Filed: 1/26/2026ACC: 0001482106-26-000001
📋 What this filing means
COURAGE MILLER PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 84 equity positions with a total reported market value of $332.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
84
Positions
$332.08M
Total AUM (reported)
8.80M
Total Shares
Allocation by class
US LRG CAP ETF$46.96M14.1%
INTL EQTY ETF$30.05M9.0%
CORE 1 5 YR USD$26.91M8.1%
ISHS 1-5YR INVS$23.05M6.9%
SHT TM US TRES$19.36M5.8%
TOTAL BND MRKT$18.47M5.6%
US MID-CAP ETF$13.80M4.2%
Portfolio Concentration
Top 3$103.92M31.3%
4–10$110.12M33.2%
11–25$79.24M23.9%
Rest$38.80M11.7%
Top 3 weight
31.3%
Top 10 weight
64.5%
Voting Authority Distribution
Total shares with voting rights: 8.80M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.80M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole84
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings84
Rows:
SCHWAB STRATEGIC TR
SOLEShares1.75M
TypeSH
Market value$46.96M
14.14%
Sole
0.00
Shared
0.00
None
1.75M
SCHWAB STRATEGIC TR
SOLEShares1.25M
TypeSH
Market value$30.05M
9.05%
Sole
0.00
Shared
0.00
None
1.25M
ISHARES TR
SOLEShares552.05K
TypeSH
Market value$26.91M
8.10%
Sole
0.00
Shared
0.00
None
552.05K
ISHARES TR
SOLEShares435.87K
TypeSH
Market value$23.05M
6.94%
Sole
0.00
Shared
0.00
None
435.87K
SCHWAB STRATEGIC TR
SOLEShares794.57K
TypeSH
Market value$19.36M
5.83%
Sole
0.00
Shared
0.00
None
794.57K
VANGUARD BD INDEX FDS
SOLEShares249.38K
TypeSH
Market value$18.47M
5.56%
Sole
0.00
Shared
0.00
None
249.38K
SCHWAB STRATEGIC TR
SOLEShares458.98K
TypeSH
Market value$13.80M
4.16%
Sole
0.00
Shared
0.00
None
458.98K
SCHWAB STRATEGIC TR
SOLEShares478.29K
TypeSH
Market value$13.12M
3.95%
Sole
0.00
Shared
0.00
None
478.29K
INVESCO EXCHANGE TRADED FD T
SOLEShares59.57K
TypeSH
Market value$11.41M
3.44%
Sole
0.00
Shared
0.00
None
59.57K
SCHWAB STRATEGIC TR
SOLEShares521.87K
TypeSH
Market value$10.90M
3.28%
Sole
0.00
Shared
0.00
None
521.87K
SCHWAB STRATEGIC TR
SOLEShares363.99K
TypeSH
Market value$10.37M
3.12%
Sole
0.00
Shared
0.00
None
363.99K
SCHWAB STRATEGIC TR
SOLEShares273.96K
TypeSH
Market value$8.94M
2.69%
Sole
0.00
Shared
0.00
None
273.96K
VANGUARD INTL EQUITY INDEX F
SOLEShares153.07K
TypeSH
Market value$8.23M
2.48%
Sole
0.00
Shared
0.00
None
153.07K
SCHWAB STRATEGIC TR
SOLEShares272K
TypeSH
Market value$8.05M
2.43%
Sole
0.00
Shared
0.00
None
272K
SCHWAB STRATEGIC TR
SOLEShares169.28K
TypeSH
Market value$7.71M
2.32%
Sole
0.00
Shared
0.00
None
169.28K
SCHWAB STRATEGIC TR
SOLEShares208.44K
TypeSH
Market value$6.83M
2.06%
Sole
0.00
Shared
0.00
None
208.44K
SPDR INDEX SHS FDS
SOLEShares188.97K
TypeSH
Market value$6.79M
2.04%
Sole
0.00
Shared
0.00
None
188.97K
VANGUARD BD INDEX FDS
SOLEShares54.87K
TypeSH
Market value$4.32M
1.30%
Sole
0.00
Shared
0.00
None
54.87K
ISHARES TR
SOLEShares4.43K
TypeSH
Market value$3.04M
0.91%
Sole
0.00
Shared
0.00
None
4.43K
SPDR SERIES TRUST
SOLEShares30.79K
TypeSH
Market value$2.85M
0.86%
Sole
0.00
Shared
0.00
None
30.79K
ISHARES TR
