Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Schwab Strategic TRUS LRG CAP ETF | US LRG CAP ETF | $50.9M | 13.4% |
| Schwab Strategic TRINTL EQTY ETF | INTL EQTY ETF | $34M | 9.0% |
| iShares TRCORE 1 5 YR USD | CORE 1 5 YR USD | $28.7M | 7.6% |
| iShares TRISHS 1-5YR INVS | ISHS 1-5YR INVS | $24.4M | 6.4% |
| Schwab Strategic TRSHT TM US TRES | SHT TM US TRES | $20.5M | 5.4% |
| Vanguard BD Index FdsTOTAL BND MRKT | TOTAL BND MRKT | $19.2M | 5.1% |
| Schwab Strategic TRUS MID-CAP ETF | US MID-CAP ETF | $16.8M | 4.4% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $14.8M | 3.9% |
| Invesco Exchange Traded FD TS&P500 EQL WGT | S&P500 EQL WGT | $13.2M | 3.5% |
| Schwab Strategic TRUS SML CAP ETF | US SML CAP ETF | $13M | 3.4% |
| Schwab Strategic TRUS REIT ETF | US REIT ETF | $12.3M | 3.2% |
| Schwab Strategic TRUS LCAP GR ETF | US LCAP GR ETF | $9.34M | 2.5% |
| Schwab Strategic TRUS LCAP VA ETF | US LCAP VA ETF | $9.34M | 2.5% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $9.12M | 2.4% |
| Abrdn Precious Metals BasketPHYSCL PRECS MET | PHYSCL PRECS MET | $8.3M | 2.2% |
| Schwab Strategic TRINTL SCEQT ETF | INTL SCEQT ETF | $8.11M | 2.1% |
| SPDR Index Shs FdsST STR ACWI ETF | ST STR ACWI ETF | $7.58M | 2.0% |
| Schwab Strategic TREMRG MKTEQ ETF | EMRG MKTEQ ETF | $7.56M | 2.0% |
| Vanguard BD Index FdsSHORT TRM BOND | SHORT TRM BOND | $4.35M | 1.1% |
| SPDR Series TrustST STR SP400GRW | ST STR SP400GRW | $3.4M | 0.9% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $3.26M | 0.9% |
| iShares TRNORTH AMERN NAT | NORTH AMERN NAT | $3.12M | 0.8% |
| SPDR Series TrustST STR SP400VAL | ST STR SP400VAL | $2.93M | 0.8% |
| iShares TRISHS 5-10YR INVT | ISHS 5-10YR INVT | $2.75M | 0.7% |
| Apple Inc.COM | COM | $2.37M | 0.6% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $2.05M | 0.5% |
| iShares TRMRGSTR MD CP GRW | MRGSTR MD CP GRW | $2.01M | 0.5% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $2.01M | 0.5% |
| Invesco Exchange Traded FD TS&P500 EQL ENR | S&P500 EQL ENR | $2.01M | 0.5% |
| Invesco Exchange Traded FD TS&P500 EQL MAT | S&P500 EQL MAT | $1.94M | 0.5% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $1.91M | 0.5% |
| SPDR Series TrustST STR SP600SM C | ST STR SP600SM C | $1.89M | 0.5% |
| SPDR Series TrustST STR SP600GRWO | ST STR SP600GRWO | $1.87M | 0.5% |
| iShares TRMRGSTR MD CP VAL | MRGSTR MD CP VAL | $1.6M | 0.4% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $1.57M | 0.4% |
| Amazon Com Inc.COM | COM | $1.49M | 0.4% |
| Exxon Mobil Corp.COM | COM | $1.43M | 0.4% |
| Union Pac Corp.COM | COM | $1.41M | 0.4% |
| iShares TRTRUST ISHARE 0-1 | TRUST ISHARE 0-1 | $1.4M | 0.4% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $1.14M | 0.3% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $1.06M | 0.3% |
