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Morton Capital Management LLC/CA

Q2 2026 · 13F-HR

Morton Capital Management LLC/CAholdings as filed

Filed 2026-07-23 · accession 0002002628-26-000003

$731.3M
Reported value
160
Positions
2026-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
921078101OUNZVANECK MERK GOLD ETF$135.8M18.6%3,519,350CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$90.8M12.4%2,465,252CommonNONE
97717Y527USFRWISDOMTREE TR$87.6M12.0%1,740,568CommonNONE
29287L700FLXRTCW ETF TRUST$71.8M9.82%1,832,248CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$70.3M9.61%1,583,859CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$29.0M3.97%573,696CommonNONE
92189F841HAPVANECK ETF TRUST$25.6M3.50%372,552CommonNONE
037833100AAPLAPPLE INC$16.7M2.29%57,763CommonNONE
594918104MSFTMICROSOFT CORP$14.9M2.04%39,977CommonNONE
25434V625DCORDIMENSIONAL ETF TRUST$12.6M1.73%154,034CommonNONE
464285204IAUISHARES GOLD TR$11.3M1.55%150,109CommonNONE
464287598IWDISHARES TR$10.9M1.49%45,061CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$9.2M1.26%12,336CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$7.8M1.06%150,195CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$5.5M0.76%23,346CommonNONE
46090E103QQQINVESCO QQQ TR$5.4M0.74%7,380CommonNONE
46137V548PIDINVESCO EXCHANGE TRADED FD T$5.3M0.72%236,547CommonNONE
023135106AMZNAMAZON COM INC$4.7M0.65%19,886CommonNONE
92189F106GDXVANECK ETF TRUST$4.7M0.65%62,550CommonNONE
67066G104NVDANVIDIA CORPORATION$4.7M0.64%23,426CommonNONE
02079K305GOOGLALPHABET INC$4.5M0.61%12,542CommonNONE
46625H100JPMJPMORGAN CHASE & CO$3.5M0.48%10,708CommonNONE
742718109PGPROCTER & GAMBLE CO$3.3M0.45%22,608CommonNONE
17275R102CSCOCISCO SYS INC$3.1M0.42%26,158CommonNONE
02079K107GOOGALPHABET INC$3.0M0.41%8,569CommonNONE
46432F842IEFAISHARES TR$2.9M0.40%30,045CommonNONE
00287Y109ABBVABBVIE INC$2.5M0.34%9,961CommonNONE
464287614IWFISHARES TR$2.4M0.32%19,078CommonNONE
031162100AMGNAMGEN INC$2.3M0.31%6,352CommonNONE
464287200IVVISHARES TR$2.1M0.28%2,767CommonNONE
464287622IWBISHARES TR$2.1M0.28%5,039CommonNONE
78467X109DIASTATE STR SPDR DOW JONES IND$2.1M0.28%3,929CommonNONE
97717Y790NTSXWISDOMTREE TR$2.0M0.27%33,148CommonNONE
11135F101AVGOBROADCOM INC$1.9M0.26%5,025CommonNONE
922908769VTIVANGUARD INDEX FDS$1.8M0.25%4,966CommonNONE
464287309IVWISHARES TR$1.8M0.24%12,956CommonNONE
922908363VOOVANGUARD INDEX FDS$1.8M0.24%2,564CommonNONE
92826C839VVISA INC$1.6M0.22%4,702CommonNONE
30303M102METAMETA PLATFORMS INC$1.5M0.21%2,687CommonNONE
478160104JNJJOHNSON & JOHNSON$1.5M0.21%5,909CommonNONE
437076102HDHOME DEPOT INC$1.5M0.20%4,132CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$1.4M0.19%8,899CommonNONE
30231G102XOMEXXON MOBIL CORP$1.4M0.19%10,184CommonNONE
922040845VBILVANGUARD INSTL INDEX FD$1.3M0.18%17,190CommonNONE
68389X105ORCLORACLE CORP$1.2M0.17%8,480CommonNONE
922908637VVVANGUARD INDEX FDS$1.2M0.16%3,445CommonNONE
49456B101KMIKINDER MORGAN INC DEL$1.2M0.16%36,618CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$1.1M0.15%1,201CommonNONE
532457108LLYELI LILLY & CO$1.1M0.15%905CommonNONE
78463V107GLDSPDR GOLD TR$1.0M0.14%2,790CommonNONE
58933Y105MRKMERCK & CO INC$967,7650.13%7,531CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$956,9080.13%4,497CommonNONE
