StockDriftsStockDriftsTop 50 Morton Capital Management LLC/CA Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| OUNZ | VANECK MERK GOLD ETF | 23.01% | 3.43M | $154.7M | -6.49%(-238.21K) | $17.55(+156.99%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 12.56% | 1.68M | $84.5M | +1.24%(+20.60K) | $50.28(+0.28%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 12.09% | 2.39M | $81.2M | +4.71%(+107.50K) | $26.02(+44.19%) | 2026-03-31 | |
| FLXR | TCW ETF TRUST | 10.63% | 1.82M | $71.5M | +11.21%(+183.41K) | $38.67(+1.31%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 8.71% | 1.51M | $58.6M | +6.24%(+88.54K) | $29.80(+45.04%) | 2026-03-31 | |
| HAP | VANECK ETF TRUST | 4.1% | 380.2K | $27.6M | -3.54%(-13.94K) | $49.15(+51.62%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.18% | 57.8K | $14.7M | +5.46%(+3.00K) | $165.85(+80.20%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.13% | 38.6K | $14.3M | +0.88%(+336) | $314.06(+29.02%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 1.99% | 151.6K | $13.4M | -6.56%(-10.65K) | $34.60(+154.86%) | 2026-03-31 | |
| DCOR | DIMENSIONAL ETF TRUST | 1.66% | 154.6K | $11.1M | +10.97%(+15.28K) | $64.48(+24.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.73% | +59.04% |
| Top 20 Holdings Unweighted | +15.36% | +53.54% |
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