Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Seagate Technology Hldngs PLORD SHS | ORD SHS | $11.3M | 5.1% |
| Caterpillar Inc.COM | COM | $10.1M | 4.6% |
| Lam Research Corp.COM NEW | COM NEW | $8.41M | 3.8% |
| Dell Technologies Inc.CL C | CL C | $8.39M | 3.8% |
| Broadcom Inc.COM | COM | $8.07M | 3.6% |
| Apple Inc.COM | COM | $7.98M | 3.6% |
| Nvidia CorporationCOM | COM | $7.56M | 3.4% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $6.77M | 3.1% |
| United Rentals Inc.COM | COM | $6.35M | 2.9% |
| Deere & COCOM | COM | $5.97M | 2.7% |
| Amazon Com Inc.COM | COM | $5.95M | 2.7% |
| Microsoft Corp.COM | COM | $5.27M | 2.4% |
| Meta Platforms Inc.CL A | CL A | $5.13M | 2.3% |
| Abbvie Inc.COM | COM | $4.57M | 2.1% |
| Costco Wholesale CorporationCOM | COM | $4.28M | 1.9% |
| Home Depot Inc.COM | COM | $3.59M | 1.6% |
| Cummins Inc.COM | COM | $3.43M | 1.5% |
| Visa Inc.COM CL A | COM CL A | $3.25M | 1.5% |
| Rtx CorporationCOM | COM | $3.23M | 1.5% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $3.19M | 1.4% |
| JPMORGAN Chase & COCOM | COM | $2.96M | 1.3% |
| Exxon Mobil Corp.COM | COM | $2.96M | 1.3% |
| 3m COCOM | COM | $2.83M | 1.3% |
| Bank OF Amer Corp.COM | COM | $2.8M | 1.3% |
| WW Grainger Inc.COM | COM | $2.61M | 1.2% |
| GE Vernova Inc.COM | COM | $2.56M | 1.2% |
| Palo Alto Networks Inc.COM | COM | $2.36M | 1.1% |
| GE AerospaceCOM NEW | COM NEW | $2.35M | 1.1% |
| Solstice Advanced Matls Inc.COM SHS | COM SHS | $2.2M | 1.0% |
| iShares TRRUS MD CP GR ETF | RUS MD CP GR ETF | $2.14M | 1.0% |
| Citigroup Inc.COM NEW | COM NEW | $1.98M | 0.9% |
| KLA Corp.COM NEW | COM NEW | $1.89M | 0.9% |
| Walmart Inc.COM | COM | $1.86M | 0.8% |
| iShares TRRUS 2000 GRW ETF | RUS 2000 GRW ETF | $1.85M | 0.8% |
| Blackstone Inc.COM | COM | $1.82M | 0.8% |
| Vertex Pharmaceuticals Inc.COM | COM | $1.81M | 0.8% |
| iShares TRRUS MDCP VAL ETF | RUS MDCP VAL ETF | $1.81M | 0.8% |
| iShares TRRUS 1000 GRW ETF | RUS 1000 GRW ETF | $1.74M | 0.8% |
| International Business MachsCOM | COM | $1.65M | 0.7% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $1.64M | 0.7% |
| TJX Cos Inc. NewCOM | COM | $1.61M | 0.7% |
| Cadence Design System Inc.COM | COM | $1.59M | 0.7% |
| Fidelity Natl Finl Inc.COM SHS | COM SHS | $1.54M | 0.7% |
| Kimberly-clark Corp.COM | COM | $1.54M | 0.7% |
| iShares TRRUSSELL 2000 ETF | RUSSELL 2000 ETF | $1.53M | 0.7% |
| Micron Technology Inc.COM | COM | $1.51M | 0.7% |
| Travelers Companies Inc.COM | COM | $1.46M | 0.7% |
| Waste Mgmt Inc. DelCOM | COM | $1.4M | 0.6% |
| Select Sector SPDR TRST STR TECHN ETF | ST STR TECHN ETF | $1.23M | 0.6% |
| American Express COCOM | COM | $1.2M | 0.5% |
Seagate Technology Hldngs PLORD SHS$11.3M
- Class
- ORD SHS
- Share
- 5.1%
Caterpillar Inc.COM$10.1M
- Class
- COM
- Share
- 4.6%
Lam Research Corp.COM NEW$8.41M
- Class
- COM NEW
- Share
- 3.8%
Dell Technologies Inc.CL C$8.39M
- Class
- CL C
- Share
- 3.8%
Broadcom Inc.COM$8.07M
- Class
- COM
- Share
- 3.6%
Apple Inc.COM$7.98M
- Class
- COM
- Share
- 3.6%
Nvidia CorporationCOM$7.56M
- Class
- COM
- Share
- 3.4%
Alphabet Inc.CAP STK CL C$6.77M
- Class
- CAP STK CL C
- Share
- 3.1%
United Rentals Inc.COM$6.35M
- Class
- COM
- Share
- 2.9%
Deere & COCOM$5.97M
- Class
- COM
- Share
- 2.7%
Amazon Com Inc.COM$5.95M
- Class
- COM
- Share
- 2.7%
Microsoft Corp.COM$5.27M
- Class
- COM
- Share
- 2.4%
Meta Platforms Inc.CL A$5.13M
