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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
ILCV icon
76
iShares Morningstar Value ETF
ILCV
$1.37B
$325K 0.09%
3,214
– –
VO icon
77
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$322K 0.08%
3,992
– –
V icon
78
Visa
V
$707B
$320K 0.08%
932
– –
ICF icon
79
iShares Select U.S. REIT ETF
ICF
$2.05B
$299K 0.08%
4,421
-16
-0.4% -$1.07K
AGG icon
80
iShares Core US Aggregate Bond ETF
AGG
$138B
$278K 0.07%
2,805
– –
PM icon
81
Philip Morris
PM
$290B
$271K 0.07%
1,500
– –
IWR icon
82
iShares Russell Mid-Cap ETF
IWR
$57.1B
$260K 0.07%
2,354
– –
GRPM icon
83
Invesco S&P MidCap 400 GARP ETF
GRPM
$517M
$258K 0.07%
1,983
– –
TRV icon
84
Travelers Companies
TRV
$78.1B
$249K 0.07%
755
– –
IXJ icon
85
iShares Global Healthcare ETF
IXJ
$4.36B
$247K 0.07%
2,510
– –
MCD icon
86
McDonald's
MCD
$184B
$237K 0.06%
877
-6
-0.7% -$1.72K
MSFT icon
87
Microsoft
MSFT
$3.79T
$218K 0.06%
585
+1
+0.2% +$405
CVX icon
88
Chevron
CVX
$415B
– –
-1,110
Closed -$230K
GDX icon
89
VanEck Gold Miners ETF
GDX
$31.4B
– –
-10,450
Closed -$959K
GLD icon
90
SPDR Gold Trust
GLD
$150B
– –
-3,201
Closed -$1.38M
SPUS icon
91
SP Funds S&P 500 Sharia ETF
SPUS
$3.15B
– –
-8,123
Closed -$391K
UMMA icon
92
Wahed Dow Jones Islamic World ETF
UMMA
$294M
– –
-9,687
Closed -$297K
1 2 3
4

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SWA
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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.