Courage Miller Partners, LLC
13F Reported Value
ⓘ$379.0M
Holdings
87
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Courage Miller Partners, LLC disclosed 87 positions worth $379.0M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 0 new positions and exited 5 and a full exit from $GLD. The portfolio is most concentrated in Other (86.6% 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
Concentrating
$IVZ
$METASector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
SCHWAB STRATEGIC TR - US LRG CAP ETF
—Quality
$50.9M1,731,183 shSCHWAB STRATEGIC TR - INTL EQTY ETF
—Quality
$34.0M1,228,357 shISHARES TR - CORE 1 5 YR USD
—Quality
$28.7M594,284 shISHARES TR - ISHS 1-5YR INVS
—Quality
$24.4M465,818 shSCHWAB STRATEGIC TR - SHT TM US TRES
—Quality
$20.5M850,858 shVANGUARD BD INDEX FDS - TOTAL BND MRKT
—Quality
$19.2M262,115 shSCHWAB STRATEGIC TR - US MID-CAP ETF
—Quality
$16.8M455,266 shSCHWAB STRATEGIC TR - US DIVIDEND EQ
—Quality
$14.8M468,296 sh- —
Quality
$13.2M62,067 sh SCHWAB STRATEGIC TR - US SML CAP ETF
—Quality
$13.0M358,542 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $50.9M | 1,731,183 |
| SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $34.0M | 1,228,357 |
| ISHARES TR - CORE 1 5 YR USD | — | $28.7M | 594,284 |
| ISHARES TR - ISHS 1-5YR INVS | — | $24.4M | 465,818 |
| SCHWAB STRATEGIC TR - SHT TM US TRES | — | $20.5M | 850,858 |
| VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $19.2M | 262,115 |
| SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $16.8M | 455,266 |
| SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $14.8M | 468,296 |
| Invesco Ltd.$IVZ | — | $13.2M | 62,067 |
| SCHWAB STRATEGIC TR - US SML CAP ETF | — | $13.0M | 358,542 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Courage Miller Partners, LLC's 87 positions.
Showing top 10 of 87 holdings.
Sector Allocation
Other
$328.1M
Financials
$33.9M
Technology
$11.0M
Consumer Discretionary
$2.6M
Energy
$1.4M
Industrials
$1.4M
Healthcare
$389,815
Consumer Staples
$271,365
Full Holdings — Courage Miller Partners, LLC (Q2 2026)
All 87 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 - US LRG CAP ETF | $50.9M | 13.4% | -0% | — |
| 2 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $34.0M | 9.0% | -1% | — |
| 3 | — | ISHARES TR - CORE 1 5 YR USD | $28.7M | 7.6% | +4% | — |
| 4 | — | ISHARES TR - ISHS 1-5YR INVS | $24.4M | 6.4% | +4% | — |
| 5 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $20.5M | 5.4% | +4% | — |
| 6 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $19.2M | 5.1% | +4% | — |
| 7 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $16.8M | 4.4% | -1% | — |
| 8 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $14.8M | 3.9% | -0% | — |
| 9 | $IVZ | Invesco Ltd. | $13.2M | 3.5% | +1% | — |
| 10 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $13.0M | 3.4% | -2% | — |
| 11 | — | SCHWAB STRATEGIC TR - US REIT ETF | $12.3M | 3.2% | -1% | — |
| 12 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $9.3M | 2.5% | +0% | — |
| 13 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $9.3M | 2.5% | -1% | — |
| 14 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $9.1M | 2.4% | -0% | — |
| 15 |  $GLTR | abrdn Precious Metals Basket ETF Trust | $8.3M | 2.2% | +1% | — |
| 16 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | $8.1M | 2.1% | -0% | — |
| 17 |  $STT | STATE STREET CORP | $7.6M | 2.0% | -1% | 71.5 |
| 18 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $7.6M | 2.0% | -0% | — |
| 19 | $META | Meta Platforms, Inc. | $4.4M | 1.1% | +1% | 79.6 |
| 20 | $STT | STATE STREET CORP | $3.4M | 0.9% | -1% | 71.5 |
| 21 | — | ISHARES TR - CORE S&P500 ETF | $3.3M | 0.9% | -2% | — |
| 22 | — | ISHARES TR - NORTH AMERN NAT | $3.1M | 0.8% | +1% | — |
| 23 | — | SPDR SERIES TRUST - ST STR SP400VAL | $2.9M | 0.8% | -0% | — |
| 24 | — | ISHARES TR - ISHS 5-10YR INVT | $2.7M | 0.7% | +1% | — |
| 25 |  $AAPL | Apple Inc. | $2.4M | 0.6% | +0% | 76.4 |
| 26 |  $GOOG | Alphabet Inc. | $2.1M | 0.5% | +0% | 78.2 |
| 27 | — | ISHARES TR - MRGSTR MD CP GRW | $2.0M | 0.5% | -7% | — |
| 28 | — | ISHARES TR - CORE MSCI EAFE | $2.0M | 0.5% | +1% | — |
| 29 | — | INVESCO EXCHANGE TRADED FD T - S&P500 EQL ENR | $2.0M | 0.5% | -3% | — |
