Courage Miller Partners, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$354.2M
Q ending 2026-03-31
Prior quarter
$332.1M
Q ending 2025-12-31
Change
+6.7% QoQ · +20.0% YoY
Positions
92
reported holdings

Largest positions

All 92 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Schwab Strategic TrSCHXShares$44.5M1.7M
Schwab Strategic TrSCHFShares$30.7M1.2M
Ishares TrISTBShares$27.6M570K
Ishares TrIGSBShares$23.5M447K
Schwab Strategic TrSCHOShares$19.9M820K
Vanguard Bd Index FdsBNDShares$18.6M253K
Schwab Strategic TrSCHDShares$14.4M469K
Schwab Strategic TrSCHMShares$14.2M460K
Invesco Exchange Traded Fd TRSPShares$11.7M61K
Schwab Strategic TrSCHHShares$11.2M522K
Schwab Strategic TrSCHAShares$10.6M364K
Abrdn Precious Metals BasketGLTRShares$9.9M45K
Vanguard Intl Equity Index FVWOShares$8.3M153K
Schwab Strategic TrSCHVShares$8.3M271K
Schwab Strategic TrSCHGShares$8.0M276K
Schwab Strategic TrSCHCShares$7.9M169K
Spdr Index Shs FdsCWIShares$6.9M189K
Schwab Strategic TrSCHEShares$6.9M209K
Vanguard Bd Index FdsBSVShares$4.3M55K
Ishares TrIGEShares$3.5M55K
Spdr Series TrustMDYGShares$3.0M31K
Ishares TrIVVShares$2.9M4K
Ishares TrIGIBShares$2.7M51K
Spdr Series TrustMDYVShares$2.6M31K
Invesco Exchange Traded Fd TRSPGShares$2.3M21K
Apple IncAAPLShares$2.1M8K
Invesco Exchange Traded Fd TRSPMShares$2.0M51K
Ishares TrIEFAShares$1.9M21K
Exxon Mobil CorpXOMShares$1.8M11K
Ishares TrIMCGShares$1.7M22K
Spdr Series TrustSLYVShares$1.7M18K
Vanguard Index FdsVTIShares$1.7M5K
Alphabet IncGOOGLShares$1.7M6K
Ishares TrIMCVShares$1.6M19K
Spdr Series TrustSLYGShares$1.5M16K
Ishares TrSHVShares$1.4M13K
Spdr Gold TrGLDShares$1.4M3K
State Str Spdr S&P 500 Etf TSPYShares$1.4M2K
Berkshire Hathaway Inc DelBRK/BShares$1.3M3K
Amazon Com IncAMZNShares$1.3M6K
Union Pac CorpUNPShares$1.3M5K
Vanguard Whitehall FdsVYMShares$1.1M7K
Vaneck Etf TrustGDXShares$959K10K
Vanguard Bd Index FdsBIVShares$943K12K
Ishares TrIJHShares$930K14K
Costco Wholesale CorporationCOSTShares$907K910
Ishares TrIXUSShares$762K9K
Ishares TrIYRShares$722K8K
Ishares TrSHYGShares$707K17K
Ishares TrAOAShares$668K8K
Ishares TrACWIShares$657K5K
Ge AerospaceGEShares$618K2K
Invesco Qqq TrQQQShares$583K1K
Ishares TrIVWShares$581K5K
Pimco Etf TrSTPZShares$546K10K
Ishares TrISCVShares$540K8K
Ishares TrIJRShares$538K4K
Ishares TrISCGShares$532K10K
Ishares TrREZShares$525K6K
Ishares TrSCZShares$516K7K
Ishares IncIEMGShares$495K7K
Ishares TrILCGShares$495K5K
Ge Vernova IncGEVShares$475K544
Ishares TrTIPShares$461K4K
Vanguard Charlotte FdsBNDXShares$439K9K
Vanguard Star FdsVXUSShares$431K6K
Ishares TrDVYShares$424K3K
Alphabet IncGOOGShares$415K1K
Tidal Trust ISPUSShares$391K8K
Vanguard Intl Equity Index FVEUShares$390K5K
Schwab Strategic TrSCHZShares$382K16K
Vanguard Index FdsVOOShares$382K639
Ishares TrICSHShares$372K7K
Vanguard Index FdsVBShares$365K1K
Vanguard Index FdsVVShares$364K1K
Ishares TrEEMShares$354K6K
Ishares TrIVEShares$327K2K
Ishares TrILCVShares$299K3K
Eli Lilly & CoLLYShares$299K325
Listed Fds TrUMMAShares$297K10K
Vanguard Index FdsVOShares$287K998
Visa IncVShares$282K932
Ishares TrAGGShares$278K3K
Ishares TrICFShares$275K4K
Mcdonalds CorpMCDShares$274K883
Philip Morris Intl IncPMShares$248K2K
Ishares TrIXJShares$235K3K
Invesco Exchange Traded Fd TGRPMShares$234K2K
Chevron CorporationCVXShares$230K1K
Ishares TrIWRShares$229K2K
Travelers Companies IncTRVShares$220K755
Microsoft CorpMSFTShares$216K584

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.