CIK: 0001482106
Total reported value
$354.2M
Reporting period: 2026-03-31 · Number of holdings: 92
Courage Miller Partners, LLC disclosed 92 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $354.2M and a quarterly turnover rate of 9.5%.
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Courage Miller Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.051 — mathematically equivalent to about 20 equally-sized positions, well below its 92 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.92), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 4% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim SCHX
-0.6% -$2.5M
Trim SCHG
+0.6% -$910.5K
Trim SCHF
-0.7% $673.8K
Trim ISTB
+3.2% $703.8K
Trim IGSB
+2.6% $461.4K
Trim BND
+1.4% $154.8K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 12.56% | -1.58% | -0.56% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 8.67% | -0.38% | -0.69% | |
| 3 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 7.80% | -0.30% | +3.23% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 6.64% | -0.30% | +2.62% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-Other | 5.62% | -0.21% | +3.21% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 5.26% | -0.30% | +1.43% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.07% | +0.12% | -1.85% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 4.02% | -0.14% | +0.25% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.31% | -0.13% | +2.69% | |
| 10 | SCHH | Schwab US Reit ETF | ETF-Other | 3.17% | -0.11% | +0.04% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.99% | -0.13% | +0.07% | |
| 12 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 2.79% | +2.79% | NEW | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.34% | -0.14% | +0.25% | |
| 14 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.34% | -0.09% | -0.24% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.27% | -0.42% | +0.57% | |
| 16 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 2.23% | -0.09% | -0.03% | |
| 17 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.95% | -0.09% | -0.17% | |
| 18 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.94% | -0.12% | +0.08% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.22% | — | +0.48% | |
| 20 | IGE | Ishares North American Natur | ETF-Other | 0.98% | +0.14% | -0.85% | |
| 21 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.83% | -0.03% | -0.12% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | -0.09% | +0.02% | |
| 23 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.77% | — | +1.14% | |
| 24 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.74% | — | +0.16% | |
| 25 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.65% | +0.65% | NEW | |
| 26 | AAPL | Apple INC | Stock-Tech | 0.59% | -0.06% | +3.22% | |
| 27 | RSPM | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.56% | +0.56% | NEW | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.53% | — | +0.61% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | +0.12% | — | |
| 30 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.49% | — | -0.62% | |
| 31 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.47% | -0.02% | -0.41% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.47% | -0.05% | -0.04% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | -0.07% | — | |
| 34 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.44% | — | -1.31% | |
| 35 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.44% | — | -0.09% | |
| 36 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.39% | +0.09% | +36.94% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.39% | +0.39% | NEW | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.39% | -0.04% | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | +0.20% | +137.23% | |
| 40 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.37% | -0.06% | — | |
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 0.36% | — | — | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.30% | — | — | |
| 43 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.27% | +0.27% | NEW | |
| 44 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.27% | — | -0.13% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.26% | — | +0.61% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.26% | +0.02% | — | |
| 47 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.22% | -0.13% | -39.43% | |
| 48 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.20% | — | +1.68% | |
| 49 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.20% | — | +1.92% | |
| 50 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.19% | — | -1.07% |
Performance for Q3 2026
+2.3%
Performance Last 4 Quarters
+16.9%
Based on 87% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 92 | $354.2M | 9 | |
| 2025-12-31 | 84 | $332.1M | 2 | |
| 2025-09-30 | 85 | $333.5M | 13 | |
| 2025-06-30 | 86 | $315.4M | 0 | |
| 2025-03-31 | 82 | $295.2M | 100 | |
| 2024-12-31 | 80 | $292.1M | 0 | |
| 2024-09-30 | 81 | $297.5M | 0 | |
| 2024-06-30 | 78 | $278.0M | 0 | |
| 2024-03-31 | 85 | $289.2M | 0 | |
| 2023-12-31 | 75 | $264.3M | 0 | |
| 2023-09-30 | 74 | $243.8M | 0 | |
| 2023-06-30 | 76 | $240.0M | 0 | |
| 2023-03-31 | 74 | $236.2M | 0 | |
| 2022-12-31 | 70 | $217.1M | 0 | |
| 2022-09-30 | 67 | $198.4M | 0 | |
| 2022-06-30 | 70 | $210.6M | 0 | |
| 2022-03-31 | 76 | $251.9M | 0 | |
| 2021-12-31 | 86 | $264.3M | 0 | |
| 2021-09-30 | 85 | $248.9M | 0 | |
| 2021-06-30 | 85 | $244.7M | 97 | |
| 2021-03-31 | 85 | $230.2M | 7 | |
| 2020-12-31 | 78 | $217.5M | 17 | |
| 2020-09-30 | 72 | $186.0M | 0 | |
| 2020-06-30 | 72 | $186.0M | 31 | |
| 2020-03-31 | 65 | $162.6M | 37 | |
| 2019-12-31 | 74 | $194.6M | 7 | |
| 2019-09-30 | 68 | $181.4M | 4 | |
| 2019-06-30 | 67 | $182.0M | 32 | |
| 2019-03-31 | 68 | $177.0M | 12 | |
| 2018-12-31 | 71 | $168.7M | 14 | |
| 2018-09-30 | 66 | $173.7M | 4 | |
| 2018-06-30 | 66 | $168.5M | 4 | |
| 2018-03-31 | 66 | $165.0M | 10 | |
| 2017-12-31 | 67 | $165.0M | 7 | |
| 2017-09-30 | 68 | $159.9M | 6 | |
| 2017-06-30 | 66 | $151.8M | 5 | |
| 2017-03-31 | 59 | $144.8M | 13 | |
| 2016-12-31 | 67 | $143.4M | 7 | |
| 2016-09-30 | 68 | $144.6M | 6 | |
| 2016-06-30 | 66 | $139.9M | 7 | |
| 2016-03-31 | 67 | $142.9M | 6 | |
| 2015-12-31 | 67 | $144.7M | 10 | |
| 2015-09-30 | 62 | $134.2M | 12 | |
| 2015-06-30 | 57 | $134.4M | 12 | |
| 2015-03-31 | 56 | $133.6M | 24 | |
| 2014-12-31 | 55 | $120.9M | 32 | |
| 2014-09-30 | 54 | $128.4M | 18 | |
| 2014-06-30 | 60 | $136.5M | 12 | |
| 2014-03-31 | 55 | $127.2M | 11 | |
