Morton Capital Management LLC/CA
Q3 2026 13F filing
Updated 13 days ago154 disclosed positions worth $827.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B WISDOMTREE TR | $157.3M | 3.12M | 19.01% | Added(+79.4%) |
| 2 | O VANECK MERK GOLD ETF | $141.1M | 3.54M | 17.04% | Added(+0.5%) |
| 3 | D DIMENSIONAL ETF TRUST | $92.9M | 2.51M | 11.22% | Added(+1.7%) |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $71.9M | 1.62M | 8.68% | Added(+2.1%) |
| 5 | ? N/A TCW ETF TRUST | $71.2M | 1.88M | 8.60% | Added(+2.5%) |
| 6 | H VANECK ETF TRUST | $27.1M | 370.2K | 3.27% | Trimmed(-0.6%) |
| 7 | J J P MORGAN EXCHANGE TRADED F | $22.7M | 451.6K | 2.75% | Trimmed(-21.3%) |
| 8 | M MICROSOFT CORP | $19.8M | 38.5K | 2.39% | Trimmed(-3.6%) |
| 9 | A APPLE INC | $19.3M | 58.0K | 2.34% | Added(+0.5%) |
| 10 | V VANGUARD INSTL INDEX FD | $17.9M | 236.3K | 2.16% | Added(+1274.3%) |
| 11 | ? N/A DFA INVT DIMENSIONS GROUP IN | $12.7M | 153.1K | 1.53% | — |
| 12 | I ISHARES GOLD TR | $12M | 154.1K | 1.45% | Added(+2.7%) |
| 13 | E ISHARES TR | $10.5M | 42.5K | 1.27% | Trimmed(-5.7%) |
| 14 | S STATE STR SPDR S&P 500 ETF T | $9.2M | 12.0K | 1.11% | Trimmed(-2.5%) |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $7.9M | 150.7K | 0.95% | Added(+0.3%) |
| 16 | H VANECK ETF TRUST | $5.9M | 67.6K | 0.72% | Added(+8.0%) |
| 17 | Q INVESCO QQQ TR | $5.6M | 7.5K | 0.67% | Added(+2.1%) |
| 18 | N NVIDIA CORPORATION | $5.5M | 24.2K | 0.67% | Added(+3.2%) |
| 19 | B VANGUARD SPECIALIZED FUNDS | $5.3M | 22.8K | 0.64% | Trimmed(-2.5%) |
| 20 | I INVESCO EXCHANGE TRADED FD T | $5M | 233.7K | 0.60% | Trimmed(-1.2%) |
| 21 | A AMAZON COM INC | $4.8M | 19.3K | 0.58% | Trimmed(-2.8%) |
| 22 | G ALPHABET INC | $4.3M | 12.5K | 0.52% | Trimmed(-0.1%) |
| 23 | J JPMORGAN CHASE & CO | $3.4M | 10.4K | 0.41% | Trimmed(-3.0%) |
| 24 | P PROCTER & GAMBLE CO | $3.3M | 22.6K | 0.40% | Trimmed(-0.2%) |
| 25 | G ALPHABET INC | $3M | 8.9K | 0.37% | Added(+3.5%) |
| 26 | E ISHARES TR | $2.9M | 30.0K | 0.35% | Unchanged |
| 27 | C CISCO SYS INC | $2.8M | 26.1K | 0.34% | Trimmed(-0.3%) |
| 28 | A AMGEN INC | $2.6M | 6.2K | 0.31% | Trimmed(-2.8%) |
| 29 | A ABBVIE INC | $2.5M | 9.7K | 0.31% | Trimmed(-2.6%) |
| 30 | E ISHARES TR | $2.4M | 18.9K | 0.29% | Trimmed(-1.0%) |
| 31 | E ISHARES TR | $2.1M | 5.0K | 0.25% | Trimmed(-0.7%) |
| 32 | E ISHARES TR | $2M | 2.6K | 0.24% | Trimmed(-6.8%) |
| 33 | B WISDOMTREE TR | $1.9M | 33.2K | 0.23% | Added(+0.3%) |
| 34 | D STATE STR SPDR DOW JONES IND | $1.9M | 3.8K | 0.23% | Trimmed(-4.2%) |
| 35 | M META PLATFORMS INC | $1.9M | 2.6K | 0.23% | Trimmed(-2.2%) |
| 36 | V VANGUARD INDEX FDS | $1.9M | 5.0K | 0.22% | Trimmed(-0.0%) |
| 37 | V VANGUARD INDEX FDS | $1.8M | 2.6K | 0.22% | Added(+2.5%) |
| 38 | E ISHARES TR | $1.8M | 12.6K | 0.22% | Trimmed(-2.7%) |
| 39 | A BROADCOM INC | $1.8M | 5.1K | 0.22% | Added(+1.0%) |
| 40 | X EXXONMOBIL HOLDINGS CORP | $1.7M | 10.3K | 0.20% | — |
| 41 | V VISA INC | $1.6M | 4.5K | 0.20% | Trimmed(-4.1%) |
| 42 | J JOHNSON & JOHNSON | $1.6M | 5.9K | 0.19% | Trimmed(-0.3%) |
| 43 | V VANGUARD WHITEHALL FDS | $1.2M | 8.0K | 0.15% | Trimmed(-9.8%) |
| 44 | V VANGUARD INDEX FDS | $1.2M | 3.4K | 0.15% | Unchanged |
| 45 | G SPDR GOLD TR | $1.2M | 3.1K | 0.14% | Added(+12.8%) |
| 46 | H HOME DEPOT INC | $1.2M | 4.1K | 0.14% | Trimmed(-0.7%) |
| 47 | O ORACLE CORP | $1.1M | 8.2K | 0.14% | Trimmed(-3.2%) |
| 48 | E KINDER MORGAN INC DEL | $1.1M | 36.9K | 0.13% | Added(+0.7%) |
| 49 | M MERCK & CO INC | $1.1M | 7.5K | 0.13% | Trimmed(-0.4%) |
| 50 | C COSTCO WHOLESALE CORPORATION | $1M | 1.1K | 0.12% | Trimmed(-8.3%) |