Filed: 4/27/2026ACC: 0001482106-26-000002
📋 What this filing means
COURAGE MILLER PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 92 equity positions with a total reported market value of $354.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
92
Positions
$354.24M
Total AUM (reported)
8.97M
Total Shares
Allocation by class
US LRG CAP ETF$44.49M12.6%
INTL EQTY ETF$30.73M8.7%
CORE 1 5 YR USD$27.62M7.8%
ISHS 1-5YR INVS$23.51M6.6%
SHT TM US TRES$19.90M5.6%
TOTAL BND MRKT$18.63M5.3%
STATE STREET SPD$15.70M4.4%
Portfolio Concentration
Top 3$102.83M29.0%
4–10$113.65M32.1%
11–25$88.05M24.9%
Rest$49.71M14.0%
Top 3 weight
29.0%
Top 10 weight
61.1%
Voting Authority Distribution
Total shares with voting rights: 8.97M
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
8.97M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole92
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings92
Rows:
SCHWAB STRATEGIC TR
SOLEShares1.74M
TypeSH
Market value$44.49M
12.56%
Sole
0.00
Shared
0.00
None
1.74M
SCHWAB STRATEGIC TR
SOLEShares1.24M
TypeSH
Market value$30.73M
8.67%
Sole
0.00
Shared
0.00
None
1.24M
ISHARES TR
SOLEShares569.88K
TypeSH
Market value$27.62M
7.80%
Sole
0.00
Shared
0.00
None
569.88K
ISHARES TR
SOLEShares447.31K
TypeSH
Market value$23.51M
6.64%
Sole
0.00
Shared
0.00
None
447.31K
SCHWAB STRATEGIC TR
SOLEShares820.03K
TypeSH
Market value$19.90M
5.62%
Sole
0.00
Shared
0.00
None
820.03K
VANGUARD BD INDEX FDS
SOLEShares252.93K
TypeSH
Market value$18.63M
5.26%
Sole
0.00
Shared
0.00
None
252.93K
SCHWAB STRATEGIC TR
SOLEShares469.43K
TypeSH
Market value$14.40M
4.07%
Sole
0.00
Shared
0.00
None
469.43K
SCHWAB STRATEGIC TR
SOLEShares460.11K
TypeSH
Market value$14.24M
4.02%
Sole
0.00
Shared
0.00
None
460.11K
INVESCO EXCHANGE TRADED FD T
SOLEShares61.17K
TypeSH
Market value$11.74M
3.31%
Sole
0.00
Shared
0.00
None
61.17K
SCHWAB STRATEGIC TR
SOLEShares522.06K
TypeSH
Market value$11.22M
3.17%
Sole
0.00
Shared
0.00
None
522.06K
SCHWAB STRATEGIC TR
SOLEShares364.25K
TypeSH
Market value$10.59M
2.99%
Sole
0.00
Shared
0.00
None
364.25K
ABRDN PRECIOUS METALS BASKET
SOLEShares45.13K
TypeSH
Market value$9.87M
2.79%
Sole
0.00
Shared
0.00
None
45.13K
VANGUARD INTL EQUITY INDEX F
SOLEShares153.45K
TypeSH
Market value$8.29M
2.34%
Sole
0.00
Shared
0.00
None
153.45K
SCHWAB STRATEGIC TR
SOLEShares271.35K
TypeSH
Market value$8.28M
2.34%
Sole
0.00
Shared
0.00
None
271.35K
SCHWAB STRATEGIC TR
SOLEShares275.52K
TypeSH
Market value$8.03M
2.27%
Sole
0.00
Shared
0.00
None
275.52K
SCHWAB STRATEGIC TR
SOLEShares169.23K
TypeSH
Market value$7.91M
2.23%
Sole
0.00
Shared
0.00
None
169.23K
SPDR INDEX SHS FDS
SOLEShares188.65K
TypeSH
Market value$6.90M
1.95%
Sole
0.00
Shared
0.00
None
188.65K
SCHWAB STRATEGIC TR
SOLEShares208.60K
TypeSH
Market value$6.87M
1.94%
Sole
0.00
Shared
0.00
None
208.60K
VANGUARD BD INDEX FDS
SOLEShares55.13K
TypeSH
Market value$4.32M
1.22%
Sole
0.00
Shared
0.00
None
55.13K
ISHARES TR
SOLEShares55.02K
TypeSH
Market value$3.46M
0.98%
Sole
0.00
Shared
0.00
None
55.02K
SPDR SERIES TRUST
SOLEShares30.75K
