Courage Miller Partners, LLC
Sector Allocation
- Other85.8%$325.2M
- Financials9.4%$35.7M
- Technology2.6%$10.0M
- Industrials0.7%$2.6M
- Energy0.5%$1.9M
- Consumer Discretionary0.5%$1.8M
- Consumer Staples0.3%$1.1M
- Healthcare0.1%$582,707
AUM History
13fpro.ai/research/fund/courage-miller-partners-llc-1482106
Conviction and streaks
Stable · top 10 = 61.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- SCHWAB$51.2M
- SCHWAB$33.7M
- ISHARES$28.7M
- ISHARES$24.5M
- SCHWAB$20.7M
- VANGUARD$18.9M
- SCHWAB$15.5M
- SCHWAB$15.2M
IVZ
$13.3M- SCHWAB$11.7M
- SCHWAB$11.5M
- SCHWAB$9.8M
- VANGUARD$9.2M
- SCHWAB$9.0M
GLTR
$8.6M- SCHWAB$8.4M
- SCHWAB$7.6M
STT
$7.5MMETA
$4.3M- ISHARES$3.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/courage-miller-partners-llc-1482106
Courage Miller Partners, LLC 13F holdings — Q3 2026
$378.9M portfolio (-0.0% QoQ) · 94 holdings · Q3 2026 13F · top 10 are 62% of the stock portfolio
- 1
SCHWAB STRATEGIC TR - US LRG CAP ETF
$51.2M
13.5% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SCHWAB STRATEGIC TR - INTL EQTY ETF
$33.7M
8.9% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - CORE 1 5 YR USD
$28.7M
7.6% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - ISHS 1-5YR INVS
$24.5M
6.5% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SCHWAB STRATEGIC TR - SHT TM US TRES
$20.7M
5.5% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD BD INDEX FDS - TOTAL BND MRKT
$18.9M
5.0% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SCHWAB STRATEGIC TR - US MID-CAP ETF
$15.5M
4.1% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$15.2M
4.0% of stocks
-0.3%This quarter—Since filed—HeldAIQuality—Est. buy— $13.3M
3.5% of stocks
+3%This quarter-2.5%Since filed11+ qtrsHeld- 10
SCHWAB STRATEGIC TR - US SML CAP ETF
$11.7M
3.1% of stocks
+0.1%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR - US LRG CAP ETF | $51.2M | 13.5% | -1% | — | — | — | — | |
| 2 | SCHWAB STRATEGIC TR - INTL EQTY ETF | $33.7M | 8.9% | -0.2% | — | — | — | — | |
| 3 | ISHARES TR - CORE 1 5 YR USD | $28.7M | 7.6% | +2% | — | — | — | — | |
| 4 | ISHARES TR - ISHS 1-5YR INVS | $24.5M | 6.5% | +3% | — | — | — | — | |
| 5 | SCHWAB STRATEGIC TR - SHT TM US TRES | $20.7M | 5.5% | +2% | — | — | — | — | |
| 6 | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $18.9M | 5.0% | +3% | — | — | — | — | |
| 7 | SCHWAB STRATEGIC TR - US MID-CAP ETF | $15.5M | 4.1% | +0.4% | — | — | — | — | |
| 8 | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $15.2M | 4.0% | -0.3% | — | — | — | — | |
| 9 | $13.3M | 3.5% | +3% | -2.5% | 11+ qtrsAdded 3 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | SCHWAB STRATEGIC TR - US SML CAP ETF | $11.7M | 3.1% | +0.1% | — | — | — | — |
All holdings — Courage Miller Partners, LLC (Q3 2026)
94 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SCHWAB STRATEGIC TR - US REIT ETFetf/fund | — | $11.5M | 3.0% | 520K | +0.3% | — | — | 13F |
| 12 | — | SCHWAB STRATEGIC TR - US LCAP GR ETFetf/fund | — | $9.8M | 2.6% | 273K | -1% | — | — | 13F |
