Courage Miller Partners, Llc Portfolio Stock Holdings
Courage Miller Partners, Llc disclosed 92 stock positions valued at approximately $354.2 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 27, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 92
- Portfolio Value
- $354.2M
Holdings by Sector
Courage Miller Partners, Llc Portfolio Holdings in Q1 2026
92 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | Other | 12.56% | 1,735,166 | -9,855 | -0.56% | $44,489,665 |
| SCHWAB STRATEGIC TR | SCHF | Other | 8.67% | 1,241,459 | -8,638 | -0.69% | $30,726,109 |
| ISHARES TR | ISTB | Other | 7.80% | 569,876 | +17,826 | +3.23% | $27,616,178 |
| ISHARES TR | IGSB | Other | 6.64% | 447,305 | +11,432 | +2.62% | $23,510,358 |
| SCHWAB STRATEGIC TR | SCHO | Other | 5.62% | 820,033 | +25,466 | +3.21% | $19,902,208 |
| VANGUARD BD INDEX FDS | BND | Other | 5.26% | 252,934 | +3,558 | +1.43% | $18,626,073 |
| SCHWAB STRATEGIC TR | SCHD | Other | 4.07% | 469,433 | -8,857 | -1.85% | $14,402,199 |
| SCHWAB STRATEGIC TR | SCHM | Other | 4.02% | 460,109 | +1,132 | +0.25% | $14,244,984 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 3.31% | 61,174 | +1,602 | +2.69% | $11,740,459 |
| SCHWAB STRATEGIC TR | SCHH | Other | 3.17% | 522,062 | +190 | +0.04% | $11,219,118 |
| SCHWAB STRATEGIC TR | SCHA | Other | 2.99% | 364,250 | +265 | +0.07% | $10,592,376 |
| ABRDN PRECIOUS METALS BASKET | GLTR | Other | 2.79% | 45,133 | +45,133 | +100.00% | $9,871,490 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.34% | 153,450 | +384 | +0.25% | $8,293,975 |
| SCHWAB STRATEGIC TR | SCHV | Other | 2.34% | 271,349 | -646 | -0.24% | $8,276,133 |
| SCHWAB STRATEGIC TR | SCHG | Other | 2.27% | 275,524 | +1,566 | +0.57% | $8,026,004 |
| SCHWAB STRATEGIC TR | SCHC | Other | 2.23% | 169,227 | -58 | -0.03% | $7,909,689 |
| SPDR INDEX SHS FDS | CWI | Other | 1.95% | 188,650 | -321 | -0.17% | $6,902,716 |
| SCHWAB STRATEGIC TR | SCHE | Other | 1.94% | 208,604 | +164 | +0.08% | $6,873,490 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.22% | 55,128 | +263 | +0.48% | $4,322,586 |
| ISHARES TR | IGE | Other | 0.98% | 55,023 | -471 | -0.85% | $3,463,168 |
| SPDR SERIES TRUST | MDYG | Other | 0.83% | 30,747 | -38 | -0.12% | $2,950,509 |
| ISHARES TR | IVV | Other | 0.82% | 4,432 | +1 | +0.02% | $2,895,324 |
| ISHARES TR | IGIB | Other | 0.77% | 51,354 | +581 | +1.14% | $2,733,060 |
| SPDR SERIES TRUST | MDYV | Other | 0.74% | 30,929 | +50 | +0.16% | $2,633,612 |
| INVESCO EXCHANGE TRADED FD T | RSPG | Other | 0.65% | 21,053 | +21,053 | +100.00% | $2,304,672 |
| APPLE INC | AAPL | Technology | 0.59% | 8,177 | +255 | +3.22% | $2,075,303 |
| INVESCO EXCHANGE TRADED FD T | RSPM | Other | 0.56% | 51,346 | +51,346 | +100.00% | $1,985,288 |
| ISHARES TR | IEFA | Other | 0.53% | 20,667 | +125 | +0.61% | $1,871,028 |
| EXXON MOBIL CORP | XOM | Energy | 0.50% | 10,522 | - | - | $1,785,141 |
| ISHARES TR | IMCG | Other | 0.49% | 22,107 | -138 | -0.62% | $1,741,368 |
| SPDR SERIES TRUST | SLYV | Other | 0.47% | 17,641 | -73 | -0.41% | $1,668,471 |
| VANGUARD INDEX FDS | VTI | Other | 0.47% | 5,155 | -2 | -0.04% | $1,653,893 |
| ALPHABET INC | GOOGL | Communication Services | 0.47% | 5,745 | - | - | $1,651,907 |
| ISHARES TR | IMCV | Other | 0.44% | 18,515 | -246 | -1.31% | $1,569,809 |
| SPDR SERIES TRUST | SLYG | Other | 0.44% | 15,950 | -15 | -0.09% | $1,541,104 |
| ISHARES TR | SHV | Other | 0.39% | 12,575 | +3,392 | +36.94% | $1,388,154 |
| SPDR GOLD TR | GLD | Other | 0.39% | 3,201 | +3,201 | +100.00% | $1,377,358 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.39% | 2,099 | - | - | $1,365,064 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.37% | 2,740 | +1,585 | +137.23% | $1,313,008 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.37% | 6,251 | - | - | $1,301,896 |
