Courage Miller Partners, LLC

Name: Courage Miller Partners, LLC 13F holdings, Q2 2025
Creator: Courage Miller Partners, LLC
Published: 2025-07-25

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 25, 2025), Courage Miller Partners, LLC reported 86 stock positions worth $315.4 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 14.4% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 9.3%) and iShares Core 1-5 Year Usd Bo (ISTB, 7.9%). Compared with Q1 2025, it opened 4 new positions, added to 28 and reduced 26. The biggest buy was Schwab US Large-Cap ETF (SCHX, shares +3%) and the biggest sale iShares Core 1-5 Year Usd Bo (ISTB, shares −2%).

Most Recent 13F: Q2 2026
Location: NORFOLK, VA
CIK: 0001482106
Portfolio Value: $315.4M (Q2 2025)
SEC Filing: 0001085146-25-004178 ↗ filed Jul 25, 2025

Holdings Value

Holdings 86 stocks · $315.4M


SCHX Schwab US Large-Cap ETF	14.45%	1,864,754	$45.6M	Add +3.1%
SCHF Schwab Intl Equity ETF	9.28%	1,324,219	$29.3M	Reduce -0.3%
ISTB iShares Core 1-5 Year Usd Bo	7.86%	509,792	$24.8M	Reduce -2.0%
IGSB iShares 1-5Y Inv Grade Corp.	6.55%	391,742	$20.7M	Reduce -2.1%
SCHO Schwab Short-Term US Treas	5.61%	726,303	$17.7M	Reduce -4.1%
BND Vanguard Total Bond Market	5.32%	227,800	$16.8M	Reduce -2.8%
SCHM Schwab US Mid Cap ETF	4.11%	462,320	$13.0M	Add +6.8%
SCHD Schwab US DVD Equity ETF	3.75%	446,482	$11.8M	Add +4.2%
RSP Invesco S&P 500 Equal Weight	3.35%	58,208	$10.6M	Add +3.2%
SCHH Schwab US REIT ETF	3.24%	483,252	$10.2M	Add +6.1%
SCHA Schwab US Small-Cap ETF	3.03%	378,178	$9.6M	Add +9.0%
SCHG Schwab US Large-Cap Growth	2.82%	304,022	$8.9M	Add +5.0%
VWO Vanguard Ftse Emerging Marke	2.54%	162,295	$8.0M	Add +1.2%
SCHC Schwab Intl Small-Cap Equity	2.50%	184,848	$7.9M	Add +0.0%
SCHV Schwab US Large-Cap Value	2.40%	274,001	$7.6M	Add +2.1%
SCHE Schwab Emrg Mrkts Eqty ETF	2.17%	227,292	$6.9M	Add +2.3%
CWI State Street SPDR MSCI Acwi	2.07%	200,366	$6.5M	Add +1.6%
BSV Vanguard Short-Term Bond ETF	1.35%	54,085	$4.3M	Reduce -0.0%
IVV iShares Core S&P 500 ETF	0.92%	4,653	$2.9M	Add +3.1%
MDYG SS SPDR S&P 400 MC GR ETF	0.88%	31,796	$2.8M	Add +6.7%
MDYV SS SPDR S&P 400 MC Val ETF	0.78%	31,088	$2.5M	Add +4.7%
IGIB iShares 5-10Y Inv Grade Corp.	0.77%	45,704	$2.4M	No change
IGE iShares North American Natur	0.73%	51,874	$2.3M	Add +22.8%
IMCG iShares Morningstar Mid-Cap	0.65%	25,509	$2.0M	Reduce -2.2%
AAPL Apple Inc.	0.55%	8,524	$1.7M	Reduce -4.5%
AMZN Amazon.com Inc.	0.55%	7,900	$1.7M	No change
IEFA iShares Core MSCI Eafe ETF	0.55%	20,742	$1.7M	Reduce -0.1%
VTI VG Morningstar TS MKT ETF-US	0.50%	5,185	$1.6M	Reduce -0.0%
IMCV iShares Morningstar Mid-Cap	0.49%	20,296	$1.5M	Reduce -1.4%
SLYG SS SPDR S&P 600 SC GR ETF	0.46%	16,430	$1.5M	Add +9.2%
SLYV SS SPDR S&P 600 SC Val ETF	0.46%	18,267	$1.5M	Add +10.9%
SPY SS SPDR S&P 500 ETF Trust-US	0.44%	2,243	$1.4M	Add +7.9%
BRK.B Berkshire Hathaway Inc. Class B	0.44%	2,850	$1.4M	No change
UNP Union Pacific Corp.	0.38%	5,188	$1.2M	No change
IXUS iShares Core Intl Stock ETF	0.37%	15,857	$1.2M	Add +0.5%
