Fund Holdings — Morton Capital Management LLC/CA

Total Portfolio Value
$672.23M
Total Bought
$33.16M
Total Sold
$13.89M
Net Transaction
+$19.26M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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TCW ETF TRUST
FLEXIBLE INCOME
1,636,6471,820,059+183,41264,81171,47410.63%+6,663
DIMENSIONAL ETF TRUST
WORLD EX US CORE
2,284,1402,391,645+107,50574,76081,24412.09%+6,484
VANECK ETF TRUST
NATURAL RESOURC
394,182380,245-13,93723,70627,5564.10%+3,850
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
1,418,8041,507,348+88,54456,17058,5768.71%+2,405
VANECK MERK GOLD ETF(OUNZ)3,671,4203,433,212-238,208152,291154,66623.01%+2,376
WISDOMTREE TR(WT)1,657,2631,677,866+20,60383,39384,46412.56%+1,070
DIMENSIONAL ETF TRUST
US COR EQU 1 ETF
139,272154,556+15,28410,25511,1401.66%+886
EXXON MOBIL CORP9,38810,063+6751,1301,7070.25%+578
NEXTERA ENERGY INC(NEE)05,946+5,94605520.08%+552
ELI LILLY & CO(LLY)7711,477+7068291,3590.20%+530
STATE STR SPDR S&P 500 ETF T(SPY)9,68210,950+1,2686,6027,1211.06%+519
ISHARES TR
CORE MSCI EAFE
26,56231,306+4,7442,3762,8340.42%+458
CHEVRON CORPORATION(CVX)2,9764,015+1,0394548310.12%+377
JOHNSON & JOHNSON(JNJ)4,7345,490+7569801,3420.20%+362
DEERE & CO(DE)0583+58303280.05%+328
AMGEN INC(AMGN)5,9836,483+5001,9582,2810.34%+323
ISHARES INC
CORE MSCI EMKT
3,2307,286+4,0562175080.08%+291
ISHARES TR4,6158,667+4,0523055850.09%+281
SPDR GOLD TR(GLD)2,5723,016+4441,0191,2980.19%+278
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0759+75902570.04%+257
PFIZER INC(PFE)08,461+8,46102380.04%+238
MONDELEZ INTL INC(MDLZ)04,078+4,07802350.03%+235
COMCAST CORP NEW(CCZ)07,930+7,93002280.03%+228
KINDER MORGAN INC DEL(KMI)36,09436,357+2639921,2190.18%+227
SCHWAB STRATEGIC TR08,893+8,89302200.03%+220
MICRON TECHNOLOGY INC(MU)0647+64702190.03%+219
PAYPAL HLDGS INC(PYPL)04,555+4,55502060.03%+206
SPDR SERIES TRUST
ST STR NYSE TECH
0800+80002040.03%+204
XCEL ENERGY INC(XEL)02,569+2,56902040.03%+204
WALMART INC(WMT)01,625+1,62502020.03%+202
ISHARES GOLD TR(IAU)162,297151,645-10,65213,17413,3691.99%+195
PROCTER & GAMBLE CO(PG)21,98323,093+1,1103,1503,3360.50%+185
ISHARES SILVER TR(SLV)8,87311,053+2,1805727530.11%+182
RTX CORPORATION(RTX)3,7764,527+7516938730.13%+181
HONEYWELL INTL INC(HON)5,9315,909-221,1571,3360.20%+179
VANGUARD INDEX FDS1,2831,896+6133725440.08%+172
ENTERPRISE PRODS PARTNERS L(EPD)23,73224,194+4627619150.14%+155
ENERGY TRANSFER L P(ET)48,56749,267+7008019510.14%+150
NETFLIX INC.(NFLX)3,3234,767+1,4443124580.07%+147
CATERPILLAR INC(CAT)595684+893414840.07%+143
ONEOK INC NEW(OKE)7,5027,561+595516830.10%+132
VALERO ENERGY CORP(VLO)1,2651,315+502063250.05%+119
ISHARES TR2,9603,286+3262,0282,1470.32%+119
VANGUARD WHITEHALL FDS9,2629,740+4781,3291,4420.21%+113
VANGUARD TAX-MANAGED FDS4,7425,975+1,2332963830.06%+87
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
9,20710,714+1,5075526380.09%+86
MERCK & CO INC(MRK)7,2376,933-3047628340.12%+72
GLOBAL X FDS
GLBL X MLP ETF
