CM

Courage Miller Partners, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

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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Personality snowflake

Concentration
20.23
Portfolio Stability
9.45
Momentum/Contrarian
100
Sector conviction
43.03
Diversification
100
Sizing Uniformity
80.78

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SCHXSchwab US Large-cap ETFETF-Other12.56%-1.58%-0.56%
2SCHFSchwab Intl Equity ETFETF-Other8.67%-0.38%-0.69%
3ISTBIshares Core 1-5 Year Usd BoETF-Other7.80%-0.30%+3.23%
4IGSBIshares 1-5y Inv Grade CORPETF-Other6.64%-0.30%+2.62%
5SCHOSchwab Short-term US TreasETF-Other5.62%-0.21%+3.21%
6BNDVanguard Total Bond MarketETF-Other5.26%-0.30%+1.43%
7SCHDSchwab US Dvd Equity ETFETF-Other4.07%+0.12%-1.85%
8SCHMSchwab US Mid Cap ETFETF-Other4.02%-0.14%+0.25%
9RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth3.31%-0.13%+2.69%
10SCHHSchwab US Reit ETFETF-Other3.17%-0.11%+0.04%
11SCHASchwab US Small-cap ETFETF-Other2.99%-0.13%+0.07%
12GLTRAbrdn Precious Metals BasketETF-Other2.79%+2.79%NEW
13VWOVanguard Ftse Emerging MarkeETF-Emerging Markets2.34%-0.14%+0.25%
14SCHVSchwab US Large-cap ValueETF-Other2.34%-0.09%-0.24%
15SCHGSchwab US Large-cap GrowthETF-Other2.27%-0.42%+0.57%
16SCHCSchwab Intl Small-cap EquityETF-Other2.23%-0.09%-0.03%
17CWIState Street Spdr Msci AcwiETF-Other1.95%-0.09%-0.17%
18SCHESchwab Emrg Mrkts Eqty ETFETF-Other1.94%-0.12%+0.08%
19BSVVanguard Short-term Bond ETFETF-Other1.22%—+0.48%
20IGEIshares North American NaturETF-Other0.98%+0.14%-0.85%
21MDYGSs Spdr S&p 400 Mc Gr ETFETF-Other0.83%-0.03%-0.12%
22IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.82%-0.09%+0.02%
23IGIBIshares 5-10y Inv Grade CORPETF-Corp Bonds0.77%—+1.14%
24MDYVSs Spdr S&p 400 Mc Val ETFETF-Other0.74%—+0.16%
25RSPGInvesco S&p 500 Equal WeightETF-Large Cap & Growth0.65%+0.65%NEW
26AAPLApple INCStock-Tech0.59%-0.06%+3.22%
27RSPMInvesco S&p 500 Equal WeightETF-Large Cap & Growth0.56%+0.56%NEW
28IEFAIshares Core Msci Eafe ETFETF-Other0.53%—+0.61%
29XOMExxon Mobil CORPStock-Energy0.50%+0.12%—
30IMCGIshares Morningstar Mid-capETF-Other0.49%—-0.62%
31SLYVSs Spdr S&p 600 Sc Val ETFETF-Other0.47%-0.02%-0.41%
32VTIVanguard Total Stock Mkt ETFETF-Other0.47%-0.05%-0.04%
33GOOGLAlphabet Inc-cl AStock-Comm Services0.47%-0.07%—
34IMCVIshares Morningstar Mid-capETF-Other0.44%—-1.31%
35SLYGSs Spdr S&p 600 Sc Gr ETFETF-Other0.44%—-0.09%
36SHVIshares 0-1 Year Treasury BoETF-Gov Bonds0.39%+0.09%+36.94%
37GLDSpdr Gold SharesETF-Commodities0.39%+0.39%NEW
38SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.39%-0.04%—
39BRK-BBerkshire Hathaway Inc-cl BStock-Other0.37%+0.20%+137.23%
40AMZNAmazon.com INCStock-Consumer Disc0.37%-0.06%—
41UNPUnion Pacific CORPStock-Industrials0.36%——
42VYMVanguard High Dvd Yield ETFETF-Other0.30%——
43GDXVaneck Gold Miners ETFETF-Commodities0.27%+0.27%NEW
44BIVVanguard Intermediate-term BETF-Other0.27%—-0.13%
45IJHIshares Core S&p Midcap ETFETF-Other0.26%—+0.61%
46COSTCostco Wholesale CORPStock-Consumer Staples0.26%+0.02%—
47IXUSIshares Core Intl Stock ETFETF-Other0.22%-0.13%-39.43%
48IYRIshares US Real Estate ETFETF-Other0.20%—+1.68%
49SHYGIshares 0-5 Yr Hy CORP BondETF-Corp Bonds0.20%—+1.92%
50AOAIshares Core 80/20 AggressivETF-Other0.19%—-1.07%
1–50 of 92

Holding changes this quarter

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).

