13F Insight
DOSSIER · 13F-HR · Q2 2026

Morton Capital Management LLC/CA

$731M in tracked AUM across 160 positions as of Q2 2026.

MC
CIK 0002002628 · last filed Jun 30, 2026
Total AUM
$731M
as of Q2 2026
Holdings
160
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Morton Capital Management LLC/CA filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
OUNZ
VANECK MERK GOLD ETF
$136M3.5M18.6%02
DFAX
DIMENSIONAL ETF TRUST
$91M2.5M12.4%03
USFR
WISDOMTREE TR
$88M1.7M12.0%04
FLXR
TCW ETF TRUST
$72M1.8M9.8%05
DFAC
DIMENSIONAL ETF TRUST
$70M1.6M9.6%06
JPST
J P MORGAN EXCHANGE TRADED F
$29M574K4.0%07
HAP
VANECK ETF TRUST
$26M373K3.5%08
AAPL
APPLE INC
$17M58K2.3%09
MSFT
MICROSOFT CORP
$15M40K2.0%10
DCOR
DIMENSIONAL ETF TRUST
$13M154K1.7%

Filing history

2026Q2Jun 30
$731M▲ 8.8%
160 positionsView →2026Q1Mar 31
$672M▲ 3.2%
139 positionsView →2025Q4Dec 31
$651M▲ 6.8%
134 positionsView →2025Q3Sep 30
$609M▲ 8.0%
131 positionsView →2025Q2Jun 30
$564M▲ 9.0%
126 positionsLocked2025Q1Mar 31
$518M▼ 2.5%
111 positionsLocked2024Q4Dec 31
$531M▲ 4.4%
112 positionsLocked2024Q3Sep 30
$508M▲ 20.6%
111 positionsLocked2024Q2Jun 30
$421M▲ 13.7%
99 positionsLocked2024Q1Mar 31
$370M▲ 10.0%
106 positionsLocked2023Q4Dec 31
$337M▲ 19.3%
98 positionsLocked2023Q3Sep 30
$282M▼ 3.6%
91 positionsLocked
Showing 12 of 19