MENLO ADVISORS LLC
CIK: 1279708SEC EDGAR →
Portfolio Value
$210.6M
Holdings
29
As of
Q2 2026
New Positions
30
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY CLASS B | 51,772 | $26.0M | 12.36% |
| 2 | — ALPHABET INC CLASS CLASS C | 74,243 | $18.1M | 8.58% |
| 3 | VANECK GOLD MINERS ETF | 229,090 | $17.5M | 8.31% |
| 4 | SPDR GOLD SHARES | 47,803 | $17.0M | 8.07% |
| 5 | — ALPHABET INC CLASS A | 61,973 | $15.1M | 7.15% |
| 6 | MICROSOFT CORP | 26,397 | $13.7M | 6.49% |
| 7 | APPLE INC | 52,157 | $13.3M | 6.30% |
| 8 | — ALPHA ARCHITECT U.S. QUANTITAT | 241,375 | $11.3M | 5.35% |
| 9 | ABBOTT LABS | 67,196 | $9.0M | 4.27% |
| 10 | ABBVIE INC | 38,102 | $8.8M | 4.19% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 5 | $87.9M | 41.7% |
| Technology | 9 | $58.0M | 27.5% |
| Financial Services | 8 | $26.4M | 12.5% |
| Healthcare | 3 | $22.3M | 10.6% |
| Consumer Cyclical | 3 | $9.0M | 4.3% |
| Industrials | 1 | $5.8M | 2.8% |
| Real Estate | 1 | $1.2M | 0.6% |