2026 Q3 Portfolio Activity
In 2026 Q3, Courage Miller Partners, LLC maintained a portfolio of 95 distinct positions. The most significant new addition was SPDR GOLD TR, now representing 0.32% of the total fund value. They heavily accumulated shares in BERKSHIRE HATHAWAY INC DEL, increasing the position by 76.6%.
Position History
hover any row below to update
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Total Positions
95
Quarter
2026 Q3
Top Holding
SCHX (13.5%)
Top 10 Concentration
61.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 95
Courage Miller Partners, LLC Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SCHX
SCHWAB STRATEGI...
|
ETF | 13.50% | 13.44% |
#1
Prev: #1
|
6.5 |
—
|
-25,842 | -1.5% |
P
S
|
1,705,341 | $51,160,237 | 2013 Q1 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 8.89% | 8.98% |
#2
Prev: #2
|
5.6 |
—
|
-2,742 | -0.2% |
P
S
|
1,225,615 | $33,667,643 | 2013 Q2 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
ISTB
ISHARES TR
|
ETF | 7.57% | 7.57% |
#3
Prev: #3
|
4.5 |
—
|
12,949 | 2.2% |
P
S
|
607,233 | $28,691,747 | 2019 Q2 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
IGSB
ISHARES TR
|
ETF | 6.46% | 6.44% |
#4
Prev: #4
|
3.6 |
—
|
11,937 | 2.6% |
P
S
|
477,755 | $24,475,396 | 2011 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
SCHO
SCHWAB STRATEGI...
|
ETF | 5.47% | 5.42% |
#5
Prev: #5
|
3.2 |
—
|
17,046 | 2.0% |
P
S
|
867,904 | $20,708,197 | 2011 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
BND
VANGUARD BD IND...
|
ETF | 4.98% | 5.08% |
#6
Prev: #6
|
2.5 |
—
|
6,780 | 2.6% |
P
S
|
268,895 | $18,862,997 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 4.10% | 4.43% |
#7
Prev: #7
|
2.1 |
—
|
1,778 | 0.4% |
P
S
|
457,044 | $15,548,622 | 2013 Q1 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 4.01% | 3.92% |
#8
Prev: #8
|
2.1 |
—
|
-1,414 | -0.3% |
P
S
|
466,882 | $15,187,657 | 2013 Q2 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 3.51% | 3.48% |
#9
Prev: #9
|
1.9 |
—
|
1,883 | 3.0% |
P
S
|
63,950 | $13,302,904 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 3.09% | 3.42% |
#10
Prev: #10
|
1.7 |
—
|
193 | 0.1% |
P
S
|
358,735 | $11,705,512 | 2013 Q1 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
SCHH
SCHWAB STRATEGI...
|
ETF | 3.03% | 3.24% |
#11
Prev: #11
|
1.7 |
—
|
1,723 | 0.3% |
P
S
|
520,450 | $11,470,725 | 2013 Q2 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 2.59% | 2.47% |
#12
Prev: #12
|
1.5 |
—
|
-3,110 | -1.1% |
P
S
|
273,034 | $9,810,109 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 2.42% | 2.41% |
#13
1
Prev: #14
|
1.5 |
—
|
1,703 | 1.1% |
P
S
|
154,560 | $9,166,927 | 2012 Q1 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 2.37% | 2.46% |
#14
1
Prev: #13
|
1.4 |
—
|
1,005 | 0.4% |
P
S
|
269,349 | $8,972,023 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
GLTR
ABRDN PRECIOUS ...
|
ETF | 2.27% | 2.19% |
#15
Prev: #15
|
1.4 |
—
|
288 | 0.6% |
P
S
|
46,080 | $8,584,704 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
SCHC
SCHWAB STRATEGI...
|
Bond/Debt | 2.22% | 2.14% |
#16
Prev: #16
|
1.4 |
—
|
638 | 0.4% |
P
S
|
169,076 | $8,409,861 | 2011 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
SCHE
SCHWAB STRATEGI...
|
ETF | 2.01% | 1.99% |
#17
1
Prev: #18
|
1.3 |
—
|
855 | 0.4% |
P
S
|
209,232 | $7,626,493 | 2014 Q1 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
CWI
SPDR INDEX SHS ...
|
ETF | 1.99% | 2.00% |
#18
1
Prev: #17
|
1.3 |
—
|
291 | 0.2% |
P
S
|
186,611 | $7,540,965 | 2013 Q3 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 1.14% | 1.15% |
#19
Prev: #19
|
1.0 |
—
|
623 | 1.1% |
P
S
|
56,461 | $4,313,620 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
IGE
ISHARES TR
|
ETF | 0.92% | 0.82% |
#20
2
Prev: #22
|
0.9 |
—
|
891 | 1.6% |
P
S
|
56,471 | $3,480,328 | 2011 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
IVV
ISHARES TR
|
ETF | 0.88% | 0.86% |
#21
Prev: #21
|
0.9 |
—
|
-3 | -0.1% |
P
S
|
4,348 | $3,330,264 | 2014 Q1 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
MDYG
SPDR SERIES TRU...
|
ETF | 0.84% | 0.90% |
#22
2
Prev: #20
|
0.8 |
—
|
-23 | -0.1% |
P
S
|
30,303 | $3,167,528 | 2013 Q3 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
MDYV
SPDR SERIES TRU...
