Courage Miller Partners, LLC 13F Holdings · Q2 2026
Courage Miller Partners, LLC reported 87 securities worth $379.01M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SCHX (13.44%), SCHF (8.98%), ISTB (7.57%). Among its top 25 positions this quarter: 11 added, 14 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $50.9M | 13.44% | 1.7M | Trimmed |
| 2 | SCHF | SCHWAB STRATEGIC TR | $34.0M | 8.98% | 1.2M | Trimmed |
| 3 | ISTB | ISHARES TR | $28.7M | 7.57% | 594,284 | Added |
| 4 | IGSB | ISHARES TR | $24.4M | 6.44% | 465,818 | Added |
| 5 | SCHO | SCHWAB STRATEGIC TR | $20.5M | 5.42% | 850,858 | Added |
| 6 | BND | VANGUARD BD INDEX FDS | $19.2M | 5.08% | 262,115 | Added |
| 7 | SCHM | SCHWAB STRATEGIC TR | $16.8M | 4.43% | 455,266 | Trimmed |
| 8 | SCHD | SCHWAB STRATEGIC TR | $14.8M | 3.92% | 468,296 | Trimmed |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | $13.2M | 3.48% | 62,067 | Added |
| 10 | SCHA | SCHWAB STRATEGIC TR | $13.0M | 3.42% | 358,542 | Trimmed |
| 11 | SCHH | SCHWAB STRATEGIC TR | $12.3M | 3.24% | 518,727 | Trimmed |
| 12 | SCHG | SCHWAB STRATEGIC TR | $9.3M | 2.47% | 276,144 | Added |
| 13 | SCHV | SCHWAB STRATEGIC TR | $9.3M | 2.46% | 268,344 | Trimmed |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | $9.1M | 2.41% | 152,857 | Trimmed |
| 15 | GLTR | ABRDN PRECIOUS METALS BASKET | $8.3M | 2.19% | 45,792 | Added |
| 16 | SCHC | SCHWAB STRATEGIC TR | $8.1M | 2.14% | 168,438 | Trimmed |
| 17 | CWI | SPDR INDEX SHS FDS | $7.6M | 2.00% | 186,320 | Trimmed |
| 18 | SCHE | SCHWAB STRATEGIC TR | $7.6M | 1.99% | 208,377 | Trimmed |
| 19 | BSV | VANGUARD BD INDEX FDS | $4.4M | 1.15% | 55,838 | Added |
| 20 | MDYG | SPDR SERIES TRUST | $3.4M | 0.90% | 30,326 | Trimmed |
| 21 | IVV | ISHARES TR | $3.3M | 0.86% | 4,351 | Trimmed |
| 22 | IGE | ISHARES TR | $3.1M | 0.82% | 55,580 | Added |
| 23 | MDYV | SPDR SERIES TRUST | $2.9M | 0.77% | 30,840 | Trimmed |
| 24 | IGIB | ISHARES TR | $2.7M | 0.73% | 51,690 | Added |
| 25 | AAPL | APPLE INC | $2.4M | 0.62% | 8,179 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR