Chief Compliance Officer

0001085146-24-004712.txt : 20241009 0001085146-24-004712.hdr.sgml : 20241009 20241008175915 ACCESSION NUMBER: 0001085146-24-004712 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241009 DATE AS OF CHANGE: 20241008 EFFECTIVENESS DATE: 20241009 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Morton Capital Management LLC/CA CENTRAL INDEX KEY: 0002002628 ORGANIZATION NAME: IRS NUMBER: 300798181 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23474 FILM NUMBER: 241361099 BUSINESS ADDRESS: STREET 1: 27200 AGOURA ROAD STREET 2: SUITE 200 CITY: CALABASAS STATE: CA ZIP: 91301 BUSINESS PHONE: 818.222.4727 MAIL ADDRESS: STREET 1: 27200 AGOURA ROAD STREET 2: SUITE 200 CITY: CALABASAS STATE: CA ZIP: 91301 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002002628 XXXXXXXX 09-30-2024 09-30-2024 false Morton Capital Management LLC/CA

27200 AGOURA ROAD SUITE 200 CALABASAS CA 91301

13F HOLDINGS REPORT 028-23474 000141250 801-67025 N Menachem Striks Chief Compliance Officer 818.591.6214 /s/Menachem Striks Calabasas CA 10-08-2024 0 111 508049654 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 255967 2245 SH SOLE 0 0 2245 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 1814197 9187 SH SOLE 0 0 9187 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1934576 11665 SH SOLE 0 0 11665 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1738169 10396 SH SOLE 0 0 10396 AMAZON COM INC COM 023135106 BBG001S5PQL7 3486980 18714 SH SOLE 0 0 18714 AMGEN INC COM 031162100 BBG001S5NNL6 1903827 5909 SH SOLE 0 0 5909 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 244492 1062 SH SOLE 0 0 1062 APPLE INC COM 037833100 BBG001S5N8V8 15494350 66499 SH SOLE 0 0 66499 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 491895 12397 SH SOLE 0 0 12397 BITWISE BITCOIN ETF TR SHS BEN INT 09174C104 BBG01KY66MQ0 296298 8566 SH SOLE 0 0 8566 BLACKSTONE INC COM 09260D107 BBG001S7H949 405646 2649 SH SOLE 0 0 2649 BOEING CO COM 097023105 BBG001S5P0V3 249668 1642 SH SOLE 0 0 1642 BROADCOM INC COM 11135F101 BBG00KHY5SY8 708596 4108 SH SOLE 0 0 4108 CARRIER GLOBAL CORPORATION COM 14448C104 BBG00RP5HZM1 240827 2992 SH SOLE 0 0 2992 CATERPILLAR INC COM 149123101 BBG001S5PJ06 250322 640 SH SOLE 0 0 640 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 522739 3550 SH SOLE 0 0 3550 CISCO SYS INC COM 17275R102 BBG001S6HC62 1609975 30251 SH SOLE 0 0 30251 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1152483 1300 SH SOLE 0 0 1300 CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 476519 1699 SH SOLE 0 0 1699 DANAHER CORPORATION COM 235851102 BBG001S5QGT0 211888 762 SH SOLE 0 0 762 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 BBG00Y2PHW26 990615 36141 SH SOLE 0 0 36141 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 BBG00Y2JG0C0 6500423 163780 SH SOLE 0 0 163780 DIMENSIONAL ETF TRUST US CORE EQUITY 1 25434V625 BBG01J6LTBL5 3291376 51964 SH SOLE 0 0 51964 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 40862650 1191678 SH SOLE 0 0 1191678 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 56247935 2082486 SH SOLE 0 0 2082486 DISNEY WALT CO COM 254687106 BBG001S5QHF3 547142 5688 SH SOLE 0 0 5688 EBAY INC. 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