Morton Capital Management LLC/CA
Q2 2026 13F filing
Updated 50 days ago160 disclosed positions worth $731.3M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | O OUNZ VANECK MERK GOLD ETF | $135.8M | 3.52M | 18.57% | Added(+2.5%) |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $90.8M | 2.47M | 12.42% | Added(+3.1%) |
| 3 | ? N/A WISDOMTREE TR | $87.6M | 1.74M | 11.98% | Added(+3.7%) |
| 4 | ? N/A TCW ETF TRUST | $71.8M | 1.83M | 9.82% | Added(+0.7%) |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $70.3M | 1.58M | 9.61% | Added(+5.1%) |
| 6 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $29M | 573.7K | 3.97% | — |
| 7 | ? N/A VANECK ETF TRUST | $25.6M | 372.6K | 3.50% | Trimmed(-2.0%) |
| 8 | A AAPL APPLE INC | $16.7M | 57.8K | 2.29% | Trimmed(-0.1%) |
| 9 | M MSFT MICROSOFT CORP | $14.9M | 40.0K | 2.04% | Added(+3.5%) |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $12.6M | 154.0K | 1.73% | Trimmed(-0.3%) |
| 11 | I IAU ISHARES GOLD TR | $11.3M | 150.1K | 1.55% | Trimmed(-1.0%) |
| 12 | E ETHA ISHARES TR | $10.9M | 45.1K | 1.49% | Trimmed(-4.8%) |
| 13 | S SPY STATE STR SPDR S&P 500 ETF T | $9.2M | 12.3K | 1.26% | Added(+12.7%) |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $7.8M | 150.2K | 1.06% | Added(+0.6%) |
| 15 | B BX VANGUARD SPECIALIZED FUNDS | $5.5M | 23.3K | 0.76% | Added(+1.3%) |
| 16 | Q QQQ INVESCO QQQ TR | $5.4M | 7.4K | 0.74% | Added(+0.2%) |
| 17 | I IVZ INVESCO EXCHANGE TRADED FD T | $5.3M | 236.5K | 0.72% | Trimmed(-3.0%) |
| 18 | A AMZN AMAZON COM INC | $4.7M | 19.9K | 0.65% | Added(+2.7%) |
| 19 | ? N/A VANECK ETF TRUST | $4.7M | 62.5K | 0.65% | Added(+0.8%) |
| 20 | N NVDA NVIDIA CORPORATION | $4.7M | 23.4K | 0.64% | Added(+33.2%) |
| 21 | G GOOGN ALPHABET INC | $4.5M | 12.5K | 0.61% | Added(+5.6%) |
| 22 | J JPM-PM JPMORGAN CHASE & CO | $3.5M | 10.7K | 0.48% | Trimmed(-1.0%) |
| 23 | P PG PROCTER & GAMBLE CO | $3.3M | 22.6K | 0.45% | Trimmed(-2.1%) |
| 24 | C CSCO CISCO SYS INC | $3.1M | 26.2K | 0.42% | Added(+1.0%) |
| 25 | G GOOGN ALPHABET INC | $3M | 8.6K | 0.41% | Added(+0.2%) |
| 26 | E ETHA ISHARES TR | $2.9M | 30.0K | 0.40% | Trimmed(-4.0%) |
| 27 | A ABBV ABBVIE INC | $2.5M | 10.0K | 0.34% | Added(+4.2%) |
| 28 | E ETHA ISHARES TR | $2.4M | 19.1K | 0.32% | Added(+302.8%) |
| 29 | A AMGN AMGEN INC | $2.3M | 6.4K | 0.31% | Trimmed(-2.0%) |
| 30 | E ETHA ISHARES TR | $2.1M | 2.8K | 0.28% | Trimmed(-15.8%) |
| 31 | E ETHA ISHARES TR | $2.1M | 5.0K | 0.28% | Added(+6.5%) |
| 32 | D DIA STATE STR SPDR DOW JONES IND | $2.1M | 3.9K | 0.28% | Unchanged |
| 33 | ? N/A WISDOMTREE TR | $2M | 33.1K | 0.27% | Added(+0.3%) |
| 34 | A AVGO BROADCOM INC | $1.9M | 5.0K | 0.26% | Added(+9.6%) |
| 35 | V VGES VANGUARD INDEX FDS | $1.8M | 5.0K | 0.25% | Trimmed(-18.1%) |
| 36 | E ETHA ISHARES TR | $1.8M | 13.0K | 0.24% | Added(+2.8%) |
| 37 | V VGES VANGUARD INDEX FDS | $1.8M | 2.6K | 0.24% | Trimmed(-5.8%) |
| 38 | V V VISA INC | $1.6M | 4.7K | 0.22% | Added(+19.7%) |
| 39 | M META META PLATFORMS INC | $1.5M | 2.7K | 0.21% | Added(+5.4%) |
| 40 | J JNJ JOHNSON & JOHNSON | $1.5M | 5.9K | 0.21% | Added(+7.6%) |
| 41 | H HD HOME DEPOT INC | $1.5M | 4.1K | 0.20% | Added(+23.2%) |
| 42 | V VGES VANGUARD WHITEHALL FDS | $1.4M | 8.9K | 0.19% | Trimmed(-8.6%) |
| 43 | X XOM EXXON MOBIL CORP | $1.4M | 10.2K | 0.19% | Added(+1.2%) |
| 44 | ? N/A VANGUARD INSTL INDEX FD | $1.3M | 17.2K | 0.18% | — |
| 45 | O ORCL-PD ORACLE CORP | $1.2M | 8.5K | 0.17% | Added(+1.5%) |
| 46 | V VGES VANGUARD INDEX FDS | $1.2M | 3.4K | 0.16% | Unchanged |
| 47 | E EP-PC KINDER MORGAN INC DEL | $1.2M | 36.6K | 0.16% | Added(+0.7%) |
| 48 | C COST COSTCO WHOLESALE CORPORATION | $1.1M | 1.2K | 0.15% | Added(+24.6%) |
| 49 | L LLY ELI LILLY & CO | $1.1M | 905 | 0.15% | Trimmed(-38.7%) |
| 50 | G GLD SPDR GOLD TR | $1M | 2.8K | 0.14% | Trimmed(-7.5%) |