§ 13F · FUND PROFILE
Morton Capital Management LLC/CA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $609M (13F)Positions · 131Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | OUNZ | VANECK MERK GOLD ETF | 3.43M | $155M | 23.0% | −6% |
| 2 | USFR | WISDOMTREE TR | 1.68M | $84M | 12.6% | +1% |
| 3 | DFAX | DIMENSIONAL ETF TRUST | 2.39M | $81M | 12.1% | +5% |
| 4 | FLXR | TCW ETF TRUST | 1.82M | $71M | 10.6% | +11% |
| 5 | DFAC | DIMENSIONAL ETF TRUST | 1.51M | $59M | 8.7% | +6% |
| 6 | HAP | VANECK ETF TRUST | 380K | $28M | 4.1% | −4% |
| 7 | AAPL | APPLE INC | 58K | $15M | 2.2% | +5% |
| 8 | MSFT | MICROSOFT CORP | 39K | $14M | 2.1% | +1% |
| 9 | IAU | ISHARES GOLD TR | 152K | $13M | 2.0% | −7% |
| 10 | DCOR | DIMENSIONAL ETF TRUST | 155K | $11M | 1.7% | +11% |
§ 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 $609 million in assets. The fund runs a portfolio of 131 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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