MENLO ADVISORS LLC — 13F holdings

MENLO ADVISORS LLC reported 30 holdings worth $228M in its 13F filing for Q2 2026, filed September 10, 2026.

Largest positions

1. BRK.B BERKSHIRE HATHAWAY INC DEL — $25.3M (11.1%)
2. GOOG ALPHABET INC — $24.8M (10.9%)
3. GOOGL ALPHABET INC — $18.7M (8.2%)
4. GLD SPDR GOLD TR — $17.4M (7.7%)
5. AAPL APPLE INC — $13.6M (6.0%)
6. QVAL EA SERIES TRUST — $13.3M (5.8%)
7. GDX VANECK ETF TRUST — $12.5M (5.5%)
8. CSCO CISCO SYS INC — $10.6M (4.6%)
9. MSFT MICROSOFT CORP — $9.80M (4.3%)
10. ABBV AbbVie Inc — $9.59M (4.2%)