Position changes disclosed by Courage Miller Partners, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1BRK-BBerkshire Hathaway Inc-cl B+0.2%+137.23%Add
2IGEIshares North American Natur+0.1%-0.85%Trim
3SCHDSchwab US Dvd Equity ETF+0.1%-1.85%Trim
4XOMExxon Mobil CORP+0.1%—Unchanged
5SHVIshares 0-1 Year Treasury Bo+0.1%+36.94%Add
6COSTCostco Wholesale CORP0%—Unchanged
7GEVGE Vernova INC0%—Unchanged
8VOOVanguard S&p 500 ETF0%+21.48%Add
9UNPUnion Pacific CORP——Unchanged
10MSFTMicrosoft CORP0%+0.17%Add
11SLYVSs Spdr S&p 600 Sc Val ETF0%-0.41%Trim
12VVisa Inc-class A Shares0%—Unchanged
13ILCGIshares Morningstar Growth E0%—Unchanged
14GOOGAlphabet Inc-cl C0%—Unchanged
15MDYGSs Spdr S&p 400 Mc Gr ETF0%-0.12%Trim
16IVWIshares S&p 500 Growth ETF0%-0.50%Trim
17LLYEli Lilly & Co0%—Unchanged
18SPYSs Spdr S&p 500 ETF Trust-us0%—Unchanged
19VTIVanguard Total Stock Mkt ETF-0.1%-0.04%Trim
20AMZNAmazon.com INC-0.1%—Unchanged
21AAPLApple INC-0.1%+3.22%Add
22GOOGLAlphabet Inc-cl A-0.1%—Unchanged
23SCHVSchwab US Large-cap Value-0.1%-0.24%Trim
24SCHCSchwab Intl Small-cap Equity-0.1%-0.03%Trim
25IVVIshares Core S&p 500 ETF-0.1%+0.02%Add
26CWIState Street Spdr Msci Acwi-0.1%-0.17%Trim
27SCHHSchwab US Reit ETF-0.1%+0.04%Add
28SCHESchwab Emrg Mrkts Eqty ETF-0.1%+0.08%Add
29IXUSIshares Core Intl Stock ETF-0.1%-39.43%Trim
30RSPInvesco S&p 500 Equal Weight-0.1%+2.69%Add
31SCHASchwab US Small-cap ETF-0.1%+0.07%Add
32SCHMSchwab US Mid Cap ETF-0.1%+0.25%Add
33VWOVanguard Ftse Emerging Marke-0.1%+0.25%Add
34SCHOSchwab Short-term US Treas-0.2%+3.21%Add
35ISTBIshares Core 1-5 Year Usd Bo-0.3%+3.23%Add
36IGSBIshares 1-5y Inv Grade CORP-0.3%+2.62%Add
37BNDVanguard Total Bond Market-0.3%+1.43%Add
38SCHFSchwab Intl Equity ETF-0.4%-0.69%Trim
39SCHGSchwab US Large-cap Growth-0.4%+0.57%Add
40SCHXSchwab US Large-cap ETF-1.6%-0.56%Trim
41GLTRAbrdn Precious Metals Basket—NEWNew buy
42RSPGInvesco S&p 500 Equal Weight—NEWNew buy
43RSPMInvesco S&p 500 Equal Weight—NEWNew buy
44GLDSpdr Gold Shares—NEWNew buy
45GDXVaneck Gold Miners ETF—NEWNew buy
46GEGeneral Electric—NEWNew buy
47QQQInvesco Qqq Trust Series 1—NEWNew buy
48VXUSVanguard Total Intl Stock—NEWNew buy
49SPGIS&p Global INC—EXITSold out
50CVXChevron CORP—NEWNew buy

FAQ

What is Courage Miller Partners, LLC and what type of investor is it?
Courage Miller Partners, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $354.2M, spread across 92 disclosed positions.
What are Courage Miller Partners, LLC's largest equity positions?
Based on the latest 13F filing, Courage Miller Partners, LLC's top holdings by market value are: 1. Schwab US Large-cap ETF (SCHX) — $44.5M (12.6%) 2. Schwab Intl Equity ETF (SCHF) — $30.7M (8.7%) 3. Ishares Core 1-5 Year Usd Bo (ISTB) — $27.6M (7.8%) 4. Ishares 1-5y Inv Grade CORP (IGSB) — $23.5M (6.6%) 5. Schwab Short-term US Treas (SCHO) — $19.9M (5.6%)
What changes did Courage Miller Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, Courage Miller Partners, LLC made 39 notable position adjustments: 9 new positions were initiated, 17 existing holdings were added to, 12 positions were partially reduced, and 1 were completely exited. The largest of these moves: 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)
What sectors does Courage Miller Partners, LLC focus on?
Courage Miller Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Industrials: 17.6% • Information Technology: 17.2% • Communication Services: 15.5% • Energy: 15.1% • Financials: 11.9% • Consumer Discretionary: 11.8%

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