We are live on ! Find out more
CMP

Courage Miller Partners Portfolio holdings

AUM $379M Turnover 5.43%
1-Year Est. Return 16.36%
This Fund
S&P 500
This Quarter Est. Return
+8.34%
1 Year Est. Return
+16.36%
3 Year Est. Return
+40.33%
5 Year Est. Return
+31.56%
10 Year Est. Return
+110%
AUM
$379M
AUM Growth
+$24.8M
Cap. Flow
-$1.99M
Cap. Flow %
-0.52%
Top 10 Hldgs %
62.17%
Holding
92
New
–
Increased
19
Reduced
37
Closed
5
Avg Time Held
8.4 years
Top 10 Avg Time Held
6.6 years
Top 20 Avg Time Held
8.8 years

Top Buys

Rank Stock Value
1
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.18M
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$970K
3
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$745K
4
BND icon
Vanguard Total Bond Market
BND
+$674K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$183K

Top Sells

Rank Stock Value
1
GLD icon
SPDR Gold Trust
GLD
+$1.38M
2
GDX icon
VanEck Gold Miners ETF
GDX
+$959K
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$762K
4
SPUS icon
SP Funds S&P 500 Sharia ETF
SPUS
+$391K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$353K

Sector Composition

Rank Sector Weight
1 Miscellaneous 96.35%
2 Industrials 0.76%
3 Technology 0.68%
4 Communication Services 0.68%
5 Consumer Discretionary 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
SCHX icon
1
Schwab US Large- Cap ETF
SCHX
$73.8B
$50.9M 13.44%
1,731,183
-3,983
-0.2% -$114K
2013 Q2
52 quarters
SCHF icon
2
Schwab International Equity ETF
SCHF
$67.2B
$34M 8.98%
1,228,357
-13,102
-1% -$353K
2013 Q2
52 quarters
ISTB icon
3
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.3B
$28.7M 7.57%
594,284
+24,408
+4% +$1.18M
2019 Q2
28 quarters
IGSB icon
4
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.5B
$24.4M 6.44%
465,818
+18,513
+4% +$970K
2013 Q2
52 quarters
SCHO icon
5
Schwab Short-Term US Treasury ETF
SCHO
$15.6B
$20.5M 5.42%
850,858
+30,825
+4% +$745K
2013 Q2
52 quarters
BND icon
6
Vanguard Total Bond Market
BND
$163B
$19.2M 5.08%
262,115
+9,181
+4% +$674K
2022 Q4
14 quarters
SCHM icon
7
Schwab US Mid-Cap ETF
SCHM
$14.4B
$16.8M 4.43%
455,266
-4,843
-1% -$167K
2013 Q2
52 quarters
SCHD icon
8
Schwab US Dividend Equity ETF
SCHD
$115B
$14.8M 3.92%
468,296
-1,137
-0.2% -$36.1K
2013 Q2
52 quarters
RSP icon
9
Invesco S&P 500 Equal Weight ETF
RSP
$98.9B
$13.2M 3.48%
62,067
+893
+1% +$183K
2020 Q2
24 quarters
SCHA icon
10
Schwab U.S Small- Cap ETF
SCHA
$21.3B
$13M 3.42%
358,542
-5,708
-2% -$189K
2013 Q2
52 quarters
SCHH icon
11
Schwab US REIT ETF
SCHH
$10.9B
$12.3M 3.24%
518,727
-3,335
-0.6% -$77.8K
2013 Q2
52 quarters
SCHG icon
12
Schwab US Large-Cap Growth ETF
SCHG
$63B
$9.34M 2.47%
276,144
+620
+0.2% +$20.5K
2014 Q4
46 quarters
SCHV icon
13
Schwab US Large-Cap Value ETF
SCHV
$15.5B
$9.34M 2.46%
268,344
-3,005
-1% -$99K
2014 Q4
46 quarters
VWO icon
14
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$9.12M 2.41%
152,857
-593
-0.4% -$34.9K
2015 Q1
45 quarters
GLTR icon
15
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.5B
$8.3M 2.19%
45,792
+659
+1% +$139K
2026 Q1
1 quarter
SCHC icon
16
Schwab International Small-Cap Equity ETF
SCHC
$5.49B
$8.11M 2.14%
168,438
-789
-0.5% -$39.1K
2013 Q2
52 quarters
CWI icon
17
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.84B
$7.58M 2%
186,320
-2,330
-1% -$92.4K
2013 Q3
51 quarters
SCHE icon
18
Schwab Emerging Markets Equity ETF
SCHE
$12.5B
$7.56M 1.99%
208,377
-227
-0.1% -$8.1K
2014 Q1
49 quarters
BSV icon
19
Vanguard Short-Term Bond ETF
BSV
$45.6B
$4.35M 1.15%
55,838
+710
+1% +$55.4K
2023 Q3
11 quarters
MDYG icon
20
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.77B
$3.4M 0.9%
30,326
-421
-1% -$44.6K
2013 Q3
51 quarters
IVV icon
21
iShares Core S&P 500 ETF
IVV
$880B
$3.26M 0.86%
4,351
-81
-2% -$59K
2014 Q1
49 quarters
IGE icon
22
iShares North American Natural Resources ETF
IGE
$832M
$3.12M 0.82%
55,580
+557
+1% +$33.7K
2013 Q2
52 quarters
MDYV icon
23
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.73B
$2.93M 0.77%
30,840
-89
-0.3% -$8.1K
2014 Q4
46 quarters
IGIB icon
24
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.9B
$2.75M 0.73%
51,690
+336
+0.7% +$17.9K
2013 Q2
52 quarters
AAPL icon
25
Apple
AAPL
$5.01T
$2.37M 0.62%
8,179
+2
+0% +$572
2018 Q4
30 quarters
1
2 3 4

Similar funds

CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
BC
Bridgefront Capital Austin, Texas $380M AUM 23.98% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return
CPM
Corre Partners Management New York $380M AUM 11.29% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $380M AUM 22.53% 1-Year Est. Return
AAMA
Advanced Asset Management Advisors Dublin, Ohio $380M AUM 31.88% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $380M AUM 22.78% 1-Year Est. Return
WG
Wellington Group Indianapolis, Indiana $378M AUM

Courage Miller Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Courage Miller Partners held 92 positions worth $379M, up 7% from $354M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Courage Miller Partners's Q2 2026 filing shows 19 increased, 37 reduced and 5 closed positions. The largest sale was SPDR Gold Trust, an estimated $1.38M.

By sector, the portfolio is most concentrated in Miscellaneous at 96% of assets, up from 96% a quarter earlier, followed by Industrials and Technology.

  • Courage Miller Partners added most to iShares Core 1-5 Year USD Bond ETF in Q2 2026, an estimated $1.18M increase.
  • Courage Miller Partners's biggest Q2 2026 reduction was Berkshire Hathaway Class B, cutting an estimated $762K.
  • Courage Miller Partners fully exited SPDR Gold Trust in Q2 2026, selling an estimated $1.38M.
  • Courage Miller Partners's ten largest holdings make up 62% of its $379M portfolio in Q2 2026.
  • Courage Miller Partners opened 0 new positions and closed 5 in Q2 2026.
  • Courage Miller Partners's portfolio value rose 7% quarter-over-quarter to $379M.

Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.