Courage Miller Partners, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), Courage Miller Partners, LLC reported 87 stock positions worth $379.0 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 13.4% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 9.0%) and iShares Core 1-5 Year Usd Bo (ISTB, 7.6%). Compared with Q1 2026, it sold out of 5, added to 19 and reduced 37. The biggest buy was Schwab US Large-Cap Growth (SCHG, shares +0%) and the biggest sale an exit from SPDR Gold Shares (GLD).

Most Recent 13F
Q2 2026
Location
NORFOLK, VA
CIK
0001482106
Portfolio Value
$379.0M (Q2 2026)
SEC Filing
0001482106-26-000004 ↗ filed Jul 23, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $289.2M Q1 2024 Q2 2024: $278.0M Q2 2024 Q3 2024: $297.5M Q3 2024 Q4 2024: $292.1M Q4 2024 Q1 2025: $295.2M Q1 2025 Q2 2025: $315.4M Q2 2025 Q3 2025: $333.5M Q3 2025 Q4 2025: $332.1M Q4 2025 Q1 2026: $354.2M Q1 2026 Q2 2026: $379.0M $379.0M Q2 2026

Holdings 87 stocks · $379.0M
SCHX Schwab US Large-Cap ETF 13.44% 1,731,183 $50.9M Reduce -0.2%
SCHF Schwab Intl Equity ETF 8.98% 1,228,357 $34.0M Reduce -1.1%
ISTB iShares Core 1-5 Year Usd Bo 7.57% 594,284 $28.7M Add +4.3%
IGSB iShares 1-5Y Inv Grade Corp. 6.44% 465,818 $24.4M Add +4.1%
SCHO Schwab Short-Term US Treas 5.42% 850,858 $20.5M Add +3.8%
BND Vanguard Total Bond Market 5.08% 262,115 $19.2M Add +3.6%
SCHM Schwab US Mid Cap ETF 4.43% 455,266 $16.8M Reduce -1.1%
SCHD Schwab US DVD Equity ETF 3.92% 468,296 $14.8M Reduce -0.2%
RSP Invesco S&P 500 Equal Weight 3.48% 62,067 $13.2M Add +1.5%
SCHA Schwab US Small-Cap ETF 3.42% 358,542 $13.0M Reduce -1.6%
SCHH Schwab US REIT ETF 3.24% 518,727 $12.3M Reduce -0.6%
SCHG Schwab US Large-Cap Growth 2.47% 276,144 $9.3M Add +0.2%
SCHV Schwab US Large-Cap Value 2.46% 268,344 $9.3M Reduce -1.1%
VWO Vanguard Ftse Emerging Marke 2.41% 152,857 $9.1M Reduce -0.4%
GLTR Abrdn Precious Metals Basket 2.19% 45,792 $8.3M Add +1.5%
SCHC Schwab Intl Small-Cap Equity 2.14% 168,438 $8.1M Reduce -0.5%
CWI State Street SPDR MSCI Acwi 2.00% 186,320 $7.6M Reduce -1.2%
SCHE Schwab Emrg Mrkts Eqty ETF 1.99% 208,377 $7.6M Reduce -0.1%
BSV Vanguard Short-Term Bond ETF 1.15% 55,838 $4.4M Add +1.3%
MDYG SS SPDR S&P 400 MC GR ETF 0.90% 30,326 $3.4M Reduce -1.4%
IVV iShares Core S&P 500 ETF 0.86% 4,351 $3.3M Reduce -1.8%
IGE iShares North American Natur 0.82% 55,580 $3.1M Add +1.0%
MDYV SS SPDR S&P 400 MC Val ETF 0.77% 30,840 $2.9M Reduce -0.3%
IGIB iShares 5-10Y Inv Grade Corp. 0.73% 51,690 $2.7M Add +0.7%
AAPL Apple Inc. 0.62% 8,179 $2.4M Add +0.0%