XOM Exxon Mobil Corp.	0.36%	10,522	$1.1M	No change
GOOGL Alphabet Inc. Class A	0.34%	6,090	$1.1M	No change
VYM Vanguard High DVD Yield ETF	0.30%	7,108	$948K	Add +0.4%
BIV Vanguard Intermediate-Term B	0.30%	12,202	$944K	Reduce -0.9%
SHV iShares 0-1 Year Treasury Bo	0.29%	8,180	$903K	Reduce -8.3%
COST Costco Wholesale Corp.	0.29%	910	$901K	No change
IJH iShares Core S&P Midcap ETF	0.27%	13,700	$850K	Add +8.8%
AOA iShares Core 80/20 Aggressiv	0.22%	8,301	$692K	Reduce -1.5%
ISCG iShares Morningstar Small-Ca	0.22%	13,746	$684K	Reduce -3.3%
IYR iShares US Real Estate ETF	0.21%	6,872	$651K	Add +5.7%
IVW iShares S&P 500 Growth ETF	0.20%	5,623	$619K	No change
ACWI iShares MSCI Acwi ETF	0.19%	4,750	$611K	No change
ISCV iShares Morningstar Small-Ca	0.19%	9,904	$608K	Reduce -3.2%
IEMG iShares Core MSCI Emerging	0.18%	9,410	$565K	Reduce -1.8%
ILCG iShares Morningstar Growth E	0.18%	5,732	$555K	Reduce -2.9%
SHYG iShares 0-5 YR HY Corp. Bond	0.17%	12,706	$548K	No change
STPZ PIMCO 1-5 Year US Tips Index	0.17%	10,084	$543K	No change
GLD SPDR Gold Shares	0.17%	1,742	$531K	Reduce -1.9%
REZ Ishars Res and Multi Reales	0.17%	6,383	$526K	No change
IJR iShares Core S&P Small-Cap E	0.16%	4,489	$491K	No change
TIP iShares Tips Bond ETF	0.15%	4,429	$487K	Reduce -33.6%
SCZ iShares MSCI Eafe Small-Cap	0.15%	6,599	$480K	Add +2.3%
VEU Vanguard Ftse All-World Ex-U	0.15%	7,024	$472K	Reduce -14.0%
V Visa Inc. Class A	0.14%	1,200	$426K	No change
BNDX Vanguard Total Intl Bond ETF	0.13%	8,150	$404K	No change
EEM iShares MSCI Emerging Market	0.12%	8,097	$391K	Reduce -2.1%
SCHZ Schwab US Aggregate Bond ETF	0.12%	16,466	$383K	No change
ICSH iShares Ultra Short Duration	0.12%	7,348	$373K	Reduce -15.0%
DVY iShares Select Dividend ETF	0.12%	2,795	$371K	Add +28.6%
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.12%	1,287	$367K	Reduce -19.4%
VB Vanguard Most SM-Cap ETF-Usd	0.11%	1,412	$335K	Add +25.9%
GOOG Alphabet Inc. Class C	0.10%	1,789	$317K	No change
SPUS SP Funds S&P Sharia Indu Exc	0.10%	7,152	$317K	Add +20.5%
SPGI S&P Global Inc.	0.10%	595	$314K	No change
IVE iShares S&P 500 Value ETF	0.10%	1,554	$304K	No change
ILCV iShares Morningstar Value Et	0.10%	3,606	$301K	Reduce -22.5%
MSFT Microsoft Corp.	0.09%	582	$290K	Reduce -55.8%
GEV GE Vernova Inc.	0.09%	544	$288K	New
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.09%	1,001	$280K	New
AGG iShares Core U.S. Aggregate	0.09%	2,805	$278K	No change
PM Philip Morris International	0.09%	1,500	$273K	No change
ICF iShares Select U.S. REIT ETF	0.09%	4,440	$272K	No change
MCD McDonald's Corp.	0.08%	883	$258K	No change
LLY Eli Lilly & Co.	0.08%	325	$253K	No change
UMMA Wahed Dow Jones Islamic WRLD	0.08%	9,256	$247K	Add +4.7%
ISRG Intuitive Surgical Inc.	0.08%	438	$238K	No change
GRPM Invesco S&P Midcap 400 Garp	0.07%	1,983	$217K	No change
IWR iShares Russell Mid-Cap ETF	0.07%	2,354	$216K	No change
IXJ iShares Global Healthcare Et	0.07%	2,510	$216K	No change
VOO Vanguard S&P 500 ETF	0.06%	356	$202K	New
TRV The Travelers Cos Inc.	0.06%	755	$202K	New

