Morton Capital Management Llc/Ca Portfolio Holdings

Morton Capital Management Llc/Ca

  • $609 Billion
  • Q3 2025

Morton Capital Management Llc/Ca has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $609 Billion distributed in 131 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Van Eck Merk Gold Trust with a value of $140B, Wisdomtree Floating Rate Treas with a value of $74.1B, Dimensional ETF Tr with a value of $69.4B, Tcw ETF Trust with a value of $58.6B, and Dimensional ETF Tr U S Core Eq with a value of $52.4B.

Examining the 13F form we can see an increase of $45.4B in the current position value, from $564B to 609B.

Morton Capital Management Llc/Ca is based out at Calabasas, CA

Below you can find more details about Morton Capital Management Llc/Ca portfolio as well as his latest detailed transactions.

Portfolio value $609 Billion
ETFs: $379 Billion
Technology: $46.8 Billion
Communication Services: $8.44 Billion
Financial Services: $7.77 Billion
Consumer Cyclical: $7.16 Billion
Healthcare: $6.62 Billion
Energy: $4.93 Billion
Consumer Defensive: $4.77 Billion
Other: $5.04 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.44B
$140 Billion 22.97% of portfolio
3,764,126
Q3 2025 Reduced 2.94%
$0
$74.1 Billion 12.16% of portfolio
1,474,168
Q3 2025 Reduced 1.38%
$0
$69.4 Billion 11.38% of portfolio
2,210,604
Q3 2025 Added 1.06%
Tcw ETF Trust
-
$58.6 Billion 9.61% of portfolio
-
Q3 2025 Added 7.13%
$0
$52.4 Billion 8.6% of portfolio
1,359,617
Q3 2025 Added 0.56%
$0
$22.8 Billion 3.74% of portfolio
399,026
Q3 2025 Reduced 1.88%
$3.78T
$20.8 Billion 3.41% of portfolio
40,134
Q3 2025 Reduced 4.26%
$4.3T
$14 Billion 2.3% of portfolio
55,004
Q3 2025 Reduced 9.53%
$65.3B
$12.3 Billion 2.01% of portfolio
168,366
Q3 2025 Reduced 2.1%
$0
$10.6 Billion 1.74% of portfolio
52,161
Q3 2025 Added 1.07%
Dimensional ETF Trust
-
$9.16 Billion 1.5% of portfolio
-
Q3 2025 Added 24.92%
$0
$7.07 Billion 1.16% of portfolio
154,544
Q3 2025 Reduced 3.09%
$0
$6.47 Billion 1.06% of portfolio
9,710
Q3 2025 Added 91.07%
$0
$5.43 Billion 0.89% of portfolio
71,024
Q3 2025 Reduced 6.03%
$0
$5.37 Billion 0.88% of portfolio
252,653
Q3 2025 Reduced 1.4%
$0
$5.09 Billion 0.83% of portfolio
23,575
Q3 2025 Added 0.0%
$0
$4.21 Billion 0.69% of portfolio
7,013
Q3 2025 Reduced 12.55%
$881B
$3.72 Billion 0.61% of portfolio
11,782
Q3 2025 Reduced 7.03%
$465B
$3.39 Billion 0.56% of portfolio
18,184
Q3 2025 Reduced 16.04%
$346B
$3.37 Billion 0.55% of portfolio
21,958
Q3 2025 Reduced 2.07%
$1.65T
$3.09 Billion 0.51% of portfolio
12,708
Q3 2025 Added 2.75%
$593B
$2.35 Billion 0.38% of portfolio
8,343
Q3 2025 Reduced 4.39%
$1.74T
$2.34 Billion 0.38% of portfolio
9,599
Q3 2025 Reduced 4.98%
$414B
$2.2 Billion 0.36% of portfolio
9,495
Q3 2025 Reduced 2.33%
$0
$2.22 Billion 0.36% of portfolio
4,736
Q3 2025 Added 23.66%
$0
$2.04 Billion 0.33% of portfolio
23,330
Q3 2025 Added 0.39%
$1.37T
$1.97 Billion 0.32% of portfolio
2,681
Q3 2025 Added 5.55%
$0
$1.75 Billion 0.29% of portfolio
3,771
Q3 2025 Reduced 19.78%
$0
$1.77 Billion 0.29% of portfolio
32,865
Q3 2025 Added 0.31%
$0
$1.77 Billion 0.29% of portfolio
2,647
Q3 2025 Reduced 0.45%
$183B
$1.74 Billion 0.29% of portfolio
6,155
Q3 2025 Reduced 3.54%
$0
$1.75 Billion 0.29% of portfolio
2,850
Q3 2025 Reduced 35.33%
$0
$1.74 Billion 0.29% of portfolio
5,313
Q3 2025 Added 6.37%
$319B
$1.79 Billion 0.29% of portfolio
26,139
Q3 2025 Reduced 0.84%
$0
$1.73 Billion 0.28% of portfolio
4,730
Q2 2025 Reduced 5.96%
$367B
$1.52 Billion 0.25% of portfolio
3,749
Q3 2025 Reduced 2.57%
$0
$1.45 Billion 0.24% of portfolio
12,020
Q3 2025 Added 155.2%
$139B
$1.42 Billion 0.23% of portfolio
4,291
Q3 2025 Reduced 2.39%
$533B
$1.28 Billion 0.21% of portfolio
3,759
Q3 2025 Reduced 9.05%
$0
$1.31 Billion 0.21% of portfolio
9,260
Q3 2025 Reduced 0.97%
$132B
$1.25 Billion 0.2% of portfolio
5,920
Q3 2025 Reduced 2.57%
$404B
$1.1 Billion 0.18% of portfolio
1,185
Q3 2025 Reduced 15.18%
$61.6B
$1.09 Billion 0.18% of portfolio
38,587
Q3 2025 Added 0.8%
$0
$1.06 Billion 0.17% of portfolio
3,445
Q4 2023 Added 2.65%
$522B
$1 Billion 0.16% of portfolio
5,397
Q3 2025 Added 0.3%
$490B
$986 Million 0.16% of portfolio
8,743
Q3 2025 Reduced 14.43%
$130B
$903 Million 0.15% of portfolio
2,540
Q3 2025 Reduced 45.03%
$0
$809 Million 0.13% of portfolio
25,656
Q3 2025 Reduced 13.63%
$0
$776 Million 0.13% of portfolio
4,090
Q3 2025 Added 5.01%

Summary

  • Portfolio
  • No. of Stocks 131
  • Current Value $609 Billion
  • Prior Value $564 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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