Courage Miller Partners, LLC — 13F Holdings

2026 Q2  ·  92 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Courage Miller Partners, LLC maintained a portfolio of 92 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 300.0%.
Position History hover any row below to update
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Courage Miller Partners, LLC Milwaukee, WI RIA AUM $377M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
92
Quarter
2026 Q2
Top Holding
SCHX (13.4%)
Top 10 Concentration
62.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 92
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SCHX
SCHWAB STRATEGI...
ETF 13.44% 12.56% #1
Prev: #1
6.5
—
-3,983 -0.2%
P
S
1,731,183 $50,948,726 2013 Q1 13F Filing 2026-06-30 2026-07-23
SCHF
SCHWAB STRATEGI...
Bond/Debt 8.98% 8.67% #2
Prev: #2
5.6
—
-13,102 -1.1%
P
S
1,228,357 $34,025,488 2013 Q2 13F Filing 2026-06-30 2026-07-23
ISTB
ISHARES TR
ETF 7.57% 7.80% #3
Prev: #3
4.5
—
24,408 4.3%
P
S
594,284 $28,674,190 2019 Q2 13F Filing 2026-06-30 2026-07-23
IGSB
ISHARES TR
ETF 6.44% 6.64% #4
Prev: #4
3.6
—
18,513 4.1%
P
S
465,818 $24,413,528 2011 Q4 13F Filing 2026-06-30 2026-07-23
SCHO
SCHWAB STRATEGI...
ETF 5.42% 5.62% #5
Prev: #5
3.2
—
30,825 3.8%
P
S
850,858 $20,539,719 2011 Q4 13F Filing 2026-06-30 2026-07-23
BND
VANGUARD BD IND...
ETF 5.08% 5.26% #6
Prev: #6
2.5
—
9,181 3.6%
P
S
262,115 $19,241,875 2022 Q4 13F Filing 2026-06-30 2026-07-23
SCHM
SCHWAB STRATEGI...
ETF 4.43% 4.02% #7 1
Prev: #8
2.3
—
-4,843 -1.1%
P
S
455,266 $16,785,668 2013 Q1 13F Filing 2026-06-30 2026-07-23
SCHD
SCHWAB STRATEGI...
ETF 3.92% 4.07% #8 1
Prev: #7
2.1
—
-1,137 -0.2%
P
S
468,296 $14,849,660 2013 Q2 13F Filing 2026-06-30 2026-07-23
RSP
INVESCO EXCHANG...
Unknown 3.48% 3.31% #9
Prev: #9
1.9
—
893 1.5%
P
S
62,067 $13,205,935 2020 Q2 13F Filing 2026-06-30 2026-07-23
SCHA
SCHWAB STRATEGI...
ETF 3.42% 2.99% #10 1
Prev: #11
1.9
—
-5,708 -1.6%
P
S
358,542 $12,954,105 2013 Q1 13F Filing 2026-06-30 2026-07-23
SCHH
SCHWAB STRATEGI...
ETF 3.24% 3.17% #11 1
Prev: #10
1.8
—
-3,335 -0.6%
P
S
518,727 $12,283,461 2013 Q2 13F Filing 2026-06-30 2026-07-23
SCHG
SCHWAB STRATEGI...
ETF 2.47% 2.27% #12 3
Prev: #15
1.5
—
620 0.2%
P
S
276,144 $9,344,701 2014 Q4 13F Filing 2026-06-30 2026-07-23
SCHV
SCHWAB STRATEGI...
ETF 2.46% 2.34% #13 1
Prev: #14
1.5
—
-3,005 -1.1%
P
S
268,344 $9,341,041 2014 Q4 13F Filing 2026-06-30 2026-07-23
VWO
VANGUARD INTL E...
ETF 2.41% 2.34% #14 1
Prev: #13
1.5
—
-593 -0.4%
P
S
152,857 $9,124,037 2012 Q1 13F Filing 2026-06-30 2026-07-23
GLTR
ABRDN PRECIOUS ...
ETF 2.19% 2.79% #15 3
Prev: #12
1.4
—
659 1.5%
P
S
45,792 $8,295,221 2024 Q1 13F Filing 2026-06-30 2026-07-23
SCHC
SCHWAB STRATEGI...