Portfolio Sells Q1 2025 → Q2 2025


ISTB iShares Core 1-5 Year Usd Bo	Reduce -2.0%	7.86%	−0.66
SCHO Schwab Short-Term US Treas	Reduce -4.1%	5.61%	−0.63
IGSB iShares 1-5Y Inv Grade Corp.	Reduce -2.1%	6.55%	−0.55
BND Vanguard Total Bond Market	Reduce -2.8%	5.32%	−0.52
AAPL Apple Inc.	Reduce -4.5%	0.55%	−0.12
TIP iShares Tips Bond ETF	Reduce -33.6%	0.15%	−0.10
BSV Vanguard Short-Term Bond ETF	Reduce -0.0%	1.35%	−0.09
MSFT Microsoft Corp.	Reduce -55.8%	0.09%	−0.08
SHV iShares 0-1 Year Treasury Bo	Reduce -8.3%	0.29%	−0.05
ILCV iShares Morningstar Value Et	Reduce -22.5%	0.10%	−0.03
ICSH iShares Ultra Short Duration	Reduce -15.0%	0.12%	−0.03
IMCV iShares Morningstar Mid-Cap	Reduce -1.4%	0.49%	−0.03
VV Vngrd Mrgstr LRG-Cap ETF-Usd	Reduce -19.4%	0.12%	−0.02
BIV Vanguard Intermediate-Term B	Reduce -0.9%	0.30%	−0.02
VEU Vanguard Ftse All-World Ex-U	Reduce -14.0%	0.15%	−0.02
ISCV iShares Morningstar Small-Ca	Reduce -3.2%	0.19%	−0.01
GLD SPDR Gold Shares	Reduce -1.9%	0.17%	−0.00
ISCG iShares Morningstar Small-Ca	Reduce -3.3%	0.22%	−0.00
AOA iShares Core 80/20 Aggressiv	Reduce -1.5%	0.22%	+0.00
EEM iShares MSCI Emerging Market	Reduce -2.1%	0.12%	+0.00
IEMG iShares Core MSCI Emerging	Reduce -1.8%	0.18%	+0.00
ILCG iShares Morningstar Growth E	Reduce -2.9%	0.18%	+0.01
IEFA iShares Core MSCI Eafe ETF	Reduce -0.1%	0.55%	+0.02
VTI VG Morningstar TS MKT ETF-US	Reduce -0.0%	0.50%	+0.02
IMCG iShares Morningstar Mid-Cap	Reduce -2.2%	0.65%	+0.02
SCHF Schwab Intl Equity ETF	Reduce -0.3%	9.28%	+0.37

