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CIK: 0001482106
Total reported value
$378.9M
$378.9M
87 檔
41.9%
At the close of Q2 2026, Courage Miller Partners, LLC disclosed equity holdings valued at approximately $378.9M, spread across 87 reported holdings.
In Q2 2026, Courage Miller Partners, LLC adopted a defensive or profit-taking posture, trimming 37 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 13.44% | +0.06% | -0.23% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 8.98% | -0.09% | -1.06% | |
| 3 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 7.57% | — | +4.28% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 6.44% | +0.02% | +4.14% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-Other | 5.42% | +0.05% | +3.76% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 5.08% | -0.10% | +3.63% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 4.43% | -0.33% | -1.05% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.92% | +0.09% | -0.24% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.48% | +0.03% | +1.46% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.42% | -0.33% | -1.57% | |
| 11 | SCHH | Schwab US Reit ETF | ETF-Other | 3.24% | -0.21% | -0.64% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.47% | +0.12% | +0.23% | |
| 13 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.46% | -0.09% | -1.11% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.41% | +0.01% | -0.39% | |
| 15 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 2.19% | +0.08% | +1.46% | |
| 16 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 2.14% | +0.08% | -0.47% | |
| 17 | CWI | State Street Spdr Msci Acwi | ETF-Other | 2.00% | -0.01% | -1.24% | |
| 18 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.99% | +0.02% | -0.11% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.15% | -0.01% | +1.29% | |
| 20 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.90% | -0.06% | -1.37% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.02% | -1.83% | |
| 22 | IGE | Ishares North American Natur | ETF-Other | 0.82% | +0.10% | +1.01% | |
| 23 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.77% | -0.05% | -0.29% | |
| 24 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.73% | -0.04% | +0.65% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.62% | +0.10% | +0.02% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | -0.02% | — | |
| 27 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.53% | -0.03% | -7.36% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.53% | +0.01% | +0.53% | |
| 29 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.53% | +0.03% | -2.76% | |
| 30 | RSPM | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.51% | -0.03% | -2.35% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | +0.01% | +0.02% | |
| 32 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.50% | -0.03% | -1.59% | |
| 33 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.49% | -0.05% | -1.56% | |
| 34 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.42% | -0.01% | -5.68% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | +0.01% | — | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | +0.02% | — | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.38% | EXIT | |
| 38 | UNP | Union Pacific CORP | Stock-Industrials | 0.37% | — | — | |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.37% | — | +1.11% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.30% | -0.01% | — | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.28% | -0.01% | -0.04% | |
| 42 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.25% | -0.02% | +0.55% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.22% | — | — | |
| 44 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.22% | — | -0.09% | |
| 45 | GE | General Electric | Stock-Industrials | 0.21% | -0.03% | — | |
| 46 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.21% | -0.01% | +2.25% | |
| 47 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.20% | — | — | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.20% | -0.06% | — | |
| 49 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.19% | -0.01% | +0.38% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.19% | — | -0.43% |
According to official SEC Form 13F filings, Courage Miller Partners, LLC reported a total U.S. public equity portfolio value of $378.9M across 87 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, SCHF, ISTB) accounted for 41.9% of total reported equity market value during Q2 2026.
Top Position Liquidated / Trimmed
GLD
前期市值: $1.4M
During Q2 2026, Courage Miller Partners, LLC's top holdings by market value included SCHX (13.4%)、SCHF (9.0%)、ISTB (7.6%). The largest single position, SCHX, represented 13.4% of total portfolio value.
In Q2 2026, Courage Miller Partners, LLC made 62 total portfolio adjustments, initiating 0 new buys, adding to 20 positions, trimming 37 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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