CIK 2002628
Morton Capital Management LLC/CA
Institutional 13F holdings & portfolio
Holdings
134
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
13
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 134
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| OUNZ | VANECK MERK GOLD ETF | 3.7M | $1M+ | SH |
| USFR | WISDOMTREE TR | 1.7M | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 2.3M | $1M+ | SH |
| FLXR | TCW ETF TRUST | 1.6M | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 1.4M | $1M+ | SH |
| HAP | VANECK ETF TRUST | 394K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 38K | $1M+ | SH |
| AAPL | APPLE INC | 55K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 162K | $1M+ | SH |
| IWD | ISHARES TR | 49K | $1M+ | SH |
| DCOR | DIMENSIONAL ETF TRUST | 139K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 156K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 10K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 68K | $1M+ | SH |
| PID | INVESCO EXCHANGE TRADED FD T | 245K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 23K | $1M+ | SH |
| AMZN | AMAZON COM INC | 20K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 7K | $1M+ | SH |
| GOOGL | ALPHABET INC | 12K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 11K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 17K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 22K | $1M+ | SH |
| GOOG | ALPHABET INC | 10K | $1M+ | SH |
| IEFA | ISHARES TR | 27K | $1M+ | SH |
| IWF | ISHARES TR | 5K | $1M+ | SH |
| ABBV | ABBVIE INC | 9K | $1M+ | SH |
| META | META PLATFORMS INC | 3K | $1M+ | SH |
| IVV | ISHARES TR | 3K | $1M+ | SH |
| CSCO | CISCO SYS INC | 26K | $1M+ | SH |
| AMGN | AMGEN INC | 6K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| NTSX | WISDOMTREE TR | 33K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 4K | $1M+ | SH |
| IWB | ISHARES TR | 5K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| ORCL | ORACLE CORP | 8K | $1M+ | SH |
| IVW | ISHARES TR | 13K | $1M+ | SH |
| AVGO | BROADCOM INC | 4K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 9K | $1M+ | SH |
| V | VISA INC | 4K | $1M+ | SH |
| HD | HOME DEPOT INC | 4K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 6K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 9K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| GLD | SPDR GOLD TR | 3K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 36K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 5K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $500K+ | SH |
| LLY | ELI LILLY & CO | 771 | $500K+ | SH |
| ET | ENERGY TRANSFER L P | 49K | $500K+ | SH |