13F Insight
DOSSIER · 13F-HR · Q1 2026

Morton Capital Management LLC/CA

Morton /CA's holding co. based in Greenwich, CT — $672M in tracked AUM across 139 positions as of Q1 2026.

M/
Morton /CA·Greenwich, CT·Holding Co.
CIK 0002002628 · last filed Mar 31, 2026
Total AUM
$672M
▲ 1.7%
vs prior
Holdings
139
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Financials
26% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Morton Capital Management LLC/CA filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
OUNZ
VANECK MERK GOLD ETF
$155M3.4M23.0%
02
USFR
WISDOMTREE TR
$84M1.7M12.6%
03
DFAX
DIMENSIONAL ETF TRUST
$81M2.4M12.1%
04
FLXR
TCW ETF TRUST
$71M1.8M10.6%
05
DFAC
DIMENSIONAL ETF TRUST
$59M1.5M8.7%
06
HAP
VANECK ETF TRUST
$28M380K4.1%
07
AAPL
APPLE INC
$15M58K2.2%
08
MSFT
MICROSOFT CORP
$14M39K2.1%
09
IAU
ISHARES GOLD TR
$13M152K2.0%
10
DCOR
DIMENSIONAL ETF TRUST
$11M155K1.7%

Filing history

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