Bond/Debt 2.14% 2.23% #16
Prev: #16
1.4
—
-789 -0.5%
P
S
168,438 $8,105,257 2011 Q4 13F Filing 2026-06-30 2026-07-23
CWI
SPDR INDEX SHS ...
ETF 2.00% 1.95% #17
Prev: #17
1.3
—
-2,330 -1.2%
P
S
186,320 $7,577,649 2013 Q3 13F Filing 2026-06-30 2026-07-23
SCHE
SCHWAB STRATEGI...
ETF 1.99% 1.94% #18
Prev: #18
1.3
—
-227 -0.1%
P
S
208,377 $7,555,737 2014 Q1 13F Filing 2026-06-30 2026-07-23
BSV
VANGUARD BD IND...
Bond/Debt 1.15% 1.22% #19
Prev: #19
1.0
—
710 1.3%
P
S
55,838 $4,350,339 2023 Q3 13F Filing 2026-06-30 2026-07-23
MDYG
SPDR SERIES TRU...
ETF 0.90% 0.83% #20 1
Prev: #21
0.9
—
-421 -1.4%
P
S
30,326 $3,399,273 2013 Q3 13F Filing 2026-06-30 2026-07-23
IVV
ISHARES TR
ETF 0.86% 0.82% #21 1
Prev: #22
0.8
—
-81 -1.8%
P
S
4,351 $3,258,761 2014 Q1 13F Filing 2026-06-30 2026-07-23
IGE
ISHARES TR
ETF 0.82% 0.98% #22 2
Prev: #20
0.8
—
557 1.0%
P
S
55,580 $3,122,503 2011 Q4 13F Filing 2026-06-30 2026-07-23
MDYV
SPDR SERIES TRU...
ETF 0.77% 0.74% #23 1
Prev: #24
0.8
—
-89 -0.3%
P
S
30,840 $2,925,183 2014 Q4 13F Filing 2026-06-30 2026-07-23
IGIB
ISHARES TR
ETF 0.73% 0.77% #24 1
Prev: #23
0.8
—
336 0.7%
P
S
51,690 $2,748,357 2011 Q4 13F Filing 2026-06-30 2026-07-23
AAPL
APPLE INC
Technology 0.62% 0.59% #25 1
Prev: #26
0.7
—
2 0.0%
P
S
8,179 $2,366,537 2012 Q1 13F Filing 2026-06-30 2026-07-23
GOOGL
ALPHABET INC
Communication Services 0.54% 0.47% #26 7
Prev: #33
1.2
—
no change no change
P
S
5,745 $2,052,950 2021 Q2 13F Filing 2026-06-30 2026-07-23
IMCG
ISHARES TR
ETF 0.53% 0.49% #27 3
Prev: #30
0.7
—
-1,626 -7.4%
P
S
20,481 $2,013,282 2011 Q4 13F Filing 2026-06-30 2026-07-23
IEFA
ISHARES TR
ETF 0.53% 0.53% #28
Prev: #28
0.7
—
109 0.5%
P
S
20,776 $2,006,594 2014 Q1 13F Filing 2026-06-30 2026-07-23
RSPG
INVESCO EXCHANG...
Unknown 0.53% 0.65% #29 4
Prev: #25
0.7
—
-581 -2.8%
P
S
20,472 $2,005,437 2020 Q1 13F Filing 2026-06-30 2026-07-23
RSPM
INVESCO EXCHANG...
Unknown 0.51% 0.56% #30 3
Prev: #27
0.7
—
-1,206 -2.3%
P
S
50,140 $1,937,440 2020 Q1 13F Filing 2026-06-30 2026-07-23
VTI
VANGUARD INDEX ...
ETF 0.50% 0.47% #31 1
Prev: #32
0.7
—
1 0.0%
P
S
5,156 $1,907,818 2011 Q4 13F Filing 2026-06-30 2026-07-23
SLYV
SPDR SERIES TRU...
Unknown 0.50% 0.47% #32 1
Prev: #31
0.7
—
-281 -1.6%
P
S
17,360 $1,894,145 2015 Q4 13F Filing 2026-06-30 2026-07-23
SLYG
SPDR SERIES TRU...
