Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Morton Capital Management LLC/CA (CIK 2002628) reported $672.2M across 139 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: OUNZ ($154.7M, 23.01%), USFR ($84.5M, 12.56%), DFAX ($81.2M, 12.09%), FLXR ($71.5M, 10.63%), DFAC ($58.6M, 8.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | OUNZ | VANECK MERK GOLD ETF | $154.7M | 23.01% | 3.4M | Trimmed |
| 2 | USFR | WISDOMTREE TR | $84.5M | 12.56% | 1.7M | Added |
| 3 | DFAX | DIMENSIONAL ETF TRUST | $81.2M | 12.09% | 2.4M | Added |
| 4 | FLXR | TCW ETF TRUST | $71.5M | 10.63% | 1.8M | Added |
| 5 | DFAC | DIMENSIONAL ETF TRUST | $58.6M | 8.71% | 1.5M | Added |
| 6 | HAP | VANECK ETF TRUST | $27.6M | 4.10% | 380,245 | Trimmed |
| 7 | AAPL | APPLE INC | $14.7M | 2.18% | 57,848 | Added |
| 8 | MSFT | MICROSOFT CORP | $14.3M | 2.13% | 38,611 | Added |
| 9 | IAU | ISHARES GOLD TR | $13.4M | 1.99% | 151,645 | Trimmed |
| 10 | DCOR | DIMENSIONAL ETF TRUST | $11.1M | 1.66% | 154,556 | Added |
| 11 | IWD | ISHARES TR | $10.1M | 1.50% | 47,316 | Trimmed |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $7.1M | 1.06% | 10,950 | Added |
| 13 | DFAU | DIMENSIONAL ETF TRUST | $6.7M | 1.00% | 149,254 | Trimmed |
| 14 | GDX | VANECK ETF TRUST | $5.7M | 0.85% | 62,040 | Trimmed |
| 15 | PID | INVESCO EXCHANGE TRADED FD T | $5.4M | 0.81% | 243,871 | Trimmed |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | $5.0M | 0.74% | 23,056 | Trimmed |
| 17 | QQQ | INVESCO QQQ TR | $4.2M | 0.63% | 7,363 | Added |
| 18 | AMZN | AMAZON COM INC | $4.0M | 0.60% | 19,365 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $3.4M | 0.51% | 11,874 | Trimmed |
| 20 | PG | PROCTER & GAMBLE CO | $3.3M | 0.50% | 23,093 | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $3.2M | 0.47% | 10,818 | Trimmed |
| 22 | NVDA | NVIDIA CORPORATION | $3.1M | 0.46% | 17,588 | Added |
| 23 | IEFA | ISHARES TR | $2.8M | 0.42% | 31,306 | Added |
| 24 | GOOG | ALPHABET INC | $2.5M | 0.36% | 8,550 | Trimmed |
| 25 | AMGN | AMGEN INC | $2.3M | 0.34% | 6,483 | Added |
Source: SEC Form 13F filings · as of 2026-03-31