Courage Miller Partners Q2 2026 Portfolio Activity: Significant ETF Purchases and Sales Observed
Courage Miller Partners, Llc's portfolio saw notable changes in the second quarter of 2026. The investor significantly increased their position in Vanguard Index Funds (VO) while reducing exposure to Berkshire Hathaway Inc. (BRK-B).
As reported by insiderset.com on behalf of Courage Miller Partners, Llc (institution profile) for the period ending June 30, 2026 (Q2 2026), the investment firm demonstrated active management of its portfolio. The total value remained substantial at $379 million.
Among the most significant changes observed during this quarter was a major purchase activity focused on Vanguard Index Funds. Specifically, Courage Miller Partners increased their position in Vanguard Index Funds (VO) by acquiring an additional 2994 shares, representing a staggering +300% increase in the holding's percentage allocation within the portfolio. This move suggests confidence in broad market index funds during Q2.
In contrast to this significant buying activity, Courage Miller Partners also executed notable sales. The largest sell was observed in Berkshire Hathaway Inc. (BRK-B), where the position decreased by 1585 shares or -57.85% of its prior period value, leading to a substantial reduction in its portfolio percentage allocation.
Furthermore, other changes were noted across various holdings. The investor sold positions in SCHWAB STRATEGIC TR (SCHH), SCHWAB STRATEGIC TR (SCHV), and SCHWAB STRATEGIC TR (SCHA) slightly but consistently (-0.64%, -1.11%, and -1.57% respectively). Conversely, they purchased shares in SCHWAB STRATEGIC TR (SCHO) significantly (+3.76%), adding to its portfolio weight.
While Vanguard Index Funds gained a prominent position through buying, other funds like SCHWAB STRATEGIC TR (SCHX), SCHWAB STRATEGIC TR (SCHM), and SCHWAB STRATEGIC TR (SCHF) saw minor reductions in their portfolio percentages (-0.23%, -1.05%, and -1.06%) during the quarter.
Overall, Courage Miller Partners' Q2 2026 filing indicates a strategic approach to investing, involving both targeted buying into specific index funds like Vanguard's offerings and deliberate selling of large-cap positions such as Berkshire Hathaway Inc., alongside smaller adjustments across other holdings. These actions reflect the firm's dynamic portfolio management.