Courage Miller Partners, LLC

CIK 0001482106 · NORFOLK, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source

Courage Miller Partners, LLC reported 87 positions worth $379.0M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: SCHX (13.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$379.0M
2026 Q2
Positions
87
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
62.2%
Est. Net Flow (Q)
2026 Q2
10 / 87 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SCHXSCHWAB STRATEGIC TRSH$50.9M13.44%1,731,183
2SCHFSCHWAB STRATEGIC TRSH$34.0M8.98%1,228,357
3ISTBISHARES TRSH$28.7M7.57%594,284
4IGSBISHARES TRSH$24.4M6.44%465,818
5SCHOSCHWAB STRATEGIC TRSH$20.5M5.42%850,858
6BNDVANGUARD BD INDEX FDSSH$19.2M5.08%262,115
7SCHMSCHWAB STRATEGIC TRSH$16.8M4.43%455,266
8SCHDSCHWAB STRATEGIC TRSH$14.8M3.92%468,296
9RSPINVESCO EXCHANGE TRADED FD TSH$13.2M3.48%62,067
10SCHASCHWAB STRATEGIC TRSH$13.0M3.42%358,542

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Courage Miller Partners, LLC hold as of Q2 2026?

Courage Miller Partners, LLC reported 87 positions worth $379.0M in its Q2 2026 13F filing. Largest positions: SCHX (13.4%), SCHF (9.0%), ISTB (7.6%), IGSB (6.4%) and SCHO (5.4%).

What did Courage Miller Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Courage Miller Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.