GOOGL Alphabet Inc. Class A 0.54% 5,745 $2.1M No change
IMCG iShares Morningstar Mid-Cap 0.53% 20,481 $2.0M Reduce -7.4%
IEFA iShares Core MSCI Eafe ETF 0.53% 20,776 $2.0M Add +0.5%
RSPG Invesco S&P 500 Equal Weight 0.53% 20,472 $2.0M Reduce -2.8%
RSPM Invesco S&P 500 Equal Weight 0.51% 50,140 $1.9M Reduce -2.4%
VTI VG Morningstar TS MKT ETF-US 0.50% 5,156 $1.9M Add +0.0%
SLYV SS SPDR S&P 600 SC Val ETF 0.50% 17,360 $1.9M Reduce -1.6%
SLYG SS SPDR S&P 600 SC GR ETF 0.49% 15,701 $1.9M Reduce -1.6%
IMCV iShares Morningstar Mid-Cap 0.42% 17,464 $1.6M Reduce -5.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.41% 2,099 $1.6M No change
AMZN Amazon.com Inc. 0.39% 6,251 $1.5M No change
XOM Exxon Mobil Corp. 0.38% 10,485 $1.4M Reduce -0.3%
UNP Union Pacific Corp. 0.37% 5,188 $1.4M No change
SHV iShares 0-1 Year Treasury Bo 0.37% 12,715 $1.4M Add +1.1%
VYM Vanguard High DVD Yield ETF 0.30% 7,200 $1.1M No change
IJH iShares Core S&P Midcap ETF 0.28% 13,767 $1.1M Reduce -0.0%
BIV Vanguard Intermediate-Term B 0.25% 12,286 $942K Add +0.6%
COST Costco Wholesale Corp. 0.22% 910 $851K No change
IXUS iShares Core Intl Stock ETF 0.22% 8,785 $838K Reduce -0.1%
GE General Electric filed as GE AEROSPACE 0.21% 2,176 $813K No change
IYR iShares US Real Estate ETF 0.21% 7,810 $799K Add +2.3%
ACWI iShares MSCI Acwi ETF 0.20% 4,750 $746K No change
QQQ Invesco QQQ Trust Series 1 0.20% 1,010 $744K No change
SHYG iShares 0-5 YR HY Corp. Bond 0.19% 16,773 $711K Add +0.4%
IVW iShares S&P 500 Growth ETF 0.19% 5,118 $704K Reduce -0.4%
GEV GE Vernova Inc. 0.17% 544 $639K No change
IJR iShares Core S&P Small-Cap E 0.17% 4,309 $639K Reduce -0.5%
AOA iShares Core 80/20 Aggressiv 0.16% 6,371 $622K Reduce -15.6%
ILCG iShares Morningstar Growth E 0.16% 5,180 $606K No change
REZ Ishars Res and Multi Reales 0.16% 6,289 $595K Reduce -0.3%
IEMG iShares Core MSCI Emerging 0.15% 7,061 $585K Reduce -0.5%
BRK.B Berkshire Hathaway Inc. Class B 0.15% 1,155 $578K Reduce -57.9%
ISCG iShares Morningstar Small-Ca 0.15% 8,757 $574K Reduce -9.8%
SCZ iShares MSCI Eafe Small-Cap 0.14% 6,607 $544K Add +0.3%
ISCV iShares Morningstar Small-Ca 0.14% 6,897 $540K Reduce -11.3%
STPZ PIMCO 1-5 Year US Tips Index 0.14% 10,084 $538K No change
GOOG Alphabet Inc. Class C 0.13% 1,445 $511K No change
VXUS Vanguard Total Intl Stock 0.13% 5,588 $478K No change
TIP iShares Tips Bond ETF 0.12% 4,177 $457K No change
BNDX Vanguard Total Intl Bond ETF 0.12% 9,129 $442K No change
DVY iShares Select Dividend ETF 0.12% 2,796 $437K Reduce -0.0%
VEU Vanguard Ftse All-World Ex-U 0.11% 5,157 $432K Reduce -0.6%
