Courage Miller Partners, LLC Top Holdings and 13F Report (2026) About Courage Miller Partners, LLCInvestment ActivityCourage Miller Partners, LLC has $354.24 million in total holdings as of March 31, 2026.Courage Miller Partners, LLC owns shares of 92 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 6.35% of the portfolio was purchased this quarter.About 0.45% of the portfolio was sold this quarter.This quarter, Courage Miller Partners, LLC has purchased 84 new stocks and bought additional shares in 25 stocks.Courage Miller Partners, LLC sold shares of 24 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab US Large-Cap ETF $44,489,665Schwab International Equity ETF $30,726,109iShares Core 1-5 Year USD Bond ETF $27,616,178iShares 1-5 Year Investment Grade Corporate Bond ETF $23,510,358Schwab Short-Term U.S. Treasury ETF $19,902,208 Largest New Holdings this Quarter 003263100 - abrdn Physical Precious Metals Basket Shares ETF $9,871,490 Holding46137V365 - Invesco S&P 500 Equal Weight Energy ETF $2,304,672 Holding46137V316 - Invesco S&P 500 Equal Weight Materials ETF $1,985,288 Holding78463V107 - SPDR Gold Shares $1,377,358 Holding92189F106 - VanEck Gold Miners ETF $958,997 Holding Largest Purchases this Quarter abrdn Physical Precious Metals Basket Shares ETF 45,133 shares (about $9.87M)Invesco S&P 500 Equal Weight Energy ETF 21,053 shares (about $2.30M)Invesco S&P 500 Equal Weight Materials ETF 51,346 shares (about $1.99M)SPDR Gold Shares 3,201 shares (about $1.38M)VanEck Gold Miners ETF 10,450 shares (about $959.00K) Largest Sales this Quarter iShares Core MSCI Total International Stock ETF 5,724 shares (about $495.93K)Schwab US Dividend Equity ETF 8,857 shares (about $271.73K)Schwab US Large-Cap ETF 9,855 shares (about $252.68K)Schwab International Equity ETF 8,638 shares (about $213.79K)iShares North American Natural Resources ETF 471 shares (about $29.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCourage Miller Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$44,489,665$252,682 â–¼-0.6%1,735,16612.6%ETFSCHFSchwab International Equity ETF$30,726,109$213,790 â–¼-0.7%1,241,4598.7%ETFISTBiShares Core 1-5 Year USD Bond ETF$27,616,178$863,848 â–²3.2%569,8767.8%ManufacturingIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$23,510,358$600,866 â–²2.6%447,3056.6%ManufacturingSCHOSchwab Short-Term U.S. Treasury ETF$19,902,208$618,060 â–²3.2%820,0335.6%ETFBNDVanguard Total Bond Market ETF$18,626,073$262,011 â–²1.4%252,9345.3%ETFSCHDSchwab US Dividend Equity ETF$14,402,199$271,733 â–¼-1.9%469,4334.1%ETFSCHMSchwab U.S. Mid-Cap ETF$14,244,984$35,047 â–²0.2%460,1094.0%ETFRSPInvesco S&P 500 Equal Weight ETF$11,740,459$307,454 â–²2.7%61,1743.3%ETFSCHHSchwab U.S. REIT ETF$11,219,118$4,083 â–²0.0%522,0623.2%ETFSCHASchwab US Small-Cap ETF$10,592,376$7,706 â–²0.1%364,2503.0%ETFGLTRabrdn Physical Precious Metals Basket Shares ETF$9,871,490$9,871,490 â–²New Holding45,1332.8%ETFVWOVanguard FTSE Emerging Markets ETF$8,293,975$20,755 â–²0.3%153,4502.3%ETFSCHVSchwab U.S. Large-Cap Value ETF$8,276,133$19,703 â–¼-0.2%271,3492.