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CMP

Courage Miller Partners Portfolio holdings

AUM $379M
1-Year Est. Return 16.36%
This Fund
S&P 500
This Quarter Est. Return
+1.16%
1 Year Est. Return
+16.36%
3 Year Est. Return
+40.33%
5 Year Est. Return
+31.56%
10 Year Est. Return
+110%
AUM
$354M
AUM Growth
+$22.2M
Cap. Flow
+$21.5M
Cap. Flow %
6.08%
Top 10 Hldgs %
61.11%
Holding
93
New
9
Increased
25
Reduced
24
Closed
1

Top Buys

Rank Stock Value
1
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$10.6M
2
RSPG icon
Invesco S&P 500 Equal Weight Energy ETF
RSPG
+$2.01M
3
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$1.96M
4
GLD icon
SPDR Gold Trust
GLD
+$1.43M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$1.03M

Top Sells

Rank Stock Value
1
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$510K
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$269K
3
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$264K
4
SPGI icon
S&P Global
SPGI
+$239K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$220K

Sector Composition

Rank Sector Weight
1 Industrials 0.66%
2 Technology 0.65%
3 Communication Services 0.58%
4 Energy 0.57%
5 Financials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
26
Apple
AAPL
$4.94T
$2.08M 0.59%
8,177
+255
+3% +$66.4K
RSPM icon
27
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$185M
$1.99M 0.56%
+51,346
New +$1.96M
IEFA icon
28
iShares Core MSCI EAFE ETF
IEFA
$187B
$1.87M 0.53%
20,667
+125
+0.6% +$11.7K
XOM icon
29
ExxonMobil
XOM
$640B
$1.79M 0.5%
10,522
– –
IMCG icon
30
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.93B
$1.74M 0.49%
22,107
-138
-0.6% -$11.3K
SLYV icon
31
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.89B
$1.67M 0.47%
17,641
-73
-0.4% -$7.06K
VTI icon
32
Vanguard Total Stock Market ETF
VTI
$653B
$1.65M 0.47%
5,155
-2
-0% -$671
GOOGL icon
33
Alphabet (Google) Class A
GOOGL
$4T
$1.65M 0.47%
5,745
– –
IMCV icon
34
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.14B
$1.57M 0.44%
18,515
-246
-1% -$21.2K
SLYG icon
35
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.05B
$1.54M 0.44%
15,950
-15
-0.1% -$1.49K
SHV icon
36
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$1.39M 0.39%
12,575
+3,392
+37% +$374K
GLD icon
37
SPDR Gold Trust
GLD
$132B
$1.38M 0.39%
+3,201
New +$1.43M
SPY icon
38
State Street SPDR S&P 500 ETF Trust
SPY
$779B
$1.37M 0.39%
2,099
– –
BRK.B icon
39
Berkshire Hathaway Class B
BRK.B
$1.07T
$1.31M 0.37%
2,740
+1,585
+137% +$778K
AMZN icon
40
Amazon
AMZN
$2.5T
$1.3M 0.37%
6,251
– –
UNP icon
41
Union Pacific
UNP
$179B
$1.26M 0.36%
5,188
– –
VYM icon
42
Vanguard High Dividend Yield ETF
VYM
$81.2B
$1.07M 0.3%
7,200
– –
GDX icon
43
VanEck Gold Miners ETF
GDX
$23.1B
$959K 0.27%
+10,450
New +$1.03M
BIV icon
44
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$943K 0.27%
12,219
-16
-0.1% -$1.25K
IJH icon
45
iShares Core S&P Mid-Cap ETF
IJH
$123B
$930K 0.26%
13,772
+84
+0.6% +$5.83K
COST icon
46
Costco
COST
$421B
$907K 0.26%
910
– –
IXUS icon
47
iShares Core MSCI Total International Stock ETF
IXUS
$57.5B
$762K 0.22%
8,793
-5,724
-39% -$510K
IYR icon
48
iShares US Real Estate ETF
IYR
$4.73B
$722K 0.2%
7,638
+126
+2% +$12.2K
SHYG icon
49
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.6B
$707K 0.2%
16,709
+315
+2% +$13.4K
AOA icon
50
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.16B
$668K 0.19%
7,547
-82
-1% -$7.47K
1
2
3 4

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Courage Miller Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Courage Miller Partners held 93 positions worth $354M, up 6.7% from $332M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Courage Miller Partners deployed $21.5M of net new capital in Q1 2026, opening 9 new positions and adding to 25 existing holdings. Its largest new stake was abrdn Physical Precious Metals Basket Shares ETF: 45,133 shares worth $9.87M.

By sector, the portfolio is most concentrated in Industrials at 0.66% of assets, up from 0.47% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was iShares Core MSCI Total International Stock ETF, an estimated $510K trimmed.

  • Courage Miller Partners's largest Q1 2026 buy was abrdn Physical Precious Metals Basket Shares ETF: 45,133 shares worth $9.87M.
  • Courage Miller Partners added most to iShares Core 1-5 Year USD Bond ETF in Q1 2026, an estimated $868K increase.
  • Courage Miller Partners's biggest Q1 2026 reduction was iShares Core MSCI Total International Stock ETF, cutting an estimated $510K.
  • Courage Miller Partners fully exited S&P Global in Q1 2026, selling an estimated $239K.
  • Courage Miller Partners's ten largest holdings make up 61% of its $354M portfolio in Q1 2026.
  • Courage Miller Partners opened 9 new positions and closed 1 in Q1 2026.
  • Courage Miller Partners's portfolio value rose 6.7% quarter-over-quarter to $354M.

Based on Courage Miller Partners's 13F filing for Q1 2026, filed 27 Apr 2026.