Morton Capital Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 154 distinct positions held by the firm, which is headquartered in Calabasas, California.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with over 100 positions held in various index funds and thematic ETFs. Major broad-market ETFs held include the Vanguard S&P 500 ETF, the iShares Core S&P 500 ETF, and the State Street SPDR S&P 500 ETF Trust. The firm also holds significant positions in sector-specific ETFs, such as the VanEck Merit Gold ETF and the WisdomTree Trust Floating Rate Treasury ETF.
Among individual common stocks, the largest single position is in Microsoft Corporation, with 19,755,831 shares. Other notable individual stock holdings include NVIDIA Corporation (5,518,961 shares), Apple Inc. (19,331,300 shares), and Alphabet Inc. Class A (4,311,920 shares). The filing also lists positions in companies such as JPMorgan Chase & Co., Visa Inc., and Procter & Gamble Co.
The filing was signed by Menachem Striks, Chief Compliance Officer for Morton Capital Management, on October 23, 2026.
