Courage Miller Partners, LLC — 13F Holdings & Portfolio
CIK 1482106 · latest 13F-HR filed 2026-04-27
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.
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AUM
$354.2M
Long-equity book
Holdings
92
Distinct positions
Period
2026-03-31
Filed 2026-04-27
Q/Q Activity
+9 / −1 / ↑9 / ↓13
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SCHWAB STRATEGIC TR$1.3M +9.8%
- BERKSHIRE HATHAWAY INC DEL$732.4K +126.2%
- ISHARES TR$677.4K +24.3%
- EXXON MOBIL CORP$518.9K +41.0%
- ISHARES TR$376.6K +37.2%
Top Trims
- SCHWAB STRATEGIC TR-$2.5M -5.3%
- SCHWAB STRATEGIC TR-$910.5K -10.2%
- ISHARES TR-$415.5K -35.3%
- ALPHABET INC-$146.1K -8.1%
- AMAZON COM INC-$141.0K -9.8%
New Positions
- ABRDN PRECIOUS METALS BASKET$9.9M
- INVESCO EXCHANGE TRADED FD T$2.3M
- INVESCO EXCHANGE TRADED FD T$2.0M
- SPDR GOLD TR$1.4M
- VANECK ETF TRUST$959.0K
All Holdings
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 | $44.5M | 12.56% | 1,735,166 | SH |
| 2 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $30.7M | 8.67% | 1,241,459 | SH |
| 3 | ISHARES TR | ISTB | 46432F859 | $27.6M | 7.80% | 569,876 | SH |
| 4 | ISHARES TR | IGSB | 464288646 | $23.5M | 6.64% | 447,305 | SH |
| 5 | SCHWAB STRATEGIC TR | SCHO | 808524862 | $19.9M | 5.62% | 820,033 | SH |
| 6 | VANGUARD BD INDEX FDS | BND | 921937835 | $18.6M | 5.26% | 252,934 | SH |
| 7 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $14.4M | 4.07% | 469,433 | SH |
| 8 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $14.2M | 4.02% | 460,109 | SH |
| 9 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $11.7M | 3.31% | 61,174 | SH |
| 10 | SCHWAB STRATEGIC TR | SCHH | 808524847 | $11.2M | 3.17% | 522,062 | SH |
| 11 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $10.6M | 2.99% | 364,250 | SH |
| 12 | ABRDN PRECIOUS METALS BASKET | GLTR | 003263100 | $9.9M | 2.79% | 45,133 | SH |
| 13 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $8.3M | 2.34% | 153,450 | SH |
| 14 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $8.3M | 2.34% | 271,349 | SH |
| 15 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $8.0M | 2.27% | 275,524 | SH |
| 16 | SCHWAB STRATEGIC TR | SCHC | 808524888 | $7.9M | 2.23% | 169,227 | SH |
| 17 | SPDR INDEX SHS FDS | XCNY | 78463X848 | $6.9M | 1.95% | 188,650 | SH |
| 18 | SCHWAB STRATEGIC TR | SCHE | 808524706 | $6.9M | 1.94% | 208,604 | SH |
| 19 | VANGUARD BD INDEX FDS | BSV | 921937827 | $4.3M | 1.22% | 55,128 | SH |
| 20 | ISHARES TR | IGE | 464287374 | $3.5M | 0.98% | 55,023 | SH |
| 21 | SPDR SERIES TRUST | MDYG | 78464A821 | $3.0M | 0.83% | 30,747 | SH |
| 22 | ISHARES TR | IVV | 464287200 | $2.9M | 0.82% | 4,432 | SH |
| 23 | ISHARES TR | IGIB | 464288638 | $2.7M | 0.77% | 51,354 | SH |
| 24 | SPDR SERIES TRUST | MDYV | 78464A839 | $2.6M | 0.74% | 30,929 | SH |
| 25 | INVESCO EXCHANGE TRADED FD T | RSPG | 46137V365 | $2.3M | 0.65% | 21,053 | SH |
| 26 | APPLE INC | AAPL | 037833100 | $2.1M | 0.59% | 8,177 | SH |
| 27 | INVESCO EXCHANGE TRADED FD T | RSPM | 46137V316 | $2.0M | 0.56% | 51,346 | SH |
| 28 | ISHARES TR | IEFA | 46432F842 | $1.9M | 0.53% | 20,667 | SH |
| 29 | EXXON MOBIL CORP | XOM | 30231G102 | $1.8M | 0.50% | 10,522 | SH |
| 30 | ISHARES TR | IMCG | 464288307 | $1.7M | 0.49% | 22,107 | SH |
| 31 | SPDR SERIES TRUST | SLYV | 78464A300 | $1.7M | 0.47% | 17,641 | SH |
| 32 | VANGUARD INDEX FDS | VTI | 922908769 | $1.7M | 0.47% | 5,155 | SH |
| 33 | ALPHABET INC | GOOGL | 02079K305 | $1.7M | 0.47% | 5,745 | SH |
| 34 | ISHARES TR | IMCV | 464288406 | $1.6M | 0.44% | 18,515 | SH |
| 35 | SPDR SERIES TRUST | SLYG | 78464A201 | $1.5M | 0.44% | 15,950 | SH |
| 36 | ISHARES TR | SHV | 464288679 | $1.4M | 0.39% | 12,575 | SH |
| 37 | SPDR GOLD TR | GLD | 78463V107 | $1.4M | 0.39% | 3,201 | SH |
| 38 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.4M | 0.39% | 2,099 | SH |
| 39 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.3M | 0.37% | 2,740 | SH |
| 40 | AMAZON COM INC | AMZN | 023135106 | $1.3M | 0.37% | 6,251 | SH |
| 41 | UNION PAC CORP | UNP | 907818108 | $1.3M | 0.36% | 5,188 | SH |
| 42 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $1.1M | 0.30% | 7,200 | SH |
| 43 | VANECK ETF TRUST | GDX | 92189F106 | $959.0K | 0.27% | 10,450 | SH |
| 44 | VANGUARD BD INDEX FDS | BIV | 921937819 | $943.1K | 0.27% | 12,219 | SH |
| 45 | ISHARES TR | IJH | 464287507 | $930.1K | 0.26% | 13,772 | SH |
| 46 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $907.0K | 0.26% | 910 | SH |
| 47 | ISHARES TR | IXUS | 46432F834 | $761.8K | 0.22% | 8,793 | SH |
| 48 | ISHARES TR | IYR | 464287739 | $722.2K | 0.20% | 7,638 | SH |
| 49 | ISHARES TR | SHYG | 46434V407 | $707.0K | 0.20% | 16,709 | SH |
| 50 | ISHARES TR | AOA | 464289859 | $667.8K | 0.19% | 7,547 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-27 | $354.2M | 92 | 0001482106-26-000002 |
| 2025-12-31 | 2026-01-26 | $332.1M | 84 | 0001482106-26-000001 |