Morton Capital Management LLC/CA: 13F holdings
CIK 20026282026Q2
| Positions | 160 |
|---|
| Reported value | $731.3m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 160 (+21 vs prior quarter) |
|---|
| Reported value | $731.3m (+8.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| OUNZ VANECK MERK GOLD ETF | 3,519,350 | $135.8m | 18.6% |
| DFAX DIMENSIONAL ETF TRUST | 2,465,252 | $90.8m | 12.4% |
| USFR WISDOMTREE TR | 1,740,568 | $87.6m | 12.0% |
| FLXR TCW ETF TRUST | 1,832,248 | $71.8m | 9.8% |
| DIMENSIONAL ETF TRUST | 1,583,859 | $70.3m | 9.6% |
| JPST J P MORGAN EXCHANGE TRADED F | 573,696 | $29.0m | 4.0% |
| HAP VANECK ETF TRUST | 372,552 | $25.6m | 3.5% |
| AAPL APPLE INC | 57,763 | $16.7m | 2.3% |
| MSFT MICROSOFT CORP | 39,977 | $14.9m | 2.0% |
| DIMENSIONAL ETF TRUST | 154,034 | $12.6m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2002628")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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