MENLO ADVISORS LLC

Name: MENLO ADVISORS LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001279708 · MENLO PARK, CA · Quarter end: 2025-09-30 · Filed on: 2026-09-10 · Open the SEC source ↗

The most recent 13F EDGAR holds under this CIK is 2025 Q3, filed 2026-09-10. Nothing has been filed since — the fund stopped filing, or it files under a different entity now. The positions below are a snapshot of that date, not a current portfolio.

MENLO ADVISORS LLC reported 29 positions worth $210.6K as of September 30, 2025 (13F filed September 10, 2026). Largest holding: BRK-B (12.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$210.6K

2025 Q3

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

71.1%

Est. Net Flow (Q)

—

2025 Q3

Positions Changes Mix History BacktestPRO

10 / 29 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	BRK-B	BERKSHIRE HATHAWAY CLASS B	SH	$26.0K	12.36%	51,772	—	—
▸ 2	GOOG	ALPHABET INC CLASS CLASS C	SH	$18.1K	8.58%	74,243	—	—
▸ 3	GDX	VANECK GOLD MINERS ETF	SH	$17.5K	8.31%	229,090	—	—
▸ 4	GLD	SPDR GOLD SHARES	SH	$17.0K	8.07%	47,803	—	—
▸ 5	GOOGL	ALPHABET INC CLASS A	SH	$15.1K	7.15%	61,973	—	—
▸ 6	MSFT	MICROSOFT CORP	SH	$13.7K	6.49%	26,397	—	—
▸ 7	AAPL	APPLE INC	SH	$13.3K	6.30%	52,157	—	—
▸ 8	QVAL	ALPHA ARCHITECT U.S. QUANTITAT	SH	$11.3K	5.35%	241,375	—	—
▸ 9	ABT	ABBOTT LABS	SH	$9.0K	4.27%	67,196	—	—
▸ 10	ABBV	ABBVIE INC	SH	$8.8K	4.19%	38,102	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does MENLO ADVISORS LLC hold as of Q3 2025?

MENLO ADVISORS LLC reported 29 positions worth $210.6K in its Q3 2025 13F filing. Largest positions: BRK-B (12.4%), GOOG (8.6%), GDX (8.3%), GLD (8.1%) and GOOGL (7.2%).

What did MENLO ADVISORS LLC buy in Q3 2025?

No previous quarter is available yet; the comparison appears with the next filing.

What did MENLO ADVISORS LLC sell in Q3 2025?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.