Portfolio Buys Q1 2025 → Q2 2025


SCHX Schwab US Large-Cap ETF	Add +3.1%	14.45%	+0.92
SCHG Schwab US Large-Cap Growth	Add +5.0%	2.82%	+0.36
SCHA Schwab US Small-Cap ETF	Add +9.0%	3.03%	+0.28
SCHM Schwab US Mid Cap ETF	Add +6.8%	4.11%	+0.27
SCHC Schwab Intl Small-Cap Equity	Add +0.0%	2.50%	+0.25
CWI State Street SPDR MSCI Acwi	Add +1.6%	2.07%	+0.10
SCHE Schwab Emrg Mrkts Eqty ETF	Add +2.3%	2.17%	+0.10
GEV GE Vernova Inc.	New	0.09%	+0.09
VO Vngrd Mrngstr MD-Cap ETF-Usd	New	0.09%	+0.09
VWO Vanguard Ftse Emerging Marke	Add +1.2%	2.54%	+0.09
IGE iShares North American Natur	Add +22.8%	0.73%	+0.08
MDYG SS SPDR S&P 400 MC GR ETF	Add +6.7%	0.88%	+0.07
VOO Vanguard S&P 500 ETF	New	0.06%	+0.06
TRV The Travelers Cos Inc.	New	0.06%	+0.06
IVV iShares Core S&P 500 ETF	Add +3.1%	0.92%	+0.06
SPY SS SPDR S&P 500 ETF Trust-US	Add +7.9%	0.44%	+0.05
RSP Invesco S&P 500 Equal Weight	Add +3.2%	3.35%	+0.04
SLYG SS SPDR S&P 600 SC GR ETF	Add +9.2%	0.46%	+0.04
SLYV SS SPDR S&P 600 SC Val ETF	Add +10.9%	0.46%	+0.02
SPUS SP Funds S&P Sharia Indu Exc	Add +20.5%	0.10%	+0.02
VB Vanguard Most SM-Cap ETF-Usd	Add +25.9%	0.11%	+0.02
IJH iShares Core S&P Midcap ETF	Add +8.8%	0.27%	+0.02
DVY iShares Select Dividend ETF	Add +28.6%	0.12%	+0.02
IXUS iShares Core Intl Stock ETF	Add +0.5%	0.37%	+0.02
SCZ iShares MSCI Eafe Small-Cap	Add +2.3%	0.15%	+0.01
MDYV SS SPDR S&P 400 MC Val ETF	Add +4.7%	0.78%	+0.01
UMMA Wahed Dow Jones Islamic WRLD	Add +4.7%	0.08%	+0.01
IYR iShares US Real Estate ETF	Add +5.7%	0.21%	−0.00
VYM Vanguard High DVD Yield ETF	Add +0.4%	0.30%	−0.01
SCHV Schwab US Large-Cap Value	Add +2.1%	2.40%	−0.01
SCHH Schwab US REIT ETF	Add +6.1%	3.24%	−0.08
SCHD Schwab US DVD Equity ETF	Add +4.2%	3.75%	−0.31

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	87	$379.0M	SCHX, SCHF, ISTB, IGSB, SCHO
Q1 2026	92	$354.2M	SCHX, SCHF, ISTB, IGSB, SCHO
Q4 2025	84	$332.1M	SCHX, SCHF, ISTB, IGSB, SCHO
Q3 2025	85	$333.5M	SCHX, SCHF, ISTB, IGSB, SCHO
Q2 2025	86	$315.4M	SCHX, SCHF, ISTB, IGSB, SCHO
Q1 2025	82	$295.2M	SCHX, SCHF, ISTB, IGSB, SCHO
Q4 2024	80	$292.1M	SCHX, ISTB, SCHF, IGSB, SCHO
Q3 2024	81	$297.5M	SCHX, SCHF, ISTB, IGSB, SCHO
Q2 2024	78	$278.0M	SCHX, SCHF, ISTB, IGSB, SCHO
Q1 2024	85	$289.2M	SCHX, SCHF, ISTB, IGSB, SCHO