Courage Miller Partners, LLC
CIK 0001482106 · NORFOLK, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source ↗
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
Top Holdings
SCHX
SCHWAB STRATEGIC TR
13.4%
SCHF
SCHWAB STRATEGIC TR
9.0%
ISTB
ISHARES TR
7.6%
IGSB
ISHARES TR
6.4%
SCHO
SCHWAB STRATEGIC TR
5.4%
BND
VANGUARD BD INDEX FDS
5.1%
SCHM
SCHWAB STRATEGIC TR
4.4%
SCHD
SCHWAB STRATEGIC TR
3.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.