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$8,026,004$45,618 â–²0.6%275,5242.3%ETFSCHCSchwab International Small-Cap Equity ETF$7,909,689$2,711 â–¼0.0%169,2272.2%ETFCWISPDR MSCI ACWI ex-US ETF$6,902,716$11,745 â–¼-0.2%188,6501.9%ETFSCHESchwab Emerging Markets Equity ETF$6,873,490$5,404 â–²0.1%208,6041.9%ETFBSVVanguard Short-Term Bond ETF$4,322,586$20,622 â–²0.5%55,1281.2%ETFIGEiShares North American Natural Resources ETF$3,463,168$29,645 â–¼-0.8%55,0231.0%ETFMDYGSPDR S&P 400 Mid Cap Growth ETF$2,950,509$3,647 â–¼-0.1%30,7470.8%ETFIVViShares Core S&P 500 ETF$2,895,324$653 â–²0.0%4,4320.8%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$2,733,060$30,921 â–²1.1%51,3540.8%ManufacturingMDYVSPDR S&P 400 Mid Cap Value ETF$2,633,612$4,258 â–²0.2%30,9290.7%ETFRSPGInvesco S&P 500 Equal Weight Energy ETF$2,304,672$2,304,672 â–²New Holding21,0530.7%ETFAAPLApple$2,075,303$64,718 â–²3.2%8,1770.6%Computer and TechnologyRSPMInvesco S&P 500 Equal Weight Materials ETF$1,985,288$1,985,288 â–²New Holding51,3460.6%ETFIEFAiShares Core MSCI EAFE ETF$1,871,028$11,317 â–²0.6%20,6670.5%ETFXOMExxonMobil$1,785,1410.0%10,5220.5%EnergyIMCGiShares Morningstar Mid-Cap Growth ETF$1,741,368$10,870 â–¼-0.6%22,1070.5%ETFSLYVSPDR S&P 600 Small Cap Value ETF$1,668,471$6,904 â–¼-0.4%17,6410.5%ETFVTIVanguard Total Stock Market ETF$1,653,893$642 â–¼0.0%5,1550.5%ETFGOOGLAlphabet$1,651,9070.0%5,7450.5%Computer and TechnologyIMCViShares Morningstar Mid-Cap Value ETF$1,569,809$20,857 â–¼-1.3%18,5150.4%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$1,541,104$1,449 â–¼-0.1%15,9500.4%ETFSHViShares Short Treasury Bond ETF$1,388,154$374,443 â–²36.9%12,5750.4%ETFGLDSPDR Gold Shares$1,377,358$1,377,358 â–²New Holding3,2010.4%FinanceSPYSPDR S&P 500 ETF Trust$1,365,0640.0%2,0990.4%FinanceBRK.BBerkshire Hathaway$1,313,008$759,532 â–²137.2%2,7400.4%FinanceAMZNAmazon.com$1,301,8960.0%6,2510.4%Retail/WholesaleUNPUnion Pacific$1,258,7130.0%5,1880.4%TransportationVYMVanguard High Dividend Yield ETF$1,066,3200.0%7,2000.3%Financial ServicesGDXVanEck Gold Miners ETF$958,997$958,997 â–²New Holding10,4500.3%ETFBIVVanguard Intermediate-Term Bond ETF$943,062$1,235 â–¼-0.1%12,2190.3%ETFIJHiShares Core S&P Mid-Cap ETF$930,052$5,673 â–²0.6%13,7720.3%ETFCOSTCostco Wholesale$906,9600.0%9100.3%Retail/WholesaleIXUSiShares Core MSCI Total International Stock ETF$761,826$495,928 â–¼-39.4%8,7930.2%ManufacturingIYRiShares U.S. Real Estate ETF$722,206$11,914 â–²1.7%7,6380.2%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$706,958$13,328 