Morton Capital Management LLC/CA — 13F holdings

Morton Capital Management LLC/CA reported 154 holdings worth $828M in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

1. USFR WISDOMTREE TR — $157M (19.0%)
2. OUNZ VANECK MERK GOLD ETF — $141M (17.0%)
3. DFAX DIMENSIONAL ETF TRUST — $92.9M (11.2%)
4. DIMENSIONAL ETF TRUST — $71.9M (8.7%)
5. FLXR TCW ETF TRUST — $71.2M (8.6%)
6. HAP VANECK ETF TRUST — $27.1M (3.3%)
7. JPST J P MORGAN EXCHANGE TRADED F — $22.7M (2.7%)
8. MSFT MICROSOFT CORP — $19.8M (2.4%)
9. AAPL APPLE INC — $19.3M (2.3%)
10. VBIL VANGUARD INSTL INDEX FD — $17.9M (2.2%)