Courage Miller Partners, LLC
CIK 1482106 · View on SEC EDGAR ↗
- Portfolio value
- $379.0M
- Positions
- 87
- As of
- June 30, 2026
#4,504 of 9,443 by 13F value · top 47.7%
Portfolio value QoQ: +7.0% 13F does not disclose cash
- Top 10 holdings weight
- 62.17%
- Top 25 holdings weight
- 86.92%
- Positions above 1%
- 19
- Effective number of positions
- 18.9
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.17% Est. buys $4,296,736 · sells $6,174,120
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 91.6% still held
- New positions
- 0
- Increased
- 20
- Decreased
- 37
- Closed
- 5
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Industrials
0.8%
Technology
0.7%
Communication Services
0.7%
Retail
0.6%
Energy
0.4%
Healthcare
0.1%
Financial Services
0.1%
Consumer Staples
0.1%
Financials
0.1%
Consumer Discretionary
0.1%
Other/Unmapped
96.5%
Full portfolio 87 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SCHX | $50,948,726 | 13.44% | 1,731,183 | $6,459,061 | Down ×4 | ||
| SCHF | $34,025,488 | 8.98% | 1,228,357 | $3,299,379 | Down ×5 | ||
| ISTB iShares Core 1-5 Year USD Bond ETF | $28,674,190 | 7.57% | 594,284 | $1,058,012 | Up ×4 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $24,413,528 | 6.44% | 465,818 | $903,170 | Up ×4 | ||
| SCHO | $20,539,719 | 5.42% | 850,858 | $637,511 | Up ×2 | ||
| BND Vanguard Total Bond Market ETF | $19,241,875 | 5.08% | 262,115 | $615,802 | Up ×2 | ||
| SCHM | $16,785,668 | 4.43% | 455,266 | $2,540,684 | Down ×1 | ||
| SCHD | $14,849,660 | 3.92% | 468,296 | $447,461 | Down ×2 | ||
| RSP | $13,205,935 | 3.48% | 62,067 | $1,465,476 | Up ×6 | ||
| SCHA | $12,954,105 | 3.42% | 358,542 | $2,361,729 | Down ×1 | ||
| SCHH | $12,283,461 | 3.24% | 518,727 | $1,064,343 | Down ×1 | ||
| SCHG | $9,344,701 | 2.47% | 276,144 | $1,318,697 | Up ×2 | ||
| SCHV | $9,341,041 | 2.46% | 268,344 | $1,064,908 | Down ×3 | ||
| VWO | $9,124,037 | 2.41% | 152,857 | $830,062 | Down ×1 | ||
| GLTR | $8,295,221 | 2.19% | 45,792 | $-1,576,269 | Up ×1 | ||
| SCHC | $8,105,257 | 2.14% | 168,438 | $195,568 | Down ×4 | ||
| CWI | $7,577,649 | 2.00% | 186,320 | $674,933 | Down ×4 | ||
| SCHE | $7,555,737 | 1.99% | 208,377 | $682,247 | Down ×1 | ||
| BSV | $4,350,339 | 1.15% | 55,838 | $27,753 | Up ×4 | ||
| MDYG | $3,399,273 | 0.90% | 30,326 | $448,764 | Down ×4 | ||
| IVV | $3,258,761 | 0.86% | 4,351 | $363,437 | Down ×1 | ||
| IGE | $3,122,503 | 0.82% | 55,580 | $-340,665 | Up ×1 | ||
| MDYV | $2,925,183 | 0.77% | 30,840 | $291,571 | Down ×1 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $2,748,357 | 0.73% | 51,690 | $15,297 | Up ×4 | ||
| AAPL Apple Inc. - Common Stock | $2,366,537 | 0.62% | 8,179 | $291,234 | Up ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2,052,950 | 0.54% | 5,745 | $401,043 | |||