â–²1.9%16,7090.2%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$667,818$7,256 â–¼-1.1%7,5470.2%ETFACWIiShares MSCI ACWI ETF$657,2580.0%4,7500.2%ManufacturingGEGE Aerospace$617,578$617,578 â–²New Holding2,1760.2%AerospaceQQQInvesco QQQ$582,952$582,952 â–²New Holding1,0100.2%FinanceIVWiShares S&P 500 Growth ETF$581,432$2,941 â–¼-0.5%5,1400.2%ETFSTPZPIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund$545,6110.0%10,0840.2%ETFISCViShares Morningstar Small-Cap Value ETF$540,371$3,893 â–¼-0.7%7,7740.2%ETFIJRiShares Core S&P Small-Cap ETF$538,329$497 â–¼-0.1%4,3310.2%ETFISCGiShares Morningstar Small-Cap Growth ETF$532,218$2,576 â–¼-0.5%9,7120.2%ETFREZiShares Residential and Multisector Real Estate ETF$524,889$1,664 â–¼-0.3%6,3080.1%ETFSCZiShares MSCI EAFE Small-Cap ETF$516,274$3,450 â–²0.7%6,5840.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$494,876$628 â–¼-0.1%7,0950.1%ETFILCGiShares Morningstar Growth ETF$494,5860.0%5,1800.1%ETFGE VERNOVA INC$474,8580.0%5440.1%COMTIPiShares TIPS Bond ETF$460,9740.0%4,1770.1%ETFBNDXVanguard Total International Bond ETF$438,6480.0%9,1290.1%ETFVXUSVanguard Total International Stock ETF$430,891$430,891 â–²New Holding5,5880.1%ETFDVYiShares Select Dividend ETF$423,561$757 â–¼-0.2%2,7970.1%ETFGOOGAlphabet$414,5130.0%1,4450.1%Computer and TechnologySPUSSP Funds S&P 500 Sharia Industry Exclusions ETF$391,2040.0%8,1230.1%ManufacturingVEUVanguard FTSE All-World ex-US ETF$389,769$6,609 â–¼-1.7%5,1900.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$382,2010.0%16,4600.1%ETFVOOVanguard S&P 500 ETF$381,834$67,523 â–²21.5%6390.1%ETFICSHiShares Ultra Short-Term Bond Active ETF$371,9560.0%7,3480.1%ETFVBVanguard Small-Cap ETF$365,3780.0%1,3950.1%ETFVVVanguard Large-Cap ETF$364,2980.0%1,2190.1%ETFEEMiShares MSCI Emerging Markets ETF$354,2560.0%6,2380.1%FinanceIVEiShares S&P 500 Value ETF$326,6490.0%1,5470.1%ETFILCViShares Morningstar Value ETF$299,3520.0%3,2140.1%ETFLLYEli Lilly and Company$298,9250.0%3250.1%MedicalUMMAWahed Dow Jones Islamic World ETF$296,9450.0%9,6870.1%ETFVOVanguard Mid-Cap ETF$286,6060.0%9980.1%ETFVVisa$281,6880.0%9320.1%Business ServicesAGGiShares Core U.S. Aggregate Bond ETF$278,4520.0%2,8050.1%FinanceICFiShares Select U.S. REIT ETF$274,6060.0%4,4370.1%ETFMCDMcDonald's$274,4280.0%8830.1%Retail/WholesalePMPhilip Morris International$248,0100.0%1,5000.1%Consumer StaplesIXJiShares Global Healthcare ETF$234,7850.0%2,5100.1%ETFGRPMInvesco S&P MidCap 400 GARP ETF$234,4500.0%1,9830.1%ETFCVXChevron$229,659$229,659 â–²New Holding1,1100.1%EnergyIWRiShares Russell Mid-Cap ETF$228,8790.0%2,3540.1%ETFTRVTravelers Companies$220,2180.0%7550.1%FinanceMSFTMicrosoft$216,228$370 â–²0.2%5840.1%Computer and TechnologySPGIS&P Global$0$239,346 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