29273V100ETENERGY TRANSFER L P$954,8190.13%49,938CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$899,1830.12%22,362CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$896,8470.12%24,397CommonNONE
75513E101RTXRTX CORPORATION$875,1520.12%4,613CommonNONE
882508104TXNTEXAS INSTRS INC$865,3470.12%2,903CommonNONE
458140100INTCINTEL CORP$855,3780.12%6,126CommonNONE
166764100CVXCHEVRON CORPORATION$795,8360.11%4,801CommonNONE
94106L109WMWASTE MGMT INC DEL$778,5200.11%3,493CommonNONE
038222105AMATAPPLIED MATLS INC$728,7560.10%1,008CommonNONE
595112103MUMICRON TECHNOLOGY INC$707,8600.10%613CommonNONE
149123101CATCATERPILLAR INC$687,4460.09%646CommonNONE
464287507IJHISHARES TR$680,0220.09%8,819CommonNONE
37954Y343MLPAGLOBAL X FDS$670,1890.09%12,626CommonNONE
438516205HONHONEYWELL INTL INC$668,5660.09%2,986CommonNONE
43849R105HONAHONEYWELL AEROSPACE INC$663,2400.09%3,000CommonNONE
682680103OKEONEOK INC NEW$662,2480.09%7,617CommonNONE
464287234EEMISHARES TR$658,8570.09%9,631CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$652,9410.09%2,322CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$643,8610.09%10,787CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$631,9120.09%10,714CommonNONE
464287408IVEISHARES TR$626,4590.09%2,759CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$624,1270.09%617CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$616,4080.08%20,945CommonNONE
37960A644EMCGLOBAL X FDS$614,0930.08%16,314CommonNONE
78463X541GNRSPDR INDEX SHS FDS$605,6200.08%8,997CommonNONE
921910816MGKVANGUARD WORLD FD$598,2280.08%6,805CommonNONE
46428Q109SLVISHARES SILVER TR$589,7330.08%11,029CommonNONE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$585,6860.08%7,777CommonNONE
464288273SCZISHARES TR$573,6520.08%6,973CommonNONE
46434G103IEMGISHARES INC$570,4370.08%6,886CommonNONE
921909768VXUSVANGUARD STAR FDS$538,2940.07%6,297CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$510,0300.07%7,158CommonNONE
65339F101NEENEXTERA ENERGY INC$503,9760.07%5,742CommonNONE
88160R101TSLATESLA INC$502,1970.07%1,194CommonNONE
254687106DISDISNEY WALT CO$480,6530.07%4,994CommonNONE
46432F339QUALISHARES TR$474,6680.06%2,163CommonNONE
09174C104BITBBITWISE BITCOIN ETF TR$474,0500.06%14,879CommonNONE
57636Q104MAMASTERCARD INCORPORATED$461,2030.06%898CommonNONE
032654105ADIANALOG DEVICES INC$446,7030.06%1,125CommonNONE
040413205ANETARISTA NETWORKS INC$442,8780.06%2,607CommonNONE
922908736VUGVANGUARD INDEX FDS$419,1580.06%4,866CommonNONE
922908629VOVANGUARD INDEX FDS$416,6280.06%5,171CommonNONE
464287465EFAISHARES TR$410,1520.06%3,948CommonNONE
060505104BACBANK OF AMER CORP$382,2450.05%6,708CommonNONE
718172109PMPHILIP MORRIS INTL INC$379,6210.05%2,098CommonNONE
36242H104XGDVXGABELLI DIVID & INCOME TR$379,6030.05%12,912CommonNONE
092528603BINCBLACKROCK ETF TRUST II$378,9940.05%7,241CommonNONE
244199105DEDEERE & CO$371,8760.05%586CommonNONE
25434V716DFSUDIMENSIONAL ETF TRUST$369,5270.05%7,925CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$366,3020.05%767CommonNONE
37954Y632AIQGLOBAL X FDS$360,4850.05%5,494CommonNONE
46641Q225BBCAJ P MORGAN EXCHANGE TRADED F$357,3430.05%3,595CommonNONE
92204A702VGTVANGUARD WORLD FD$356,6550.05%2,984CommonNONE
64110L106NFLXNETFLIX INC.$347,5040.05%4,867CommonNONE