| IMCG | $2,013,282 | 0.53% | 20,481 | $271,914 | Down ×6 | ||
| IEFA | $2,006,594 | 0.53% | 20,776 | $135,566 | Up ×3 | ||
| RSPG | $2,005,437 | 0.53% | 20,472 | $-299,235 | Down ×1 | ||
| RSPM | $1,937,440 | 0.51% | 50,140 | $-47,848 | Down ×1 | ||
| VTI | $1,907,818 | 0.50% | 5,156 | $253,925 | Up ×1 | ||
| SLYV | $1,894,145 | 0.50% | 17,360 | $225,674 | Down ×3 | ||
| SLYG | $1,870,479 | 0.49% | 15,701 | $329,375 | Down ×4 | ||
| IMCV iShares Morningstar Mid-Cap Value ETF | $1,595,817 | 0.42% | 17,464 | $26,008 | Down ×6 | ||
| SPY SPY | $1,567,470 | 0.41% | 2,099 | $202,406 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1,489,863 | 0.39% | 6,251 | $187,967 | |||
| XOM Exxon Mobil Corporation Common Stock | $1,433,500 | 0.38% | 10,485 | $-351,641 | Down ×1 | ||
| UNP Union Pacific Corporation Common Stock | $1,411,136 | 0.37% | 5,188 | $152,423 | |||
| SHV iShares 0-1 Year Treasury Bond ETF | $1,403,100 | 0.37% | 12,715 | $14,946 | Up ×4 | ||
| VYM | $1,137,816 | 0.30% | 7,200 | $71,496 | |||
| IJH | $1,061,606 | 0.28% | 13,767 | $131,554 | Down ×1 | ||
| BIV | $942,336 | 0.25% | 12,286 | $-726 | Up ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $851,478 | 0.22% | 910 | $-55,482 | |||
| IXUS iShares Core MSCI Total International Stock ETF | $838,440 | 0.22% | 8,785 | $76,614 | Down ×4 | ||
| GE GE Aerospace Common Stock | $813,371 | 0.21% | 2,176 | $195,793 | |||
| IYR | $798,526 | 0.21% | 7,810 | $76,320 | Up ×6 | ||
| ACWI iShares MSCI ACWI ETF | $745,608 | 0.20% | 4,750 | $88,350 | |||
| QQQ Invesco QQQ Trust, Series 1 | $743,764 | 0.20% | 1,010 | $160,812 | |||
| SHYG | $711,343 | 0.19% | 16,773 | $4,385 | Up ×4 | ||
| IVW | $703,935 | 0.19% | 5,118 | $122,503 | Down ×4 | ||
| GEV GE Vernova Inc. Common Stock | $639,124 | 0.17% | 544 | $164,266 | |||
| IJR | $638,999 | 0.17% | 4,309 | $100,670 | Down ×4 | ||
| AOA | $621,817 | 0.16% | 6,371 | $-46,001 | Down ×6 | ||
| ILCG | $606,164 | 0.16% | 5,180 | $111,578 | |||
| REZ | $595,497 | 0.16% | 6,289 | $70,608 | Down ×4 | ||
| IEMG | $584,933 | 0.15% | 7,061 | $90,057 | Down ×5 | ||
| BRKB | $577,950 | 0.15% | 1,155 | $-735,058 | Down ×1 | ||
| ISCG | $573,934 | 0.15% | 8,757 | $41,716 | Down ×6 | ||
| SCZ iShares MSCI EAFE Small-Cap ETF | $543,581 | 0.14% | 6,607 | $27,307 | Up ×3 | ||
| ISCV | $540,163 | 0.14% | 6,897 | $-208 | Down ×6 | ||
| STPZ | $537,880 | 0.14% | 10,084 | $-7,731 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $510,562 | 0.13% | 1,445 | $96,049 | |||
| VXUS Vanguard Total International Stock ETF | $477,718 | 0.13% | 5,588 | $46,827 | |||
| TIP | $457,089 | 0.12% | 4,177 | $-3,885 | |||
| BNDX Vanguard Total International Bond ETF | $442,117 | 0.12% | 9,129 | $3,469 | |||
| DVY iShares Select Dividend ETF | $436,957 | 0.12% | 2,796 | $13,396 | Down ×2 | ||
