Courage Miller Partners, LLC
13F Reported Value
ⓘ$354.2M
Holdings
92
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Courage Miller Partners, LLC disclosed 92 positions worth $354.2M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 7 new positions and exited 1 — including a new stake in $GLTR and a full exit from $SPGI. The portfolio is most concentrated in Other (85.6% of disclosed assets). All figures are sourced directly from Courage Miller Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1482106.
AI Fund Analysis
Diversifying
$IVZSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
SCHWAB STRATEGIC TR
—Quality
$44.5M1,735,166 shSCHWAB STRATEGIC TR
—Quality
$30.7M1,241,459 shISHARES TR
—Quality
$27.6M569,876 shISHARES TR
—Quality
$23.5M447,305 shSCHWAB STRATEGIC TR
—Quality
$19.9M820,033 shVANGUARD BD INDEX FDS
—Quality
$18.6M252,934 shSCHWAB STRATEGIC TR
—Quality
$14.4M469,433 shSCHWAB STRATEGIC TR
—Quality
$14.2M460,109 sh- —
Quality
$11.7M61,174 sh SCHWAB STRATEGIC TR
—Quality
$11.2M522,062 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SCHWAB STRATEGIC TR | — | $44.5M | 1,735,166 |
| SCHWAB STRATEGIC TR | — | $30.7M | 1,241,459 |
| ISHARES TR | — | $27.6M | 569,876 |
| ISHARES TR | — | $23.5M | 447,305 |
| SCHWAB STRATEGIC TR | — | $19.9M | 820,033 |
| VANGUARD BD INDEX FDS | — | $18.6M | 252,934 |
| SCHWAB STRATEGIC TR | — | $14.4M | 469,433 |
| SCHWAB STRATEGIC TR | — | $14.2M | 460,109 |
| Invesco Ltd.$IVZ | — | $11.7M | 61,174 |
| SCHWAB STRATEGIC TR | — | $11.2M | 522,062 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Courage Miller Partners, LLC's 92 positions.
Showing top 10 of 92 holdings.
Sector Allocation
Other
$303.3M
Financials
$34.9M
Technology
$9.8M
Consumer Discretionary
$2.5M
Energy
$2.0M
Industrials
$1.3M
Healthcare
$298,925
Consumer Staples
$248,010
Full Holdings — Courage Miller Partners, LLC (Q1 2026)
All 92 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SCHWAB STRATEGIC TR | $44.5M | 12.6% | -1% | — |
| 2 | — | SCHWAB STRATEGIC TR | $30.7M | 8.7% | -1% | — |
| 3 | — | ISHARES TR | $27.6M | 7.8% | +3% | — |
| 4 | — | ISHARES TR | $23.5M | 6.6% | +3% | — |
| 5 | — | SCHWAB STRATEGIC TR | $19.9M | 5.6% | +3% | — |
| 6 | — | VANGUARD BD INDEX FDS | $18.6M | 5.3% | +1% | — |
| 7 | — | SCHWAB STRATEGIC TR | $14.4M | 4.1% | -2% | — |
| 8 | — | SCHWAB STRATEGIC TR | $14.2M | 4.0% | +0% | — |
| 9 | $IVZ | Invesco Ltd. | $11.7M | 3.3% | +3% | — |
| 10 | — | SCHWAB STRATEGIC TR | $11.2M | 3.2% | +0% | — |
| 11 | — | SCHWAB STRATEGIC TR | $10.6M | 3.0% | +0% | — |
| 12 |  $GLTR | abrdn Precious Metals Basket ETF Trust | $9.9M | 2.8% | NEW | — |
| 13 | — | VANGUARD INTL EQUITY INDEX F | $8.3M | 2.3% | +0% | — |
| 14 | — | SCHWAB STRATEGIC TR | $8.3M | 2.3% | -0% | — |
| 15 | — | SCHWAB STRATEGIC TR | $8.0M | 2.3% | +1% | — |
| 16 | — | SCHWAB STRATEGIC TR | $7.9M | 2.2% | -0% | — |
| 17 |  $STT | STATE STREET CORP | $6.9M | 1.9% | -0% | 61.5 |
| 18 | — | SCHWAB STRATEGIC TR | $6.9M | 1.9% | +0% | — |
| 19 |  $META | Meta Platforms, Inc. | $4.3M | 1.2% | +0% | 80.9 |
| 20 | — | ISHARES TR | $3.5M | 1.0% | -1% | — |
| 21 | $STT | STATE STREET CORP | $3.0M | 0.8% | -0% | 61.5 |
| 22 | — | ISHARES TR | $2.9M | 0.8% | +0% | — |
| 23 | — | ISHARES TR | $2.7M | 0.8% | +1% | — |
| 24 | — | SPDR SERIES TRUST | $2.6M | 0.7% | +0% | — |
| 25 | — | INVESCO EXCHANGE TRADED FD T | $2.3M | 0.7% | +962% | — |
| 26 |  $AAPL | Apple Inc. | $2.1M | 0.6% | +3% | 76.1 |
| 27 | — | INVESCO EXCHANGE TRADED FD T | $2.0M | 0.6% | +2489% | — |
| 28 | — | ISHARES TR | $1.9M | 0.5% | +1% | — |
| 29 |  $XOM | EXXON MOBIL CORP | $1.8M | 0.5% | +0% | 61.8 |
| 30 | — | ISHARES TR | $1.7M | 0.5% | -1% | — |
