Courage Miller Partners, Llc Portfolio Stock Holdings
Courage Miller Partners, Llc disclosed 87 stock positions valued at approximately $379.0 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 June 30, 2026 and was filed on July 23, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 87
- Portfolio Value
- $379.0M
Holdings by Sector
Courage Miller Partners, Llc Portfolio Holdings in Q2 2026
87 holdings in the latest reporting period.
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| 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 |
| VANGUARD INDEX FDS | VTI | Other | 0.50% | 5,156 | +1 | +0.02% | $1,907,818 |
| SPDR SERIES TRUST | SLYV | Other | 0.50% | 17,360 | -281 | -1.59% | $1,894,145 |
| SPDR SERIES TRUST | SLYG | Other | 0.49% | 15,701 | -249 | -1.56% | $1,870,479 |
| ISHARES TR | IMCV | Other | 0.42% | 17,464 | -1,051 | -5.68% | $1,595,817 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.41% | 2,099 | - | - | $1,567,470 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.39% | 6,251 | - | - | $1,489,863 |
| EXXON MOBIL CORP | XOM | Energy | 0.38% | 10,485 | -37 | -0.35% | $1,433,500 |
| UNION PAC CORP | UNP | Industrials | 0.37% | 5,188 | - | - | $1,411,136 |
| ISHARES TR | SHV | Other | 0.37% | 12,715 | +140 | +1.11% | $1,403,100 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.30% | 7,200 | - | - | $1,137,816 |
| ISHARES TR | IJH | Other | 0.28% | 13,767 | -5 | -0.04% | $1,061,606 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.25% | 12,286 | +67 | +0.55% | $942,336 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.22% | 910 | - | - | $851,478 |
| ISHARES TR | IXUS | Other | 0.22% | 8,785 | -8 | -0.09% | $838,440 |
| GE AEROSPACE | GE | Industrials | 0.21% | 2,176 | - | - | $813,371 |
| ISHARES TR | IYR | Other | 0.21% | 7,810 | +172 | +2.25% | $798,526 |
| ISHARES TR | ACWI | Other | 0.20% | 4,750 | - | - | $745,608 |
| INVESCO QQQ TR | QQQ | Other | 0.20% | 1,010 | - | - | $743,764 |
| ISHARES TR | SHYG | Other | 0.19% | 16,773 | +64 | +0.38% | $711,343 |
| ISHARES TR | IVW | Other | 0.19% | 5,118 | -22 | -0.43% | $703,935 |
| GE VERNOVA INC | GEV | Utilities | 0.17% | 544 | - | - | $639,124 |
| ISHARES TR | IJR | Other | 0.17% | 4,309 | -22 | -0.51% | $638,999 |
| ISHARES TR | AOA | Other | 0.16% | 6,371 | -1,176 | -15.58% | $621,817 |
| ISHARES TR | ILCG | Other | 0.16% | 5,180 | - | - | $606,164 |
| ISHARES TR | REZ | Other | 0.16% | 6,289 | -19 | -0.30% | $595,497 |
| ISHARES INC | IEMG | Other | 0.15% | 7,061 | -34 | -0.48% | $584,933 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.15% | 1,155 | -1,585 | -57.85% | $577,950 |
| ISHARES TR | ISCG | Other | 0.15% | 8,757 | -955 | -9.83% | $573,934 |
| ISHARES TR | SCZ | Other | 0.14% | 6,607 | +23 | +0.35% | $543,581 |
| ISHARES TR | ISCV | Other | 0.14% | 6,897 | -877 | -11.28% | $540,163 |
| PIMCO ETF TR | STPZ | Other | 0.14% | 10,084 | - | - | $537,880 |
| ALPHABET INC | GOOG | Communication Services | 0.13% | 1,445 | - | - | $510,562 |
| VANGUARD STAR FDS | VXUS | Other | 0.13% | 5,588 | - | - | $477,718 |
| ISHARES TR | TIP | Other | 0.12% | 4,177 | - | - | $457,089 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.12% | 9,129 | - | - | $442,117 |
| ISHARES TR | DVY | Other | 0.12% | 2,796 | -1 | -0.04% | $436,957 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.11% | 5,157 | -33 | -0.64% | $431,899 |
| ISHARES TR | EEM | Other | 0.11% | 6,238 | - | - | $426,742 |
| VANGUARD INDEX FDS | VB | Other | 0.11% | 1,395 | - | - | $422,852 |
| VANGUARD INDEX FDS | VV | Other | 0.11% | 1,219 | - | - | $419,226 |
| ELI LILLY & CO | LLY | Healthcare | 0.10% | 325 | - | - | $389,815 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.10% | 16,460 | - | - | $380,720 |
| VANGUARD INDEX FDS | VOO | Other | 0.10% | 552 | -87 | -13.62% | $379,119 |
| ISHARES TR | ICSH | Other | 0.10% | 7,348 | - | - | $371,662 |
| ISHARES TR | IVE | Other | 0.09% | 1,541 | -6 | -0.39% | $349,899 |
| ISHARES TR | ILCV | Other | 0.09% | 3,214 | - | - | $325,385 |
| VANGUARD INDEX FDS | VO | Other | 0.08% | 3,992 | +2,994 | +300.00% | $321,635 |
| VISA INC | V | Financial Services | 0.08% | 932 | - | - | $319,760 |
| ISHARES TR | ICF | Other | 0.08% | 4,421 | -16 | -0.36% | $298,992 |
| ISHARES TR | AGG | Other | 0.07% | 2,805 | - | - | $277,639 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.07% | 1,500 | - | - | $271,365 |
| ISHARES TR | IWR | Other | 0.07% | 2,354 | - | - | $259,693 |
| INVESCO EXCHANGE TRADED FD T | GRPM | Other | 0.07% | 1,983 | - | - | $258,121 |
| TRAVELERS COMPANIES INC | TRV | Financial Services | 0.07% | 755 | - | - | $249,241 |
| ISHARES TR | IXJ | Other | 0.07% | 2,510 | - | - | $246,934 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.06% | 877 | -6 | -0.68% | $237,062 |
| MICROSOFT CORP | MSFT | Technology | 0.06% | 585 | +1 | +0.17% | $218,203 |