolio Value
$185.6M
Holdings
29
As of
Q2 2025
New Positions
3
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY CLASS B | 52,702 | $25.6M | 13.80% |
| 2 | SPDR GOLD SHARES ETF | 48,503 | $14.8M | 7.97% |
| 3 | — ALPHABET INC CLASS C | 77,393 | $13.7M | 7.40% |
| 4 | MICROSOFT CORP | 27,172 | $13.5M | 7.28% |
| 5 | VANECK GOLD MINERS ETF | 236,215 | $12.3M | 6.63% |
| 6 | — ALPHABET INC CLASS A | 63,473 | $11.2M | 6.03% |
| 7 | — ALPHA ARCHTCT US QUNTV VAL ETF | 248,740 | $10.9M | 5.90% |
| 8 | APPLE INC | 53,001 | $10.9M | 5.86% |
| 9 | ABBOTT LABS | 67,536 | $9.2M | 4.95% |
| 10 | KKR & CO INC | 54,175 | $7.2M | 3.88% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 7 | $76.9M | 41.5% |
| Technology | 9 | $52.5M | 28.3% |
| Financial Services | 5 | $22.3M | 12.0% |
| Healthcare | 3 | $21.0M | 11.3% |
| Consumer Cyclical | 3 | $6.5M | 3.5% |
| Industrials | 1 | $5.3M | 2.8% |
| Real Estate | 1 | $1.0M | 0.5% |