Morton Capital Management LLC
$731M 13F equity value
168 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Morton Capital Management LLC covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| OUNZ | VANECK MERK GOLD ETF | 3,519,350 | $136M | 18.6% |
| DFAX | DIMENSIONAL ETF TRUST | 2,465,252 | $91M | 12.4% |
| USFR | WISDOMTREE TR | 1,740,568 | $88M | 12.0% |
| FLXR | TCW ETF TRUST | 1,832,248 | $72M | 9.8% |
| DFAC | DIMENSIONAL ETF TRUST | 1,583,859 | $70M | 9.6% |
| JPST | J P MORGAN EXCHANGE TRADED F | 573,696 | $29M | 4.0% |
| HAP | VANECK ETF TRUST | 372,552 | $26M | 3.5% |
| AAPL | APPLE INC | 57,763 | $17M | 2.3% |
| MSFT | MICROSOFT CORP | 39,977 | $15M | 2.0% |
| DCOR | DIMENSIONAL ETF TRUST | 154,034 | $13M | 1.7% |
Track Morton Capital Management LLC's 13F portfolio: $731M in reported holdings, 168 positions. Top holdings and quarterly changes on SentiSense.
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