| Vanguard BD Index FdsINTERMED TERM | INTERMED TERM | $942K | 0.2% |
| Costco Wholesale CorporationCOM | COM | $851K | 0.2% |
| iShares TRCORE MSCI TOTAL | CORE MSCI TOTAL | $838K | 0.2% |
| GE AerospaceCOM NEW | COM NEW | $813K | 0.2% |
| iShares TRU.S. REAL ES ETF | U.S. REAL ES ETF | $799K | 0.2% |
| iShares TRMSCI ACWI ETF | MSCI ACWI ETF | $746K | 0.2% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $744K | 0.2% |
| iShares TR0-5YR HI YL CP | 0-5YR HI YL CP | $711K | 0.2% |
| iShares TRS&P 500 GRWT ETF | S&P 500 GRWT ETF | $704K | 0.2% |
Schwab Strategic TRUS LRG CAP ETF$50.9M
- Class
- US LRG CAP ETF
- Share
- 13.4%
Schwab Strategic TRINTL EQTY ETF$34M
- Class
- INTL EQTY ETF
- Share
- 9.0%
iShares TRCORE 1 5 YR USD$28.7M
- Class
- CORE 1 5 YR USD
- Share
- 7.6%
iShares TRISHS 1-5YR INVS$24.4M
- Class
- ISHS 1-5YR INVS
- Share
- 6.4%
Schwab Strategic TRSHT TM US TRES$20.5M
- Class
- SHT TM US TRES
- Share
- 5.4%
Vanguard BD Index FdsTOTAL BND MRKT$19.2M
- Class
- TOTAL BND MRKT
- Share
- 5.1%
Schwab Strategic TRUS MID-CAP ETF$16.8M
- Class
- US MID-CAP ETF
- Share
- 4.4%
Schwab Strategic TRUS DIVIDEND EQ$14.8M
- Class
- US DIVIDEND EQ
- Share
- 3.9%
Invesco Exchange Traded FD TS&P500 EQL WGT$13.2M
- Class
- S&P500 EQL WGT
- Share
- 3.5%
Schwab Strategic TRUS SML CAP ETF$13M
- Class
- US SML CAP ETF
- Share
- 3.4%
Schwab Strategic TRUS REIT ETF$12.3M
- Class
- US REIT ETF
- Share
- 3.2%
Schwab Strategic TRUS LCAP GR ETF$9.34M
- Class
- US LCAP GR ETF
- Share
- 2.5%
Schwab Strategic TRUS LCAP VA ETF$9.34M
- Class
- US LCAP VA ETF
- Share
- 2.5%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$9.12M
- Class
- FTSE EMR MKT ETF
- Share
- 2.4%
Abrdn Precious Metals BasketPHYSCL PRECS MET$8.3M
- Class
- PHYSCL PRECS MET
- Share
- 2.2%
Schwab Strategic TRINTL SCEQT ETF$8.11M
- Class
- INTL SCEQT ETF
- Share
- 2.1%
SPDR Index Shs FdsST STR ACWI ETF$7.58M
- Class
- ST STR ACWI ETF
- Share
- 2.0%
Schwab Strategic TREMRG MKTEQ ETF$7.56M
- Class
- EMRG MKTEQ ETF
- Share
- 2.0%
Vanguard BD Index FdsSHORT TRM BOND$4.35M
- Class
- SHORT TRM BOND
- Share
- 1.1%
SPDR Series TrustST STR SP400GRW$3.4M
- Class
- ST STR SP400GRW
- Share
- 0.9%
iShares TRCORE S&P500 ETF$3.26M
- Class
- CORE S&P500 ETF
- Share
- 0.9%
iShares TRNORTH AMERN NAT$3.12M
- Class
- NORTH AMERN NAT
- Share
- 0.8%
SPDR Series TrustST STR SP400VAL$2.93M
- Class
- ST STR SP400VAL
- Share
- 0.8%
iShares TRISHS 5-10YR INVT$2.75M
- Class
- ISHS 5-10YR INVT
- Share
- 0.7%
Apple Inc.COM$2.37M
- Class
- COM
- Share
- 0.6%
Alphabet Inc.CAP STK CL A$2.05M
- Class
- CAP STK CL A
- Share
- 0.5%
iShares TRMRGSTR MD CP GRW$2.01M
- Class
- MRGSTR MD CP GRW
- Share