| 13 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $9.2M | 2.4% | 155K | +1% | — | — | 13F |
| 14 | — | SCHWAB STRATEGIC TR - US LCAP VA ETFetf/fund | — | $9.0M | 2.4% | 269K | +0.4% | — | — | 13F |
| 15 | abrdn Precious Metals Basket ETF Trust | Financials | $8.6M | 2.3% | 46K | +0.6% | 3 qtrs | — | 13F | |
| 16 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETFetf/fund | — | $8.4M | 2.2% | 169K | +0.4% | — | — | 13F |
| 17 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETFetf/fund | — | $7.6M | 2.0% | 209K | +0.4% | — | — | 13F |
| 18 | STATE STREET CORPetf/fund | Financials | $7.5M | 2.0% | 187K | +0.2% | 11+ qtrs | 71.5 | 13F | |
| 19 | Meta Platforms, Inc.note | Technology | $4.3M | 1.1% | 56K | +1% | 11+ qtrsAdded 2 qtrs in a row | 78.0 | 13F | |
| 20 | — | ISHARES TR - NORTH AMERN NATetf/fund | — | $3.5M | 0.9% | 56K | +2% | — | — | 13F |
| 21 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $3.3M | 0.9% | 4,348 | -0.1% | — | — | 13F |
| 22 | STATE STREET CORPetf/fund | Financials | $3.2M | 0.8% | 30K | -0.1% | 11+ qtrs | 71.5 | 13F | |
| 23 | — | SPDR SERIES TRUST - ST STR SP400VALetf/fund | — | $2.7M | 0.7% | 31K | -0.0% | — | — | 13F |
| 24 | Apple Inc. | Technology | $2.7M | 0.7% | 8,180 | +0.0% | 11+ qtrs | 75.7 | 13F | |
| 25 | — | ISHARES TR - ISHS 5-10YR INVTetf/fund | — | $2.6M | 0.7% | 52K | — | — | — | 13F |
| 26 | — | INVESCO EXCHANGE TRADED FD T - S&P500 EQL ENR | — | $2.1M | 0.6% | 20K | -3% | |||
| 27 | — | ISHARES TR - CORE MSCI EAFE | — | $2.0M | 0.5% | 21K | +1% | |||
| 28 | $GOOGL | Alphabet Inc. | Technology | $2.0M | 0.5% | 5,745 | — | |||
| 29 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $1.9M | 0.5% | 5,156 | — | |||
| 30 | — | ISHARES TR - MRGSTR MD CP GRW | — | $1.9M | 0.5% | 20K | -2% | |||
| 31 | — | INVESCO EXCHANGE TRADED FD T - S&P500 EQL MAT | — | $1.8M | 0.5% | 49K | -3% | |||
| 32 | — | SPDR SERIES TRUST - ST STR SP600SM C | — | $1.8M | 0.5% | 17K | -0.4% | |||
| 33 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.7M | 0.4% | 10K | -2% | |||
| 34 | — | SPDR SERIES TRUST - ST STR SP600GRWO | — | $1.7M | 0.4% | 16K | -0.4% | |||
| 35 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.6M | 0.4% | 2,099 | — | |||
| 36 | — | ISHARES TR - MRGSTR MD CP VAL | — | $1.6M | 0.4% | 17K | -2% | |||
| 37 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.6M | 0.4% | 6,251 | — | |||
| 38 | — | ISHARES TR - TRUST ISHARE 0-1 | — | $1.4M | 0.4% | 13K | +1% | |||
| 39 | $UNP | UNION PACIFIC CORP | Industrials | $1.4M | 0.4% | 5,188 | — | |||
| 40 | $GLD | SPDR GOLD TRUST | Financials | $1.2M | 0.3% | 3,201 | New | |||
| 41 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $1.1M | 0.3% | 7,137 | -0.9% | |||
| 42 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.0M | 0.3% | 2,040 | +77% | |||
| 43 | — | ISHARES TR - CORE S&P MCP ETF | — | $1.0M | 0.3% | 14K | +1% | |||
| 44 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $918K | 0.2% | 10K | New | |||
| 45 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $889K | 0.2% | 12K | -0.7% | |||
| 46 | — | ISHARES TR - CORE MSCI TOTAL | — | $833K | 0.2% | 8,774 | -0.1% | |||