TypeSH
Market value$2.95M
0.83%
Sole
0.00
Shared
0.00
None
30.75K
ISHARES TR
SOLEShares4.43K
TypeSH
Market value$2.90M
0.82%
Sole
0.00
Shared
0.00
None
4.43K
ISHARES TR
SOLEShares51.35K
TypeSH
Market value$2.73M
0.77%
Sole
0.00
Shared
0.00
None
51.35K
SPDR SERIES TRUST
SOLEShares30.93K
TypeSH
Market value$2.63M
0.74%
Sole
0.00
Shared
0.00
None
30.93K
INVESCO EXCHANGE TRADED FD T
SOLEShares21.05K
TypeSH
Market value$2.30M
0.65%
Sole
0.00
Shared
0.00
None
21.05K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 1.74M | SH | $44.49M 12.56% | 0.00 | 0.00 | 1.74M |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.24M | SH | $30.73M 8.67% | 0.00 | 0.00 | 1.24M |
ISHARES TRSOLE | CORE 1 5 YR USD | 569.88K | SH | $27.62M 7.80% | 0.00 | 0.00 | 569.88K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 447.31K | SH | $23.51M 6.64% | 0.00 | 0.00 | 447.31K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 820.03K | SH | $19.90M 5.62% | 0.00 | 0.00 | 820.03K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 252.93K | SH | $18.63M 5.26% | 0.00 | 0.00 | 252.93K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 469.43K | SH | $14.40M 4.07% | 0.00 | 0.00 | 469.43K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 460.11K | SH | $14.24M 4.02% | 0.00 | 0.00 | 460.11K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 61.17K | SH | $11.74M 3.31% | 0.00 | 0.00 | 61.17K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 522.06K | SH | $11.22M 3.17% | 0.00 | 0.00 | 522.06K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 364.25K | SH | $10.59M 2.99% | 0.00 | 0.00 | 364.25K |
ABRDN PRECIOUS METALS BASKETSOLE | PHYSCL PRECS MET | 45.13K | SH | $9.87M 2.79% | 0.00 | 0.00 | 45.13K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 153.45K | SH | $8.29M 2.34% | 0.00 | 0.00 | 153.45K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 271.35K | SH | $8.28M 2.34% | 0.00 | 0.00 | 271.35K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 275.52K | SH | $8.03M 2.27% | 0.00 | 0.00 | 275.52K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 169.23K | SH | $7.91M 2.23% | 0.00 | 0.00 | 169.23K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 188.65K | SH | $6.90M 1.95% | 0.00 | 0.00 | 188.65K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 208.60K | SH | $6.87M 1.94% | 0.00 | 0.00 | 208.60K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 55.13K | SH | $4.32M 1.22% | 0.00 | 0.00 | 55.13K |
ISHARES TRSOLE | NORTH AMERN NAT | 55.02K | SH | $3.46M 0.98% | 0.00 | 0.00 | 55.02K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 30.75K | SH | $2.95M 0.83% | 0.00 | 0.00 | 30.75K |
ISHARES TRSOLE | CORE S&P500 ETF | 4.43K | SH | $2.90M 0.82% | 0.00 | 0.00 | 4.43K |
ISHARES TRSOLE | ISHS 5-10YR INVT | 51.35K | SH | $2.73M 0.77% | 0.00 | 0.00 | 51.35K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 30.93K | SH | $2.63M 0.74% | 0.00 | 0.00 | 30.93K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL ENR | 21.05K | SH | $2.30M 0.65% | 0.00 | 0.00 | 21.05K |
Page 1 of 4