| 31 | — | SPDR SERIES TRUST | $1.7M | 0.5% | -0% | — |
| 32 | — | VANGUARD INDEX FDS | $1.7M | 0.5% | -0% | — |
| 33 |  $GOOG | Alphabet Inc. | $1.7M | 0.5% | +0% | 80.2 |
| 34 | — | ISHARES TR | $1.6M | 0.4% | -1% | — |
| 35 | — | SPDR SERIES TRUST | $1.5M | 0.4% | -0% | — |
| 36 | — | ISHARES TR | $1.4M | 0.4% | +37% | — |
| 37 |  $GLD | SPDR GOLD TRUST | $1.4M | 0.4% | NEW | — |
| 38 |  $SPY | SPDR S&P 500 ETF TRUST | $1.4M | 0.4% | +0% | — |
| 39 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.3M | 0.4% | +137% | 64.5 |
| 40 |  $AMZN | AMAZON COM INC | $1.3M | 0.4% | +0% | 74.6 |
| 41 |  $UNP | UNION PACIFIC CORP | $1.3M | 0.4% | +0% | 74 |
| 42 | — | VANGUARD WHITEHALL FDS | $1.1M | 0.3% | +0% | — |
| 43 | — | VANECK ETF TRUST | $958,997 | 0.3% | NEW | — |
| 44 | — | VANGUARD BD INDEX FDS | $943,062 | 0.3% | -0% | — |
| 45 | — | ISHARES TR | $930,052 | 0.3% | +1% | — |
| 46 |  $COST | COSTCO WHOLESALE CORP /NEW | $906,960 | 0.3% | +0% | 67 |
| 47 | — | ISHARES TR | $761,826 | 0.2% | -39% | — |
| 48 | — | ISHARES TR | $722,206 | 0.2% | +2% | — |
| 49 | — | ISHARES TR | $706,958 | 0.2% | +2% | — |
| 50 | — | ISHARES TR | $667,818 | 0.2% | -1% | — |
| 51 | — | ISHARES TR | $657,258 | 0.2% | +0% | — |
| 52 |  $GE | GENERAL ELECTRIC CO | $617,578 | 0.2% | NEW | 74.8 |
| 53 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $582,952 | 0.2% | NEW | — |
| 54 | — | ISHARES TR | $581,432 | 0.2% | -1% | — |
| 55 | — | PIMCO ETF TR | $545,611 | 0.1% | +0% | — |
| 56 | — | ISHARES TR | $540,371 | 0.1% | -1% | — |
| 57 | — | ISHARES TR | $538,329 | 0.1% | -0% | — |
| 58 | — | ISHARES TR | $532,218 | 0.1% | -0% | — |
| 59 | — | ISHARES TR | $524,889 | 0.1% | -0% | — |
| 60 | — | ISHARES TR | $516,274 | 0.1% | +1% | — |
| 61 | — | ISHARES INC | $494,876 | 0.1% | -0% | — |
| 62 | — | ISHARES TR | $494,586 | 0.1% | +0% | — |
| 63 |  $GEV | GE Vernova Inc. | $474,858 | 0.1% | +0% | 70.1 |
| 64 | — | ISHARES TR | $460,974 | 0.1% | +0% | — |
| 65 | — | VANGUARD CHARLOTTE FDS | $438,648 | 0.1% | +0% | — |
| 66 | — | VANGUARD STAR FDS | $430,891 | 0.1% | NEW | — |
| 67 | — | ISHARES TR | $423,561 | 0.1% | -0% | — |
| 68 |  $GOOGL | Alphabet Inc. | $414,513 | 0.1% | +0% | 80.2 |
| 69 | — | TIDAL TRUST I | $391,204 | 0.1% | +0% | — |
| 70 | — | VANGUARD INTL EQUITY INDEX F | $389,769 | 0.1% | -2% | — |
| 71 | — | SCHWAB STRATEGIC TR | $382,201 | 0.1% | +0% | — |
| 72 | — | VANGUARD INDEX FDS | $381,834 | 0.1% | +21% | — |
| 73 | — | ISHARES TR | $371,956 | 0.1% | +0% | — |
| 74 | — | VANGUARD INDEX FDS | $365,378 | 0.1% | +0% | — |
| 75 | — | VANGUARD INDEX FDS | $364,298 | 0.1% | +0% | — |
| 76 | — | ISHARES TR | $354,256 | 0.1% | +0% | — |
| 77 | — | ISHARES TR | $326,649 | 0.1% | +0% | — |
| 78 | — | ISHARES TR | $299,352 | 0.1% | +0% | — |
| 79 |  $LLY | ELI LILLY & Co | $298,925 | 0.1% | +0% | 89.3 |
| 80 | — | LISTED FDS TR | $296,945 | 0.1% | +0% | — |
| 81 | — | VANGUARD INDEX FDS | $286,606 | 0.1% | +0% | — |
| 82 |  $V | VISA INC. | $281,688 | 0.1% | +0% | 83.5 |
| 83 | — | ISHARES TR | $278,452 | 0.1% | +0% | — |
| 84 | — | ISHARES TR | $274,606 | 0.1% | +0% | — |
| 85 |  $MCD | MCDONALDS CORP | $274,428 | 0.1% | +0% | 73.9 |
| 86 |  $PM | Philip Morris International Inc. | $248,010 | 0.1% | +0% | 80.5 |
| 87 | — | ISHARES TR | $234,785 | 0.1% | +0% | — |
| 88 | $IVZ | Invesco Ltd. | $234,450 | 0.1% | +0% | — |
| 89 |  $CVX | CHEVRON CORP | $229,659 | 0.1% | NEW | 54.7 |
| 90 | — | ISHARES TR | $228,879 | 0.1% | +0% | — |
| 91 |  $TRV | TRAVELERS COMPANIES, INC. | $220,218 | 0.1% | +0% | 71.5 |
| 92 |  $MSFT | MICROSOFT CORP | $216,228 | 0.1% | +0% | 83.7 |
New Positions (7)
Exited Positions (1)
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