# Courage Miller Partners, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1482106. Source: https://holderbook.com/funds/1482106-courage-miller-partners-llc/

- Reported value: $379.0M
- Positions: 87
- Weight of the ten largest: 62.2%
- Filed: 2026-07-23

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $50.9M | 1,731,183 | 13.4% | 31 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $34.0M | 1,228,357 | 9.0% | 31 |
| ISHARES TR | [ISTB](https://holderbook.com/stocks/ISTB/) | $28.7M | 594,284 | 7.6% | 29 |
| ISHARES TR | [IGSB](https://holderbook.com/stocks/IGSB/) | $24.4M | 465,818 | 6.4% | 31 |
| SCHWAB STRATEGIC TR | [SCHO](https://holderbook.com/stocks/SCHO/) | $20.5M | 850,858 | 5.4% | 31 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $19.2M | 262,115 | 5.1% | 15 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $16.8M | 455,266 | 4.4% | 31 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $14.8M | 468,296 | 3.9% | 31 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $13.2M | 62,067 | 3.5% | 25 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $13.0M | 358,542 | 3.4% | 31 |
| SCHWAB STRATEGIC TR | [SCHH](https://holderbook.com/stocks/SCHH/) | $12.3M | 518,727 | 3.2% | 31 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $9.3M | 276,144 | 2.5% | 31 |
| SCHWAB STRATEGIC TR | [SCHV](https://holderbook.com/stocks/SCHV/) | $9.3M | 268,344 | 2.5% | 31 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $9.1M | 152,857 | 2.4% | 31 |
| ABRDN PRECIOUS METALS BASKET | [GLTR](https://holderbook.com/stocks/GLTR/) | $8.3M | 45,792 | 2.2% | 2 |
| SCHWAB STRATEGIC TR | [SCHC](https://holderbook.com/stocks/SCHC/) | $8.1M | 168,438 | 2.1% | 31 |
| SPDR INDEX SHS FDS | [CWI](https://holderbook.com/stocks/CWI/) | $7.6M | 186,320 | 2.0% | 31 |
| SCHWAB STRATEGIC TR | [SCHE](https://holderbook.com/stocks/SCHE/) | $7.6M | 208,377 | 2.0% | 31 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $4.4M | 55,838 | 1.1% | 12 |
| SPDR SERIES TRUST | [MDYG](https://holderbook.com/stocks/MDYG/) | $3.4M | 30,326 | 0.9% | 31 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $3.3M | 4,351 | 0.9% | 31 |
| ISHARES TR | [IGE](https://holderbook.com/stocks/IGE/) | $3.1M | 55,580 | 0.8% | 31 |
| SPDR SERIES TRUST | [MDYV](https://holderbook.com/stocks/MDYV/) | $2.9M | 30,840 | 0.8% | 31 |
| ISHARES TR | [IGIB](https://holderbook.com/stocks/IGIB/) | $2.7M | 51,690 | 0.7% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $2.4M | 8,179 | 0.6% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $2.1M | 5,745 | 0.5% | 21 |
| ISHARES TR | [IMCG](https://holderbook.com/stocks/IMCG/) | $2.0M | 20,481 | 0.5% | 31 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $2.0M | 20,776 | 0.5% | 31 |
| INVESCO EXCHANGE TRADED FD T | [RSPG](https://holderbook.com/stocks/RSPG/) | $2.0M | 20,472 | 0.5% | 2 |
| INVESCO EXCHANGE TRADED FD T | [RSPM](https://holderbook.com/stocks/RSPM/) | $1.9M | 50,140 | 0.5% | 2 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $1.9M | 5,156 | 0.5% | 31 |
| SPDR SERIES TRUST | [SLYV](https://holderbook.com/stocks/SLYV/) | $1.9M | 17,360 | 0.5% | 31 |
| SPDR SERIES TRUST | [SLYG](https://holderbook.com/stocks/SLYG/) | $1.9M | 15,701 | 0.5% | 31 |
| ISHARES TR | [IMCV](https://holderbook.com/stocks/IMCV/) | $1.6M | 17,464 | 0.4% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.6M | 2,099 | 0.4% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.5M | 6,251 | 0.4% | 31 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $1.4M | 10,485 | 0.4% | 14 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $1.4M | 5,188 | 0.4% | 14 |
| ISHARES TR | [SHV](https://holderbook.com/stocks/SHV/) | $1.4M | 12,715 | 0.4% | 29 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $1.1M | 7,200 | 0.3% | 31 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $1.1M | 13,767 | 0.3% | 31 |
| VANGUARD BD INDEX FDS | [BIV](https://holderbook.com/stocks/BIV/) | $942.3K | 12,286 | 0.2% | 11 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $851.5K | 910 | 0.2% | 14 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $838.4K | 8,785 | 0.2% | 25 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $813.4K | 2,176 | 0.2% | 2 |
| ISHARES TR | [IYR](https://holderbook.com/stocks/IYR/) | $798.5K | 7,810 | 0.2% | 31 |
