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Courage Miller Partners, LLC Top Holdings and 13F Report (2026)

About Courage Miller Partners, LLC

Investment Activity

  • Courage Miller Partners, LLC has $379.01 million in total holdings as of June 30, 2026.
  • Courage Miller Partners, LLC owns shares of 87 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
  • Approximately 1.13% of the portfolio was purchased this quarter.
  • About 1.63% of the portfolio was sold this quarter.
  • This quarter, Courage Miller Partners, LLC has purchased 92 new stocks and bought additional shares in 20 stocks.
  • Courage Miller Partners, LLC sold shares of 37 stocks and completely divested from 5 stocks this quarter.

Largest Purchases this Quarter

iShares Core 1-5 Year USD Bond ETF
24,408 shares (about $1.18M)
Schwab Short-Term U.S. Treasury ETF
30,825 shares (about $744.12K)
Vanguard Total Bond Market ETF
9,181 shares (about $673.98K)
Vanguard Mid-Cap ETF
2,994 shares (about $241.23K)

Largest Sales this Quarter

Berkshire Hathaway
1,585 shares (about $793.12K)
Schwab International Equity ETF
13,102 shares (about $362.93K)
Schwab US Small-Cap ETF
5,708 shares (about $206.23K)
Schwab U.S. Mid-Cap ETF
4,843 shares (about $178.56K)
iShares Morningstar Mid-Cap Growth ETF
1,626 shares (about $159.84K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCourage Miller Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$50,948,726$117,220 â–¼-0.2%1,731,18313.4%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$34,025,488$362,925 â–¼-1.1%1,228,3579.0%ETF
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$28,674,190$1,177,685 â–²4.3%594,2847.6%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$24,413,528$970,267 â–²4.1%465,8186.4%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$20,539,719$744,116 â–²3.8%850,8585.4%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$19,241,875$673,978 â–²3.6%262,1155.1%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$16,785,668$178,562 â–¼-1.1%455,2664.4%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$14,849,660$36,054 â–¼-0.2%468,2963.9%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$13,205,935$190,003 â–²1.5%62,0673.5%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$12,954,105$206,230 â–¼-1.6%358,5423.4%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$12,283,461$78,973 â–¼-0.6%518,7273.2%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$9,344,701$20,981 â–²0.2%276,1442.5%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$9,341,041$104,604 â–¼-1.1%268,3442.5%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$9,124,037$35,396 â–¼-0.4%152,8572.4%ETF
abrdn Physical Precious Metals Basket Shares ETF stock logo
GLTR
abrdn Physical Precious Metals Basket Shares ETF
$8,295,221$119,378 â–²1.5%45,7922.2%ETF
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$8,105,257$37,967 â–¼-0.5%168,4382.1%ETF
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$7,577,649$94,761 â–¼-1.2%186,3202.0%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$7,555,737$8,231 â–¼-0.1%208,3772.0%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$4,350,339$55,316 â–²1.3%55,8381.1%ETF
SPDR S&P 400 Mid Cap Growth ETF stock logo
MDYG
SPDR S&P 400 Mid Cap Growth ETF
$3,399,273$47,190 â–¼-1.4%30,3260.9%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,258,761$60,666 â–¼-1.8%4,3510.9%ETF
iShares North American Natural Resources ETF stock logo
IGE
iShares North American Natural Resources ETF
$3,122,503$31,292 â–²1.0%55,5800.8%ETF
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$2,925,183$8,442 â–¼-0.3%30,8400.8%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$2,748,357$17,865 â–²0.7%51,6900.7%ETF
Apple Inc. stock logo
AAPL
Apple
$2,366,537$579 â–²0.0%8,1790.6%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,052,9500.0%5,7450.5%Communication Services
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$2,013,282$159,836 â–¼-7.4%20,4810.5%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$2,006,594$10,527 â–²0.5%20,7760.5%ETF
Invesco S&P 500 Equal Weight Energy ETF stock logo
RSPG
Invesco S&P 500 Equal Weight Energy ETF
$2,005,437$56,915 â–¼-2.8%20,4720.5%ETF
RSPM
Invesco S&P 500 Equal Weight Materials ETF
$1,937,440$46,601 â–¼-2.3%50,1400.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,907,818$370 â–²0.0%5,1560.5%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$1,894,145$30,660 â–¼-1.6%17,3600.5%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$1,870,479$29,664 â–¼-1.6%15,7010.5%ETF
iShares Morningstar Mid-Cap Value ETF stock logo
IMCV
iShares Morningstar Mid-Cap Value ETF
$1,595,817$96,038 â–¼-5.7%17,4640.4%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,567,4700.0%2,0990.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,489,8630.0%6,2510.4%Consumer Discretionary
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,433,500$5,059 â–¼-0.4%10,4850.4%Energy