| 47 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $829K | 0.2% | 910 | — | |||
| 48 | — | ISHARES TR - MSCI ACWI ETF | — | $754K | 0.2% | 4,750 | — | |||
| 49 | — | ISHARES TR - U.S. REAL ES ETF | — | $749K | 0.2% | 7,885 | +1.0% | |||
| 50 | — | ISHARES TR - S&P 500 GRWT ETF | — | $728K | 0.2% | 5,115 | -0.1% | |||
| 51 | — | ISHARES TR - 0-5YR HI YL CP | — | $692K | 0.2% | 17K | +0.0% | |||
| 52 | $GE | GENERAL ELECTRIC CO | Industrials | $680K | 0.2% | 2,176 | — | |||
| 53 | — | ISHARES TR - MORNINGSTAR GRWT | — | $592K | 0.2% | 5,065 | -2% | |||
| 54 | — | ISHARES TR - CORE S&P SCP ETF | — | $584K | 0.1% | 4,293 | -0.4% | |||
| 55 | — | ISHARES INC - CORE MSCI EMKT | — | $573K | 0.1% | 7,062 | +0.0% | |||
| 56 | — | ISHARES TR - EAFE SML CP ETF | — | $569K | 0.1% | 6,739 | +2% | |||
| 57 | — | ISHARES TR - RESIDENTIAL MULT | — | $557K | 0.1% | 6,300 | +0.2% | |||
| 58 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $525K | 0.1% | 710 | -30% | |||
| 59 | — | PIMCO ETF TR - 1-5 US TIP IDX | — | $523K | 0.1% | 10K | — | |||
| 60 | $GEV | GE Vernova Inc. | Industrials | $517K | 0.1% | 544 | — | |||
| 61 | — | ISHARES TR - MRGSTR SM CP GR | — | $517K | 0.1% | 8,447 | -4% | |||
| 62 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $506K | 0.1% | 722 | +31% | |||
| 63 | — | ISHARES TR - MRNING SM CP ETF | — | $503K | 0.1% | 6,727 | -2% | |||
| 64 | $GOOG | Alphabet Inc. | Technology | $492K | 0.1% | 1,445 | — | |||
| 65 | — | ISHARES TR - TIPS BD ETF | — | $435K | 0.1% | 4,177 | — | |||
| 66 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $428K | 0.1% | 9,129 | — | |||
| 67 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $427K | 0.1% | 5,143 | -0.3% | |||
| 68 | — | ISHARES TR - SELECT DIVID ETF | — | $424K | 0.1% | 2,791 | -0.2% | |||
| 69 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $418K | 0.1% | 1,187 | -3% | |||
| 70 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $399K | 0.1% | 4,702 | -16% | |||
| 71 | — | ISHARES TR - CORE 80 20 ETF | — | $390K | 0.1% | 4,007 | -37% | |||
| 72 | $LLY | ELI LILLY & Co | Healthcare | $376K | 0.1% | 325 | — | |||
| 73 | — | ISHARES TR - ULTRA SHORT DUR | — | $370K | 0.1% | 7,348 | — | |||
| 74 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $364K | 0.1% | 16K | — | |||
| 75 | — | ISHARES TR - S&P 500 VAL ETF | — | $352K | 0.1% | 1,541 | — | |||
| 76 | — | ISHARES TR - MSCI EMG MKT ETF | — | $344K | 0.1% | 5,157 | -17% | |||
| 77 | $V | VISA INC. | Financials | $335K | 0.1% | 932 | — | |||
| 78 | — | ISHARES TR - MORNINGSTAR VALU | — | $321K | 0.1% | 3,048 | -5% | |||
| 79 | $MSFT | MICROSOFT CORP | Technology | $300K | 0.1% | 586 | +0.2% | |||
| 80 | $PM | Philip Morris International Inc. | Consumer Staples | $286K | 0.1% | 1,500 | — | |||
| 81 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $279K | 0.1% | 979 | -30% | |||
| 82 | — | ISHARES TR - SELECT US REIT | — | $278K | 0.1% | 4,421 | — | |||
| 83 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $269K | 0.1% | 755 | — | |||
