Q2 2026 13F · SEC CIK 1482106

Courage Miller Partners, LLC

Wealth managerFiled 2026-07-23 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $379.0M
Reported positions: 87
Top holdings a year, 3 yrs: +11.3%
Assets under management: $480.7M

Courage Miller Partners, LLC is a wealth manager that reported 87 positions worth $379.0M in its Q2 2026 13F, filed 2026-07-23. Its largest holdings were Schwab Stratgc Tr (SCHX, 13.4%), Schwab Intl Equity (SCHF, 9.0%), Ishares Tr (ISTB, 7.6%). A portfolio copying its top holdings returned 11.3% a year over the last 3 years, against 20.4% for the S&P 500.

Courage Miller Partners, LLC holdings largest 50 of 87 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Courage Miller Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SCHXSchwab Stratgc Tr	13.4%	12.6%	1,731,183	-0.2%	$50.9M
SCHFSchwab Intl Equity	9.0%	8.7%	1,228,357	-1.1%	$34.0M
ISTBIshares Tr	7.6%	7.8%	594,284	+4.3%	$28.7M
IGSBIshares 1-3 Yr Credit Bond ETF	6.4%	6.6%	465,818	+4.1%	$24.4M
SCHOSchwab Short-Term U.S. Treasury ETF	5.4%	5.6%	850,858	+3.8%	$20.5M
BNDVanguard Total Bond Market ETF	5.1%	5.3%	262,115	+3.6%	$19.2M
SCHMSchwab Strategic Tr	4.4%	4.0%	455,266	-1.1%	$16.8M
SCHDSchwab Strategic Tr	3.9%	4.1%	468,296	-0.2%	$14.8M
RSPInvesco S&p 500 Equal Weight ETF	3.5%	3.3%	62,067	+1.5%	$13.2M
SCHASchwab U.s. Small-Cap ETF	3.4%	3.0%	358,542	-1.6%	$13.0M
SCHHSchwab Strategic Tr	3.2%	3.2%	518,727	-0.6%	$12.3M
SCHGSchwab U.s. Large-Cap Growth ETF	2.5%	2.3%	276,144	+0.2%	$9.3M
SCHVSchwab Strategic Tr	2.5%	2.3%	268,344	-1.1%	$9.3M
VWOVanguard Intl Equity Index F	2.4%	2.3%	152,857	-0.4%	$9.1M
GLTRAbrdn Precious Metals Basket	2.2%	2.8%	45,792	+1.5%	$8.3M
SCHCSchwab Strategic Tr	2.1%	2.2%	168,438	-0.5%	$8.1M
CWISpdr Index Shs Fds	2.0%	1.9%	186,320	-1.2%	$7.6M
SCHESchwab Strategic Tr	2.0%	1.9%	208,377	-0.1%	$7.6M
BSVVanguard Bd Index Fds Vanguard Short Ter	1.1%	1.2%	55,838	+1.3%	$4.4M
MDYGSpdr Series Trust	0.9%	0.8%	30,326	-1.4%	$3.4M
IVVIshares Core S&p 500 ETF	0.9%	0.8%	4,351	-1.8%	$3.3M
IGEIshares Tr	0.8%	1.0%	55,580	+1.0%	$3.1M
MDYVSpdr Series Trust	0.8%	0.7%	30,840	-0.3%	$2.9M
IGIBIshares Tr	0.7%	0.8%	51,690	+0.7%	$2.7M
AAPLApple Inc	0.6%	0.6%	8,179	+0.0%	$2.4M
GOOGLAlphabet Inc	0.5%	0.5%	5,745	+0.0%	$2.1M
IMCGIshares Morningstar Mid-Cap Growth ETF	0.5%	0.5%	20,481	-7.4%	$2.0M
IEFAIshares Core Msci Eafe ETF	0.5%	0.5%	20,776	+0.5%	$2.0M
RSPGInvesco S&p 500 Equal Weight Energy ETF	0.5%	0.7%	20,472	-2.8%	$2.0M
RSPMInvesco Exchange Traded Fd T	0.5%	0.6%	50,140	-2.3%	$1.9M
VTIVanguard Index Fds	0.5%	0.5%	5,156	+0.0%	$1.9M
SLYVSpdr Series Trust	0.5%	0.5%	17,360	-1.6%	$1.9M
SLYGSpdr Series Trust	0.5%	0.4%	15,701	-1.6%	$1.9M
IMCVIshares Tr	0.4%	0.4%	17,464	-5.7%	$1.6M
SPYSpdr S&p 500 ETF Tr	0.4%	0.4%	2,099	+0.0%	$1.6M
AMZNAmazon Com Inc Com	0.4%	0.4%	6,251	+0.0%	$1.5M
XOMExxon Mobil Corp	0.4%	0.5%	10,485	-0.4%	$1.4M
UNPUnion Pac Corp	0.4%	0.4%	5,188	+0.0%	$1.4M
SHVIshares Tr	0.4%	0.4%	12,715	+1.1%	$1.4M
VYMVym	0.3%	0.3%	7,200	+0.0%	$1.1M
IJHIshares Tr	0.3%	0.3%	13,767	-0.0%	$1.1M
BIVVanguard Bd Index Fds	0.2%	0.3%	12,286	+0.5%	$942K
COSTCostco Whsl Corp New	0.2%	0.3%	910	+0.0%	$851K
IXUSIshares Core Msci Total International St	0.2%	0.2%	8,785	-0.1%	$838K
GEGe Aerospace	0.2%	—	2,176	—	$813K
IYRiShares US Real Estate ETF	0.2%	0.2%	7,810	+2.3%	$799K
ACWIIshares Tr	0.2%	—	4,750	—	$746K
QQQInvesco Qqq Tr	0.2%	—	1,010	—	$744K
SHYGIshares Tr	0.2%	0.2%	16,773	+0.4%	$711K
IVWIshares	0.2%	—	5,118	—	$704K