SOLEShares55.49K
TypeSH
Market value$2.79M
0.84%
Sole
0.00
Shared
0.00
None
55.49K
ISHARES TR
SOLEShares50.77K
TypeSH
Market value$2.74M
0.82%
Sole
0.00
Shared
0.00
None
50.77K
SPDR SERIES TRUST
SOLEShares30.88K
TypeSH
Market value$2.61M
0.79%
Sole
0.00
Shared
0.00
None
30.88K
APPLE INC
SOLEShares7.92K
TypeSH
Market value$2.15M
0.65%
Sole
0.00
Shared
0.00
None
7.92K
ISHARES TR
SOLEShares20.54K
TypeSH
Market value$1.84M
0.55%
Sole
0.00
Shared
0.00
None
20.54K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 1.75M | SH | $46.96M 14.14% | 0.00 | 0.00 | 1.75M |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.25M | SH | $30.05M 9.05% | 0.00 | 0.00 | 1.25M |
ISHARES TRSOLE | CORE 1 5 YR USD | 552.05K | SH | $26.91M 8.10% | 0.00 | 0.00 | 552.05K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 435.87K | SH | $23.05M 6.94% | 0.00 | 0.00 | 435.87K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 794.57K | SH | $19.36M 5.83% | 0.00 | 0.00 | 794.57K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 249.38K | SH | $18.47M 5.56% | 0.00 | 0.00 | 249.38K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 458.98K | SH | $13.80M 4.16% | 0.00 | 0.00 | 458.98K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 478.29K | SH | $13.12M 3.95% | 0.00 | 0.00 | 478.29K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 59.57K | SH | $11.41M 3.44% | 0.00 | 0.00 | 59.57K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 521.87K | SH | $10.90M 3.28% | 0.00 | 0.00 | 521.87K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 363.99K | SH | $10.37M 3.12% | 0.00 | 0.00 | 363.99K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 273.96K | SH | $8.94M 2.69% | 0.00 | 0.00 | 273.96K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 153.07K | SH | $8.23M 2.48% | 0.00 | 0.00 | 153.07K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 272K | SH | $8.05M 2.43% | 0.00 | 0.00 | 272K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 169.28K | SH | $7.71M 2.32% | 0.00 | 0.00 | 169.28K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 208.44K | SH | $6.83M 2.06% | 0.00 | 0.00 | 208.44K |
SPDR INDEX SHS FDSSOLE | MSCI ACWI EXUS | 188.97K | SH | $6.79M 2.04% | 0.00 | 0.00 | 188.97K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 54.87K | SH | $4.32M 1.30% | 0.00 | 0.00 | 54.87K |
ISHARES TRSOLE | CORE S&P500 ETF | 4.43K | SH | $3.04M 0.91% | 0.00 | 0.00 | 4.43K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 30.79K | SH | $2.85M 0.86% | 0.00 | 0.00 | 30.79K |
ISHARES TRSOLE | NORTH AMERN NAT | 55.49K | SH | $2.79M 0.84% | 0.00 | 0.00 | 55.49K |
ISHARES TRSOLE | ISHS 5-10YR INVT | 50.77K | SH | $2.74M 0.82% | 0.00 | 0.00 | 50.77K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 30.88K | SH | $2.61M 0.79% | 0.00 | 0.00 | 30.88K |
APPLE INCSOLE | COM | 7.92K | SH | $2.15M 0.65% | 0.00 | 0.00 | 7.92K |
ISHARES TRSOLE | CORE MSCI EAFE | 20.54K | SH | $1.84M 0.55% | 0.00 | 0.00 | 20.54K |
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