12,62612,62606116800.10%+69
GABELLI EQUITY TR INC(GAB)012,112+12,1120680.01%+68
TEXAS INSTRS INC(TXN)2,8552,899+444955630.08%+67
VANGUARD INDEX FDS5,6116,061+4501,8811,9440.29%+63
VANGUARD STAR FDS2,9043,635+7312192800.04%+61
SPDR INDEX SHS FDS
ST STR NAT ETF
9,8918,962-9296156690.10%+55
VANGUARD INDEX FDS799990+1912062590.04%+53
WASTE MGMT INC DEL(WM)3,4213,493+727528030.12%+51
ANALOG DEVICES INC(ADI)1,0631,064+12883380.05%+50
ISHARES TR1,8492,182+3332222710.04%+49
GILEAD SCIENCES INC(GILD)1,6631,812+1492042530.04%+48
GARMIN LTD(GRMN)1,4501,45002943360.05%+42
PHILIP MORRIS INTL INC(PM)1,8812,067+1863023420.05%+40
CISCO SYS INC(CSCO)25,61825,890+2721,9732,0090.30%+35
INVESCO EXCHANGE TRADED FD T
INTL DIVI ACHI
245,244243,871-1,3735,3955,4250.81%+30
CADIZ INC(CDZI)16,67524,887+8,212941220.02%+29
VANGUARD WORLD FD758923+1653133390.05%+26
J P MORGAN EXCHANGE TRADED F
BETABULDRS JAPAN
7,6767,67605065290.08%+23
J P MORGAN EXCHANGE TRADED F
BETA DEVE EX ETF
3,7753,920+1452132330.03%+21
ISHARES TR9,6319,63105275470.08%+20
VANGUARD INTL EQUITY INDEX F3,1133,311+1982292490.04%+20
ISHARES TR1,6381,63802312480.04%+17
STARBUCKS CORP(SBUX)2,5982,611+132192340.03%+15
STATE STR SPDR DOW JONES IND(DIA)3,7573,929+1721,8061,8200.27%+14
UNION PAC CORP(UNP)951952+12202310.03%+11
GOLDMAN SACHS GROUP INC(GS)539573+344744840.07%+11
DIMENSIONAL ETF TRUST
INTL SMALL CAP V
6,2896,28902392480.04%+9
VANGUARD INDEX FDS1,5751,57503013090.05%+8
GOLDMAN SACHS ETF TR3,2023,258+563203260.05%+6
ISHARES TR3,9483,94803793840.06%+4
PUBLIC SVC ENTERPRISE GROUP(PEG)2,6742,67402152160.03%+2
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
4,0904,09007837850.12%+1
GLOBAL X FDS
EMERGING MKT GRT
16,34816,314-345035040.07%+1
GABELLI EQUITY TR INC014,100+14,100000.00%0
TELOMIR PHARMACEUTICALS INC(TELO)12,65812,658017160.00%-0
ISHARES TR3,6903,708+182122110.03%-1
J P MORGAN EXCHANGE TRADED F
BETA CDA ETF NEW
3,7293,659-703473440.05%-3
VANGUARD INTL EQUITY INDEX F2,1982,202+43103050.05%-5
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
2,8332,83302102010.03%-9
NETAPP INC(NTAP)2,0282,02802172080.03%-10
DIMENSIONAL ETF TRUST
US SUSTAINABILTY
7,7207,923+2033353260.05%-10
COSTCO WHOLESALE CORPORATION(COST)1,126964-1629719610.14%-10
ISHARES TR
MSCI USA QLT FCT
1,6431,644+13263150.05%-11
ABBOTT LABORATORIES2,1372,499+3622682570.04%-11
GABELLI DIVID & INCOME TR
COM
13,69413,689-53803690.05%-12
J P MORGAN EXCHANGE TRADED F
BETA EURO ET NE
4,2904,162-1283143010.04%-13
MASTERCARD INCORPORATED(MA)807892+854614460.07%-15
PALANTIR TECHNOLOGIES INC(PLTR)1,3601,520+1602422220.03%-19
BOEING CO(BA)1,3811,38103002750.04%-25
SCHWAB STRATEGIC TR20,81220,818+65605340.08%-26
GREEN DOT CORP(GDOT)17,94617,94602302010.03%-29
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
24,10822,251-1,8577857530.11%-32
VANGUARD WORLD FD
INF TECH ETF
393373-202962600.04%-36
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Morton Capital Management LLC/CA — 13F Holdings — Q1 2026 | TickerTrail