Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Courage Miller Partners, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Courage Miller Partners, LLC (CIK 1482106) reported $354.2M across 92 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($44.5M, 12.56%), SCHF ($30.7M, 8.67%), ISTB ($27.6M, 7.80%), IGSB ($23.5M, 6.64%), SCHO ($19.9M, 5.62%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SCHXSCHWAB STRATEGIC TR$44.5M12.56%1.7MTrimmed
2SCHFSCHWAB STRATEGIC TR$30.7M8.67%1.2MTrimmed
3ISTBISHARES TR$27.6M7.80%569,876Added
4IGSBISHARES TR$23.5M6.64%447,305Added
5SCHOSCHWAB STRATEGIC TR$19.9M5.62%820,033Added
6BNDVANGUARD BD INDEX FDS$18.6M5.26%252,934Added
7SCHDSCHWAB STRATEGIC TR$14.4M4.07%469,433Trimmed
8SCHMSCHWAB STRATEGIC TR$14.2M4.02%460,109Added
9RSPINVESCO EXCHANGE TRADED FD T$11.7M3.31%61,174Added
10SCHHSCHWAB STRATEGIC TR$11.2M3.17%522,062Added
11SCHASCHWAB STRATEGIC TR$10.6M2.99%364,250Added
12GLTRABRDN PRECIOUS METALS BASKET$9.9M2.79%45,133New
13VWOVANGUARD INTL EQUITY INDEX F$8.3M2.34%153,450Added
14SCHVSCHWAB STRATEGIC TR$8.3M2.34%271,349Trimmed
15SCHGSCHWAB STRATEGIC TR$8.0M2.27%275,524Added
16SCHCSCHWAB STRATEGIC TR$7.9M2.23%169,227Trimmed
17CWISPDR INDEX SHS FDS$6.9M1.95%188,650Trimmed
18SCHESCHWAB STRATEGIC TR$6.9M1.94%208,604Added
19BSVVANGUARD BD INDEX FDS$4.3M1.22%55,128Added
20IGEISHARES TR$3.5M0.98%55,023Trimmed
21MDYGSPDR SERIES TRUST$3.0M0.83%30,747Trimmed
22IVVISHARES TR$2.9M0.82%4,432Added
23IGIBISHARES TR$2.7M0.77%51,354Added
24MDYVSPDR SERIES TRUST$2.6M0.74%30,929Added
25RSPGINVESCO EXCHANGE TRADED FD T$2.3M0.65%21,053New

Source: SEC Form 13F filings · as of 2026-03-31