Q3 2026 13F · SEC CIK 1482106

Courage Miller Partners, LLC

Wealth managerFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $378.9M
Reported positions: 94
Top holdings a year, 3 yrs: +11.3%
Assets under management: $480.7M

Courage Miller Partners, LLC is a wealth manager that reported 94 positions worth $378.9M in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Schwab Strategic Tr (SCHX, 13.5%), Schwab Strategic Tr (SCHF, 8.9%), Ishares Tr (ISTB, 7.6%). A portfolio copying its top holdings returned 11.3% a year over the last 3 years, against 20.4% for the S&P 500.

Courage Miller Partners, LLC holdings largest 50 of 94 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Courage Miller Partners, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SCHXSchwab Strategic Tr	13.5%	13.4%	1,705,341	-1.5%	$51.2M
SCHFSchwab Strategic Tr	8.9%	9.0%	1,225,615	-0.2%	$33.7M
ISTBIshares Tr	7.6%	7.6%	607,233	+2.2%	$28.7M
IGSBIshares Tr	6.5%	6.4%	477,755	+2.6%	$24.5M
SCHOSchwab Strategic Tr	5.5%	5.4%	867,904	+2.0%	$20.7M
BNDVanguard Bd Index Fds	5.0%	5.1%	268,895	+2.6%	$18.9M
SCHMSchwab Strategic Tr	4.1%	4.4%	457,044	+0.4%	$15.5M
SCHDSchwab Strategic Tr	4.0%	3.9%	466,882	-0.3%	$15.2M
RSPInvesco Exchange Traded Fd T	3.5%	3.5%	63,950	+3.0%	$13.3M
SCHASchwab Strategic Tr	3.1%	3.4%	358,735	+0.1%	$11.7M
SCHHSchwab Strategic Tr	3.0%	3.2%	520,450	+0.3%	$11.5M
SCHGSchwab Strategic Tr	2.6%	2.5%	273,034	-1.1%	$9.8M
VWOVanguard Intl Equity Index F	2.4%	2.4%	154,560	+1.1%	$9.2M
SCHVSchwab Strategic Tr	2.4%	2.5%	269,349	+0.4%	$9.0M
GLTRAbrdn Precious Metals Basket	2.3%	2.2%	46,080	+0.6%	$8.6M
SCHCSchwab Strategic Tr	2.2%	2.1%	169,076	+0.4%	$8.4M
SCHESchwab Strategic Tr	2.0%	2.0%	209,232	+0.4%	$7.6M
CWISpdr Index Shs Fds	2.0%	2.0%	186,611	+0.2%	$7.5M
BSVVanguard Bd Index Fds	1.1%	1.1%	56,461	+1.1%	$4.3M
IGEIshares Tr	0.9%	0.8%	56,471	+1.6%	$3.5M
IVVIshares Tr	0.9%	0.9%	4,348	-0.1%	$3.3M
MDYGSpdr Ser Tr	0.8%	0.9%	30,303	-0.1%	$3.2M
MDYVSpdr Series Trust	0.7%	0.8%	30,830	-0.0%	$2.7M
AAPLApple Inc	0.7%	0.6%	8,180	+0.0%	$2.7M
IGIBIshares Tr	0.7%	0.7%	51,690	+0.0%	$2.6M
RSPGInvesco Exchange Traded Fd T	0.6%	0.5%	19,840	-3.1%	$2.1M
IEFAIshares Tr	0.5%	0.5%	21,048	+1.3%	$2.0M
GOOGLAlphabet Inc	0.5%	0.5%	5,745	+0.0%	$2.0M
VTIVanguard Index Fds	0.5%	0.5%	5,156	+0.0%	$1.9M
IMCGIshares Tr	0.5%	0.5%	20,004	-2.3%	$1.9M
RSPMInvesco Exchange Traded Fd T	0.5%	0.5%	48,859	-2.6%	$1.8M
SLYVSpdr Series Trust	0.5%	0.5%	17,297	-0.4%	$1.8M
XOMExxonmobil Holdings Corp	0.4%	—	10,291	—	$1.7M
SLYGSpdr Series Trust	0.4%	0.5%	15,643	-0.4%	$1.7M
SPYState Str Spdr S&p 500 ETF T	0.4%	0.4%	2,099	+0.0%	$1.6M
IMCVIshares Tr	0.4%	0.4%	17,103	-2.1%	$1.6M
AMZNAmazon Com Inc	0.4%	0.4%	6,251	+0.0%	$1.6M
SHVIshares Tr	0.4%	0.4%	12,857	+1.1%	$1.4M
UNPUnion Pac Corp	0.4%	0.4%	5,188	+0.0%	$1.4M
GLDSpdr Gold Tr	0.3%	—	3,201	—	$1.2M
VYMVanguard Whitehall Fds	0.3%	0.3%	7,137	-0.9%	$1.1M
BRK-BBerkshire Hathaway Inc Del	0.3%	—	2,040	—	$1.0M
IJHIshares Tr	0.3%	0.3%	13,969	+1.5%	$1.0M
GDXVaneck ETF Trust	0.2%	—	10,450	—	$918K
BIVVanguard Bd Index Fds	0.2%	0.2%	12,195	-0.7%	$889K
IXUSIshares Tr	0.2%	0.2%	8,774	-0.1%	$833K
COSTCostco Wholesale Corporation	0.2%	0.2%	910	+0.0%	$829K
ACWIIshares Tr	0.2%	0.2%	4,750	+0.0%	$754K
IYRIshares Tr	0.2%	0.2%	7,885	+1.0%	$749K
IVWIshares Tr	0.2%	0.2%	5,115	-0.1%	$728K

What Courage Miller Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

No position shrank by more than 5%.

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.6% /yr; S&P 500 +20.1%
3 years: +11.3% /yr; S&P 500 +20.4%
5 years: +4.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$378.9M	94
Q2 2026	$379.0M	87
Q1 2026	$354.2M	92
Q4 2025	$332.1M	84
Q3 2025	$333.5M	85
Q2 2025	$315.4M	86
Q1 2025	$295.2M	82
Q4 2024	$292.1M	80
Q3 2024	$297.5M	81
Q2 2024	$278.0M	78
Q1 2024	$289.2M	85
Q4 2023	$264.3M	75

Questions about Courage Miller Partners, LLC's portfolio

What stocks does Courage Miller Partners, LLC own?

Courage Miller Partners, LLC's latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 94 positions worth $378.9M. The largest are Schwab Strategic Tr (SCHX) at 13.5%, Schwab Strategic Tr (SCHF) at 8.9%, Ishares Tr (ISTB) at 7.6%, Ishares Tr (IGSB) at 6.5% and Schwab Strategic Tr (SCHO) at 5.5%.

What did Courage Miller Partners, LLC buy last quarter?

Courage Miller Partners, LLC opened no new positions and grew none by more than 5% among its largest holdings in Q3 2026.

What did Courage Miller Partners, LLC sell last quarter?

In Q3 2026, Courage Miller Partners, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Ge Aerospace (GE), cut from its top 50 Invesco Qqq Tr (QQQ) and cut from its top 50 Ishares Tr (SHYG), compared with its Q2 2026 filing.

How has Courage Miller Partners, LLC's portfolio performed?

A portfolio copying Courage Miller Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.6% against +20.1%. Over 5 years: +4.5% a year against +11.6%.

When is Courage Miller Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Courage Miller Partners, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Courage Miller Partners, LLC manage?

Courage Miller Partners, LLC reported $480.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $378.9M.