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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 41.28% of Courage Miller Partners's stock portfolio.
Added to shares of these 10 stocks: GLTR (+$9.9M), RSPG, RSPM, GLD, GDX, ISTB, BRK.B, SCHO, GE, IGSB.
Started 9 new stock positions in RSPM, GLD, CVX, GDX, GLTR, VXUS, RSPG, QQQ, GE.
Reduced shares in these 10 stocks: IXUS, SCHD, SCHX, SPGI, SCHF, IGE, IMCV, SCHV, CWI, IMCG.
Sold out of its position in SPGI.
Courage Miller Partners was a net buyer of stock by $21M.
Courage Miller Partners has $354M in assets under management (AUM), dropping by 6.67%.
Central Index Key (CIK): 0001482106

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Portfolio Holdings for Courage Miller Partners

Courage Miller Partners holds 92 positions in its portfolio as reported in the March 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)	12.6	$45M		1.7M	25.64	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	8.7	$31M		1.2M	24.75	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	7.8	$28M	+3%	570k	48.46	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	6.6	$24M	+2%	447k	52.56	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	5.6	$20M	+3%	820k	24.27	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.3	$19M		253k	73.64	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.1	$14M		469k	30.68	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	4.0	$14M		460k	30.96	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.3	$12M	+2%	61k	191.92	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	3.2	$11M		522k	21.49	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.0	$11M		364k	29.08	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	2.8	$9.9M	NEW	45k	218.72	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.3	$8.3M		154k	54.05	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	2.3	$8.3M		271k	30.50	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.3	$8.0M		276k	29.13	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	2.2	$7.9M		169k	46.74	View chart
Spdr Index Shs Fds State Street Spd (CWI)	1.9	$6.9M		189k	36.59	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.9	$6.9M		209k	32.95	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.2	$4.3M		55k	78.41	View chart
Ishares Tr North Amern Nat (IGE)	1.0	$3.5M		55k	62.94	View chart
Spdr Series Trust State Street Spd (MDYG)	0.8	$3.0M		31k	95.96	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$2.9M		4.4k	653.28	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.8	$2.7M		51k	53.22	View chart
Spdr Series Trust State Street Spd (MDYV)	0.7	$2.6M		31k	85.15	View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)	0.7	$2.3M	NEW	21k	109.47	View chart
Apple (AAPL)	0.6	$2.1M	+3%	8.2k	253.80	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	0.6	$2.0M	NEW	51k	38.66	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$1.9M		21k	90.53	View chart
Exxon Mobil Corporation (XOM)	0.5	$1.8M		11k	169.66	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.5	$1.7M		22k	78.77	View chart
Spdr Series Trust State Street Spd (SLYV)	0.5	$1.7M		18k	94.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.7M		5.2k	320.83	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.7M		5.7k	287.54	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.4	$1.6M		19k	84.79	View chart
Spdr Series Trust State Street Spd (SLYG)	0.4	$1.5M		16k	96.62	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.4	$1.4M	+36%	13k	110.39	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.4M	NEW	3.2k	430.29	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$1.4M		2.1k	650.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.3M	+137%	2.7k	479.20	View chart
Amazon (AMZN)	0.4	$1.3M		6.3k	208.27	View chart
Union Pacific Corporation (UNP)	0.4	$1.3M		5.2k	242.62	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$1.1M		7.2k	148.10	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$959k	NEW	11k	91.77	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$943k		12k	77.18	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$930k		14k	67.53	View chart
Costco Wholesale Corporation (COST)	0.3	$907k		910.00	996.66	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$762k	-39%	8.8k	86.64	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$722k		7.6k	94.55	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$707k		17k	42.31	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.2	$668k		7.5k	88.49	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.2	$657k		4.8k	138.37	View chart
Ge Aerospace Com New (GE)	0.2	$618k	NEW	2.2k	283.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$583k	NEW	1.0k	577.18	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$581k		5.1k	113.12	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.2	$546k		10k	54.11	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.2	$540k		7.8k	69.51	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$538k		4.3k	124.30	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.2	$532k		9.7k	54.80	View chart
Ishares Tr Residential Mult (REZ)	0.1	$525k		6.3k	83.21	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$516k		6.6k	78.41	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$495k		7.1k	69.75	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$495k		5.2k	95.48	View chart
Ge Vernova (GEV)	0.1	$475k		544.00	872.90	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$461k		4.2k	110.36	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$439k		9.1k	48.05	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$431k	NEW	5.6k	77.11	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$424k		2.8k	151.43	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$415k		1.4k	286.86	View chart
Tidal Trust I SP FDS S&P 500 (SPUS)	0.1	$391k		8.1k	48.16	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$390k		5.2k	75.10	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$382k		17k	23.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$382k	+21%	639.00	597.55	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$372k		7.3k	50.62	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$365k		1.4k	261.92	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$364k		1.2k	298.85	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$354k		6.2k	56.79	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$327k		1.5k	211.15	View chart
Ishares Tr Morningstar Valu (ILCV)	0.1	$299k		3.2k	93.14	View chart
Eli Lilly & Co. (LLY)	0.1	$299k		325.00	919.77	View chart
Listed Fds Tr Wahed Dow Jones (UMMA)	0.1	$297k		9.7k	30.65	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$287k		998.00	287.18	View chart
Visa Com Cl A (V)	0.1	$282k		932.00	302.24	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$279k		2.8k	99.27	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$275k		4.4k	61.89	View chart
McDonald's Corporation (MCD)	0.1	$274k		883.00	310.79	View chart
Philip Morris International (PM)	0.1	$248k		1.5k	165.34	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.1	$235k		2.5k	93.54	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.1	$235k		2.0k	118.23	View chart
Chevron Corporation (CVX)	0.1	$230k	NEW	1.1k	206.90	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$229k		2.4k	97.23	View chart
Travelers Companies (TRV)	0.1	$220k		755.00	291.68	View chart
Microsoft Corporation (MSFT)	0.1	$216k		584.00	370.25	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 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
Courage Miller Partners 2022 Q2 filed July 18, 2022

View all past filings

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