Chief Compliance Officer

0001085146-25-004101.txt : 20250723 0001085146-25-004101.hdr.sgml : 20250723 20250723164126 ACCESSION NUMBER: 0001085146-25-004101 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250723 DATE AS OF CHANGE: 20250723 EFFECTIVENESS DATE: 20250723 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Morton Capital Management LLC/CA CENTRAL INDEX KEY: 0002002628 ORGANIZATION NAME: EIN: 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: 251143585 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 06-30-2025 06-30-2025 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 07-23-2025 0 126 564049620 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 423369 3113 SH SOLE 0 0 3113 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 1804605 9722 SH SOLE 0 0 9722 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 2179540 12368 SH SOLE 0 0 12368 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1792035 10102 SH SOLE 0 0 10102 AMAZON COM INC COM 023135106 BBG001S5PQL7 4304213 19619 SH SOLE 0 0 19619 AMGEN INC COM 031162100 BBG001S5NNL6 1781533 6381 SH SOLE 0 0 6381 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 368683 1549 SH SOLE 0 0 1549 APPLE INC COM 037833100 BBG001S5N8V8 12473649 60797 SH SOLE 0 0 60797 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 544950 11516 SH SOLE 0 0 11516 BITWISE BITCOIN ETF TR SHS BEN INT 09174C104 BBG01KY66MQ0 546595 9329 SH SOLE 0 0 9329 BLACKROCK INC COM 09290D101 BBG01PSW2WR0 217195 207 SH SOLE 0 0 207 BLACKSTONE INC COM 09260D107 BBG001S7H949 395640 2645 SH SOLE 0 0 2645 BOEING CO COM 097023105 BBG001S5P0V3 288338 1376 SH SOLE 0 0 1376 BROADCOM INC COM 11135F101 BBG00KHY5SY8 1211815 4396 SH SOLE 0 0 4396 CADIZ INC COM NEW 127537207 BBG001S71VF5 49859 16675 SH SOLE 0 0 16675 CARRIER GLOBAL CORPORATION COM 14448C104 BBG00RP5HZM1 204485 2794 SH SOLE 0 0 2794 CATERPILLAR INC COM 149123101 BBG001S5PJ06 227994 587 SH SOLE 0 0 587 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 507190 3542 SH SOLE 0 0 3542 CHUBB LIMITED COM H1467J104 BBG001S8S1L3 234519 809 SH SOLE 0 0 809 CISCO SYS INC COM 17275R102 BBG001S6HC62 1828842 26360 SH SOLE 0 0 26360 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1383161 1397 SH SOLE 0 0 1397 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 BBG00Y2PHW26 859918 29704 SH SOLE 0 0 29704 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 BBG01633Y2Y6 206971 6289 SH SOLE 0 0 6289 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 BBG00Y2JG0C0 6754925 159465 SH SOLE 0 0 159465 DIMENSIONAL ETF TRUST US CORE EQUITY 1 25434V625 BBG01J6LTBL5 6815626 101954 SH SOLE 0 0 101954 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 48457137 1352041 SH SOLE 0 0 1352041 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 BBG01B92NHL4 286251 7293 SH SOLE 0 0 7293 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 64246835 2187499 SH SOLE 0 0 2187499 DISNEY WALT CO COM 254687106 BBG001S5QHF3 701269 5655 SH SOLE 0 0 5655 DOLLY VARDEN SILVER CORP COM NO PAR 256827783 BBG001V09PG0 40199 11893 SH SOLE 0 0 11893 EBAY INC. 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