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MENLO ADVISORS LLC
Period ended Jun 30, 2026 · Latest filing Sep 10, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $227,921
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- BERKSHIRE HATHAWAY CLASS B · COM · 084670702 · shares: $25,307
- ALPHABET INC CLASS CLASS C · COM · 02079k107 · shares: $24,847
- ALPHABET INC CLASS A · COM · 02079k305 · shares: $18,665
- SPDR GOLD SHARES · UIUS · 78463v107 · shares: $17,443
- APPLE INC · COM · 037833100 · shares: $13,627
- ALPHA ARCHITECT U.S. QUANTITAT · COM · 02072l102 · shares: $13,328
- VANECK GOLD MINERS ETF · UIUS · 92189f106 · shares: $12,524
- CISCO SYS INC · COM · 17275r102 · shares: $10,573
- MICROSOFT CORP · COM · 594918104 · shares: $9,804
- ABBVIE INC · COM · 00287y109 · shares: $9,587
Reported holdings
30 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY CLASS B | COM | 084670702 | — | 50,575 shares | $25,307 |
| ALPHABET INC CLASS CLASS C | COM | 02079k107 | — | 70,325 shares | $24,847 |
| ALPHABET INC CLASS A | COM | 02079k305 | — | 52,230 shares | $18,665 |
| SPDR GOLD SHARES | UIUS | 78463v107 | — | 47,353 shares | $17,443 |
| APPLE INC | COM | 037833100 | — | 47,097 shares | $13,627 |
| ALPHA ARCHITECT U.S. QUANTITAT | COM | 02072l102 | — | 240,365 shares | $13,328 |
| VANECK GOLD MINERS ETF | UIUS | 92189f106 | — | 165,992 shares | $12,524 |
| CISCO SYS INC | COM | 17275r102 | — | 90,019 shares | $10,573 |
| MICROSOFT CORP | COM | 594918104 | — | 26,282 shares | $9,804 |
| ABBVIE INC | COM | 00287y109 | — | 38,102 shares | $9,587 |
| GLOBAL X MLP & ENERGY INFRASTR | COM | 37954y293 | — | 115,872 shares | $8,535 |
| TESLA INC | COM | 88160r101 | — | 19,140 shares | $8,050 |
| ROYALTY PHARMA PLC F CLASS A | COM | g7709q104 | — | 126,940 shares | $7,117 |
| MATTHEWS EMERGING MARKETS EX C | COM | 577125792 | — | 126,030 shares | $6,296 |
| ABBOTT LABS | COM | 002824100 | — | 67,919 shares | $6,162 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 11,686 shares | $5,953 |
| CARIS LIFE SCIENCES INC | COM | 142152107 | — | 300,518 shares | $5,355 |
| CF INDS HLDGS INC | COM | 125269100 | — | 48,375 shares | $5,237 |
| SPROTT PHYSICAL SILVER E | COM | 85207k107 | — | 251,710 shares | $4,749 |
| SPROTT URANIUM MINERS ETF | COM | 85208p303 | — | 86,674 shares | $4,558 |
| KKR & CO INC | COM | 48251w104 | — | 45,675 shares | $4,192 |
| WISDOMTREE U.S. QUALITY DIVIDE | COM | 97717x669 | — | 25,755 shares | $2,462 |
| SCHWAB FUNDAMENTAL INTERNATION | COM | 808524755 | — | 23,846 shares | $1,258 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 500 shares | $577 |
| CROWDSTRIKE HLDGS INC CLASS CL | COM | 22788c105 | — | 561 shares | $428 |
| SPROTT PHYSGLD TRST | COM | 85207h104 | — | 12,000 shares | $362 |
| INTEL CORP | COM | 458140100 | — | 2,455 shares | $342 |
| AMAZON.COM INC | COM | 023135106 | — | 1,000 shares | $238 |
| HOME DEPOT INC | COM | 437076102 | — | 636 shares | $224 |
| DIREXION DAILY AAPL BEAR 1X SH | COM | 25461a304 | — | 10,000 shares | $121 |