ETF 0.49% 0.44% #33 2
Prev: #35
0.7
—
-249 -1.6%
P
S
15,701 $1,870,479 2014 Q2 13F Filing 2026-06-30 2026-07-23
IMCV
ISHARES TR
ETF 0.42% 0.44% #34
Prev: #34
0.7
—
-1,051 -5.7%
P
S
17,464 $1,595,817 2011 Q4 13F Filing 2026-06-30 2026-07-23
SPY
STATE STR SPDR ...
ETF 0.41% 0.39% #35 3
Prev: #38
1.2
—
no change no change
P
S
2,099 $1,567,470 2015 Q3 13F Filing 2026-06-30 2026-07-23
AMZN
AMAZON COM INC
Consumer Cyclical 0.39% 0.37% #36 4
Prev: #40
1.2
—
no change no change
P
S
6,251 $1,489,863 2015 Q3 13F Filing 2026-06-30 2026-07-23
XOM
EXXON MOBIL COR...
Energy 0.38% 0.50% #37 8
Prev: #29
0.7
—
-37 -0.4%
P
S
10,485 $1,433,500 2014 Q2 13F Filing 2026-06-30 2026-07-23
UNP
UNION PAC CORP
Industrials 0.37% 0.36% #38 3
Prev: #41
1.1
—
no change no change
P
S
5,188 $1,411,136 2023 Q1 13F Filing 2026-06-30 2026-07-23
SHV
ISHARES TR
ETF 0.37% 0.39% #39 3
Prev: #36
0.6
—
140 1.1%
P
S
12,715 $1,403,100 2019 Q2 13F Filing 2026-06-30 2026-07-23
VYM
VANGUARD WHITEH...
ETF 0.30% 0.30% #40 2
Prev: #42
1.1
—
no change no change
P
S
7,200 $1,137,816 2015 Q3 13F Filing 2026-06-30 2026-07-23
IJH
ISHARES TR
ETF 0.28% 0.26% #41 4
Prev: #45
0.6
—
-5 -0.0%
P
S
13,767 $1,061,606 2014 Q1 13F Filing 2026-06-30 2026-07-23
BIV
VANGUARD BD IND...
Bond/Debt 0.25% 0.27% #42 2
Prev: #44
0.6
—
67 0.5%
P
S
12,286 $942,336 2023 Q4 13F Filing 2026-06-30 2026-07-23
COST
COSTCO WHOLESAL...
Consumer Defensive 0.22% 0.26% #43 3
Prev: #46
1.1
—
no change no change
P
S
910 $851,478 2021 Q4 13F Filing 2026-06-30 2026-07-23
IXUS
ISHARES TR
ETF 0.22% 0.22% #44 3
Prev: #47
0.6
—
-8 -0.1%
P
S
8,785 $838,440 2014 Q4 13F Filing 2026-06-30 2026-07-23
GE
GE AEROSPACE
Industrials 0.21% 0.17% #45 7
Prev: #52
1.1
—
no change no change
P
S
2,176 $813,371 2024 Q1 13F Filing 2026-06-30 2026-07-23
IYR
ISHARES TR
ETF 0.21% 0.20% #46 2
Prev: #48
0.6
—
172 2.3%
P
S
7,810 $798,526 2014 Q1 13F Filing 2026-06-30 2026-07-23
ACWI
ISHARES TR
ETF 0.20% 0.19% #47 4
Prev: #51
1.1
—
no change no change
P
S
4,750 $745,608 2015 Q3 13F Filing 2026-06-30 2026-07-23
QQQ
INVESCO QQQ TR
ETF 0.20% 0.16% #48 5
Prev: #53
1.1
—
no change no change
P
S
1,010 $743,764 2012 Q1 13F Filing 2026-06-30 2026-07-23
SHYG
ISHARES TR
ETF 0.19% 0.20% #49
Prev: #49
0.6
—
64 0.4%
P
S
16,773 $711,343 2023 Q3 13F Filing 2026-06-30 2026-07-23
IVW
ISHARES TR
Warrant 0.19% 0.16% #50 4
Prev: #54
0.6
—
-22 -0.4%
P
S
5,118 $703,935 2012 Q1 13F Filing 2026-06-30 2026-07-23
Showing 1-50 of 92 holdings

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