Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MENLO ADVISORS LLC (CIK 1279708) reported $185.6M across 29 reported positions in its SEC 13F filing for 2025-06-30. Largest positions: BRK/B ($25.6M, 13.80%), GLD ($14.8M, 7.97%), GOOG ($13.7M, 7.40%), MSFT ($13.5M, 7.28%), GDX ($12.3M, 6.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY CLASS B | $25.6M | 13.80% | 52,702 | Trimmed |
| 2 | GLD | SPDR GOLD SHARES ETF | $14.8M | 7.97% | 48,503 | Trimmed |
| 3 | GOOG | ALPHABET INC CLASS C | $13.7M | 7.40% | 77,393 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $13.5M | 7.28% | 27,172 | Trimmed |
| 5 | GDX | VANECK GOLD MINERS ETF | $12.3M | 6.63% | 236,215 | Trimmed |
| 6 | GOOGL | ALPHABET INC CLASS A | $11.2M | 6.03% | 63,473 | Trimmed |
| 7 | QVAL | ALPHA ARCHTCT US QUNTV VAL ETF | $10.9M | 5.90% | 248,740 | Trimmed |
| 8 | AAPL | APPLE INC | $10.9M | 5.86% | 53,001 | Trimmed |
| 9 | ABT | ABBOTT LABS | $9.2M | 4.95% | 67,536 | Trimmed |
| 10 | KKR | KKR & CO INC | $7.2M | 3.88% | 54,175 | Trimmed |
| 11 | ABBV | ABBVIE INC | $7.1M | 3.83% | 38,252 | Trimmed |
| 12 | CSCO | CISCO SYS INC | $6.5M | 3.51% | 93,944 | Trimmed |
| 13 | MLPX | GLOBAL X MLP & ENERGY INFRASTR | $6.3M | 3.40% | 100,697 | Trimmed |
| 14 | TSLA | TESLA INC | $6.1M | 3.28% | 19,140 | Hold |
| 15 | LMT | LOCKHEED MARTIN CORP | $5.3M | 2.83% | 11,345 | Trimmed |
| 16 | RPRX | ROYALTY PHARMA PLC F CLASS A | $4.7M | 2.55% | 131,325 | Trimmed |
| 17 | URNM | SPROTT URANIUM MINERS ETF | $4.2M | 2.24% | 86,804 | Trimmed |
| 18 | MEMX | MATTHEWS EMG MRKTS CHINA ACT E | $4.0M | 2.18% | 123,590 | Trimmed |
| 19 | PSLV | SPROTT PHYSICAL SILVER E | $3.1M | 1.67% | 253,380 | New |
| 20 | RVT | ROYCE SMALL CAP TRUST CF | $2.9M | 1.58% | 195,242 | Trimmed |
| 21 | DGRW | WISDOMTREE US QLT DIV GRW ETF | $2.3M | 1.26% | 27,935 | Trimmed |
| 22 | HHH | HOWARD HUGHES HLDGS INC | $1.0M | 0.54% | 14,827 | Trimmed |
| 23 | SPY | PUT SPDR S&P 500 $530 EXP 01/1 | $841,000 | 0.45% | 1,000 | Trimmed |
| 24 | FNDF | SCHWAB FUNDAMNTL INTRNL EQT ET | $616,000 | 0.33% | 15,403 | Hold |
| 25 | PHYS | SPROTT PHYSICAL GOLD ETV | $304,000 | 0.16% | 12,000 | Hold |
Source: SEC Form 13F filings · as of 2025-06-30