DOSSIER · 13F-HR · Q1 2026

Courage Miller Partners, LLC

Courage Miller's family office based in Greenwich, CT — $354M in tracked AUM across 92 positions as of Q1 2026.

CM

Courage Miller·Greenwich, CT·Family Office

CIK 0001482106 · last filed Mar 31, 2026

Total AUM

$354M

▼ 19.9%

vs prior

Holdings

92

—

positions

Whale Score

60

60

tracked

Activity

—

no data

changes this Q

Top sector

Tech

27% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: Courage Miller Partners, LLC

Report Period: Q4 2025 (Ending December 31, 2025) Total Portfolio Value: $332.08 Million

1. Portfolio Overview

Courage Miller Partners, LLC has executed a dramatic strategic pivot during the quarter ended December 31, 2025. The firm experienced a massive expansion in assets under management (AUM), with the total portfolio value surging by 403.4%, rising from approximately $65.97 million to **$3...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

SCHWAB STRATEGIC TR

$44M1.7M12.6%

02

SCHWAB STRATEGIC TR

$31M1.2M8.7%

03

ISHARES TR

$28M570K7.8%

04

ISHARES TR

$24M447K6.6%

05

SCHWAB STRATEGIC TR

$20M820K5.6%

06

VANGUARD BD INDEX FDS

$19M253K5.3%

07

SCHWAB STRATEGIC TR

$14M469K4.1%

08

SCHWAB STRATEGIC TR

$14M460K4.0%

09

INVESCO EXCHANGE TRADED FD T

$12M61K3.3%

10

SCHWAB STRATEGIC TR

$11M522K3.2%

Filing history

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