| UNION PAC CORP | UNP | Industrials | 0.36% | 5,188 | - | - | $1,258,713 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.30% | 7,200 | - | - | $1,066,320 |
| VANECK ETF TRUST | GDX | Other | 0.27% | 10,450 | +10,450 | +100.00% | $958,997 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.27% | 12,219 | -16 | -0.13% | $943,062 |
| ISHARES TR | IJH | Other | 0.26% | 13,772 | +84 | +0.61% | $930,052 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.26% | 910 | - | - | $906,960 |
| ISHARES TR | IXUS | Other | 0.22% | 8,793 | -5,724 | -39.43% | $761,826 |
| ISHARES TR | IYR | Other | 0.20% | 7,638 | +126 | +1.68% | $722,206 |
| ISHARES TR | SHYG | Other | 0.20% | 16,709 | +315 | +1.92% | $706,958 |
| ISHARES TR | AOA | Other | 0.19% | 7,547 | -82 | -1.07% | $667,818 |
| ISHARES TR | ACWI | Other | 0.19% | 4,750 | - | - | $657,258 |
| GE AEROSPACE | GE | Industrials | 0.17% | 2,176 | +2,176 | +100.00% | $617,578 |
| INVESCO QQQ TR | QQQ | Other | 0.16% | 1,010 | +1,010 | +100.00% | $582,952 |
| ISHARES TR | IVW | Other | 0.16% | 5,140 | -26 | -0.50% | $581,432 |
| PIMCO ETF TR | STPZ | Other | 0.15% | 10,084 | - | - | $545,611 |
| ISHARES TR | ISCV | Other | 0.15% | 7,774 | -56 | -0.72% | $540,371 |
| ISHARES TR | IJR | Other | 0.15% | 4,331 | -4 | -0.09% | $538,329 |
| ISHARES TR | ISCG | Other | 0.15% | 9,712 | -47 | -0.48% | $532,218 |
| ISHARES TR | REZ | Other | 0.15% | 6,308 | -20 | -0.32% | $524,889 |
| ISHARES TR | SCZ | Other | 0.15% | 6,584 | +44 | +0.67% | $516,274 |
| ISHARES INC | IEMG | Other | 0.14% | 7,095 | -9 | -0.13% | $494,876 |
| ISHARES TR | ILCG | Other | 0.14% | 5,180 | - | - | $494,586 |
| GE VERNOVA INC | GEV | Utilities | 0.13% | 544 | - | - | $474,858 |
| ISHARES TR | TIP | Other | 0.13% | 4,177 | - | - | $460,974 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.12% | 9,129 | - | - | $438,648 |
| VANGUARD STAR FDS | VXUS | Other | 0.12% | 5,588 | +5,588 | +100.00% | $430,891 |
| ISHARES TR | DVY | Other | 0.12% | 2,797 | -5 | -0.18% | $423,561 |
| ALPHABET INC | GOOG | Communication Services | 0.12% | 1,445 | - | - | $414,513 |
| TIDAL TRUST I | SPUS | Other | 0.11% | 8,123 | - | - | $391,204 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.11% | 5,190 | -88 | -1.67% | $389,769 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.11% | 16,460 | - | - | $382,201 |
| VANGUARD INDEX FDS | VOO | Other | 0.11% | 639 | +113 | +21.48% | $381,834 |
| ISHARES TR | ICSH | Other | 0.11% | 7,348 | - | - | $371,956 |
| VANGUARD INDEX FDS | VB | Other | 0.10% | 1,395 | - | - | $365,378 |
| VANGUARD INDEX FDS | VV | Other | 0.10% | 1,219 | - | - | $364,298 |
| ISHARES TR | EEM | Other | 0.10% | 6,238 | - | - | $354,256 |
| ISHARES TR | IVE | Other | 0.09% | 1,547 | - | - | $326,649 |
| ISHARES TR | ILCV | Other | 0.08% | 3,214 | - | - | $299,352 |
| ELI LILLY & CO | LLY | Healthcare | 0.08% | 325 | - | - | $298,925 |
| LISTED FDS TR | UMMA | Other | 0.08% | 9,687 | - | - | $296,945 |
| VANGUARD INDEX FDS | VO | Other | 0.08% | 998 | - | - | $286,606 |
| VISA INC | V | Financial Services | 0.08% | 932 | - | - | $281,688 |
| ISHARES TR | AGG | Other | 0.08% | 2,805 | - | - | $278,452 |
| ISHARES TR | ICF | Other | 0.08% | 4,437 | - | - | $274,606 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.08% | 883 | - | - | $274,428 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.07% | 1,500 | - | - | $248,010 |
| ISHARES TR | IXJ | Other | 0.07% | 2,510 | - | - | $234,785 |
| INVESCO EXCHANGE TRADED FD T | GRPM | Other | 0.07% | 1,983 | - | - | $234,450 |
| CHEVRON CORPORATION | CVX | Energy | 0.06% | 1,110 | +1,110 | +100.00% | $229,659 |
| ISHARES TR | IWR | Other | 0.06% | 2,354 | - | - | $228,879 |
| TRAVELERS COMPANIES INC | TRV | Financial Services | 0.06% | 755 | - | - | $220,218 |
| MICROSOFT CORP | MSFT | Technology | 0.06% | 584 | +1 | +0.17% | $216,228 |