| VEU | $431,899 | 0.11% | 5,157 | $42,130 | Down ×5 | ||
| EEM | $426,742 | 0.11% | 6,238 | $72,486 | |||
| VB | $422,852 | 0.11% | 1,395 | $57,474 | |||
| VV | $419,226 | 0.11% | 1,219 | $54,928 | |||
| LLY Eli Lilly and Company Common Stock | $389,815 | 0.10% | 325 | $90,890 | |||
| SCHZ | $380,720 | 0.10% | 16,460 | $-1,481 | |||
| VOO | $379,119 | 0.10% | 552 | $-2,715 | Down ×1 | ||
| ICSH | $371,662 | 0.10% | 7,348 | $-294 | |||
| IVE | $349,899 | 0.09% | 1,541 | $23,250 | Down ×1 | ||
| ILCV | $325,385 | 0.09% | 3,214 | $26,033 | |||
| VO | $321,635 | 0.08% | 3,992 | $35,029 | Up ×1 | ||
| V Visa Inc. | $319,760 | 0.08% | 932 | $38,072 | |||
| ICF | $298,992 | 0.08% | 4,421 | $24,386 | Down ×1 | ||
| AGG | $277,639 | 0.07% | 2,805 | $-813 | |||
| PM Philip Morris International Inc Common Stock | $271,365 | 0.07% | 1,500 | $23,355 | |||
| IWR | $259,693 | 0.07% | 2,354 | $30,814 | |||
| GRPM | $258,121 | 0.07% | 1,983 | $23,671 | |||
| TRV The Travelers Companies, Inc. Common Stock | $249,241 | 0.07% | 755 | $29,023 | |||
| IXJ | $246,934 | 0.07% | 2,510 | $12,149 | |||
| MCD McDonald's Corporation Common Stock | $237,062 | 0.06% | 877 | $-37,366 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $218,203 | 0.06% | 585 | $1,975 | Up ×2 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| ISTB | $28,674,190 | 7.57% | up ×4 |
| IGSB | $24,413,528 | 6.44% | up ×4 |
| RSP | $13,205,935 | 3.48% | up ×6 |
| BSV | $4,350,339 | 1.15% | up ×4 |
| IGIB | $2,748,357 | 0.73% | up ×4 |
| IEFA | $2,006,594 | 0.53% | up ×3 |
| SHV | $1,403,100 | 0.37% | up ×4 |
| IYR | $798,526 | 0.21% | up ×6 |
| SHYG | $711,343 | 0.19% | up ×4 |
| SCZ | $543,581 | 0.14% | up ×3 |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SCHX | Trimmed | -4K | +$6.5M |
| SCHF | Trimmed | -13K | +$3.3M |
| SCHM | Trimmed | -5K | +$2.5M |
| SCHA | Trimmed | -6K | +$2.4M |
| GLTR | Bought more | +659 | -$1.6M |
| RSP | Bought more | +893 | +$1.5M |
| SCHG | Bought more | +620 | +$1.3M |
| SCHV | Trimmed | -3K | +$1.1M |
| SCHH | Trimmed | -3K | +$1.1M |
| ISTB | Bought more | +24K | +$1.1M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| GLD | June 30, 2026 | 3,201 | $1,377,358 | No longer tracked |
| GDX | June 30, 2026 | 10,450 | $958,997 | No longer tracked |
| GLD | Sept. 30, 2025 | 1,742 | $531,014 | No longer tracked |
| SPUS | June 30, 2026 | 8,123 | $391,204 | No longer tracked |
| UMMA | June 30, 2026 | 9,687 | $296,945 | |
| SPGI | March 31, 2026 | 458 | $239,346 | 1.0% |
| ISRG | Sept. 30, 2025 | 438 | $238,014 | -11.7% |
| CVX | June 30, 2026 | 1,110 | $229,659 | 25.4% |
| VO | March 31, 2025 | 866 | $228,698 | No longer tracked |
| SCHB | Dec. 31, 2025 | 8,075 | $207,605 | No longer tracked |