0001279708-25-000002.txt : 20250414 0001279708-25-000002.hdr.sgml : 20250414 20250411190504 ACCESSION NUMBER: 0001279708-25-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250414 DATE AS OF CHANGE: 20250411 EFFECTIVENESS DATE: 20250414 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MENLO ADVISORS LLC CENTRAL INDEX KEY: 0001279708 ORGANIZATION NAME: EIN: 000000000 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10719 FILM NUMBER: 25833876 BUSINESS ADDRESS: STREET 1: 659 OAK GROVE AVENUE STREET 2: STE 207 CITY: MENLO PARK STATE: CA ZIP: 94025 BUSINESS PHONE: 650-688-0300 MAIL ADDRESS: STREET 1: 659 OAK GROVE AVENUE STREET 2: STE 207 CITY: MENLO PARK STATE: CA ZIP: 94025 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001279708 XXXXXXXX 03-31-2025 03-31-2025 MENLO ADVISORS LLC

659 OAK GROVE AVENUE STE 207 MENLO PARK CA 94025

13F HOLDINGS REPORT 028-10719 N tracey seymour 6506880300 tracey seymour menlo park CA 04-11-2025 0 27 210318 false INFORMATION TABLE 2 inftable.xml ABBOTT LABS COM 002824100 9150 68986 SH SOLE 0 0 68986 ABBVIE INC COM 00287y109 8119 38752 SH SOLE 0 0 38752 ALPHA ARCHTCT US QUNTV VAL ETF COM 02072l102 10720 251355 SH SOLE 0 0 251355 ALPHABET INC CLASS A COM 02079k305 9939 64273 SH SOLE 0 0 64273 ALPHABET INC CLASS C COM 02079k107 12216 78193 SH SOLE 0 0 78193 APPLE INC COM 037833100 11995 54001 SH SOLE 0 0 54001 BERKSHIRE HATHAWAY CLASS B COM 084670702 28499 53512 SH SOLE 0 0 53512 CISCO SYS INC COM 17275r102 5869 95119 SH SOLE 0 0 95119 DIREXION DAILY AAPL BEAR 1X ET COM 25461a304 170 10000 SH SOLE 0 0 10000 ENERGY SELECT SECTOR SPDR ETF COM 81369y506 5679 60775 SH SOLE 0 0 60775 GLOBAL X MLP & ENERGY INFRASTR COM 37954y293 6533 102392 SH SOLE 0 0 102392 HOME DEPOT INC COM 437076102 233 636 SH SOLE 0 0 636 HOWARD HUGHES HLDGS INC COM 44267t102 1132 15292 SH SOLE 0 0 15292 KKR & CO INC COM 48251w104 6448 55775 SH SOLE 0 0 55775 LOCKHEED MARTIN CORP COM 539830109 5157 11545 SH SOLE 0 0 11545 MATTHEWS EMG MRKTS CHINA ACT E COM 577125792 3527 125995 SH SOLE 0 0 125995 MICROSOFT CORP COM 594918104 10431 27787 SH SOLE 0 0 27787 ROYALTY PHARMA PLC F CLASS A COM g7709q104 4147 133235 SH SOLE 0 0 133235 ROYCE SMALL CAP TRUST CF COM 780910105 2862 201044 SH SOLE 0 0 201044 SCHWAB FUNDAMNTL INTRNL EQT ET COM 808524755 556 15403 SH SOLE 0 0 15403 SPROTT PHYSICAL GOLD ETV COM 85207h104 288 12000 SH SOLE 0 0 12000 SPROTT URANIUM MINERS ETF COM 85208p303 2891 89120 SH SOLE 0 0 89120 TESLA INC COM 88160r101 4960 19140 SH SOLE 0 0 19140 WISDOMTREE US QLT DIV GRW ETF COM 97717x669 2236 28010 SH SOLE 0 0 28010 SPDR GOLD SHARES ETF COM 78463v107 17599 61081 SH SOLE 0 0 61081 VANECK GOLD MINERS ETF COM 92189f106 10992 239115 SH SOLE 0 0 239115 PUT SPDR S&P 500 $530 EXP 01/1 PUT 78462f953 27970 50000 SH SOLE 0 0 500