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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
+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

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
GEV icon
51
GE Vernova
GEV
$251B
$639K 0.17%
544
– –
IJR icon
52
iShares Core S&P Small-Cap ETF
IJR
$109B
$639K 0.17%
4,309
-22
-0.5% -$3.02K
AOA icon
53
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.31B
$622K 0.16%
6,371
-1,176
-16% -$112K
ILCG icon
54
iShares Morningstar Growth ETF
ILCG
$3.16B
$606K 0.16%
5,180
– –
REZ icon
55
iShares Residential and Multisector Real Estate ETF
REZ
$853M
$595K 0.16%
6,289
-19
-0.3% -$1.71K
IEMG icon
56
iShares Core MSCI Emerging Markets ETF
IEMG
$162B
$585K 0.15%
7,061
-34
-0.5% -$2.71K
BRK.B icon
57
Berkshire Hathaway Class B
BRK.B
$1.09T
$578K 0.15%
1,155
-1,585
-58% -$762K
ISCG icon
58
iShares Morningstar Small-Cap Growth ETF
ISCG
$988M
$574K 0.15%
8,757
-955
-10% -$58.4K
SCZ icon
59
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.3B
$544K 0.14%
6,607
+23
+0.3% +$1.93K
ISCV icon
60
iShares Morningstar Small-Cap Value ETF
ISCV
$701M
$540K 0.14%
6,897
-877
-11% -$65.3K
STPZ icon
61
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$524M
$538K 0.14%
10,084
– –
GOOG icon
62
Alphabet (Google) Class C
GOOG
$4.15T
$511K 0.13%
1,445
– –
VXUS icon
63
Vanguard Total International Stock ETF
VXUS
$164B
$478K 0.13%
5,588
– –
TIP icon
64
iShares TIPS Bond ETF
TIP
$15B
$457K 0.12%
4,177
– –
BNDX icon
65
Vanguard Total International Bond ETF
BNDX
$82.2B
$442K 0.12%
9,129
– –
DVY icon
66
iShares Select Dividend ETF
DVY
$24B
$437K 0.12%
2,796
-1
-0% -$154
VEU icon
67
Vanguard FTSE All-World ex-US ETF
VEU
$70.8B
$432K 0.11%
5,157
-33
-0.6% -$2.7K
EEM icon
68
iShares MSCI Emerging Markets ETF
EEM
$31.4B
$427K 0.11%
6,238
– –
VB icon
69
Vanguard Morningstar Small-Cap ETF
VB
$81B
$423K 0.11%
1,395
– –
VV icon
70
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$419K 0.11%
1,219
– –
LLY icon
71
Eli Lilly
LLY
$1.03T
$390K 0.1%
325
– –
SCHZ icon
72
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$381K 0.1%
16,460
– –
VOO icon
73
Vanguard S&P 500 ETF
VOO
$1.03T
$379K 0.1%
552
-87
-14% -$58K
ICSH icon
74
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.56B
$372K 0.1%
7,348
– –
IVE icon
75
iShares S&P 500 Value ETF
IVE
$50.4B
$350K 0.09%
1,541
-6
-0.4% -$1.34K
1 2
3
4

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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.