Courage Miller Partners, LLC holds a focused book of 87 stocks worth $379.0M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter they opened S&P Global Inc and trimmed Schwab US Large-Cap ETF. Their largest long position is Schwab US Large-Cap ETF at 13% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
6% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Courage Miller Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $381.9B |
| MORGAN STANLEY | 80 / 80 | $379.5B |
| JPMORGAN CHASE & CO | 80 / 80 | $311.7B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $299.3B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $135.0B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $104.2B |
| ROYAL BANK OF CANADA | 80 / 80 | $102.0B |
| UBS Group AG | 80 / 80 | $100.4B |
Ranked by how many of Courage Miller Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US LRG CAP ETF | $50.9M | 1.73M | 13.4% | ▼−0.2% Reduced · −4K sh | |
| 2 | Schwab Strategic TR INTL EQTY ETF | $34.0M | 1.23M | 9.0% | ▼−1.1% Reduced · −13K sh | |
| 3 | Ishares TR CORE 1 5 YR USD | $28.7M | 594.3K | 7.6% | ▲+4.3% Added · +24K sh | |
| 4 | Ishares TR ISHS 1-5YR INVS | $24.4M | 465.8K | 6.4% | ▲+4.1% Added · +19K sh | |
| 5 | Schwab Strategic TR SHT TM US TRES | $20.5M | 850.9K | 5.4% | ▲+3.8% Added · +31K sh | |
| 6 | Vanguard BD Index FDS TOTAL BND MRKT | $19.2M | 262.1K | 5.1% | ▲+3.6% Added · +9K sh | |
| 7 | Schwab Strategic TR US MID-CAP ETF | $16.8M | 455.3K | 4.4% | ▼−1.1% Reduced · −5K sh | |
| 8 | Schwab Strategic TR US DIVIDEND EQ | $14.8M | 468.3K | 3.9% | ▼−0.2% Reduced · −1K sh | |
| 9 | Invesco Exchange Traded FD T S&P500 EQL WGT | $13.2M | 62.1K | 3.5% | ▲+1.4% Added · +893 sh | |
| 10 | Schwab Strategic TR US SML CAP ETF | $13.0M | 358.5K | 3.4% | ▼−1.6% Reduced · −6K sh | |
| 11 | Schwab Strategic TR US REIT ETF | $12.3M | 518.7K | 3.2% | ▼−0.6% Reduced · −3K sh | |
| 12 | Schwab Strategic TR US LCAP GR ETF | $9.3M | 276.1K | 2.5% | ▲+0.2% Added · +620 sh | |
| 13 | Schwab Strategic TR US LCAP VA ETF | $9.3M | 268.3K | 2.5% | ▼−1.1% Reduced · −3K sh | |
| 14 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $9.1M | 152.9K | 2.4% | ▼−0.4% Reduced · −593 sh | |
| 15 | Abrdn Precious Metals Basket PHYSCL PRECS MET | $8.3M | 45.8K | 2.2% | ▲+1.5% Added · +659 sh | |
| 16 | Schwab Strategic TR INTL SCEQT ETF | $8.1M | 168.4K | 2.1% | ▼−0.5% Reduced · −789 sh | |
| 17 | SPDR Index SHS FDS ST STR ACWI ETF | $7.6M | 186.3K | 2.0% | ▼−1.2% Reduced · −2K sh | |
| 18 | Schwab Strategic TR EMRG MKTEQ ETF | $7.6M | 208.4K | 2.0% | ▼−0.1% Reduced · −227 sh | |
| 19 | Vanguard BD Index FDS SHORT TRM BOND | $4.4M | 55.8K | 1.1% | ▲+1.3% Added · +710 sh | |
| 20 | SPDR Series Trust ST STR SP400GRW | $3.4M | 30.3K | 0.9% | ▼−1.4% Reduced · −421 sh | |
| 21 | Ishares TR CORE S&P500 ETF | $3.3M | 4.4K | 0.9% | ▼−1.8% Reduced · −81 sh | |
| 22 | Ishares TR NORTH AMERN NAT | $3.1M | 55.6K | 0.8% | ▲+1.0% Added · +557 sh | |