- Class
- CL A
- Share
- 2.3%
Abbvie Inc.COM$4.57M
- Class
- COM
- Share
- 2.1%
Costco Wholesale CorporationCOM$4.28M
- Class
- COM
- Share
- 1.9%
Home Depot Inc.COM$3.59M
- Class
- COM
- Share
- 1.6%
Cummins Inc.COM$3.43M
- Class
- COM
- Share
- 1.5%
Visa Inc.COM CL A$3.25M
- Class
- COM CL A
- Share
- 1.5%
Rtx CorporationCOM$3.23M
- Class
- COM
- Share
- 1.5%
Taiwan Semiconductor ManufacSPONSORED ADS$3.19M
- Class
- SPONSORED ADS
- Share
- 1.4%
JPMORGAN Chase & COCOM$2.96M
- Class
- COM
- Share
- 1.3%
Exxon Mobil Corp.COM$2.96M
- Class
- COM
- Share
- 1.3%
3m COCOM$2.83M
- Class
- COM
- Share
- 1.3%
Bank OF Amer Corp.COM$2.8M
- Class
- COM
- Share
- 1.3%
WW Grainger Inc.COM$2.61M
- Class
- COM
- Share
- 1.2%
GE Vernova Inc.COM$2.56M
- Class
- COM
- Share
- 1.2%
Palo Alto Networks Inc.COM$2.36M
- Class
- COM
- Share
- 1.1%
GE AerospaceCOM NEW$2.35M
- Class
- COM NEW
- Share
- 1.1%
Solstice Advanced Matls Inc.COM SHS$2.2M
- Class
- COM SHS
- Share
- 1.0%
iShares TRRUS MD CP GR ETF$2.14M
- Class
- RUS MD CP GR ETF
- Share
- 1.0%
Citigroup Inc.COM NEW$1.98M
- Class
- COM NEW
- Share
- 0.9%
KLA Corp.COM NEW$1.89M
- Class
- COM NEW
- Share
- 0.9%
Walmart Inc.COM$1.86M
- Class
- COM
- Share
- 0.8%
iShares TRRUS 2000 GRW ETF$1.85M
- Class
- RUS 2000 GRW ETF
- Share
- 0.8%
Blackstone Inc.COM$1.82M
- Class
- COM
- Share
- 0.8%
Vertex Pharmaceuticals Inc.COM$1.81M
- Class
- COM
- Share
- 0.8%
iShares TRRUS MDCP VAL ETF$1.81M
- Class
- RUS MDCP VAL ETF
- Share
- 0.8%
iShares TRRUS 1000 GRW ETF$1.74M
- Class
- RUS 1000 GRW ETF
- Share
- 0.8%
International Business MachsCOM$1.65M
- Class
- COM
- Share
- 0.7%
iShares TRCORE S&P MCP ETF$1.64M
- Class
- CORE S&P MCP ETF
- Share
- 0.7%
TJX Cos Inc. NewCOM$1.61M
- Class
- COM
- Share
- 0.7%
Cadence Design System Inc.COM$1.59M
- Class
- COM
- Share
- 0.7%
Fidelity Natl Finl Inc.COM SHS$1.54M
- Class
- COM SHS
- Share
- 0.7%
Kimberly-clark Corp.COM$1.54M
- Class
- COM
- Share
- 0.7%
iShares TRRUSSELL 2000 ETF$1.53M
- Class
- RUSSELL 2000 ETF
- Share
- 0.7%
Micron Technology Inc.COM$1.51M
- Class
- COM
- Share
- 0.7%
Travelers Companies Inc.COM$1.46M
- Class
- COM
- Share
- 0.7%
Waste Mgmt Inc. DelCOM$1.4M
- Class
- COM
- Share
- 0.6%
Select Sector SPDR TRST STR TECHN ETF$1.23M
- Class
- ST STR TECHN ETF
- Share
- 0.6%
American Express COCOM$1.2M
- Class
- COM
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 129 positions by value, with holdings of the same security combined. The 129 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1903058
- File number
- 028-23409
- Options
- 0 call, 0 put
- In the 25 largest
- 61.9%
- Prior quarter
- $183M at 31 March 2026
- Positions opened
- 10
- Positions closed
- 7
Common questions
What are Morton Wealth Advisors’ 13F holdings worth?
$221 million across 129 positions for the quarter ended 30 June 2026.
What is Morton Wealth Advisors’ largest 13F holding?
SEAGATE TECHNOLOGY HLDNGS PL (ORD SHS) was the largest position at $11.3 million, or 5.1% of reported 13F value, as of 30 June 2026.
How concentrated is Morton Wealth Advisors’ 13F portfolio?
The ten largest positions accounted for 36.6% of reported value and the twenty-five largest for 61.9%, across 129 positions as of 30 June 2026.
Does Form 13F show everything Morton Wealth Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Morton Wealth Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.