EEM iShares MSCI Emerging Market 0.11% 6,238 $427K No change
VB Vanguard Most SM-Cap ETF-Usd 0.11% 1,395 $423K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.11% 1,219 $419K No change
LLY Eli Lilly & Co. 0.10% 325 $390K No change
SCHZ Schwab US Aggregate Bond ETF 0.10% 16,460 $381K No change
VOO Vanguard S&P 500 ETF 0.10% 552 $379K Reduce -13.6%
ICSH iShares Ultra Short Duration 0.10% 7,348 $372K No change
IVE iShares S&P 500 Value ETF 0.09% 1,541 $350K Reduce -0.4%
ILCV iShares Morningstar Value Et 0.09% 3,214 $325K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.08% 3,992 $322K No change
V Visa Inc. Class A 0.08% 932 $320K No change
ICF iShares Select U.S. REIT ETF 0.08% 4,421 $299K Reduce -0.4%
AGG iShares Core U.S. Aggregate 0.07% 2,805 $278K No change
PM Philip Morris International 0.07% 1,500 $271K No change
IWR iShares Russell Mid-Cap ETF 0.07% 2,354 $260K No change
GRPM Invesco S&P Midcap 400 Garp 0.07% 1,983 $258K No change
TRV The Travelers Cos Inc. 0.07% 755 $249K No change
IXJ iShares Global Healthcare Et 0.07% 2,510 $247K No change
MCD McDonald's Corp. 0.06% 877 $237K Reduce -0.7%
MSFT Microsoft Corp. 0.06% 585 $218K Add +0.2%

Portfolio Sells Q1 2026 → Q2 2026
GLD SPDR Gold Shares Sold out 0.00% −0.39
GDX Vaneck Gold Miners ETF Sold out 0.00% −0.27
BRK.B Berkshire Hathaway Inc. Class B Reduce -57.9% 0.15% −0.22
SCHD Schwab US DVD Equity ETF Reduce -0.2% 3.92% −0.15
XOM Exxon Mobil Corp. Reduce -0.3% 0.38% −0.13
RSPG Invesco S&P 500 Equal Weight Reduce -2.8% 0.53% −0.12
SPUS SP Funds S&P Sharia Indu Exc Sold out 0.00% −0.11
SCHC Schwab Intl Small-Cap Equity Reduce -0.5% 2.14% −0.09
UMMA Wahed Dow Jones Islamic WRLD Sold out 0.00% −0.08
CVX Chevron Corp. Sold out 0.00% −0.06
RSPM Invesco S&P 500 Equal Weight Reduce -2.4% 0.51% −0.05
AOA iShares Core 80/20 Aggressiv Reduce -15.6% 0.16% −0.02
IMCV iShares Morningstar Mid-Cap Reduce -5.7% 0.42% −0.02
MCD McDonald's Corp. Reduce -0.7% 0.06% −0.01
ISCV iShares Morningstar Small-Ca Reduce -11.3% 0.14% −0.01
VOO Vanguard S&P 500 ETF Reduce -13.6% 0.10% −0.01
DVY iShares Select Dividend ETF Reduce -0.0% 0.12% −0.00
IVE iShares S&P 500 Value ETF Reduce -0.4% 0.09% +0.00
ISCG iShares Morningstar Small-Ca Reduce -9.8% 0.15% +0.00
ICF iShares Select U.S. REIT ETF Reduce -0.4% 0.08% +0.00
VEU Vanguard Ftse All-World Ex-U Reduce -0.6% 0.11% +0.00
IXUS iShares Core Intl Stock ETF Reduce -0.1% 0.22% +0.01
REZ Ishars Res and Multi Reales Reduce -0.3% 0.16% +0.01
IEMG iShares Core MSCI Emerging Reduce -0.5% 0.15% +0.01