| 2013-12-31 | 49 | $118.1M | 9 | |
| 2013-09-30 | 49 | $121.8M | 15 | |
| 2013-06-30 | 47 | $110.2M | 0 |
Courage Miller Partners, LLC's most significant position changes for 2026-03-31: New buy: Abrdn Precious Metals Basket (GLTR); New buy: Invesco S&p 500 Equal Weight (RSPG); New buy: Invesco S&p 500 Equal Weight (RSPM); New buy: Spdr Gold Shares (GLD); New buy: Vaneck Gold Miners ETF (GDX).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +137.23% | Add |
| 2 | IGE | Ishares North American Natur | +0.1% | -0.85% | Trim |
| 3 | SCHD | Schwab US Dvd Equity ETF | +0.1% | -1.85% | Trim |
| 4 | XOM | Exxon Mobil CORP | +0.1% | — | Unchanged |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +36.94% | Add |
| 6 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 7 | GEV | GE Vernova INC | 0% | — | Unchanged |
| 8 | VOO | Vanguard S&p 500 ETF | 0% | +21.48% | Add |
| 9 | UNP | Union Pacific CORP | — | — | Unchanged |
| 10 | MSFT | Microsoft CORP | 0% | +0.17% | Add |
| 11 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | -0.41% | Trim |
| 12 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 13 | ILCG | Ishares Morningstar Growth E | 0% | — | Unchanged |
| 14 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 15 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | 0% | -0.12% | Trim |
| 16 | IVW | Ishares S&p 500 Growth ETF | 0% | -0.50% | Trim |
| 17 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 19 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -0.04% | Trim |
| 20 | AMZN | Amazon.com INC | -0.1% | — | Unchanged |
| 21 | AAPL | Apple INC | -0.1% | +3.22% | Add |
| 22 | GOOGL | Alphabet Inc-cl A | -0.1% | — | Unchanged |
| 23 | SCHV | Schwab US Large-cap Value | -0.1% | -0.24% | Trim |
| 24 | SCHC | Schwab Intl Small-cap Equity | -0.1% | -0.03% | Trim |
| 25 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.02% | Add |
| 26 | CWI | State Street Spdr Msci Acwi | -0.1% | -0.17% | Trim |
| 27 | SCHH | Schwab US Reit ETF | -0.1% | +0.04% | Add |
| 28 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.1% | +0.08% | Add |
| 29 | IXUS | Ishares Core Intl Stock ETF | -0.1% | -39.43% | Trim |
| 30 | RSP | Invesco S&p 500 Equal Weight | -0.1% | +2.69% | Add |
| 31 | SCHA | Schwab US Small-cap ETF | -0.1% | +0.07% | Add |
| 32 | SCHM | Schwab US Mid Cap ETF | -0.1% | +0.25% | Add |
| 33 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +0.25% | Add |
| 34 | SCHO | Schwab Short-term US Treas | -0.2% | +3.21% | Add |
| 35 | ISTB | Ishares Core 1-5 Year Usd Bo | -0.3% | +3.23% | Add |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | -0.3% | +2.62% | Add |
| 37 | BND | Vanguard Total Bond Market | -0.3% | +1.43% | Add |
| 38 | SCHF | Schwab Intl Equity ETF | -0.4% | -0.69% | Trim |
| 39 | SCHG | Schwab US Large-cap Growth | -0.4% | +0.57% | Add |
| 40 | SCHX | Schwab US Large-cap ETF | -1.6% | -0.56% | Trim |
| 41 | GLTR | Abrdn Precious Metals Basket | — | NEW | New buy |
| 42 | RSPG | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 43 | RSPM | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 44 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 45 | GDX | Vaneck Gold Miners ETF | — | NEW | New buy |
| 46 | GE | General Electric | — | NEW | New buy |
| 47 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 48 | VXUS | Vanguard Total Intl Stock | — | NEW | New buy |
| 49 | SPGI | S&p Global INC | — | EXIT | Sold out |
| 50 | CVX | Chevron CORP | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-27 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-26 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-22 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-25 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-29 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-17 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-21 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-25 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-16 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-19 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-16 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-20 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-24 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-30 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-19 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-18 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-06 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-19 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-05 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-28 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-26 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-28 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-27 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-23 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-14 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-15 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-21 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-30 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-01 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-25 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-06 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-30 | Amendment | View on EDGAR |
| 2018-06-30 | 2018-07-26 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-04-27 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-01-19 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-10-24 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-07-27 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-03 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-01-30 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-07 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-10 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-11 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-11 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-03 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-04 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-06 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-06 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-05 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-01 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-07 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-11 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-05 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-07-23 | 13F-HR | View on EDGAR |
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