|
ETF | 0.72% | 0.77% |
#23
Prev: #23
|
0.8 |
—
|
-10 | -0.0% |
P
S
|
30,830 | $2,728,739 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
AAPL
APPLE INC
|
Technology | 0.72% | 0.62% |
#24
1
Prev: #25
|
0.8 |
—
|
1 | 0.0% |
P
S
|
8,180 | $2,724,027 | 2012 Q1 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
IGIB
ISHARES TR
|
ETF | 0.69% | 0.73% |
#25
1
Prev: #24
|
1.3 |
—
|
no change | no change |
P
S
|
51,690 | $2,602,592 | 2011 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
RSPG
INVESCO EXCHANG...
|
Unknown | 0.56% | 0.53% |
#26
3
Prev: #29
|
0.7 |
—
|
-632 | -3.1% |
P
S
|
19,840 | $2,132,047 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
IEFA
ISHARES TR
|
ETF | 0.54% | 0.53% |
#27
1
Prev: #28
|
0.7 |
—
|
272 | 1.3% |
P
S
|
21,048 | $2,039,178 | 2014 Q1 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.52% | 0.54% |
#28
2
Prev: #26
|
1.2 |
—
|
no change | no change |
P
S
|
5,745 | $1,976,620 | 2021 Q2 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.51% | 0.50% |
#29
2
Prev: #31
|
1.2 |
—
|
no change | no change |
P
S
|
5,156 | $1,929,587 | 2011 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
IMCG
ISHARES TR
|
ETF | 0.50% | 0.53% |
#30
3
Prev: #27
|
0.7 |
—
|
-477 | -2.3% |
P
S
|
20,004 | $1,878,176 | 2011 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
RSPM
INVESCO EXCHANG...
|
Unknown | 0.48% | 0.51% |
#31
1
Prev: #30
|
0.7 |
—
|
-1,281 | -2.6% |
P
S
|
48,859 | $1,816,078 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
SLYV
SPDR SERIES TRU...
|
Unknown | 0.47% | 0.50% |
#32
Prev: #32
|
0.7 |
—
|
-63 | -0.4% |
P
S
|
17,297 | $1,766,840 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
XOM
EXXONMOBIL HOLD...
|
Energy | 0.44% | 0.38% |
#33
4
Prev: #37
|
0.7 |
—
|
-194 | -1.9% |
P
S
|
10,291 | $1,674,859 | 2014 Q2 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
SLYG
SPDR SERIES TRU...
|
ETF | 0.44% | 0.49% |
#34
1
Prev: #33
|
0.7 |
—
|
-58 | -0.4% |
P
S
|
15,643 | $1,673,368 | 2014 Q2 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.42% | 0.41% |
#35
Prev: #35
|
1.2 |
—
|
no change | no change |
P
S
|
2,099 | $1,600,760 | 2015 Q3 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
IMCV
ISHARES TR
|
ETF | 0.41% | 0.42% |
#36
2
Prev: #34
|
0.7 |
—
|
-361 | -2.1% |
P
S
|
17,103 | $1,569,193 | 2011 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.41% | 0.39% |
#37
1
Prev: #36
|
1.2 |
—
|
no change | no change |
P
S
|
6,251 | $1,557,437 | 2015 Q3 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
SHV
ISHARES TR
|
ETF | 0.37% | 0.37% |
#38
1
Prev: #39
|
0.6 |
—
|
142 | 1.1% |
P
S
|
12,857 | $1,418,384 | 2019 Q2 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
UNP
UNION PAC CORP
|
Industrials | 0.37% | 0.37% |
#39
1
Prev: #38
|
1.1 |
—
|
no change | no change |
P
S
|
5,188 | $1,411,906 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.32% | — |
#40
Prev: #—
|
3.6 |
—
|
3,201 | — |
NEW
|
3,201 | $1,219,069 | 2016 Q1 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.29% | 0.30% |
#41
1
Prev: #40
|
0.6 |
—
|
-63 | -0.9% |
P
S
|
7,137 | $1,107,662 | 2015 Q3 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.27% | 0.15% |
#42
15
Prev: #57
|
3.1 |
—
|
885 | 76.6% |
P
S
|
2,040 | $1,015,818 | 2016 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
IJH
ISHARES TR
|
ETF | 0.27% | 0.28% |
#43
2
Prev: #41
|
0.6 |
—
|
202 | 1.5% |
P
S
|
13,969 | $1,005,100 | 2014 Q1 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
GDX
VANECK ETF TRUS...
|
ETF | 0.24% | — |
#44
Prev: #—
|
3.6 |
—
|
10,450 | — |
NEW
|
10,450 | $917,510 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 0.23% | 0.25% |
#45
3
Prev: #42
|
0.6 |
—
|
-91 | -0.7% |
P
S
|
12,195 | $888,528 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
IXUS
ISHARES TR
|
ETF | 0.22% | 0.22% |
#46
2
Prev: #44
|
0.6 |
—
|
-11 | -0.1% |
P
S
|
8,774 | $833,442 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.22% | 0.22% |
#47
4
Prev: #43
|
1.1 |
—
|
no change | no change |
P
S
|
910 | $828,609 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
ACWI
ISHARES TR
|
ETF | 0.20% | 0.20% |
#48
1
Prev: #47
|
1.1 |
—
|
no change | no change |
P
S
|
4,750 | $754,134 | 2015 Q3 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
IYR
ISHARES TR
|
ETF | 0.20% | 0.21% |
#49
3
Prev: #46
|
0.6 |
—
|
75 | 1.0% |
P
S
|
7,885 | $749,347 | 2014 Q1 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
IVW
ISHARES TR
|
Warrant | 0.19% | 0.19% |
#50
Prev: #50
|
0.6 |
—
|
-3 | -0.1% |
P
S
|
5,115 | $727,719 | 2012 Q1 | 13F Filing | 2026-09-30 | 2026-10-21 |
Showing 1-50 of 95 holdings