Institutional Fund
Morton Capital Management LLC/Ca
Calabasas, CACIK 20026285 filings on record
Portfolio Value
$672.23M
Q1 2026
Holdings
139
Reported positions
New Buys
14
Opened this quarter
QoQ Change
+3.2%
from $651.16M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vaneck Merk Gold ETF23.0%
- Wisdomtree Tr12.6%
- Dimensional ETF Trust12.1%
- Tcw ETF Trust10.6%
- Dimensional ETF Trust8.7%
- Vaneck ETF Trust4.1%
- Other28.9%
Portfolio Holdings
139 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vaneck Merk Gold ETF | 3.43M | $154.67M | 23.0% | −238.2K | Reduced |
| 2 | Wisdomtree Tr | 1.68M | $84.46M | 12.6% | +20.6K | Added |
| 3 | Dimensional ETF Trust | 2.39M | $81.24M | 12.1% | +107.5K | Added |
| 4 | Tcw ETF Trust | 1.82M | $71.47M | 10.6% | +183.4K | Added |
| 5 | Dimensional ETF Trust | 1.51M | $58.58M | 8.7% | +88.5K | Added |
| 6 | Vaneck ETF Trust | 380.2K | $27.56M | 4.1% | −13.9K | Reduced |
| 7 | Apple Inc | 57.8K | $14.68M | 2.2% | +3.0K | Added |
| 8 | Microsoft Corp | 38.6K | $14.29M | 2.1% | +336 | Added |
| 9 | Ishares Gold Tr | 151.6K | $13.37M | 2.0% | −10.7K | Reduced |
| 10 | Dimensional ETF Trust | 154.6K | $11.14M | 1.7% | +15.3K | Added |
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