| 84 | $IVZ | Invesco Ltd. | Financials | $269K | 0.1% | 1,983 | — | |||
| 85 | — | ISHARES TR - CORE US AGGBD ET | — | $265K | 0.1% | 2,805 | — | |||
| 86 | — | ISHARES TR - GLOB HLTHCRE ETF | — | $256K | 0.1% | 2,510 | — | |||
| 87 | — | ISHARES TR - RUS MID CAP ETF | — | $251K | 0.1% | 2,354 | — | |||
| 88 | $NVDA | NVIDIA CORP | Technology | $227K | 0.1% | 995 | New | |||
| 89 | $CVX | CHEVRON CORP | Energy | $227K | 0.1% | 1,110 | New | |||
| 90 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $210K | 0.1% | 2,979 | New | |||
| 91 | $ABBV | AbbVie Inc. | Healthcare | $207K | 0.1% | 790 | New | |||
| 92 | — | ISHARES TR - EAFE VALUE ETF | — | $206K | 0.1% | 2,600 | New | |||
| 93 | $MCD | MCDONALDS CORP | Consumer Discretionary | $203K | 0.1% | 877 | — | |||
| 94 | — | VANGUARD WORLD FD - INF TECH ETF | — | $201K | 0.1% | 1,600 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 8 new, 28 added to, 31 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.
New positions (8)
$GLDSPDR GOLD TRUST$1.2M
first bought this quarter
- VANECK ETF TRUST - GOLD MINERS ETF$918K
first bought this quarter
$NVDANVIDIA CORP$227K
first bought this quarter
$CVXCHEVRON CORP$227K
first bought this quarter
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT$210K
first bought this quarter
$ABBVAbbVie Inc.$207K
first bought this quarter
+2 more in the Excel export
Added to (28)
- ISHARES TR - CORE 1 5 YR USD+2%
now $28.7M
- ISHARES TR - ISHS 1-5YR INVS+3%
now $24.5M
- VANGUARD BD INDEX FDS - TOTAL BND MRKT+3%
now $18.9M
$BRK.BBERKSHIRE HATHAWAY INC+77%
now $1.0M · held 11+ qtrs
- SCHWAB STRATEGIC TR - SHT TM US TRES+2%
now $20.7M
now $13.3M · held 11+ qtrs, 3 adds in a row
+22 more in the Excel export
Trimmed (31)
- SCHWAB STRATEGIC TR - US LRG CAP ETF-1%
now $51.2M
- ISHARES TR - CORE 80 20 ETF-37%
now $390K
$QQQINVESCO QQQ TRUST, SERIES 1-30%
now $525K · held 3 qtrs
- VANGUARD INDEX FDS - MRNGSTR SML CAP-30%
now $279K
- SCHWAB STRATEGIC TR - US LCAP GR ETF-1%
now $9.8M
- SCHWAB STRATEGIC TR - INTL EQTY ETF-0.2%
now $33.7M
+25 more in the Excel export
Sold out (1)
- VANGUARD INDEX FDS - MID CAP ETFwas $322K
Holdings by quarter
Every 13F Courage Miller Partners, LLC has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow Courage Miller Partners?
Q3 2026 13F filed with the SEC on Oct 21, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Courage Miller Partners's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-2.6%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 3% over the last 4
Top 10 weight
62%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
79%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Courage Miller Partners, LLC disclosed 94 positions worth $378.9M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 8 new positions and exited 1 — including a new stake in $GLD. The portfolio is most concentrated in Other (85.8% of disclosed assets). All figures are sourced directly from Courage Miller Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1482106.
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