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Home > Institutional Investor > Morton Capital Management Llc > 13F Holdings

Instuitional Investor - Morton Capital Management Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 3,122,365 $157,335,964 19.01%
2.
Vaneck Merk Gold Trust
 OUNZ 3,535,862 $141,080,891 17.04%
3.
Dimensional Etf Trust
 DFAC 2,508,105 $92,850,055 11.22%
4.
Dimensional Etf Trust
 DFAC 1,616,463 $71,851,794 8.68%
5.
Tcw Etf Trust
 1,878,081 $71,235,617 8.6%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.