Morton Capital Management LLC/CA
CIK 2002628
13F filing for Q2 2026・No. 3,137
- Holdings
- US$731.28M
- Quarter change
- +US$59.05M
- Entries
- 160
- Net bought (estimate)
- +US$52.54M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 30
- Sold out 9
- Cut 29
- Added 82
- Corporate actions 2
- Unchanged 19
Largest holdings
160 stocks worth US$731.28M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANECK MERK GOLD ETFGOLD SHS | Added | 3,519,350 | US$135.81M | 18.57% |
| DIMENSIONAL ETF TRUSTWORLD EX US CORE | Added | 2,465,252 | US$90.82M | 12.42% |
| WISDOMTREE TRFLOATNG RAT TREA | Added | 1,740,568 | US$87.64M | 11.98% |
| TCW ETF TRUSTFLEXIBLE INCOME | Added | 1,832,248 | US$71.84M | 9.82% |
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Added | 1,583,859 | US$70.26M | 9.61% |
| JPSTJ P MORGAN EXCHANGE TRADED FULTRA SHRT ETF | New | 573,696 | US$29.01M | 3.97% |
| VANECK ETF TRUSTNATURAL RESOURC | Cut | 372,552 | US$25.56M | 3.50% |
| AAPLAppleCOM | Cut | 57,763 | US$16.71M | 2.29% |
| MSFTMicrosoftCOM | Added | 39,977 | US$14.91M | 2.04% |
| DIMENSIONAL ETF TRUSTUS COR EQU 1 ETF | Cut | 154,034 | US$12.63M | 1.73% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 23, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.