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 51–100 of 134
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAE | DIMENSIONAL ETF TRUST | 24K | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 4K | $500K+ | SH |
| MRK | MERCK & CO INC | 7K | $500K+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 24K | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 3K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| BITB | BITWISE BITCOIN ETF TR | 15K | $500K+ | SH |
| RTX | RTX CORPORATION | 4K | $500K+ | SH |
| IVE | ISHARES TR | 3K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 2K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 11K | $500K+ | SH |
| GNR | SPDR INDEX SHS FDS | 10K | $500K+ | SH |
| MLPA | GLOBAL X FDS | 13K | $500K+ | SH |
| SCZ | ISHARES TR | 8K | $500K+ | SH |
| DIS | DISNEY WALT CO | 5K | $500K+ | SH |
| SLV | ISHARES SILVER TR | 9K | $500K+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 11K | $500K+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 21K | $500K+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 9K | $500K+ | SH |
| OKE | ONEOK INC NEW | 8K | $500K+ | SH |
| EEM | ISHARES TR | 10K | $500K+ | SH |
| BBJP | J P MORGAN EXCHANGE TRADED F | 8K | $500K+ | SH |
| EMC | GLOBAL X FDS | 16K | $500K+ | SH |
| TXN | TEXAS INSTRS INC | 3K | $100K–$500K | SH |
| TSLA | TESLA INC | 1K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 539 | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 807 | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 3K | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 9K | $100K–$500K | SH |
| EBAY | EBAY INC. | 5K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 3K | $100K–$500K | SH |
| GDV | GABELLI DIVID & INCOME TR | 14K | $100K–$500K | SH |
| EFA | ISHARES TR | 4K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |
| BBCA | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 595 | $100K–$500K | SH |
| DFSU | DIMENSIONAL ETF TRUST | 8K | $100K–$500K | SH |
| QUAL | ISHARES TR | 2K | $100K–$500K | SH |
| GBIL | GOLDMAN SACHS ETF TR | 3K | $100K–$500K | SH |
| BBEU | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 758 | $100K–$500K | SH |
| NFLX | NETFLIX INC | 3K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| IJH | ISHARES TR | 5K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 393 | $100K–$500K | SH |