- 0.5%
iShares TRCORE MSCI EAFE$2.01M
- Class
- CORE MSCI EAFE
- Share
- 0.5%
Invesco Exchange Traded FD TS&P500 EQL ENR$2.01M
- Class
- S&P500 EQL ENR
- Share
- 0.5%
Invesco Exchange Traded FD TS&P500 EQL MAT$1.94M
- Class
- S&P500 EQL MAT
- Share
- 0.5%
Vanguard Index FdsTOTAL STK MKT$1.91M
- Class
- TOTAL STK MKT
- Share
- 0.5%
SPDR Series TrustST STR SP600SM C$1.89M
- Class
- ST STR SP600SM C
- Share
- 0.5%
SPDR Series TrustST STR SP600GRWO$1.87M
- Class
- ST STR SP600GRWO
- Share
- 0.5%
iShares TRMRGSTR MD CP VAL$1.6M
- Class
- MRGSTR MD CP VAL
- Share
- 0.4%
State Str SPDR S&P 500 ETF TTR UNIT$1.57M
- Class
- TR UNIT
- Share
- 0.4%
Amazon Com Inc.COM$1.49M
- Class
- COM
- Share
- 0.4%
Exxon Mobil Corp.COM$1.43M
- Class
- COM
- Share
- 0.4%
Union Pac Corp.COM$1.41M
- Class
- COM
- Share
- 0.4%
iShares TRTRUST ISHARE 0-1$1.4M
- Class
- TRUST ISHARE 0-1
- Share
- 0.4%
Vanguard Whitehall FdsHIGH DIV YLD$1.14M
- Class
- HIGH DIV YLD
- Share
- 0.3%
iShares TRCORE S&P MCP ETF$1.06M
- Class
- CORE S&P MCP ETF
- Share
- 0.3%
Vanguard BD Index FdsINTERMED TERM$942K
- Class
- INTERMED TERM
- Share
- 0.2%
Costco Wholesale CorporationCOM$851K
- Class
- COM
- Share
- 0.2%
iShares TRCORE MSCI TOTAL$838K
- Class
- CORE MSCI TOTAL
- Share
- 0.2%
GE AerospaceCOM NEW$813K
- Class
- COM NEW
- Share
- 0.2%
iShares TRU.S. REAL ES ETF$799K
- Class
- U.S. REAL ES ETF
- Share
- 0.2%
iShares TRMSCI ACWI ETF$746K
- Class
- MSCI ACWI ETF
- Share
- 0.2%
Invesco Qqq TRUNIT SER 1$744K
- Class
- UNIT SER 1
- Share
- 0.2%
iShares TR0-5YR HI YL CP$711K
- Class
- 0-5YR HI YL CP
- Share
- 0.2%
iShares TRS&P 500 GRWT ETF$704K
- Class
- S&P 500 GRWT ETF
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 87 positions by value, with holdings of the same security combined. The 87 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1482106
- File number
- 028-14916
- Options
- 0 call, 0 put
- In the 25 largest
- 86.9%
- Prior quarter
- $354M at 31 March 2026
- Positions opened
- 0
- Positions closed
- 5
Common questions
What are Courage Miller Partners’ 13F holdings worth?
$379 million across 87 positions for the quarter ended 30 June 2026.
What is Courage Miller Partners’ largest 13F holding?
SCHWAB STRATEGIC TR (US LRG CAP ETF) was the largest position at $50.9 million, or 13.4% of reported 13F value, as of 30 June 2026.
How concentrated is Courage Miller Partners’ 13F portfolio?
The ten largest positions accounted for 62.2% of reported value and the twenty-five largest for 86.9%, across 87 positions as of 30 June 2026.
Does Form 13F show everything Courage Miller Partners manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Courage Miller Partners file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.