Union Pacific Corporation stock logo
UNP
Union Pacific
$1,411,1360.0%5,1880.4%Industrials
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$1,403,100$15,449 â–²1.1%12,7150.4%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$1,137,8160.0%7,2000.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,061,606$386 â–¼0.0%13,7670.3%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$942,336$5,139 â–²0.5%12,2860.2%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$851,4780.0%9100.2%Consumer Staples
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$838,440$764 â–¼-0.1%8,7850.2%ETF
GE Aerospace stock logo
GE
GE Aerospace
$813,3710.0%2,1760.2%Industrials
iShares U.S. Real Estate ETF stock logo
IYR
iShares U.S. Real Estate ETF
$798,526$17,586 â–²2.3%7,8100.2%ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$745,6080.0%4,7500.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$743,7640.0%1,0100.2%ETF
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$711,343$2,714 â–²0.4%16,7730.2%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$703,935$3,026 â–¼-0.4%5,1180.2%ETF
GE VERNOVA INC
$639,1240.0%5440.2%COM
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$638,999$3,262 â–¼-0.5%4,3090.2%ETF
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$621,817$114,779 â–¼-15.6%6,3710.2%ETF
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$606,1640.0%5,1800.2%ETF
iShares Residential and Multisector Real Estate ETF stock logo
REZ
iShares Residential and Multisector Real Estate ETF
$595,497$1,799 â–¼-0.3%6,2890.2%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$584,933$2,817 â–¼-0.5%7,0610.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$577,950$793,118 â–¼-57.8%1,1550.2%Finance
iShares Morningstar Small-Cap Growth ETF stock logo
ISCG
iShares Morningstar Small-Cap Growth ETF
$573,934$62,591 â–¼-9.8%8,7570.2%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$543,581$1,892 â–²0.3%6,6070.1%ETF
iShares Morningstar Small-Cap Value ETF stock logo
ISCV
iShares Morningstar Small-Cap Value ETF
$540,163$68,685 â–¼-11.3%6,8970.1%ETF
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund stock logo
STPZ
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
$537,8800.0%10,0840.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$510,5620.0%1,4450.1%Communication Services
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$477,7180.0%5,5880.1%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$457,0890.0%4,1770.1%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$442,1170.0%9,1290.1%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$436,957$156 â–¼0.0%2,7960.1%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$431,899$2,764 â–¼-0.6%5,1570.1%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$426,7420.0%6,2380.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$422,8520.0%1,3950.1%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$419,2260.0%1,2190.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$389,8150.0%3250.1%Healthcare
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$380,7200.0%16,4600.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$379,119$59,752 â–¼-13.6%5520.1%ETF
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$371,6620.0%7,3480.1%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$349,899$1,362 â–¼-0.4%1,5410.1%ETF
iShares Morningstar Value ETF stock logo
ILCV
iShares Morningstar Value ETF
$325,3850.0%3,2140.1%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$321,635$241,226 â–²300.0%3,9920.1%ETF
Visa Inc. stock logo
V
Visa
$319,7600.0%9320.1%Finance
iShares Select U.S. REIT ETF stock logo
ICF
iShares Select U.S. REIT ETF
$298,992$1,082 â–¼-0.4%4,4210.1%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$277,6390.0%2,8050.1%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$271,3650.0%1,5000.1%Consumer Staples
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$259,6930.0%2,3540.1%ETF
GRPM
Invesco S&P MidCap 400 GARP ETF
$258,1210.0%1,9830.1%ETF
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$249,2410.0%7550.1%Finance
iShares Global Healthcare ETF stock logo
IXJ
iShares Global Healthcare ETF
$246,9340.0%2,5100.1%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$237,062$1,622 â–¼-0.7%8770.1%Consumer Discretionary
Microsoft Corporation stock logo
MSFT
Microsoft
$218,203$373 â–²0.2%5850.1%Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$0$1,377,358 â–¼-100.0%00.0%ETF
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$0$958,997 â–¼-100.0%00.0%ETF
SP Funds S&P 500 Sharia Industry Exclusions ETF stock logo
SPUS
SP Funds S&P 500 Sharia Industry Exclusions ETF
$0$391,204 â–¼-100.0%00.0%ETF
Wahed Dow Jones Islamic World ETF stock logo
UMMA
Wahed Dow Jones Islamic World ETF
$0$296,945 â–¼-100.0%00.0%ETF
Chevron Corporation stock logo
CVX
Chevron
$0$229,659 â–¼-100.0%00.0%Energy

Showing largest 100 holdings. View all holdings.
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