IJR iShares Core S&P Small-Cap E Reduce -0.5% 0.17% +0.02
IJH iShares Core S&P Midcap ETF Reduce -0.0% 0.28% +0.02
IVW iShares S&P 500 Growth ETF Reduce -0.4% 0.19% +0.02
MDYV SS SPDR S&P 400 MC Val ETF Reduce -0.3% 0.77% +0.03
SLYV SS SPDR S&P 600 SC Val ETF Reduce -1.6% 0.50% +0.03
IMCG iShares Morningstar Mid-Cap Reduce -7.4% 0.53% +0.04
IVV iShares Core S&P 500 ETF Reduce -1.8% 0.86% +0.04
CWI State Street SPDR MSCI Acwi Reduce -1.2% 2.00% +0.05
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -0.1% 1.99% +0.05
SLYG SS SPDR S&P 600 SC GR ETF Reduce -1.6% 0.49% +0.06
MDYG SS SPDR S&P 400 MC GR ETF Reduce -1.4% 0.90% +0.06
VWO Vanguard Ftse Emerging Marke Reduce -0.4% 2.41% +0.07
SCHH Schwab US REIT ETF Reduce -0.6% 3.24% +0.07
SCHV Schwab US Large-Cap Value Reduce -1.1% 2.46% +0.13
SCHF Schwab Intl Equity ETF Reduce -1.1% 8.98% +0.30
SCHM Schwab US Mid Cap ETF Reduce -1.1% 4.43% +0.41
SCHA Schwab US Small-Cap ETF Reduce -1.6% 3.42% +0.43
SCHX Schwab US Large-Cap ETF Reduce -0.2% 13.44% +0.88

Portfolio Buys Q1 2026 → Q2 2026
SCHG Schwab US Large-Cap Growth Add +0.2% 2.47% +0.20
RSP Invesco S&P 500 Equal Weight Add +1.5% 3.48% +0.17
AAPL Apple Inc. Add +0.0% 0.62% +0.04
VTI VG Morningstar TS MKT ETF-US Add +0.0% 0.50% +0.04
IYR iShares US Real Estate ETF Add +2.3% 0.21% +0.01
IEFA iShares Core MSCI Eafe ETF Add +0.5% 0.53% +0.00
SCZ iShares MSCI Eafe Small-Cap Add +0.3% 0.14% −0.00
MSFT Microsoft Corp. Add +0.2% 0.06% −0.00
SHYG iShares 0-5 YR HY Corp. Bond Add +0.4% 0.19% −0.01
BIV Vanguard Intermediate-Term B Add +0.6% 0.25% −0.02
SHV iShares 0-1 Year Treasury Bo Add +1.1% 0.37% −0.02
IGIB iShares 5-10Y Inv Grade Corp. Add +0.7% 0.73% −0.05
BSV Vanguard Short-Term Bond ETF Add +1.3% 1.15% −0.07
IGE iShares North American Natur Add +1.0% 0.82% −0.15
BND Vanguard Total Bond Market Add +3.6% 5.08% −0.18
IGSB iShares 1-5Y Inv Grade Corp. Add +4.1% 6.44% −0.20
SCHO Schwab Short-Term US Treas Add +3.8% 5.42% −0.20
ISTB iShares Core 1-5 Year Usd Bo Add +4.3% 7.57% −0.23
GLTR Abrdn Precious Metals Basket Add +1.5% 2.19% −0.60

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 87$379.0MSCHX, SCHF, ISTB, IGSB, SCHO
Q1 2026 92$354.2MSCHX, SCHF, ISTB, IGSB, SCHO
Q4 2025 84$332.1MSCHX, SCHF, ISTB, IGSB, SCHO
Q3 2025 85$333.5MSCHX, SCHF, ISTB, IGSB, SCHO
Q2 2025 86$315.4MSCHX, SCHF, ISTB, IGSB, SCHO
Q1 2025 82$295.2MSCHX, SCHF, ISTB, IGSB, SCHO
Q4 2024 80$292.1MSCHX, ISTB, SCHF, IGSB, SCHO
Q3 2024 81$297.5MSCHX, SCHF, ISTB, IGSB, SCHO
Q2 2024 78$278.0MSCHX, SCHF, ISTB, IGSB, SCHO
Q1 2024 85$289.2MSCHX, SCHF, ISTB, IGSB, SCHO