Courage Miller Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 21, 2026, Courage Miller Partners, Llc disclosed 94 stock positions valued at approximately $378.88M as of quarter-end September 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 94
- Portfolio Value
- $378.88M
Holdings by Sector
Courage Miller Partners, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | Other | 13.50% | 1,705,341 | -25,842 | -1.49% | $51,160,237 |
| SCHWAB STRATEGIC TR | SCHF | Other | 8.89% | 1,225,615 | -2,742 | -0.22% | $33,667,643 |
| ISHARES TR | ISTB | Other | 7.57% | 607,233 | +12,949 | +2.18% | $28,691,747 |
| ISHARES TR | IGSB | Other | 6.46% | 477,755 | +11,937 | +2.56% | $24,475,396 |
| SCHWAB STRATEGIC TR | SCHO | Other | 5.47% | 867,904 | +17,046 | +2.00% | $20,708,197 |
| VANGUARD BD INDEX FDS | BND | Other | 4.98% | 268,895 | +6,780 | +2.59% | $18,862,997 |
| SCHWAB STRATEGIC TR | SCHM | Other | 4.10% | 457,044 | +1,778 | +0.39% | $15,548,622 |
| SCHWAB STRATEGIC TR | SCHD | Other | 4.01% | 466,882 | -1,414 | -0.30% | $15,187,657 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 3.51% | 63,950 | +1,883 | +3.03% | $13,302,904 |
| SCHWAB STRATEGIC TR | SCHA | Other | 3.09% | 358,735 | +193 | +0.05% | $11,705,512 |
| SCHWAB STRATEGIC TR | SCHH | Other | 3.03% | 520,450 | +1,723 | +0.33% | $11,470,725 |
| SCHWAB STRATEGIC TR | SCHG | Other | 2.59% | 273,034 | -3,110 | -1.13% | $9,810,109 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.42% | 154,560 | +1,703 | +1.11% | $9,166,927 |
| SCHWAB STRATEGIC TR | SCHV | Other | 2.37% | 269,349 | +1,005 | +0.37% | $8,972,023 |
| ABRDN PRECIOUS METALS BASKET | GLTR | Other | 2.27% | 46,080 | +288 | +0.63% | $8,584,704 |
| SCHWAB STRATEGIC TR | SCHC | Other | 2.22% | 169,076 | +638 | +0.38% | $8,409,861 |
| SCHWAB STRATEGIC TR | SCHE | Other | 2.01% | 209,232 | +855 | +0.41% | $7,626,493 |
| SPDR INDEX SHS FDS | CWI | Other | 1.99% | 186,611 | +291 | +0.16% | $7,540,965 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.14% | 56,461 | +623 | +1.12% | $4,313,620 |
| ISHARES TR | IGE | Other | 0.92% | 56,471 | +891 | +1.60% | $3,480,328 |
| ISHARES TR | IVV | Other | 0.88% | 4,348 | -3 | -0.07% | $3,330,264 |
| SPDR SERIES TRUST | MDYG | Other | 0.84% | 30,303 | -23 | -0.08% | $3,167,528 |
| SPDR SERIES TRUST | MDYV | Other | 0.72% | 30,830 | -10 | -0.03% | $2,728,739 |
| APPLE INC | AAPL | Technology | 0.72% | 8,180 | +1 | +0.01% | $2,724,027 |
| ISHARES TR | IGIB | Other | 0.69% | 51,690 | - | - | $2,602,592 |
| INVESCO EXCHANGE TRADED FD T | RSPG | Other | 0.56% | 19,840 | -632 | -3.09% | $2,132,047 |
| ISHARES TR | IEFA | Other | 0.54% | 21,048 | +272 | +1.31% | $2,039,178 |
| ALPHABET INC | GOOGL | Communication Services | 0.52% | 5,745 | - | - | $1,976,620 |
| VANGUARD INDEX FDS | VTI | Other | 0.51% | 5,156 | - | - | $1,929,587 |
| ISHARES TR | IMCG | Other | 0.50% | 20,004 | -477 | -2.33% | $1,878,176 |
Showing 30 of 94 holdings in the latest reporting period.