| ISHARES TR | [ACWI](https://holderbook.com/stocks/ACWI/) | $745.6K | 4,750 | 0.2% | 31 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $743.8K | 1,010 | 0.2% | 2 |
| ISHARES TR | [SHYG](https://holderbook.com/stocks/SHYG/) | $711.3K | 16,773 | 0.2% | 12 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $703.9K | 5,118 | 0.2% | 31 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $639.1K | 544 | 0.2% | 5 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $639.0K | 4,309 | 0.2% | 31 |
| ISHARES TR | [AOA](https://holderbook.com/stocks/AOA/) | $621.8K | 6,371 | 0.2% | 31 |
| ISHARES TR | [ILCG](https://holderbook.com/stocks/ILCG/) | $606.2K | 5,180 | 0.2% | 31 |
| ISHARES TR | [REZ](https://holderbook.com/stocks/REZ/) | $595.5K | 6,289 | 0.2% | 31 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $584.9K | 7,061 | 0.2% | 25 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $578.0K | 1,155 | 0.2% | 25 |
| ISHARES TR | [ISCG](https://holderbook.com/stocks/ISCG/) | $573.9K | 8,757 | 0.2% | 31 |
| ISHARES TR | [SCZ](https://holderbook.com/stocks/SCZ/) | $543.6K | 6,607 | 0.1% | 31 |
| ISHARES TR | [ISCV](https://holderbook.com/stocks/ISCV/) | $540.2K | 6,897 | 0.1% | 31 |
| PIMCO ETF TR | [STPZ](https://holderbook.com/stocks/STPZ/) | $537.9K | 10,084 | 0.1% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $510.6K | 1,445 | 0.1% | 13 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $477.7K | 5,588 | 0.1% | 2 |
| ISHARES TR | [TIP](https://holderbook.com/stocks/TIP/) | $457.1K | 4,177 | 0.1% | 31 |
| VANGUARD CHARLOTTE FDS | [BNDX](https://holderbook.com/stocks/BNDX/) | $442.1K | 9,129 | 0.1% | 12 |
| ISHARES TR | [DVY](https://holderbook.com/stocks/DVY/) | $437.0K | 2,796 | 0.1% | 25 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $431.9K | 5,157 | 0.1% | 31 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $426.7K | 6,238 | 0.1% | 31 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $422.9K | 1,395 | 0.1% | 15 |
| VANGUARD INDEX FDS | [VV](https://holderbook.com/stocks/VV/) | $419.2K | 1,219 | 0.1% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $389.8K | 325 | 0.1% | 10 |
| SCHWAB STRATEGIC TR | [SCHZ](https://holderbook.com/stocks/SCHZ/) | $380.7K | 16,460 | 0.1% | 31 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $379.1K | 552 | 0.1% | 5 |
| ISHARES TR | [ICSH](https://holderbook.com/stocks/ICSH/) | $371.7K | 7,348 | 0.1% | 23 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $349.9K | 1,541 | 0.1% | 22 |
| ISHARES TR | [ILCV](https://holderbook.com/stocks/ILCV/) | $325.4K | 3,214 | 0.1% | 31 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $321.6K | 3,992 | 0.1% | 5 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $319.8K | 932 | 0.1% | 25 |
| ISHARES TR | [ICF](https://holderbook.com/stocks/ICF/) | $299.0K | 4,421 | 0.1% | 31 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $277.6K | 2,805 | 0.1% | 31 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $271.4K | 1,500 | 0.1% | 6 |
| ISHARES TR | [IWR](https://holderbook.com/stocks/IWR/) | $259.7K | 2,354 | 0.1% | 8 |
| INVESCO EXCHANGE TRADED FD T | [GRPM](https://holderbook.com/stocks/GRPM/) | $258.1K | 1,983 | 0.1% | 10 |
| TRAVELERS COMPANIES INC | [TRV](https://holderbook.com/stocks/TRV/) | $249.2K | 755 | 0.1% | 5 |
| ISHARES TR | [IXJ](https://holderbook.com/stocks/IXJ/) | $246.9K | 2,510 | 0.1% | 15 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $237.1K | 877 | 0.1% | 22 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $218.2K | 585 | 0.1% | 11 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +7.5% | +14.8% | -7.3% | 100% |
| Q1 2026 | +0.4% | -4.6% | +5.0% | 100% |
| Q4 2025 | +1.1% | +2.4% | -1.2% | 100% |
| Q3 2025 | +4.9% | +7.8% | -2.9% | 100% |
| Q2 2025 | +5.4% | +10.5% | -5.0% | 100% |
| Q1 2025 | -0.3% | -4.6% | +4.3% | 100% |
| Q4 2024 | -2.5% | +2.1% | -4.6% | 100% |
| Q3 2024 | +6.0% | +5.4% | +0.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $379.0M | 87 |
| Q1 2026 | $354.2M | 92 |
| Q4 2025 | $332.1M | 84 |
| Q3 2025 | $333.5M | 85 |
| Q2 2025 | $315.4M | 86 |
| Q1 2025 | $295.2M | 82 |
| Q4 2024 | $292.1M | 80 |
| Q3 2024 | $297.5M | 81 |
| Q2 2024 | $278.0M | 78 |
| Q1 2024 | $289.2M | 85 |
| Q4 2023 | $264.3M | 75 |
| Q3 2023 | $243.8M | 74 |