Courage Miller Partners, LLC

hedge fundUpdated 51 days ago

Managed by Courage Miller Partners, Llc • Latest filing Q2 2026

Portfolio value

$379M

Q2 2026

Filings

13

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

16.4%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 13 quarters

Show data table

Period	Portfolio value
Q2 2023	$240M
Q3 2023	$243.8M
Q4 2023	$264.3M
Q1 2024	$289.2M
Q2 2024	$278M
Q3 2024	$297.5M
Q4 2024	$292.1M
Q1 2025	$295.2M
Q2 2025	$315.4M
Q3 2025	$333.5M
Q4 2025	$332.1M
Q1 2026	$354.2M
Q2 2026	$379M

Top holdings

87 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	S SCHW-PJ SCHWAB STRATEGIC TR	$50.9M	1.73M	13.44%	Trimmed(-0.2%)
2	S SCHW-PJ SCHWAB STRATEGIC TR	$34M	1.23M	8.98%	Trimmed(-1.1%)
3	E ETHA ISHARES TR	$28.7M	594.3K	7.57%	Added(+4.3%)
4	? N/A ISHARES TR	$24.4M	465.8K	6.44%	Added(+4.1%)
5	? N/A SCHWAB STRATEGIC TR	$20.5M	850.9K	5.42%	Added(+3.8%)
6	V VGES VANGUARD BD INDEX FDS	$19.2M	262.1K	5.08%	Added(+3.6%)
7	S SCHW-PJ SCHWAB STRATEGIC TR	$16.8M	455.3K	4.43%	Trimmed(-1.1%)
8	S SCHW-PJ SCHWAB STRATEGIC TR	$14.8M	468.3K	3.92%	Trimmed(-0.2%)
9	I IVZ INVESCO EXCHANGE TRADED FD T	$13.2M	62.1K	3.48%	Added(+1.5%)
10	S SCHW-PJ SCHWAB STRATEGIC TR	$13M	358.5K	3.42%	Trimmed(-1.6%)
11	? N/A SCHWAB STRATEGIC TR	$12.3M	518.7K	3.24%	Trimmed(-0.6%)
12	S SCHW-PJ SCHWAB STRATEGIC TR	$9.3M	276.1K	2.47%	Added(+0.2%)
13	S SCHW-PJ SCHWAB STRATEGIC TR	$9.3M	268.3K	2.46%	Trimmed(-1.1%)
14	V VGES VANGUARD INTL EQUITY INDEX F	$9.1M	152.9K	2.41%	Trimmed(-0.4%)
15	G GLTR ABRDN PRECIOUS METALS BASKET	$8.3M	45.8K	2.19%	Added(+1.5%)
16	S SCHW-PJ SCHWAB STRATEGIC TR	$8.1M	168.4K	2.14%	Trimmed(-0.5%)
17	? N/A SPDR INDEX SHS FDS	$7.6M	186.3K	2.00%	Trimmed(-1.2%)
18	S SCHW-PJ SCHWAB STRATEGIC TR	$7.6M	208.4K	1.99%	Trimmed(-0.1%)
19	V VGES VANGUARD BD INDEX FDS	$4.4M	55.8K	1.15%	Added(+1.3%)
20	S STT-PG SPDR SERIES TRUST	$3.4M	30.3K	0.90%	Trimmed(-1.4%)

S

SCHWAB STRATEGIC TR

-0.2%

Value

$50.9M

Shares

1.73M

% Port

13.44%

S

SCHWAB STRATEGIC TR

-1.1%

Value

$34M

Shares

1.23M

% Port

8.98%

E

ISHARES TR

+4.3%

Value

$28.7M

Shares

594.3K

% Port

7.57%

?

4.N/A

ISHARES TR

+4.1%

Value

$24.4M

Shares

465.8K

% Port

6.44%

?

5.N/A

SCHWAB STRATEGIC TR

+3.8%

Value

$20.5M

Shares

850.9K

% Port

5.42%

V

VANGUARD BD INDEX FDS

+3.6%

Value

$19.2M

Shares

262.1K

% Port

5.08%

S

SCHWAB STRATEGIC TR

-1.1%

Value

$16.8M

Shares

455.3K

% Port

4.43%

S

SCHWAB STRATEGIC TR

-0.2%

Value

$14.8M

Shares

468.3K

% Port

3.92%

I

INVESCO EXCHANGE TRADED FD T

+1.5%

Value

$13.2M

Shares

62.1K

% Port

3.48%

S

SCHWAB STRATEGIC TR

-1.6%

Value

$13M

Shares

358.5K

% Port

3.42%

?

11.N/A

SCHWAB STRATEGIC TR

-0.6%

Value

$12.3M

Shares

518.7K

% Port

3.24%

S

SCHWAB STRATEGIC TR

+0.2%

Value

$9.3M

Shares

276.1K

% Port

2.47%

S

SCHWAB STRATEGIC TR

-1.1%

Value

$9.3M

Shares

268.3K

% Port

2.46%

V

VANGUARD INTL EQUITY INDEX F

-0.4%

Value

$9.1M

Shares

152.9K

% Port

2.41%

G

ABRDN PRECIOUS METALS BASKET

+1.5%

Value

$8.3M

Shares

45.8K

% Port

2.19%

S

SCHWAB STRATEGIC TR

-0.5%

Value

$8.1M

Shares

168.4K

% Port

2.14%

?

17.N/A

SPDR INDEX SHS FDS

-1.2%

Value

$7.6M

Shares

186.3K

% Port

2.00%

S

SCHWAB STRATEGIC TR

-0.1%

Value

$7.6M

Shares

208.4K

% Port

1.99%

V

VANGUARD BD INDEX FDS

+1.3%

Value

$4.4M

Shares

55.8K

% Port

1.15%

S

SPDR SERIES TRUST

-1.4%

Value

$3.4M

Shares

30.3K

% Port

0.90%

View full portfolio (87 holdings) →

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