Courage Miller Partners, LLC — 13F Holdings & Portfolio
CIK 1482106 · latest 13F-HR filed 2026-07-23
Courage Miller Partners, LLC manages $379.0M in 13F-reported U.S. long-equity assets across 87 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SCHX (13.44%), SCHF (8.98%), ISTB (7.57%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 5, added to 56, and trimmed 8.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 720
NORFOLK, VA 23510
$379.0M
Long-equity book
87
Distinct positions
2026-06-30
Filed 2026-07-23
+0 / −5 / ↑56 / ↓8
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SCHWAB STRATEGIC TR$6.5M +14.5%
- SCHWAB STRATEGIC TR$3.3M +10.7%
- SCHWAB STRATEGIC TR$2.5M +17.8%
- SCHWAB STRATEGIC TR$2.4M +22.3%
- INVESCO EXCHANGE TRADED FD T$1.5M +12.5%
Top Trims
- ABRDN PRECIOUS METALS BASKET-$1.6M -16.0%
- BERKSHIRE HATHAWAY INC DEL-$735.1K -56.0%
- EXXON MOBIL CORP-$351.6K -19.7%
- ISHARES TR-$340.7K -9.8%
- INVESCO EXCHANGE TRADED FD T-$299.2K -13.0%
Exited Positions
- SPDR GOLD TR$1.4M
- VANECK ETF TRUST$959.0K
- TIDAL TRUST I$391.2K
- LISTED FDS TR$296.9K
- CHEVRON CORPORATION$229.7K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $50.9M | 13.44% | 1,731,183 | SH |
| 2 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $34.0M | 8.98% | 1,228,357 | SH |
| 3 | ISHARES TR | ISTB | 46432F859 | $28.7M | 7.57% | 594,284 | SH |
| 4 | ISHARES TR | IGSB | 464288646 | $24.4M | 6.44% | 465,818 | SH |
| 5 | SCHWAB STRATEGIC TR | SCHO | 808524862 | $20.5M | 5.42% | 850,858 | SH |
| 6 | VANGUARD BD INDEX FDS | BND | 921937835 | $19.2M | 5.08% | 262,115 | SH |
| 7 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $16.8M | 4.43% | 455,266 | SH |
| 8 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $14.8M | 3.92% | 468,296 | SH |
| 9 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $13.2M | 3.48% | 62,067 | SH |
| 10 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $13.0M | 3.42% | 358,542 | SH |
| 11 | SCHWAB STRATEGIC TR | SCHH | 808524847 | $12.3M | 3.24% | 518,727 | SH |
| 12 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $9.3M | 2.47% | 276,144 | SH |
| 13 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $9.3M | 2.46% | 268,344 | SH |
| 14 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $9.1M | 2.41% | 152,857 | SH |
| 15 | ABRDN PRECIOUS METALS BASKET | GLTR | 003263100 | $8.3M | 2.19% | 45,792 | SH |
| 16 | SCHWAB STRATEGIC TR | SCHC | 808524888 | $8.1M | 2.14% | 168,438 | SH |
| 17 | SPDR INDEX SHS FDS | XCNY | 78463X848 | $7.6M | 2.00% | 186,320 | SH |
| 18 | SCHWAB STRATEGIC TR | SCHE | 808524706 | $7.6M | 1.99% | 208,377 | SH |
| 19 | VANGUARD BD INDEX FDS | BSV | 921937827 | $4.4M | 1.15% | 55,838 | SH |
| 20 | SPDR SERIES TRUST | MDYG | 78464A821 | $3.4M | 0.90% | 30,326 | SH |
| 21 | ISHARES TR | IVV | 464287200 | $3.3M | 0.86% | 4,351 | SH |
| 22 | ISHARES TR | IGE | 464287374 | $3.1M | 0.82% | 55,580 | SH |
| 23 | SPDR SERIES TRUST | MDYV | 78464A839 | $2.9M | 0.77% | 30,840 | SH |
| 24 | ISHARES TR | IGIB | 464288638 | $2.7M | 0.73% | 51,690 | SH |
| 25 | APPLE INC | AAPL | 037833100 | $2.4M | 0.62% | 8,179 | SH |
| 26 | ALPHABET INC | GOOGL | 02079K305 | $2.1M | 0.54% | 5,745 | SH |
| 27 | ISHARES TR | IMCG | 464288307 | $2.0M | 0.53% | 20,481 | SH |
| 28 | ISHARES TR | IEFA | 46432F842 | $2.0M | 0.53% | 20,776 | SH |
| 29 | INVESCO EXCHANGE TRADED FD T | RSPG | 46137V365 | $2.0M | 0.53% | 20,472 | SH |
| 30 | INVESCO EXCHANGE TRADED FD T | RSPM | 46137V316 | $1.9M | 0.51% | 50,140 | SH |
| 31 | VANGUARD INDEX FDS | VTI | 922908769 | $1.9M | 0.50% | 5,156 | SH |
| 32 | SPDR SERIES TRUST | SLYV | 78464A300 | $1.9M | 0.50% | 17,360 | SH |
| 33 | SPDR SERIES TRUST | SLYG | 78464A201 | $1.9M | 0.49% | 15,701 | SH |
| 34 | ISHARES TR | IMCV | 464288406 | $1.6M | 0.42% | 17,464 | SH |
| 35 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.6M | 0.41% | 2,099 | SH |
| 36 | AMAZON COM INC | AMZN | 023135106 | $1.5M | 0.39% | 6,251 | SH |
| 37 | EXXON MOBIL CORP | XOM | 30231G102 | $1.4M | 0.38% | 10,485 | SH |
| 38 | UNION PAC CORP | UNP | 907818108 | $1.4M | 0.37% | 5,188 | SH |
| 39 | ISHARES TR | SHV | 464288679 | $1.4M | 0.37% | 12,715 | SH |
| 40 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $1.1M | 0.30% | 7,200 | SH |
| 41 | ISHARES TR | IJH | 464287507 | $1.1M | 0.28% | 13,767 | SH |
| 42 | VANGUARD BD INDEX FDS | BIV | 921937819 | $942.3K | 0.25% | 12,286 | SH |
| 43 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $851.5K | 0.22% | 910 | SH |
| 44 | ISHARES TR | IXUS | 46432F834 | $838.4K | 0.22% | 8,785 | SH |
| 45 | GE AEROSPACE | GE | 369604301 | $813.4K | 0.21% | 2,176 | SH |
| 46 | ISHARES TR | IYR | 464287739 | $798.5K | 0.21% | 7,810 | SH |
| 47 | ISHARES TR | ACWI | 464288257 | $745.6K | 0.20% | 4,750 | SH |
| 48 | INVESCO QQQ TR | QQQ | 46090E103 | $743.8K | 0.20% | 1,010 | SH |
| 49 | ISHARES TR | SHYG | 46434V407 | $711.3K | 0.19% | 16,773 | SH |
| 50 | ISHARES TR | IVW | 464287309 | $703.9K | 0.19% | 5,118 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-23 | $379.0M | 87 | 0001482106-26-000004 |
| 2026-03-31 | 2026-04-27 | $354.2M | 92 | 0001482106-26-000002 |
| 2025-12-31 | 2026-01-26 | $332.1M | 84 | 0001482106-26-000001 |