Morton Capital Management LLC holds a concentrated book of 160 stocks worth $731.3M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened JPMorgan Ultra-Short Income and trimmed Vaneck Natural Resources ETF. Their largest long position is Vaneck Merk Gold ETF at 19% of the equity book. Cloning the disclosed picks since 2024 would be +33% (+17.1%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2002628/holdings"
Use Arkolith to show Morton Capital Management LLC/CA's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.4 points over this window.
Growth of $10,000 cloning Morton Capital Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
34% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Morton Capital Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79 / 80 | $19.5B |
| IFP Advisors, Inc | 79 / 80 | $1.5B |
| MORGAN STANLEY | 78 / 80 | $629.5B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $181.2B |
| ROYAL BANK OF CANADA | 78 / 80 | $170.4B |
| LPL Financial LLC | 78 / 80 | $98.1B |
| Cetera Investment Advisers | 78 / 80 | $25.9B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $19.5B |
Ranked by how many of Morton Capital Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vaneck Merk Gold ETF GOLD SHS | $135.8M | 3.52M | 18.6% | ▲+2.5% Added · +86K sh | |
| 2 | Dimensional ETF Trust WORLD EX US CORE | $90.8M | 2.47M | 12.4% | ▲+3.1% Added · +74K sh | |
| 3 | Wisdomtree TR FLOATNG RAT TREA | $87.6M | 1.74M | 12.0% | ▲+3.7% Added · +63K sh | |
| 4 | TCW ETF Trust FLEXIBLE INCOME | $71.8M | 1.83M | 9.8% | ▲+0.7% Added · +12K sh | |
| 5 | Dimensional ETF Trust US COR EQU 2 ETF | $70.3M | 1.58M | 9.6% | ▲+5.1% Added · +77K sh | |
| 6 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $29.0M | 573.7K | 4.0% | ▲New New position | |
| 7 | Vaneck ETF Trust NATURAL RESOURC | $25.6M | 372.6K | 3.5% | ▼−2.0% Reduced · −8K sh | |
| 8 | Apple Inc COM | $16.7M | 57.8K | 2.3% | ▼−0.1% Reduced · −85 sh | |
| 9 | Microsoft Corp COM | $14.9M | 40.0K | 2.0% | ▲+3.5% Added · +1K sh | |
| 10 | Dimensional ETF Trust US COR EQU 1 ETF | $12.6M | 154.0K | 1.7% | ▼−0.3% Reduced · −522 sh | |
| 11 | Ishares Gold TR ISHARES NEW | $11.3M | 150.1K | 1.5% | ▼−1.0% Reduced · −2K sh | |
| 12 | Ishares TR RUS 1000 VAL ETF | $10.9M | 45.1K | 1.5% | ▼−4.8% Reduced · −2K sh | |
| 13 | State STR SPDR S&P 500 ETF T TR UNIT | $9.2M | 12.3K | 1.3% | ▲+13% Added · +1K sh | |
| 14 | Dimensional ETF Trust US CORE EQT MKT | $7.8M | 150.2K | 1.1% | ▲+0.6% Added · +941 sh | |
| 15 | Vanguard Specialized Funds DIV APP ETF | $5.5M | 23.3K | 0.8% | ▲+1.3% Added · +290 sh | |
| 16 | Invesco QQQ TR UNIT SER 1 | $5.4M | 7.4K | 0.7% | ▲+0.2% Added · +17 sh | |
| 17 | Invesco Exchange Traded FD T INTL DIVI ACHI | $5.3M | 236.5K | 0.7% | ▼−3.0% Reduced · −7K sh | |
| 18 | Amazon Com Inc COM | $4.7M | 19.9K | 0.6% | ▲+2.7% Added · +521 sh | |
| 19 | Vaneck ETF Trust GOLD MINERS ETF | $4.7M | 62.5K | 0.6% | ▲+0.8% Added · +510 sh | |
| 20 | Nvidia Corporation COM | $4.7M | 23.4K | 0.6% | ▲+33% Added · +6K sh | |
