§ 13F · FUND PROFILE
Morton Capital Management LLC/CA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $564.0T (13F)Positions · 126Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | OUNZ | VANECK MERK GOLD ETF | 3.67M | $152.3T | 23.4% | −2% |
| 2 | USFR | WISDOMTREE TR | 1.66M | $83.4T | 12.8% | +12% |
| 3 | DFAX | DIMENSIONAL ETF TRUST | 2.28M | $74.8T | 11.5% | +3% |
| 4 | FLXR | TCW ETF TRUST | 1.64M | $64.8T | 10.0% | +11% |
| 5 | DFAC | DIMENSIONAL ETF TRUST | 1.42M | $56.2T | 8.6% | +4% |
| 6 | HAP | VANECK ETF TRUST | 394K | $23.7T | 3.6% | −1% |
| 7 | MSFT | MICROSOFT CORP | 38K | $18.5T | 2.8% | −5% |
| 8 | AAPL | APPLE INC | 55K | $14.9T | 2.3% | ±0% |
| 9 | IAU | ISHARES GOLD TR | 162K | $13.2T | 2.0% | −4% |
| 10 | IWD | ISHARES TR | 49K | $10.4T | 1.6% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MORTON SIGNAL
AC read
Morton Capital Management LLC/CA is a Other fund managing $564049.6 trillion in assets. The fund runs a portfolio of 126 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed