Courage Miller Partners, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), Courage Miller Partners, LLC reported 92 stock positions worth $354.2 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 12.6% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 8.7%) and iShares Core 1-5 Year Usd Bo (ISTB, 7.8%). Compared with Q4 2025, it opened 9 new positions, sold out of 1, added to 25 and reduced 24. The biggest buy was a new position in Abrdn Precious Metals Basket (GLTR) and the biggest sale Schwab US Large-Cap ETF (SCHX, shares −1%).

Most Recent 13F
Q2 2026
Location
NORFOLK, VA
CIK
0001482106
Portfolio Value
$354.2M (Q1 2026)
SEC Filing
0001482106-26-000002 ↗ filed Apr 27, 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 $354.2M Q1 2026 Q2 2026: $379.0M Q2 2026

Holdings 92 stocks · $354.2M
SCHX Schwab US Large-Cap ETF 12.56% 1,735,166 $44.5M Reduce -0.6%
SCHF Schwab Intl Equity ETF 8.67% 1,241,459 $30.7M Reduce -0.7%
ISTB iShares Core 1-5 Year Usd Bo 7.80% 569,876 $27.6M Add +3.2%
IGSB iShares 1-5Y Inv Grade Corp. 6.64% 447,305 $23.5M Add +2.6%
SCHO Schwab Short-Term US Treas 5.62% 820,033 $19.9M Add +3.2%
BND Vanguard Total Bond Market 5.26% 252,934 $18.6M Add +1.4%
SCHD Schwab US DVD Equity ETF 4.07% 469,433 $14.4M Reduce -1.9%
SCHM Schwab US Mid Cap ETF 4.02% 460,109 $14.2M Add +0.3%
RSP Invesco S&P 500 Equal Weight 3.31% 61,174 $11.7M Add +2.7%
SCHH Schwab US REIT ETF 3.17% 522,062 $11.2M Add +0.0%
SCHA Schwab US Small-Cap ETF 2.99% 364,250 $10.6M Add +0.1%
GLTR Abrdn Precious Metals Basket 2.79% 45,133 $9.9M New
VWO Vanguard Ftse Emerging Marke 2.34% 153,450 $8.3M Add +0.3%
SCHV Schwab US Large-Cap Value 2.34% 271,349 $8.3M Reduce -0.2%
SCHG Schwab US Large-Cap Growth 2.27% 275,524 $8.0M Add +0.6%
SCHC Schwab Intl Small-Cap Equity 2.23% 169,227 $7.9M Reduce -0.0%
CWI State Street SPDR MSCI Acwi 1.95% 188,650 $6.9M Reduce -0.2%
SCHE Schwab Emrg Mrkts Eqty ETF 1.94% 208,604 $6.9M Add +0.1%
BSV Vanguard Short-Term Bond ETF 1.22% 55,128 $4.3M Add +0.5%
IGE iShares North American Natur 0.98% 55,023 $3.5M Reduce -0.8%
MDYG SS SPDR S&P 400 MC GR ETF 0.83% 30,747 $3.0M Reduce -0.1%
IVV iShares Core S&P 500 ETF 0.82% 4,432 $2.9M Add +0.0%
IGIB iShares 5-10Y Inv Grade Corp. 0.77% 51,354 $2.7M Add +1.1%
MDYV SS SPDR S&P 400 MC Val ETF 0.74% 30,929 $2.6M Add +0.2%
RSPG Invesco S&P 500 Equal Weight 0.65% 21,053 $2.3M New
AAPL Apple Inc. 0.59% 8,177 $2.1M Add +3.2%
RSPM Invesco S&P 500 Equal Weight 0.56% 51,346 $2.0M New
IEFA iShares Core MSCI Eafe ETF 0.53% 20,667 $1.9M Add +0.6%
XOM Exxon Mobil Corp. 0.50% 10,522 $1.8M No change
IMCG iShares Morningstar Mid-Cap 0.49% 22,107 $1.7M Reduce -0.6%
SLYV SS SPDR S&P 600 SC Val ETF 0.47% 17,641 $1.7M Reduce -0.4%
VTI VG Morningstar TS MKT ETF-US 0.47% 5,155 $1.7M Reduce -0.0%
GOOGL Alphabet Inc. Class A 0.47% 5,745 $1.7M No change
IMCV iShares Morningstar Mid-Cap 0.44% 18,515 $1.6M Reduce -1.3%
SLYG SS SPDR S&P 600 SC GR ETF 0.43% 15,950 $1.5M Reduce -0.1%
SHV iShares 0-1 Year Treasury Bo 0.39% 12,575 $1.4M Add +36.9%
GLD SPDR Gold Shares 0.39% 3,201 $1.4M New
SPY SS SPDR S&P 500 ETF Trust-US 0.39% 2,099 $1.4M No change
BRK.B Berkshire Hathaway Inc. Class B 0.37% 2,740 $1.3M Add +137.2%
AMZN Amazon.com Inc. 0.37% 6,251 $1.3M No change
UNP Union Pacific Corp. 0.36% 5,188 $1.3M No change
VYM Vanguard High DVD Yield ETF 0.30% 7,200 $1.1M No change
GDX Vaneck Gold Miners ETF 0.27% 10,450 $959K New
BIV Vanguard Intermediate-Term B 0.27% 12,219 $943K Reduce -0.1%
IJH iShares Core S&P Midcap ETF 0.26% 13,772 $930K Add +0.6%
COST Costco Wholesale Corp. 0.26% 910 $907K No change
IXUS iShares Core Intl Stock ETF 0.22% 8,793 $762K Reduce -39.4%
IYR iShares US Real Estate ETF 0.20% 7,638 $722K Add +1.7%
SHYG iShares 0-5 YR HY Corp. Bond 0.20% 16,709 $707K Add +1.9%
AOA iShares Core 80/20 Aggressiv 0.19% 7,547 $668K Reduce -1.1%
ACWI iShares MSCI Acwi ETF 0.19% 4,750 $657K No change
GE General Electric filed as GE AEROSPACE 0.17% 2,176 $618K New
QQQ Invesco QQQ Trust Series 1 0.16% 1,010 $583K New
IVW iShares S&P 500 Growth ETF 0.16% 5,140 $581K Reduce -0.5%
STPZ PIMCO 1-5 Year US Tips Index 0.15% 10,084 $546K No change
ISCV iShares Morningstar Small-Ca 0.15% 7,774 $540K Reduce -0.7%
IJR iShares Core S&P Small-Cap E 0.15% 4,331 $538K Reduce -0.1%
ISCG iShares Morningstar Small-Ca 0.15% 9,712 $532K Reduce -0.5%
REZ Ishars Res and Multi Reales 0.15% 6,308 $525K Reduce -0.3%
SCZ iShares MSCI Eafe Small-Cap 0.15% 6,584 $516K Add +0.7%
IEMG iShares Core MSCI Emerging 0.14% 7,095 $495K Reduce -0.1%
ILCG iShares Morningstar Growth E 0.14% 5,180 $495K No change
GEV GE Vernova Inc. 0.13% 544 $475K No change
TIP iShares Tips Bond ETF 0.13% 4,177 $461K No change
BNDX Vanguard Total Intl Bond ETF 0.12% 9,129 $439K No change
VXUS Vanguard Total Intl Stock 0.12% 5,588 $431K New
DVY iShares Select Dividend ETF 0.12% 2,797 $424K Reduce -0.2%
GOOG Alphabet Inc. Class C 0.12% 1,445 $415K No change
SPUS SP Funds S&P Sharia Indu Exc 0.11% 8,123 $391K No change
VEU Vanguard Ftse All-World Ex-U 0.11% 5,190 $390K Reduce -1.7%
SCHZ Schwab US Aggregate Bond ETF 0.11% 16,460 $382K No change
VOO Vanguard S&P 500 ETF 0.11% 639 $382K Add +21.5%
ICSH iShares Ultra Short Duration 0.10% 7,348 $372K No change
VB Vanguard Most SM-Cap ETF-Usd 0.10% 1,395 $365K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.10% 1,219 $364K No change
EEM iShares MSCI Emerging Market 0.10% 6,238 $354K No change
IVE iShares S&P 500 Value ETF 0.09% 1,547 $327K No change
ILCV iShares Morningstar Value Et 0.08% 3,214 $299K No change
LLY Eli Lilly & Co. 0.08% 325 $299K No change
UMMA Wahed Dow Jones Islamic WRLD 0.08% 9,687 $297K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.08% 998 $287K No change
V Visa Inc. Class A 0.08% 932 $282K No change
AGG iShares Core U.S. Aggregate 0.08% 2,805 $278K No change
ICF iShares Select U.S. REIT ETF 0.08% 4,437 $275K No change
MCD McDonald's Corp. 0.08% 883 $274K No change
PM Philip Morris International 0.07% 1,500 $248K No change
IXJ iShares Global Healthcare Et 0.07% 2,510 $235K No change
GRPM Invesco S&P Midcap 400 Garp 0.07% 1,983 $234K No change
CVX Chevron Corp. 0.06% 1,110 $230K New
IWR iShares Russell Mid-Cap ETF 0.06% 2,354 $229K No change
TRV The Travelers Cos Inc. 0.06% 755 $220K No change
MSFT Microsoft Corp. 0.06% 584 $216K Add +0.2%

Portfolio Sells Q4 2025 → Q1 2026
SCHX Schwab US Large-Cap ETF Reduce -0.6% 12.56% −1.58
SCHF Schwab Intl Equity ETF Reduce -0.7% 8.67% −0.38
IXUS iShares Core Intl Stock ETF Reduce -39.4% 0.22% −0.14
CWI State Street SPDR MSCI Acwi Reduce -0.2% 1.95% −0.10
SCHV Schwab US Large-Cap Value Reduce -0.2% 2.34% −0.09
SCHC Schwab Intl Small-Cap Equity Reduce -0.0% 2.23% −0.09
SPGI S&P Global Inc. Sold out 0.00% −0.07
VTI VG Morningstar TS MKT ETF-US Reduce -0.0% 0.47% −0.05
IMCG iShares Morningstar Mid-Cap Reduce -0.6% 0.49% −0.04
IVW iShares S&P 500 Growth ETF Reduce -0.5% 0.16% −0.03
MDYG SS SPDR S&P 400 MC GR ETF Reduce -0.1% 0.83% −0.02
IMCV iShares Morningstar Mid-Cap Reduce -1.3% 0.44% −0.02
BIV Vanguard Intermediate-Term B Reduce -0.1% 0.27% −0.02
SLYG SS SPDR S&P 600 SC GR ETF Reduce -0.1% 0.43% −0.02
AOA iShares Core 80/20 Aggressiv Reduce -1.1% 0.19% −0.02
SLYV SS SPDR S&P 600 SC Val ETF Reduce -0.4% 0.47% −0.01
ISCG iShares Morningstar Small-Ca Reduce -0.5% 0.15% −0.01
REZ Ishars Res and Multi Reales Reduce -0.3% 0.15% −0.01
ISCV iShares Morningstar Small-Ca Reduce -0.7% 0.15% −0.01
VEU Vanguard Ftse All-World Ex-U Reduce -1.7% 0.11% −0.01
IJR iShares Core S&P Small-Cap E Reduce -0.1% 0.15% −0.00
IEMG iShares Core MSCI Emerging Reduce -0.1% 0.14% −0.00
DVY iShares Select Dividend ETF Reduce -0.2% 0.12% +0.00
SCHD Schwab US DVD Equity ETF Reduce -1.9% 4.07% +0.12
IGE iShares North American Natur Reduce -0.8% 0.98% +0.14

Portfolio Buys Q4 2025 → Q1 2026
GLTR Abrdn Precious Metals Basket New 2.79% +2.79
RSPG Invesco S&P 500 Equal Weight New 0.65% +0.65
RSPM Invesco S&P 500 Equal Weight New 0.56% +0.56
GLD SPDR Gold Shares New 0.39% +0.39
GDX Vaneck Gold Miners ETF New 0.27% +0.27
BRK.B Berkshire Hathaway Inc. Class B Add +137.2% 0.37% +0.20
GE General Electric New 0.17% +0.17
QQQ Invesco QQQ Trust Series 1 New 0.16% +0.16
VXUS Vanguard Total Intl Stock New 0.12% +0.12
SHV iShares 0-1 Year Treasury Bo Add +36.9% 0.39% +0.09
CVX Chevron Corp. New 0.06% +0.06
VOO Vanguard S&P 500 ETF Add +21.5% 0.11% +0.01
SCZ iShares MSCI Eafe Small-Cap Add +0.7% 0.15% −0.01
IYR iShares US Real Estate ETF Add +1.7% 0.20% −0.01
IJH iShares Core S&P Midcap ETF Add +0.6% 0.26% −0.01
SHYG iShares 0-5 YR HY Corp. Bond Add +1.9% 0.20% −0.01
MSFT Microsoft Corp. Add +0.2% 0.06% −0.02
IEFA iShares Core MSCI Eafe ETF Add +0.6% 0.53% −0.03
MDYV SS SPDR S&P 400 MC Val ETF Add +0.2% 0.74% −0.04
IGIB iShares 5-10Y Inv Grade Corp. Add +1.1% 0.77% −0.05
AAPL Apple Inc. Add +3.2% 0.59% −0.06
BSV Vanguard Short-Term Bond ETF Add +0.5% 1.22% −0.08
IVV iShares Core S&P 500 ETF Add +0.0% 0.82% −0.10
SCHE Schwab Emrg Mrkts Eqty ETF Add +0.1% 1.94% −0.12
SCHH Schwab US REIT ETF Add +0.0% 3.17% −0.12
RSP Invesco S&P 500 Equal Weight Add +2.7% 3.31% −0.12
SCHA Schwab US Small-Cap ETF Add +0.1% 2.99% −0.13
SCHM Schwab US Mid Cap ETF Add +0.3% 4.02% −0.13
VWO Vanguard Ftse Emerging Marke Add +0.3% 2.34% −0.14
SCHO Schwab Short-Term US Treas Add +3.2% 5.62% −0.21
IGSB iShares 1-5Y Inv Grade Corp. Add +2.6% 6.64% −0.30
BND Vanguard Total Bond Market Add +1.4% 5.26% −0.30
ISTB iShares Core 1-5 Year Usd Bo Add +3.2% 7.80% −0.31
SCHG Schwab US Large-Cap Growth Add +0.6% 2.27% −0.43

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