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Holders — by stockHoldings — by fund

Morton Capital Management LLC/CA

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002002628

$731.3M

disclosed book value

160

positions

18.6%

largest position share

Positions, as of 2026-06-30

top 100 of 160 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1OUNZVANECK MERK GOLD ETF3.5M$135.8M18.6%
2DFAXDIMENSIONAL ETF TRUST2.5M$90.8M12.4%
3USFRWISDOMTREE TR1.7M$87.6M12%
4FLXRTCW ETF TRUST1.8M$71.8M9.8%
5DFACDIMENSIONAL ETF TRUST1.6M$70.3M9.6%
6JPSTJ P MORGAN EXCHANGE TRADED F573,696$29.0M4%
7HAPVANECK ETF TRUST372,552$25.6M3.5%
8AAPLAPPLE INC57,763$16.7M2.3%
9MSFTMICROSOFT CORP39,977$14.9M2%
10DCORDIMENSIONAL ETF TRUST154,034$12.6M1.7%
11IAUISHARES GOLD TR150,109$11.3M1.5%
12IWDISHARES TR45,061$10.9M1.5%
13SPYSTATE STR SPDR S&P 500 ETF T12,336$9.2M1.3%
14DFAUDIMENSIONAL ETF TRUST150,195$7.8M1.1%
15VIGVANGUARD SPECIALIZED FUNDS23,346$5.5M0.8%
16QQQINVESCO QQQ TR7,380$5.4M0.7%
17PIDINVESCO EXCHANGE TRADED FD T236,547$5.3M0.7%
18AMZNAMAZON COM INC19,886$4.7M0.6%
19GDXVANECK ETF TRUST62,550$4.7M0.6%
20NVDANVIDIA CORPORATION23,426$4.7M0.6%
21GOOGLALPHABET INC12,542$4.5M0.6%
22JPMJPMORGAN CHASE & CO10,708$3.5M0.5%
23PGPROCTER & GAMBLE CO22,608$3.3M0.5%
24CSCOCISCO SYS INC26,158$3.1M0.4%
25GOOGALPHABET INC8,569$3.0M0.4%
26IEFAISHARES TR30,045$2.9M0.4%
27ABBVABBVIE INC9,961$2.5M0.3%
28IWFISHARES TR19,078$2.4M0.3%
29AMGNAMGEN INC6,352$2.3M0.3%
30IVVISHARES TR2,767$2.1M0.3%
31IWBISHARES TR5,039$2.1M0.3%
32DIASTATE STR SPDR DOW JONES IND3,929$2.1M0.3%
33NTSXWISDOMTREE TR33,148$2.0M0.3%
34AVGOBROADCOM INC5,025$1.9M0.3%
35VTIVANGUARD INDEX FDS4,966$1.8M0.3%
36IVWISHARES TR12,956$1.8M0.2%
37VOOVANGUARD INDEX FDS2,564$1.8M0.2%
38VVISA INC4,702$1.6M0.2%
39METAMETA PLATFORMS INC2,687$1.5M0.2%
40JNJJOHNSON & JOHNSON5,909$1.5M0.2%
41HDHOME DEPOT INC4,132$1.5M0.2%
42VYMVANGUARD WHITEHALL FDS8,899$1.4M0.2%
43EXMOCEXXON MOBIL CORP10,184$1.4M0.2%
44VBILVANGUARD INSTL INDEX FD17,190$1.3M0.2%
45ORCLORACLE CORP8,480$1.2M0.2%
46VVVANGUARD INDEX FDS3,445$1.2M0.2%
47KMIKINDER MORGAN INC DEL36,618$1.2M0.2%
48COSTCOSTCO WHOLESALE CORPORATION1,201$1.1M0.2%
49LLYELI LILLY & CO905$1.1M0.1%
50GLDSPDR GOLD TR2,790$1.0M0.1%
51MRKMERCK & CO INC7,531$967,7650.1%
52RSPINVESCO EXCHANGE TRADED FD T4,497$956,9080.1%
53ETENERGY TRANSFER L P49,938$954,8190.1%
54DFAEDIMENSIONAL ETF TRUST22,362$899,1830.1%
55EPDENTERPRISE PRODS PARTNERS L24,397$896,8470.1%
56RTXRTX CORPORATION4,613$875,1520.1%
57TXNTEXAS INSTRS INC2,903$865,3470.1%
58INTCINTEL CORP6,126$855,3780.1%
59CVXCHEVRON CORPORATION4,801$795,8360.1%
60WMWASTE MGMT INC DEL3,493$778,5200.1%
61AMATAPPLIED MATLS INC1,008$728,7560.1%
62MUMICRON TECHNOLOGY INC613$707,8600.1%
63CATCATERPILLAR INC646$687,4460.1%
64IJHISHARES TR8,819$680,0220.1%
65MLPAGLOBAL X FDS12,626$670,1890.1%
66HONHONEYWELL INTL INC2,986$668,5660.1%
67HONAHONEYWELL AEROSPACE INC3,000$663,2400.1%
68OKEONEOK INC NEW7,617$662,2480.1%
69EEMISHARES TR9,631$658,8570.1%
70IBMINTERNATIONAL BUSINESS MACHS2,322$652,9410.1%
71VWOVANGUARD INTL EQUITY INDEX F10,787$643,8610.1%
72VGITVANGUARD SCOTTSDALE FDS10,714$631,9120.1%
73IVEISHARES TR2,759$626,4590.1%
74GSGOLDMAN SACHS GROUP INC617$624,1270.1%
75SCHXSCHWAB STRATEGIC TR20,945$616,4080.1%
76EMCGLOBAL X FDS16,314$614,0930.1%
77GNRSPDR INDEX SHS FDS8,997$605,6200.1%
78MGKVANGUARD WORLD FD6,805$598,2280.1%
79SLVISHARES SILVER TR11,029$589,7330.1%
80BBJPJ P MORGAN EXCHANGE TRADED F7,777$585,6860.1%
81SCZISHARES TR6,973$573,6520.1%
82IEMGISHARES INC6,886$570,4370.1%
83VXUSVANGUARD STAR FDS6,297$538,2940.1%
84VEAVANGUARD TAX-MANAGED FDS7,158$510,0300.1%
85NEENEXTERA ENERGY INC5,742$503,9760.1%
86TSLATESLA INC1,194$502,1970.1%
87DISDISNEY WALT CO4,994$480,6530.1%
88QUALISHARES TR2,163$474,6680.1%
89BITBBITWISE BITCOIN ETF TR14,879$474,0500.1%
90MAMASTERCARD INCORPORATED898$461,2030.1%
91ADIANALOG DEVICES INC1,125$446,7030.1%
92ANETARISTA NETWORKS INC2,607$442,8780.1%
93VUGVANGUARD INDEX FDS4,866$419,1580.1%
94VOVANGUARD INDEX FDS5,171$416,6280.1%
95EFAISHARES TR3,948$410,1520.1%
96BACBANK OF AMER CORP6,708$382,2450.1%
97PMPHILIP MORRIS INTL INC2,098$379,6210.1%
98XGDVXGABELLI DIVID & INCOME TR12,912$379,6030.1%
99BINCBLACKROCK ETF TRUST II7,241$378,9940.1%
100DEDEERE & CO586$371,8760.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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