0001279708-26-000007.txt : 20260910 0001279708-26-000007.hdr.sgml : 20260910 20260910165110 ACCESSION NUMBER: 0001279708-26-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20251231 FILED AS OF DATE: 20260910 DATE AS OF CHANGE: 20260910 EFFECTIVENESS DATE: 20260910 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: 261371794 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 12-31-2025 12-31-2025 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 09-10-2026 0 31 222578 false INFORMATION TABLE 2 inftable.xml ABBOTT LABS COM 002824100 8418 67196 SH SOLE 0 0 67196 ABBVIE INC COM 00287y109 8705 38102 SH SOLE 0 0 38102 ALPHA ARCHITECT U.S. QUANTITAT COM 02072l102 11777 241365 SH SOLE 0 0 241365 ALPHABET INC CLASS A COM 02079k305 17983 57455 SH SOLE 0 0 57455 ALPHABET INC CLASS CLASS C COM 02079k107 23219 73993 SH SOLE 0 0 73993 AMAZON.COM INC COM 023135106 230 1000 SH SOLE 0 0 1000 APPLE INC COM 037833100 12820 47157 SH SOLE 0 0 47157 BERKSHIRE HATHAWAY CLASS B COM 084670702 25487 50707 SH SOLE 0 0 50707 CISCO SYS INC COM 17275r102 6934 90019 SH SOLE 0 0 90019 CROWDSTRIKE HLDGS INC CLASS CL COM 22788c105 262 561 SH SOLE 0 0 561 DIREXION DAILY AAPL BEAR 1X SH COM 25461a304 131 10000 SH SOLE 0 0 10000 GLOBAL X MLP & ENERGY INFRASTR COM 37954y293 6007 99252 SH SOLE 0 0 99252 HOME DEPOT INC COM 437076102 218 636 SH SOLE 0 0 636 HOWARD HUGHES HLDGS INC COM 44267t102 939 11777 SH SOLE 0 0 11777 KKR & CO INC COM 48251w104 5912 46380 SH SOLE 0 0 46380 LOCKHEED MARTIN CORP COM 539830109 5652 11687 SH SOLE 0 0 11687 MATTHEWS EMERGING MARKETS EX C COM 577125792 4716 126040 SH SOLE 0 0 126040 MICRON TECHNOLOGY INC COM 595112103 333 1170 SH SOLE 0 0 1170 MICROSOFT CORP COM 594918104 12761 26387 SH SOLE 0 0 26387 ROYALTY PHARMA PLC F CLASS A COM g7709q104 4932 127640 SH SOLE 0 0 127640 ROYCE SMALL CAP TRUST CF COM 780910105 2900 180126 SH SOLE 0 0 180126 SCHWAB FUNDAMENTAL INTERNATION COM 808524755 1078 23846 SH SOLE 0 0 23846 SPROTT PHYSGLD TRST COM 85207h104 396 12000 SH SOLE 0 0 12000 SPROTT PHYSICAL SILVER E COM 85207k107 5958 251960 SH SOLE 0 0 251960 SPROTT URANIUM MINERS ETF COM 85208p303 4737 86304 SH SOLE 0 0 86304 TESLA INC COM 88160r101 8607 19140 SH SOLE 0 0 19140 WISDOMTREE U.S. QUALITY DIVIDE COM 97717x669 2446 27360 SH SOLE 0 0 27360 SPDR GOLD SHARES UIUS 78463v107 18901 47693 SH SOLE 0 0 47693 VANECK GOLD MINERS ETF UIUS 92189f106 19544 227866 SH SOLE 0 0 227866 PUT STATE STREET SPDR S& $600 PUT 78462F103 575 1500 SH SOLE 0 0 1500