Courage Miller Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 23, 2026, Courage Miller Partners, Llc disclosed 87 stock positions valued at approximately $379.01M as of quarter-end June 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 87
- Portfolio Value
- $379.01M
Holdings by Sector
Courage Miller Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | Other | 13.44% | 1,731,183 | -3,983 | -0.23% | $50,948,726 |
| SCHWAB STRATEGIC TR | SCHF | Other | 8.98% | 1,228,357 | -13,102 | -1.06% | $34,025,488 |
| ISHARES TR | ISTB | Other | 7.57% | 594,284 | +24,408 | +4.28% | $28,674,190 |
| ISHARES TR | IGSB | Other | 6.44% | 465,818 | +18,513 | +4.14% | $24,413,528 |
| SCHWAB STRATEGIC TR | SCHO | Other | 5.42% | 850,858 | +30,825 | +3.76% | $20,539,719 |
| VANGUARD BD INDEX FDS | BND | Other | 5.08% | 262,115 | +9,181 | +3.63% | $19,241,875 |
| SCHWAB STRATEGIC TR | SCHM | Other | 4.43% | 455,266 | -4,843 | -1.05% | $16,785,668 |
| SCHWAB STRATEGIC TR | SCHD | Other | 3.92% | 468,296 | -1,137 | -0.24% | $14,849,660 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 3.48% | 62,067 | +893 | +1.46% | $13,205,935 |
| SCHWAB STRATEGIC TR | SCHA | Other | 3.42% | 358,542 | -5,708 | -1.57% | $12,954,105 |
| SCHWAB STRATEGIC TR | SCHH | Other | 3.24% | 518,727 | -3,335 | -0.64% | $12,283,461 |
| SCHWAB STRATEGIC TR | SCHG | Other | 2.47% | 276,144 | +620 | +0.23% | $9,344,701 |
| SCHWAB STRATEGIC TR | SCHV | Other | 2.46% | 268,344 | -3,005 | -1.11% | $9,341,041 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.41% | 152,857 | -593 | -0.39% | $9,124,037 |
| ABRDN PRECIOUS METALS BASKET | GLTR | Other | 2.19% | 45,792 | +659 | +1.46% | $8,295,221 |
| SCHWAB STRATEGIC TR | SCHC | Other | 2.14% | 168,438 | -789 | -0.47% | $8,105,257 |
| SPDR INDEX SHS FDS | CWI | Other | 2.00% | 186,320 | -2,330 | -1.24% | $7,577,649 |
| SCHWAB STRATEGIC TR | SCHE | Other | 1.99% | 208,377 | -227 | -0.11% | $7,555,737 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.15% | 55,838 | +710 | +1.29% | $4,350,339 |
| SPDR SERIES TRUST | MDYG | Other | 0.90% | 30,326 | -421 | -1.37% | $3,399,273 |
| ISHARES TR | IVV | Other | 0.86% | 4,351 | -81 | -1.83% | $3,258,761 |
| ISHARES TR | IGE | Other | 0.82% | 55,580 | +557 | +1.01% | $3,122,503 |
| SPDR SERIES TRUST | MDYV | Other | 0.77% | 30,840 | -89 | -0.29% | $2,925,183 |
| ISHARES TR | IGIB | Other | 0.73% | 51,690 | +336 | +0.65% | $2,748,357 |
| APPLE INC | AAPL | Technology | 0.62% | 8,179 | +2 | +0.02% | $2,366,537 |
| ALPHABET INC | GOOGL | Communication Services | 0.54% | 5,745 | - | - | $2,052,950 |
| ISHARES TR | IMCG | Other | 0.53% | 20,481 | -1,626 | -7.36% | $2,013,282 |
| ISHARES TR | IEFA | Other | 0.53% | 20,776 | +109 | +0.53% | $2,006,594 |
| INVESCO EXCHANGE TRADED FD T | RSPG | Other | 0.53% | 20,472 | -581 | -2.76% | $2,005,437 |
| INVESCO EXCHANGE TRADED FD T | RSPM | Other | 0.51% | 50,140 | -1,206 | -2.35% | $1,937,440 |
Showing 30 of 87 holdings in the latest reporting period.