| 23 | SPDR Series Trust ST STR SP400VAL | $2.9M | 30.8K | 0.8% | ▼−0.3% Reduced · −89 sh | |
| 24 | Ishares TR ISHS 5-10YR INVT | $2.7M | 51.7K | 0.7% | ▲+0.7% Added · +336 sh | |
| 25 | Apple Inc COM | $2.4M | 8.2K | 0.6% | ▲~0% Added · +2 sh | |
| 26 | Alphabet Inc CAP STK CL A | $2.1M | 5.7K | 0.5% | —Held | |
| 27 | Ishares TR MRGSTR MD CP GRW | $2.0M | 20.5K | 0.5% | ▼−7.3% Reduced · −2K sh | |
| 28 | Ishares TR CORE MSCI EAFE | $2.0M | 20.8K | 0.5% | ▲+0.5% Added · +109 sh | |
| 29 | Invesco Exchange Traded FD T S&P500 EQL ENR | $2.0M | 20.5K | 0.5% | ▼−2.8% Reduced · −581 sh | |
| 30 | Invesco Exchange Traded FD T S&P500 EQL MAT | $1.9M | 50.1K | 0.5% | ▼−2.3% Reduced · −1K sh | |
| 31 | Vanguard Index FDS TOTAL STK MKT | $1.9M | 5.2K | 0.5% | ▲~0% Added · +1 sh | |
| 32 | SPDR Series Trust ST STR SP600SM C | $1.9M | 17.4K | 0.5% | ▼−1.6% Reduced · −281 sh | |
| 33 | SPDR Series Trust ST STR SP600GRWO | $1.9M | 15.7K | 0.5% | ▼−1.6% Reduced · −249 sh | |
| 34 | Ishares TR MRGSTR MD CP VAL | $1.6M | 17.5K | 0.4% | ▼−5.7% Reduced · −1K sh | |
| 35 | State STR SPDR S&P 500 ETF T TR UNIT | $1.6M | 2.1K | 0.4% | —Held | |
| 36 | Amazon Com Inc COM | $1.5M | 6.3K | 0.4% | —Held | |
| 37 | Exxon Mobil Corp COM | $1.4M | 10.5K | 0.4% | ▼−0.3% Reduced · −37 sh | |
| 38 | Union Pac Corp COM | $1.4M | 5.2K | 0.4% | —Held | |
| 39 | Ishares TR TRUST ISHARE 0-1 | $1.4M | 12.7K | 0.4% | ▲+1.1% Added · +140 sh | |
| 40 | Vanguard Whitehall FDS HIGH DIV YLD | $1.1M | 7.2K | 0.3% | —Held | |
| 41 | Ishares TR CORE S&P MCP ETF | $1.1M | 13.8K | 0.3% | ▼~0% Reduced · −5 sh | |
| 42 | Vanguard BD Index FDS INTERMED TERM | $942K | 12.3K | 0.2% | ▲+0.5% Added · +67 sh | |
| 43 | Costco Wholesale Corporation COM | $851K | 910 | 0.2% | —Held | |
| 44 | Ishares TR CORE MSCI TOTAL | $838K | 8.8K | 0.2% | ▼−0.1% Reduced · −8 sh | |
| 45 | Ge Aerospace COM NEW | $813K | 2.2K | 0.2% | —Held | |
| 46 | Ishares TR U.S. REAL ES ETF | $799K | 7.8K | 0.2% | ▲+2.3% Added · +172 sh | |
| 47 | Ishares TR MSCI ACWI ETF | $746K | 4.8K | 0.2% | —Held | |
| 48 | Invesco QQQ TR UNIT SER 1 | $744K | 1.0K | 0.2% | —Held | |
| 49 | Ishares TR 0-5YR HI YL CP | $711K | 16.8K | 0.2% | ▲+0.4% Added · +64 sh | |
| 50 | Ishares TR S&P 500 GRWT ETF | $704K | 5.1K | 0.2% | ▼−0.4% Reduced · −22 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1482106/holdings"
Use Arkolith to show Courage Miller Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 87 | $379.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 92 | $354.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 84 | $332.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 85 | $333.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 86 | $315.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 82 | $295.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 80 | $292.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 81 | $297.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.