855244109SBUXSTARBUCKS CORP$346,1920.05%3,388CommonNONE
H2906T109GRMNGARMIN LTD$344,4330.05%1,450CommonNONE
922908744VTVVANGUARD INDEX FDS$343,2400.05%1,575CommonNONE
91913Y100VLOVALERO ENERGY CORP$342,6910.05%1,316CommonNONE
097023105BABOEING CO$338,3680.05%1,563CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$337,7490.05%3,372CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$334,4820.05%9,884CommonNONE
46641Q191BBEUJ P MORGAN EXCHANGE TRADED F$333,4000.05%4,287CommonNONE
464287804IJRISHARES TR$328,8290.04%2,217CommonNONE
78464A102XNTKSPDR SERIES TRUST$312,5200.04%800CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$301,3980.04%3,648CommonNONE
09260D107BXBLACKSTONE INC$299,4710.04%2,545CommonNONE
64110D104NTAPNETAPP INC$298,3780.04%1,928CommonNONE
36828A101GEVGE VERNOVA INC$278,8960.04%237CommonNONE
278642103EBAYEBAY INC.$278,1800.04%2,489CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$275,4220.04%9,943CommonNONE
747525103QCOMQUALCOMM INC$273,0150.04%1,477CommonNONE
609207105MDLZMONDELEZ INTL INC$269,5660.04%4,661CommonNONE
907818108UNPUNION PAC CORP$264,4670.04%972CommonNONE
25434V781DISVDIMENSIONAL ETF TRUST$263,8150.04%6,574CommonNONE
369604301GEGE AEROSPACE$261,3650.04%699CommonNONE
172967424CCITIGROUP INC$258,9510.04%1,850CommonNONE
464287168DVYISHARES TR$256,0200.04%1,638CommonNONE
33734K109FEXFIRST TR EXCHANGE-TRADED ALP$252,0520.03%1,802CommonNONE
384747101GRALGRAIL INC$249,3610.03%3,653CommonNONE
464287523SOXXISHARES TR$249,2560.03%389CommonNONE
931142103WMTWALMART INC$248,8950.03%2,198CommonNONE
337344105QQEWFIRST TR EXCHANGE-TRADED FD$246,5770.03%1,545CommonNONE
20030N101CMCSACOMCAST CORP NEW$245,5270.03%10,001CommonNONE
39304D102GDOTGREEN DOT CORP$242,4510.03%17,946CommonNONE
46641Q233BBAXJ P MORGAN EXCHANGE TRADED F$240,8580.03%4,023CommonNONE
375558103GILDGILEAD SCIENCES INC$237,9000.03%1,883CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$237,0120.03%408CommonNONE
34959E109FTNTFORTINET INC$235,9610.03%1,536CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$235,1500.03%4,275CommonNONE
921910840MGVVANGUARD WORLD FD$233,7340.03%1,430CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$233,3660.03%2,848CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$230,9530.03%5,349CommonNONE
46187W107INVHINVITATION HOMES INC$229,8680.03%7,609CommonNONE
580135101MCDMCDONALDS CORP$228,4220.03%845CommonNONE
464288356CMFISHARES TR$228,0200.03%3,956CommonNONE
922907746VTEBVANGUARD MUN BD FDS$224,1710.03%4,432CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$217,0220.03%2,674CommonNONE
464288414MUBISHARES TR$212,0120.03%1,970CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$208,8330.03%2,847CommonNONE
98389B100XELXCEL ENERGY INC$206,2910.03%2,569CommonNONE
297178105ESSESSEX PPTY TR INC$206,1550.03%707CommonNONE
002824100ABTABBOTT LABORATORIES$206,0420.03%2,271CommonNONE
46432F396MTUMISHARES TR$205,0130.03%598CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$202,2520.03%6,503CommonNONE
464287689IWVISHARES TR$202,1140.03%474CommonNONE
532275104LWLGLIGHTWAVE LOGIC INC$104,4770.01%11,044CommonNONE
362397101GABGABELLI EQUITY TR INC$68,5860.01%12,118CommonNONE
87975F104TELOTELOMIR PHARMACEUTICALS INC$16,2030.00%12,658CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.