Morton Capital Management LLC/CA

Est. AUM

$672.2M

13F long equity, this entity only

Positions

139

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANECK MERK GOLD ETF	GOLD SHS	$154.7M	3433212	23.01%	SOLE
2	WISDOMTREE TR	FLOATNG RAT TREA	$84.5M	1677866	12.56%	SOLE
3	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$81.2M	2391645	12.09%	SOLE
4	TCW ETF TRUST	FLEXIBLE INCOME	$71.5M	1820059	10.63%	SOLE
5	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$58.6M	1507348	8.71%	SOLE
6	VANECK ETF TRUST	NATURAL RESOURC	$27.6M	380245	4.10%	SOLE
7	APPLE INC	COM	$14.7M	57848	2.18%	SOLE
8	MICROSOFT CORP	COM	$14.3M	38611	2.13%	SOLE
9	ISHARES GOLD TR	ISHARES NEW	$13.4M	151645	1.99%	SOLE
10	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$11.1M	154556	1.66%	SOLE
11	ISHARES TR	RUS 1000 VAL ETF	$10.1M	47316	1.50%	SOLE
12	STATE STR SPDR S&P 500 ETF T	TR UNIT	$7.1M	10950	1.06%	SOLE
13	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$6.7M	149254	1.00%	SOLE
14	VANECK ETF TRUST	GOLD MINERS ETF	$5.7M	62040	0.85%	SOLE
15	INVESCO EXCHANGE TRADED FD T	INTL DIVI ACHI	$5.4M	243871	0.81%	SOLE
16	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.0M	23056	0.74%	SOLE
17	INVESCO QQQ TR	UNIT SER 1	$4.3M	7363	0.63%	SOLE
18	AMAZON COM INC	COM	$4.0M	19365	0.60%	SOLE
19	ALPHABET INC	CAP STK CL A	$3.4M	11874	0.51%	SOLE
20	PROCTER & GAMBLE CO	COM	$3.3M	23093	0.50%	SOLE
21	JPMORGAN CHASE & CO	COM	$3.2M	10818	0.47%	SOLE
22	NVIDIA CORPORATION	COM	$3.1M	17588	0.46%	SOLE
23	ISHARES TR	CORE MSCI EAFE	$2.8M	31306	0.42%	SOLE
24	ALPHABET INC	CAP STK CL C	$2.5M	8550	0.36%	SOLE
25	AMGEN INC	COM	$2.3M	6483	0.34%	SOLE
26	ISHARES TR	CORE S&P500 ETF	$2.1M	3286	0.32%	SOLE
27	ABBVIE INC	COM	$2.1M	9562	0.31%	SOLE
28	ISHARES TR	RUS 1000 GRW ETF	$2.0M	4736	0.30%	SOLE
29	CISCO SYS INC	COM	$2.0M	25890	0.30%	SOLE
30	VANGUARD INDEX FDS	TOTAL STK MKT	$1.9M	6061	0.29%	SOLE
31	STATE STR SPDR DOW JONES IND	UT SER 1	$1.8M	3929	0.27%	SOLE
32	WISDOMTREE TR	US EFFICIENT COR	$1.7M	33058	0.26%	SOLE
33	EXXON MOBIL CORP	COM	$1.7M	10063	0.25%	SOLE
34	ISHARES TR	RUS 1000 ETF	$1.7M	4730	0.25%	SOLE
35	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.6M	2721	0.24%	SOLE
36	META PLATFORMS INC	CL A	$1.5M	2550	0.22%	SOLE
37	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.4M	9740	0.21%	SOLE
38	ISHARES TR	S&P 500 GRWT ETF	$1.4M	12607	0.21%	SOLE
39	BROADCOM INC	COM	$1.4M	4585	0.21%	SOLE
40	ELI LILLY & CO	COM	$1.4M	1477	0.20%	SOLE
41	JOHNSON & JOHNSON	COM	$1.3M	5490	0.20%	SOLE
42	HONEYWELL INTL INC	COM	$1.3M	5909	0.20%	SOLE
43	SPDR GOLD TR	GOLD SHS	$1.3M	3016	0.19%	SOLE
44	ORACLE CORP	COM	$1.2M	8353	0.18%	SOLE
45	KINDER MORGAN INC DEL	COM	$1.2M	36357	0.18%	SOLE
46	VISA INC	COM CL A	$1.2M	3928	0.18%	SOLE
47	HOME DEPOT INC	COM	$1.1M	3353	0.16%	SOLE
48	VANGUARD INDEX FDS	LARGE CAP ETF	$1.0M	3445	0.15%	SOLE
49	COSTCO WHOLESALE CORPORATION	COM	$961K	964	0.14%	SOLE
50	ENERGY TRANSFER L P	COM UT LTD PTN	$951K	49267	0.14%	SOLE

1–50 of 139

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.