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Courage Miller Partners, LLC

Q1 2026 · 13F-HR

Courage Miller Partners, LLCholdings as filed

Filed 2026-04-27 · accession 0001482106-26-000002

$354.2M
Reported value
92
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524201SCHXSCHWAB STRATEGIC TR$44.5M12.6%1,735,166CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$30.7M8.67%1,241,459CommonNONE
46432F859ISTBISHARES TR$27.6M7.80%569,876CommonNONE
464288646IGSBISHARES TR$23.5M6.64%447,305CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$19.9M5.62%820,033CommonNONE
921937835BNDVANGUARD BD INDEX FDS$18.6M5.26%252,934CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$14.4M4.07%469,433CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$14.2M4.02%460,109CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$11.7M3.31%61,174CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$11.2M3.17%522,062CommonNONE
808524607SCHASCHWAB STRATEGIC TR$10.6M2.99%364,250CommonNONE
003263100GLTRABRDN PRECIOUS METALS BASKET$9.9M2.79%45,133CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$8.3M2.34%153,450CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$8.3M2.34%271,349CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$8.0M2.27%275,524CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$7.9M2.23%169,227CommonNONE
78463X848CWISPDR INDEX SHS FDS$6.9M1.95%188,650CommonNONE
808524706SCHESCHWAB STRATEGIC TR$6.9M1.94%208,604CommonNONE
921937827BSVVANGUARD BD INDEX FDS$4.3M1.22%55,128CommonNONE
464287374IGEISHARES TR$3.5M0.98%55,023CommonNONE
78464A821MDYGSPDR SERIES TRUST$3.0M0.83%30,747CommonNONE
464287200IVVISHARES TR$2.9M0.82%4,432CommonNONE
464288638IGIBISHARES TR$2.7M0.77%51,354CommonNONE
78464A839MDYVSPDR SERIES TRUST$2.6M0.74%30,929CommonNONE
46137V365RSPGINVESCO EXCHANGE TRADED FD T$2.3M0.65%21,053CommonNONE
037833100AAPLAPPLE INC$2.1M0.59%8,177CommonNONE
46137V316RSPMINVESCO EXCHANGE TRADED FD T$2.0M0.56%51,346CommonNONE
46432F842IEFAISHARES TR$1.9M0.53%20,667CommonNONE
30231G102XOMEXXON MOBIL CORP$1.8M0.50%10,522CommonNONE
464288307IMCGISHARES TR$1.7M0.49%22,107CommonNONE
78464A300SLYVSPDR SERIES TRUST$1.7M0.47%17,641CommonNONE
922908769VTIVANGUARD INDEX FDS$1.7M0.47%5,155CommonNONE
02079K305GOOGLALPHABET INC$1.7M0.47%5,745CommonNONE
464288406IMCVISHARES TR$1.6M0.44%18,515CommonNONE
78464A201SLYGSPDR SERIES TRUST$1.5M0.44%15,950CommonNONE
464288679SHVISHARES TR$1.4M0.39%12,575CommonNONE
78463V107GLDSPDR GOLD TR$1.4M0.39%3,201CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$1.4M0.39%2,099CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.3M0.37%2,740CommonNONE
023135106AMZNAMAZON COM INC$1.3M0.37%6,251CommonNONE
907818108UNPUNION PAC CORP$1.3M0.36%5,188CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$1.1M0.30%7,200CommonNONE
92189F106GDXVANECK ETF TRUST$958,9970.27%10,450CommonNONE
921937819BIVVANGUARD BD INDEX FDS$943,0620.27%12,219CommonNONE
464287507IJHISHARES TR$930,0520.26%13,772CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$906,9600.26%910CommonNONE
46432F834IXUSISHARES TR$761,8260.22%8,793CommonNONE
464287739IYRISHARES TR$722,2060.20%7,638CommonNONE
46434V407SHYGISHARES TR$706,9580.20%16,709CommonNONE
464289859AOAISHARES TR$667,8180.19%7,547CommonNONE
464288257ACWIISHARES TR$657,2580.19%4,750CommonNONE
369604301GEGE AEROSPACE$617,5780.17%2,176CommonNONE
46090E103QQQINVESCO QQQ TR$582,9520.16%1,010CommonNONE
464287309IVWISHARES TR$581,4320.16%5,140CommonNONE
72201R205STPZPIMCO ETF TR$545,6110.15%10,084CommonNONE
464288703ISCVISHARES TR$540,3710.15%7,774CommonNONE
464287804IJRISHARES TR$538,3290.15%4,331CommonNONE
464288604ISCGISHARES TR$532,2180.15%9,712CommonNONE
464288562REZISHARES TR$524,8890.15%6,308CommonNONE
464288273SCZISHARES TR$516,2740.15%6,584CommonNONE
46434G103IEMGISHARES INC$494,8760.14%7,095CommonNONE
464287119ILCGISHARES TR$494,5860.14%5,180CommonNONE
36828A101GEVGE VERNOVA INC$474,8580.13%544CommonNONE
464287176TIPISHARES TR$460,9740.13%4,177CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$438,6480.12%9,129CommonNONE
921909768VXUSVANGUARD STAR FDS$430,8910.12%5,588CommonNONE
464287168DVYISHARES TR$423,5610.12%2,797CommonNONE
02079K107GOOGALPHABET INC$414,5130.12%1,445CommonNONE
886364801SPUSTIDAL TRUST I$391,2040.11%8,123CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$389,7690.11%5,190CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$382,2010.11%16,460CommonNONE
922908363VOOVANGUARD INDEX FDS$381,8340.11%639CommonNONE
46434V878ICSHISHARES TR$371,9560.11%7,348CommonNONE
922908751VBVANGUARD INDEX FDS$365,3780.10%1,395CommonNONE
922908637VVVANGUARD INDEX FDS$364,2980.10%1,219CommonNONE
464287234EEMISHARES TR$354,2560.10%6,238CommonNONE
464287408IVEISHARES TR$326,6490.09%1,547CommonNONE
464288109ILCVISHARES TR$299,3520.08%3,214CommonNONE
532457108LLYELI LILLY & CO$298,9250.08%325CommonNONE
53656F268UMMALISTED FDS TR$296,9450.08%9,687CommonNONE
922908629VOVANGUARD INDEX FDS$286,6060.08%998CommonNONE
92826C839VVISA INC$281,6880.08%932CommonNONE
464287226AGGISHARES TR$278,4520.08%2,805CommonNONE
464287564ICFISHARES TR$274,6060.08%4,437CommonNONE
580135101MCDMCDONALDS CORP$274,4280.08%883CommonNONE
718172109PMPHILIP MORRIS INTL INC$248,0100.07%1,500CommonNONE
464287325IXJISHARES TR$234,7850.07%2,510CommonNONE
46137V225GRPMINVESCO EXCHANGE TRADED FD T$234,4500.07%1,983CommonNONE
166764100CVXCHEVRON CORPORATION$229,6590.06%1,110CommonNONE
464287499IWRISHARES TR$228,8790.06%2,354CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$220,2180.06%755CommonNONE
594918104MSFTMICROSOFT CORP$216,2280.06%584CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.