| 30 | — | INVESCO EXCHANGE TRADED FD T - S&P500 EQL MAT | $1.9M | 0.5% | -2% | — |
| 31 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.9M | 0.5% | +0% | — |
| 32 | — | SPDR SERIES TRUST - ST STR SP600SM C | $1.9M | 0.5% | -2% | — |
| 33 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $1.9M | 0.5% | -2% | — |
| 34 | — | ISHARES TR - MRGSTR MD CP VAL | $1.6M | 0.4% | -6% | — |
| 35 |  $SPY | SPDR S&P 500 ETF TRUST | $1.6M | 0.4% | +0% | — |
| 36 |  $AMZN | AMAZON COM INC | $1.5M | 0.4% | +0% | 68.7 |
| 37 |  $XOM.R34088 | EXXON MOBIL CORP | $1.4M | 0.4% | -0% | 57.9 |
| 38 |  $UNP | UNION PACIFIC CORP | $1.4M | 0.4% | +0% | 69.7 |
| 39 | — | ISHARES TR - TRUST ISHARE 0-1 | $1.4M | 0.4% | +1% | — |
| 40 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $1.1M | 0.3% | +0% | — |
| 41 | — | ISHARES TR - CORE S&P MCP ETF | $1.1M | 0.3% | -0% | — |
| 42 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $942,336 | 0.3% | +1% | — |
| 43 |  $COST | COSTCO WHOLESALE CORP /NEW | $851,478 | 0.2% | +0% | 66.2 |
| 44 | — | ISHARES TR - CORE MSCI TOTAL | $838,440 | 0.2% | -0% | — |
| 45 |  $GE | GENERAL ELECTRIC CO | $813,371 | 0.2% | +0% | 73.8 |
| 46 | — | ISHARES TR - U.S. REAL ES ETF | $798,526 | 0.2% | +2% | — |
| 47 | — | ISHARES TR - MSCI ACWI ETF | $745,608 | 0.2% | +0% | — |
| 48 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $743,764 | 0.2% | +0% | — |
| 49 | — | ISHARES TR - 0-5YR HI YL CP | $711,343 | 0.2% | +0% | — |
| 50 | — | ISHARES TR - S&P 500 GRWT ETF | $703,935 | 0.2% | -0% | — |
| 51 |  $GEV | GE Vernova Inc. | $639,124 | 0.2% | +0% | 81.1 |
| 52 | — | ISHARES TR - CORE S&P SCP ETF | $638,999 | 0.2% | -1% | — |
| 53 | — | ISHARES TR - CORE 80 20 ETF | $621,817 | 0.2% | -16% | — |
| 54 | — | ISHARES TR - MORNINGSTAR GRWT | $606,164 | 0.2% | +0% | — |
| 55 | — | ISHARES TR - RESIDENTIAL MULT | $595,497 | 0.2% | -0% | — |
| 56 | — | ISHARES INC - CORE MSCI EMKT | $584,933 | 0.1% | -0% | — |
| 57 |  $BRK.B | BERKSHIRE HATHAWAY INC | $577,950 | 0.1% | -58% | 73.8 |
| 58 | — | ISHARES TR - MRGSTR SM CP GR | $573,934 | 0.1% | -10% | — |
| 59 | — | ISHARES TR - EAFE SML CP ETF | $543,581 | 0.1% | +0% | — |
| 60 | — | ISHARES TR - MRNING SM CP ETF | $540,163 | 0.1% | -11% | — |
| 61 | — | PIMCO ETF TR - 1-5 US TIP IDX | $537,880 | 0.1% | +0% | — |
| 62 |  $GOOGL | Alphabet Inc. | $510,562 | 0.1% | +0% | 78.2 |
| 63 | — | VANGUARD STAR FDS - VG TL INTL STK F | $477,718 | 0.1% | +0% | — |
| 64 | — | ISHARES TR - TIPS BD ETF | $457,089 | 0.1% | +0% | — |
| 65 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $442,117 | 0.1% | +0% | — |
| 66 | — | ISHARES TR - SELECT DIVID ETF | $436,957 | 0.1% | -0% | — |
| 67 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $431,899 | 0.1% | -1% | — |
| 68 | — | ISHARES TR - MSCI EMG MKT ETF | $426,742 | 0.1% | +0% | — |
| 69 | — | VANGUARD INDEX FDS - SMALL CP ETF | $422,852 | 0.1% | +0% | — |
| 70 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $419,226 | 0.1% | +0% | — |
| 71 |  $LLY | ELI LILLY & Co | $389,815 | 0.1% | +0% | 87.5 |
| 72 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $380,720 | 0.1% | +0% | — |
| 73 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $379,119 | 0.1% | -14% | — |
| 74 | — | ISHARES TR - ULTRA SHORT DUR | $371,662 | 0.1% | +0% | — |
| 75 | — | ISHARES TR - S&P 500 VAL ETF | $349,899 | 0.1% | -0% | — |
| 76 | — | ISHARES TR - MORNINGSTAR VALU | $325,385 | 0.1% | +0% | — |
| 77 | — | VANGUARD INDEX FDS - MID CAP ETF | $321,635 | 0.1% | +300% | — |
| 78 |  $V | VISA INC. | $319,760 | 0.1% | +0% | 82.9 |
| 79 | — | ISHARES TR - SELECT US REIT | $298,992 | 0.1% | -0% | — |
| 80 | — | ISHARES TR - CORE US AGGBD ET | $277,639 | 0.1% | +0% | — |
| 81 |  $PM | Philip Morris International Inc. | $271,365 | 0.1% | +0% | 75.9 |
| 82 | — | ISHARES TR - RUS MID CAP ETF | $259,693 | 0.1% | +0% | — |
| 83 | $IVZ | Invesco Ltd. | $258,121 | 0.1% | +0% | — |
| 84 |  $TRV | TRAVELERS COMPANIES, INC. | $249,241 | 0.1% | +0% | 75.9 |
| 85 | — | ISHARES TR - GLOB HLTHCRE ETF | $246,934 | 0.1% | +0% | — |
| 86 |  $MCD | MCDONALDS CORP | $237,062 | 0.1% | -1% | 69 |
| 87 |  $MSFT | MICROSOFT CORP | $218,203 | 0.1% | +0% | 79.8 |
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