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Courage Miller Partners

Latest statistics and disclosures from Courage Miller Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, SCHF, ISTB, IGSB, SCHO, and represent 41.85% of Courage Miller Partners's stock portfolio.
Added to shares of these 10 stocks: ISTB, IGSB, SCHO, BND, VO, RSP, GLTR, BSV, IGE, SCHG.
Reduced shares in these 10 stocks: , GDX, BRK.B, SPUS, SCHF, UMMA, CVX, SCHA, SCHM, IMCG.
Sold out of its positions in CVX, UMMA, GLD, SPUS, GDX.
Courage Miller Partners was a net seller of stock by $-1.9M.
Courage Miller Partners has $379M in assets under management (AUM), dropping by 6.99%.
Central Index Key (CIK): 0001482106

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Portfolio Holdings for Courage Miller Partners

Courage Miller Partners holds 87 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	13.4	$51M		1.7M	29.43	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	9.0	$34M		1.2M	27.70	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	7.6	$29M	+4%	594k	48.25	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	6.4	$24M	+4%	466k	52.41	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	5.4	$21M	+3%	851k	24.14	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.1	$19M	+3%	262k	73.41	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	4.4	$17M		455k	36.87	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.9	$15M		468k	31.71	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.5	$13M		62k	212.77	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.4	$13M		359k	36.13	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	3.2	$12M		519k	23.68	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.5	$9.3M		276k	33.84	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	2.5	$9.3M		268k	34.81	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.4	$9.1M		153k	59.69	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	2.2	$8.3M		46k	181.15	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	2.1	$8.1M		168k	48.12	View chart
Spdr Index Shs Fds St Str Acwi Etf (CWI)	2.0	$7.6M		186k	40.67	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.0	$7.6M		208k	36.26	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.1	$4.4M		56k	77.91	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.9	$3.4M		30k	112.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$3.3M		4.4k	748.97	View chart
Ishares Tr North Amern Nat (IGE)	0.8	$3.1M		56k	56.18	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.8	$2.9M		31k	94.85	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.7	$2.7M		52k	53.17	View chart
Apple (AAPL)	0.6	$2.4M		8.2k	289.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$2.1M		5.7k	357.35	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.5	$2.0M	-7%	21k	98.30	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$2.0M		21k	96.58	View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)	0.5	$2.0M	-2%	21k	97.96	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	0.5	$1.9M	-2%	50k	38.64	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.9M		5.2k	370.02	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.5	$1.9M		17k	109.11	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.5	$1.9M		16k	119.13	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.4	$1.6M	-5%	18k	91.38	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$1.6M		2.1k	746.77	View chart
Amazon (AMZN)	0.4	$1.5M		6.3k	238.34	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.4M		11k	136.72	View chart
Union Pacific Corporation (UNP)	0.4	$1.4M		5.2k	272.00	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.4	$1.4M		13k	110.35	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$1.1M		7.2k	158.03	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.1M		14k	77.11	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$942k		12k	76.70	View chart
Costco Wholesale Corporation (COST)	0.2	$852k		910.00	935.69	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$838k		8.8k	95.44	View chart
Ge Aerospace Com New (GE)	0.2	$813k		2.2k	373.79	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$799k	+2%	7.8k	102.24	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.2	$746k		4.8k	156.97	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$744k		1.0k	736.40	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$711k		17k	42.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$704k		5.1k	137.54	View chart
Ge Vernova (GEV)	0.2	$639k		544.00	1174.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$639k		4.3k	148.29	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.2	$622k	-15%	6.4k	97.60	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$606k		5.2k	117.02	View chart
Ishares Tr Residential Mult (REZ)	0.2	$596k		6.3k	94.69	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$585k		7.1k	82.84	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$578k	-57%	1.2k	500.39	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.2	$574k	-9%	8.8k	65.54	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$544k		6.6k	82.27	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$540k	-11%	6.9k	78.32	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.1	$538k		10k	53.34	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$511k		1.4k	353.33	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$478k		5.6k	85.49	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$457k		4.2k	109.43	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$442k		9.1k	48.43	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$437k		2.8k	156.28	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$432k		5.2k	83.75	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$427k		6.2k	68.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$423k		1.4k	303.12	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$419k		1.2k	343.91	View chart
Eli Lilly & Co. (LLY)	0.1	$390k		325.00	1199.43	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$381k		17k	23.13	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$379k	-13%	552.00	686.81	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$372k		7.3k	50.58	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$350k		1.5k	227.06	View chart
Ishares Tr Morningstar Valu (ILCV)	0.1	$325k		3.2k	101.24	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$322k	+300%	4.0k	80.57	View chart
Visa Com Cl A (V)	0.1	$320k		932.00	343.09	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$299k		4.4k	67.63	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$278k		2.8k	98.98	View chart
Philip Morris International (PM)	0.1	$271k		1.5k	180.91	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$260k		2.4k	110.32	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.1	$258k		2.0k	130.17	View chart
Travelers Companies (TRV)	0.1	$249k		755.00	330.12	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.1	$247k		2.5k	98.38	View chart
McDonald's Corporation (MCD)	0.1	$237k		877.00	270.31	View chart
Microsoft Corporation (MSFT)	0.1	$218k		585.00	373.00	View chart

Past Filings by Courage Miller Partners

SEC 13F filings are viewable for Courage Miller Partners going back to 2011

Courage Miller Partners 2026 Q2 filed July 23, 2026
Courage Miller Partners 2026 Q1 filed April 27, 2026
Courage Miller Partners 2025 Q4 filed Jan. 26, 2026
Courage Miller Partners 2025 Q3 filed Oct. 22, 2025
Courage Miller Partners 2025 Q2 filed July 25, 2025
Courage Miller Partners 2025 Q1 filed April 29, 2025
Courage Miller Partners 2024 Q4 filed Jan. 17, 2025
Courage Miller Partners 2024 Q3 filed Oct. 21, 2024
Courage Miller Partners 2024 Q2 filed July 25, 2024
Courage Miller Partners 2024 Q1 filed April 16, 2024
Courage Miller Partners 2023 Q4 filed Jan. 19, 2024
Courage Miller Partners 2023 Q3 filed Oct. 16, 2023
Courage Miller Partners 2023 Q2 filed July 20, 2023
Courage Miller Partners 2023 Q1 filed April 24, 2023
Courage Miller Partners 2022 Q4 filed Jan. 30, 2023
Courage Miller Partners 2022 Q3 filed Oct. 19, 2022

View all past filings

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