Menlo Advisors LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $186 Million distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $25.6M, Spdr Gold Trust with a value of $14.8M, Alphabet Inc. with a value of $13.7M, Microsoft Corp with a value of $13.5M, and Vaneck ETF Tr Gold Miners ETF with a value of $12.3M.

Examining the 13F form we can see an decrease of $24.7M in the current position value, from $210M to 186M.

Below you can find more details about Menlo Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $186 Million
ETFs: $51.5 Million
Financial Services: $39.2 Million
Technology: $31.2 Million
Communication Services: $24.9 Million
Healthcare: $21 Million
Consumer Cyclical: $6.53 Million
Industrials: $5.25 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $186 Million
  • Prior Value $210 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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