Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Courage Miller Partners, LLC

Q2 2026 · 13F-HR

Courage Miller Partners, LLCholdings as filed

Filed 2026-07-23 · accession 0001482106-26-000004

$379.0M
Reported value
87
Positions
2026-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524201SCHXSCHWAB STRATEGIC TR$50.9M13.4%1,731,183CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$34.0M8.98%1,228,357CommonNONE
46432F859ISTBISHARES TR$28.7M7.57%594,284CommonNONE
464288646IGSBISHARES TR$24.4M6.44%465,818CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$20.5M5.42%850,858CommonNONE
921937835BNDVANGUARD BD INDEX FDS$19.2M5.08%262,115CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$16.8M4.43%455,266CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$14.8M3.92%468,296CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$13.2M3.48%62,067CommonNONE
808524607SCHASCHWAB STRATEGIC TR$13.0M3.42%358,542CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$12.3M3.24%518,727CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$9.3M2.47%276,144CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$9.3M2.46%268,344CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$9.1M2.41%152,857CommonNONE
003263100GLTRABRDN PRECIOUS METALS BASKET$8.3M2.19%45,792CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$8.1M2.14%168,438CommonNONE
78463X848CWISPDR INDEX SHS FDS$7.6M2.00%186,320CommonNONE
808524706SCHESCHWAB STRATEGIC TR$7.6M1.99%208,377CommonNONE
921937827BSVVANGUARD BD INDEX FDS$4.4M1.15%55,838CommonNONE
78464A821MDYGSPDR SERIES TRUST$3.4M0.90%30,326CommonNONE
464287200IVVISHARES TR$3.3M0.86%4,351CommonNONE
464287374IGEISHARES TR$3.1M0.82%55,580CommonNONE
78464A839MDYVSPDR SERIES TRUST$2.9M0.77%30,840CommonNONE
464288638IGIBISHARES TR$2.7M0.73%51,690CommonNONE
037833100AAPLAPPLE INC$2.4M0.62%8,179CommonNONE
02079K305GOOGLALPHABET INC$2.1M0.54%5,745CommonNONE
464288307IMCGISHARES TR$2.0M0.53%20,481CommonNONE
46432F842IEFAISHARES TR$2.0M0.53%20,776CommonNONE
46137V365RSPGINVESCO EXCHANGE TRADED FD T$2.0M0.53%20,472CommonNONE
46137V316RSPMINVESCO EXCHANGE TRADED FD T$1.9M0.51%50,140CommonNONE
922908769VTIVANGUARD INDEX FDS$1.9M0.50%5,156CommonNONE
78464A300SLYVSPDR SERIES TRUST$1.9M0.50%17,360CommonNONE
78464A201SLYGSPDR SERIES TRUST$1.9M0.49%15,701CommonNONE
464288406IMCVISHARES TR$1.6M0.42%17,464CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$1.6M0.41%2,099CommonNONE
023135106AMZNAMAZON COM INC$1.5M0.39%6,251CommonNONE
30231G102XOMEXXON MOBIL CORP$1.4M0.38%10,485CommonNONE
907818108UNPUNION PAC CORP$1.4M0.37%5,188CommonNONE
464288679SHVISHARES TR$1.4M0.37%12,715CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$1.1M0.30%7,200CommonNONE
464287507IJHISHARES TR$1.1M0.28%13,767CommonNONE
921937819BIVVANGUARD BD INDEX FDS$942,3360.25%12,286CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$851,4780.22%910CommonNONE
46432F834IXUSISHARES TR$838,4400.22%8,785CommonNONE
369604301GEGE AEROSPACE$813,3710.21%2,176CommonNONE
464287739IYRISHARES TR$798,5260.21%7,810CommonNONE
464288257ACWIISHARES TR$745,6080.20%4,750CommonNONE
46090E103QQQINVESCO QQQ TR$743,7640.20%1,010CommonNONE
46434V407SHYGISHARES TR$711,3430.19%16,773CommonNONE
464287309IVWISHARES TR$703,9350.19%5,118CommonNONE
36828A101GEVGE VERNOVA INC$639,1240.17%544CommonNONE
464287804IJRISHARES TR$638,9990.17%4,309CommonNONE
464289859AOAISHARES TR$621,8170.16%6,371CommonNONE
464287119ILCGISHARES TR$606,1640.16%5,180CommonNONE
464288562REZISHARES TR$595,4970.16%6,289CommonNONE
46434G103IEMGISHARES INC$584,9330.15%7,061CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$577,9500.15%1,155CommonNONE
464288604ISCGISHARES TR$573,9340.15%8,757CommonNONE
464288273SCZISHARES TR$543,5810.14%6,607CommonNONE
464288703ISCVISHARES TR$540,1630.14%6,897CommonNONE
72201R205STPZPIMCO ETF TR$537,8800.14%10,084CommonNONE
02079K107GOOGALPHABET INC$510,5620.13%1,445CommonNONE
921909768VXUSVANGUARD STAR FDS$477,7180.13%5,588CommonNONE
464287176TIPISHARES TR$457,0890.12%4,177CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$442,1170.12%9,129CommonNONE
464287168DVYISHARES TR$436,9570.12%2,796CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$431,8990.11%5,157CommonNONE
464287234EEMISHARES TR$426,7420.11%6,238CommonNONE
922908751VBVANGUARD INDEX FDS$422,8520.11%1,395CommonNONE
922908637VVVANGUARD INDEX FDS$419,2260.11%1,219CommonNONE
532457108LLYELI LILLY & CO$389,8150.10%325CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$380,7200.10%16,460CommonNONE
922908363VOOVANGUARD INDEX FDS$379,1190.10%552CommonNONE
46434V878ICSHISHARES TR$371,6620.10%7,348CommonNONE
464287408IVEISHARES TR$349,8990.09%1,541CommonNONE
464288109ILCVISHARES TR$325,3850.09%3,214CommonNONE
922908629VOVANGUARD INDEX FDS$321,6350.08%3,992CommonNONE
92826C839VVISA INC$319,7600.08%932CommonNONE
464287564ICFISHARES TR$298,9920.08%4,421CommonNONE
464287226AGGISHARES TR$277,6390.07%2,805CommonNONE
718172109PMPHILIP MORRIS INTL INC$271,3650.07%1,500CommonNONE
464287499IWRISHARES TR$259,6930.07%2,354CommonNONE
46137V225GRPMINVESCO EXCHANGE TRADED FD T$258,1210.07%1,983CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$249,2410.07%755CommonNONE
464287325IXJISHARES TR$246,9340.07%2,510CommonNONE
580135101MCDMCDONALDS CORP$237,0620.06%877CommonNONE
594918104MSFTMICROSOFT CORP$218,2030.06%585CommonNONE

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.