| 21 | Alphabet Inc CAP STK CL A | $4.5M | 12.5K | 0.6% | ▲+5.6% Added · +668 sh | |
| 22 | JPMorgan Chase & Co COM | $3.5M | 10.7K | 0.5% | ▼−1.0% Reduced · −110 sh | |
| 23 | Procter & Gamble Co COM | $3.3M | 22.6K | 0.5% | ▼−2.1% Reduced · −485 sh | |
| 24 | Cisco Sys Inc COM | $3.1M | 26.2K | 0.4% | ▲+1.0% Added · +268 sh | |
| 25 | Alphabet Inc CAP STK CL C | $3.0M | 8.6K | 0.4% | ▲+0.2% Added · +19 sh | |
| 26 | Ishares TR CORE MSCI EAFE | $2.9M | 30.0K | 0.4% | ▼−4.0% Reduced · −1K sh | |
| 27 | Abbvie Inc COM | $2.5M | 10.0K | 0.3% | ▲+4.2% Added · +399 sh | |
| 28 | Ishares TR RUS 1000 GRW ETF | $2.4M | 19.1K | 0.3% | ▲+303% Added · +14K sh | |
| 29 | Amgen Inc COM | $2.3M | 6.4K | 0.3% | ▼−2.0% Reduced · −131 sh | |
| 30 | Ishares TR CORE S&P500 ETF | $2.1M | 2.8K | 0.3% | ▼−16% Reduced · −519 sh | |
| 31 | Ishares TR RUS 1000 ETF | $2.1M | 5.0K | 0.3% | ▲+6.5% Added · +309 sh | |
| 32 | State STR SPDR Dow Jones Ind UT SER 1 | $2.1M | 3.9K | 0.3% | —Held | |
| 33 | Wisdomtree TR US EFFIC CORE FD | $2.0M | 33.1K | 0.3% | ▲+0.3% Added · +90 sh | |
| 34 | Broadcom Inc COM | $1.9M | 5.0K | 0.3% | ▲+9.6% Added · +440 sh | |
| 35 | Vanguard Index FDS TOTAL STK MKT | $1.8M | 5.0K | 0.3% | ▼−18% Reduced · −1K sh | |
| 36 | Ishares TR S&P 500 GRWT ETF | $1.8M | 13.0K | 0.2% | ▲+2.8% Added · +349 sh | |
| 37 | Vanguard Index FDS S&P 500 ETF SHS | $1.8M | 2.6K | 0.2% | ▼−5.8% Reduced · −157 sh | |
| 38 | Visa Inc COM CL A | $1.6M | 4.7K | 0.2% | ▲+20% Added · +774 sh | |
| 39 | Meta Platforms Inc CL A | $1.5M | 2.7K | 0.2% | ▲+5.4% Added · +137 sh | |
| 40 | Johnson & Johnson COM | $1.5M | 5.9K | 0.2% | ▲+7.6% Added · +419 sh | |
| 41 | Home Depot Inc COM | $1.5M | 4.1K | 0.2% | ▲+23% Added · +779 sh | |
| 42 | Vanguard Whitehall FDS HIGH DIV YLD | $1.4M | 8.9K | 0.2% | ▼−8.6% Reduced · −841 sh | |
| 43 | Exxon Mobil Corp COM | $1.4M | 10.2K | 0.2% | ▲+1.2% Added · +121 sh | |
| 44 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $1.3M | 17.2K | 0.2% | ▲New New position | |
| 45 | Oracle Corp COM | $1.2M | 8.5K | 0.2% | ▲+1.5% Added · +127 sh | |
| 46 | Vanguard Index FDS LARGE CAP ETF | $1.2M | 3.4K | 0.2% | —Held | |
| 47 | Kinder Morgan Inc Del COM | $1.2M | 36.6K | 0.2% | ▲+0.7% Added · +261 sh | |
| 48 | Costco Wholesale Corporation COM | $1.1M | 1.2K | 0.2% | ▲+25% Added · +237 sh | |
| 49 | Eli Lilly & Co COM | $1.1M | 905 | 0.1% | ▼−39% Reduced · −572 sh | |
| 50 | SPDR Gold TR GOLD SHS | $1.0M | 2.8K | 0.1% | ▼−7.5% Reduced · −226 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 160 | $731.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 139 | $672.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 134 | $651.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 131 | $609.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 126 | $564.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 111 | $517.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 112 | $530.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 9, 2024 | 111 | $508.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.