Courage Miller Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Courage Miller Partners, LLC held in its portfolio 81 assets valued at $332,081,614 (i.e. $332.08M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($46.96M), SCHWAB STRATEGIC TR ($30.05M), and ISHARES TR ($26.91M).
The chart below shows the top 10 valuable assets, and the table below shows the top 81 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Courage Miller Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 1745021 | 46958524 | US LRG CAP ETF |
| SCHWAB STRATEGIC TR | 1250097 | 30052331 | INTL EQTY ETF |
| ISHARES TR | 552050 | 26912425 | CORE 1 5 YR USD |
| ISHARES TR | 435873 | 23048971 | ISHS 1-5YR INVS |
| SCHWAB STRATEGIC TR | 794567 | 19363605 | SHT TM US TRES |
| VANGUARD BD INDEX FDS | 249376 | 18471294 | TOTAL BND MRKT |
| SCHWAB STRATEGIC TR | 458977 | 13801447 | US MID-CAP ETF |
| SCHWAB STRATEGIC TR | 478290 | 13119492 | US DIVIDEND EQ |
| INVESCO EXCHANGE TRADED FD T | 59572 | 11411557 | S&P500 EQL WGT |
| SCHWAB STRATEGIC TR | 521872 | 10901911 | US REIT ETF |
| SCHWAB STRATEGIC TR | 363985 | 10366279 | US SML CAP ETF |
| SCHWAB STRATEGIC TR | 273958 | 8936499 | US LCAP GR ETF |
| SPDR SERIES TRUST | 95343 | 8574580 | STATE STREET SPD |
| VANGUARD INTL EQUITY INDEX F | 153066 | 8228830 | FTSE EMR MKT ETF |
| SCHWAB STRATEGIC TR | 271995 | 8053761 | US LCAP VA ETF |
| SCHWAB STRATEGIC TR | 169285 | 7707565 | INTL SCEQT ETF |
| SCHWAB STRATEGIC TR | 208440 | 6826398 | EMRG MKTEQ ETF |
| SPDR INDEX SHS FDS | 188971 | 6787851 | MSCI ACWI EXUS |
| VANGUARD BD INDEX FDS | 54865 | 4323911 | SHORT TRM BOND |
| ISHARES TR | 4431 | 3035281 | CORE S&P500 ETF |
| ISHARES TR | 55494 | 2785815 | NORTH AMERN NAT |
| ISHARES TR | 50773 | 2735649 | ISHS 5-10YR INVT |
| APPLE INC | 7922 | 2153767 | COM |
| ISHARES TR | 20542 | 1837731 | CORE MSCI EAFE |
| ALPHABET INC | 5745 | 1798034 | CAP STK CL A |
| ISHARES TR | 22245 | 1776041 | MRGSTR MD CP GRW |
| VANGUARD INDEX FDS | 5157 | 1728985 | TOTAL STK MKT |
| ISHARES TR | 18761 | 1544747 | MRGSTR MD CP VAL |
| AMAZON COM INC | 6251 | 1442856 | COM |
| SPDR S&P 500 ETF TR | 2099 | 1431350 | TR UNIT |
| EXXON MOBIL CORP | 10522 | 1266195 | COM |
| UNION PAC CORP | 5188 | 1200088 | COM |
| ISHARES TR | 14517 | 1177310 | CORE MSCI TOTAL |
| VANGUARD WHITEHALL FDS | 7200 | 1033344 | HIGH DIV YLD |
| ISHARES TR | 9183 | 1011507 | TRUST ISHARE 0-1 |
| VANGUARD BD INDEX FDS | 12235 | 952862 | INTERMED TERM |
| ISHARES TR | 13688 | 903436 | CORE S&P MCP ETF |
| COSTCO WHSL CORP NEW | 910 | 784907 | COM |
| ISHARES TR | 7512 | 705259 | U.S. REAL ES ETF |
| ISHARES TR | 16394 | 702811 | 0-5YR HI YL CP |
| ISHARES TR | 7629 | 683274 | CORE 80/20 AGGRE |
| ISHARES TR | 4750 | 672078 | MSCI ACWI ETF |
| ISHARES TR | 5166 | 636812 | S&P 500 GRWT ETF |
| BERKSHIRE HATHAWAY INC DEL | 1155 | 580561 | CL B NEW |
| ISHARES TR | 9759 | 541234 | MRGSTR SM CP GR |
| PIMCO ETF TR | 10084 | 541107 | 1-5 US TIP IDX |
| ISHARES TR | 5180 | 538927 | MORNINGSTAR GRWT |
| ISHARES TR | 7830 | 536355 | MRNING SM CP ETF |
| ISHARES TR | 6328 | 522946 | RESIDENTIAL MULT |
| ISHARES TR | 4335 | 520925 | CORE S&P SCP ETF |
| ISHARES TR | 6540 | 507068 | EAFE SML CP ETF |
| ISHARES INC | 7104 | 477531 | CORE MSCI EMKT |
| ISHARES TR | 4177 | 459094 | TIPS BD ETF |
| ALPHABET INC | 1445 | 453441 | CAP STK CL C |
| VANGUARD CHARLOTTE FDS | 9129 | 441113 | TOTAL INT BD ETF |
| TIDAL TRUST I | 8123 | 414842 | SP FDS S&P 500 |
| ISHARES TR | 2802 | 395406 | SELECT DIVID ETF |
| VANGUARD INTL EQUITY INDEX F | 5278 | 388250 | ALLWRLD EX US |
| SCHWAB STRATEGIC TR | 16460 | 384670 | US AGGREGATE B |
| VANGUARD INDEX FDS | 1219 | 383741 | LARGE CAP ETF |
| ISHARES TR | 7348 | 371662 | ULTRA SHORT DUR |
| VANGUARD INDEX FDS | 1395 | 359840 | SMALL CP ETF |
| GE VERNOVA INC | 544 | 355542 | COM |
| ELI LILLY & CO | 325 | 349271 | COM |
| ISHARES TR | 6238 | 341281 | MSCI EMG MKT ETF |
| VANGUARD INDEX FDS | 526 | 329870 | S&P 500 ETF SHS |
| ISHARES TR | 1547 | 328072 | S&P 500 VAL ETF |
| VISA INC | 932 | 326862 | COM CL A |
| ISHARES TR | 3214 | 303273 | MORNINGSTAR VALU |
| VANGUARD INDEX FDS | 998 | 289640 | MID CAP ETF |
| LISTED FDS TR | 9687 | 286808 | WAHED DOW JONES |
| MICROSOFT CORP | 583 | 282107 | COM |
| ISHARES TR | 2805 | 280163 | CORE US AGGBD ET |
| MCDONALDS CORP | 883 | 269871 | COM |
| ISHARES TR | 4437 | 264756 | SELECT US REIT |
| ISHARES TR | 2510 | 244474 | GLOB HLTHCRE ETF |
| PHILIP MORRIS INTL INC | 1500 | 240600 | COM |
| S&P GLOBAL INC | 458 | 239346 | COM |
| INVESCO EXCHANGE TRADED FD T | 1983 | 237980 | S&P MIDCAP 400 |
| ISHARES TR | 2354 | 226620 | RUS MID CAP ETF |
| TRAVELERS COMPANIES INC | 755 | 218995 | COM |
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