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Morton Capital Management LLC/CA 13F holdings

Filed 2026-07-23 · Morton Capital Management LLC/CA · 160 positions · $731.3M

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TickerCompanySharesValue% of portfolio
OUNZVANECK MERK GOLD ETF3.5M$135.8M18.6%
DFAXDIMENSIONAL ETF TRUST2.5M$90.8M12.4%
USFRWISDOMTREE TR1.7M$87.6M12.0%
FLXRTCW ETF TRUST1.8M$71.8M9.8%
DFACDIMENSIONAL ETF TRUST1.6M$70.3M9.6%
JPSTJ P MORGAN EXCHANGE TRADED F573.7K$29.0M4.0%
HAPVANECK ETF TRUST372.6K$25.6M3.5%
AAPLAPPLE INC57.8K$16.7M2.3%
MSFTMICROSOFT CORP40.0K$14.9M2.0%
DCORDIMENSIONAL ETF TRUST154.0K$12.6M1.7%
IAUISHARES GOLD TR150.1K$11.3M1.5%
IWDISHARES TR45.1K$10.9M1.5%
SPYSTATE STR SPDR S&P 500 ETF T12.3K$9.2M1.3%
DFAUDIMENSIONAL ETF TRUST150.2K$7.8M1.1%
VIGVANGUARD SPECIALIZED FUNDS23.3K$5.5M0.8%
QQQINVESCO QQQ TR7.4K$5.4M0.7%
PIDINVESCO EXCHANGE TRADED FD T236.5K$5.3M0.7%
AMZNAMAZON COM INC19.9K$4.7M0.6%
GDXVANECK ETF TRUST62.5K$4.7M0.6%
NVDANVIDIA CORPORATION23.4K$4.7M0.6%
GOOGLALPHABET INC12.5K$4.5M0.6%
JPMJPMORGAN CHASE & CO10.7K$3.5M0.5%
PGPROCTER & GAMBLE CO22.6K$3.3M0.5%
CSCOCISCO SYS INC26.2K$3.1M0.4%
GOOGALPHABET INC8.6K$3.0M0.4%
IEFAISHARES TR30.0K$2.9M0.4%
ABBVABBVIE INC10.0K$2.5M0.3%
IWFISHARES TR19.1K$2.4M0.3%
AMGNAMGEN INC6.4K$2.3M0.3%
IVVISHARES TR2.8K$2.1M0.3%
IWBISHARES TR5.0K$2.1M0.3%
DIASTATE STR SPDR DOW JONES IND3.9K$2.1M0.3%
NTSXWISDOMTREE TR33.1K$2.0M0.3%
AVGOBROADCOM INC5.0K$1.9M0.3%
VTIVANGUARD INDEX FDS5.0K$1.8M0.3%
IVWISHARES TR13.0K$1.8M0.2%
VOOVANGUARD INDEX FDS2.6K$1.8M0.2%
VVISA INC4.7K$1.6M0.2%
METAMETA PLATFORMS INC2.7K$1.5M0.2%
JNJJOHNSON & JOHNSON5.9K$1.5M0.2%
HDHOME DEPOT INC4.1K$1.5M0.2%
VYMVANGUARD WHITEHALL FDS8.9K$1.4M0.2%
EXMOCEXXON MOBIL CORP10.2K$1.4M0.2%
VBILVANGUARD INSTL INDEX FD17.2K$1.3M0.2%
ORCLORACLE CORP8.5K$1.2M0.2%
VVVANGUARD INDEX FDS3.4K$1.2M0.2%
KMIKINDER MORGAN INC DEL36.6K$1.2M0.2%
COSTCOSTCO WHOLESALE CORPORATION1.2K$1.1M0.2%
LLYELI LILLY & CO905$1.1M0.1%
GLDSPDR GOLD TR2.8K$1.0M0.1%
MRKMERCK & CO INC7.5K$967,7650.1%
RSPINVESCO EXCHANGE TRADED FD T4.5K$956,9080.1%
ETENERGY TRANSFER L P49.9K$954,8190.1%
DFAEDIMENSIONAL ETF TRUST22.4K$899,1830.1%
EPDENTERPRISE PRODS PARTNERS L24.4K$896,8470.1%
RTXRTX CORPORATION4.6K$875,1520.1%
TXNTEXAS INSTRS INC2.9K$865,3470.1%
INTCINTEL CORP6.1K$855,3780.1%
CVXCHEVRON CORPORATION4.8K$795,8360.1%
WMWASTE MGMT INC DEL3.5K$778,5200.1%
Top Fund Holdings
13F
Top Fund Holdings

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