account_balance
Investment manager · 13F filer · SEC CIK 2002628
Morton Capital Management LLC
Reported value$731Mas of Jun 30, 2026
Positions160 30 new, 9 sold out
Top 10 weight75.9%OUNZ alone is 19%
FiledJul 2323 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
OUNZVaneck Merk Gold ETF
18.6%Added +3%
DFAXDimensional ETF Trust
12.4%Added +3%
USFRWisdomtree Tr
12.0%Added +4%
FLXRTCW ETF Trust
9.8%
DFACDimensional ETF Trust
9.6%Added +5%
JPSTJ P Morgan Exchange Traded F
4.0%New
HAPVaneck ETF Trust
3.5%Trimmed −2%
AAPLApple Inc
2.3%
MSFTMicrosoft Corp
2.0%Added +4%
DCOR1.7%
IAU1.5%IWD1.5%
OUNZVaneck Merk Gold ETF
18.6%Added +3%
DFAXDimensional ETF Trust
12.4%Added +3%
USFRWisdomtree Tr
12.0%Added +4%
FLXRTCW ETF Trust
9.8%
DFACDimensional ETF Trust
9.6%Added +5%
JPST4.0%
HAP3.5%
AAPLMSFTDCOR1.7%
IAU1.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
OUNZ Vaneck Merk Gold ETF 18.6% Added +3%
DFAX Dimensional ETF Trust 12.4% Added +3%
USFR Wisdomtree Tr 12.0% Added +4%
FLXR TCW ETF Trust 9.8% Held
DFAC Dimensional ETF Trust 9.6% Added +5%
JPST J P Morgan Exchange Traded F 4.0% New
HAP Vaneck ETF Trust 3.5% Trimmed −2%
AAPL Apple Inc 2.3% HeldMSFT Microsoft Corp 2.0% Added +4%DCOR Dimensional ETF Trust 1.7% Held
IAU iShares Gold Tr 1.5% HeldIWD iShares Tr 1.5% Trimmed −5%
What changed