What Courage Miller Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

IMCG Ishares Morningstar Mid-Cap Growth ETF-7.4% shares
IMCV Ishares Tr-5.7% shares

Left the top 50

GLD Spdr Gold Shareswas 0.4%
BRK-B Berkshire Hathaway Inc Delwas 0.4%
GDX Vaneck Gold Miners ETFwas 0.3%
AOA iShares Core Aggressive Allocation ETFwas 0.2%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.6% /yr; S&P 500 +20.1%
3 years: +11.3% /yr; S&P 500 +20.4%
5 years: +4.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$379.0M	87
Q1 2026	$354.2M	92
Q4 2025	$332.1M	84
Q3 2025	$333.5M	85
Q2 2025	$315.4M	86
Q1 2025	$295.2M	82
Q4 2024	$292.1M	80
Q3 2024	$297.5M	81
Q2 2024	$278.0M	78
Q1 2024	$289.2M	85
Q4 2023	$264.3M	75
Q3 2023	$243.8M	74

Questions about Courage Miller Partners, LLC's portfolio

What stocks does Courage Miller Partners, LLC own?

Courage Miller Partners, LLC's latest 13F, for Q2 2026 and filed Jul 23, 2026, lists 87 positions worth $379.0M. The largest are Schwab Stratgc Tr (SCHX) at 13.4%, Schwab Intl Equity (SCHF) at 9.0%, Ishares Tr (ISTB) at 7.6%, Ishares 1-3 Yr Credit Bond ETF (IGSB) at 6.4% and Schwab Short-Term U.S. Treasury ETF (SCHO) at 5.4%.

What did Courage Miller Partners, LLC buy last quarter?

Courage Miller Partners, LLC opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.

What did Courage Miller Partners, LLC sell last quarter?

In Q2 2026, Courage Miller Partners, LLC cut from its top 50 Spdr Gold Shares (GLD), cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), cut from its top 50 Vaneck Gold Miners ETF (GDX), cut from its top 50 iShares Core Aggressive Allocation ETF (AOA), Ishares Morningstar Mid-Cap Growth ETF (IMCG) (-7.4% shares) and Ishares Tr (IMCV) (-5.7% shares), compared with its Q1 2026 filing.

How has Courage Miller Partners, LLC's portfolio performed?

A portfolio copying Courage Miller Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.6% against +20.1%. Over 5 years: +4.5% a year against +11.6%.

When is Courage Miller Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Courage Miller Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Courage Miller Partners, LLC manage?

Courage Miller Partners, LLC reported $480.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $379.0M.