13F Insight
DOSSIER · 13F-HR · Q2 2026

Courage Miller Partners, LLC

$379M in tracked AUM across 87 positions as of Q2 2026.

CM
CIK 0001482106 · last filed Jun 30, 2026
Total AUM
$379M
as of Q2 2026
Holdings
87
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 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...

The portfolio now consists of 84 holdings, reflecting a highly diversified approach. The structure suggests a transition from a potentially more concentrated or bespoke strategy to a systematic, model-driven allocation heavily reliant on Exchange Traded Funds (ETFs). The turnover rate is exceptionally high for a single quarter, indicating a substantial redeployment of capital—likely driven by significant client inflows or a fundamental shift in the firm’s investment mandate.

2. Key Holdings

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHX
SCHWAB STRATEGIC TR
$51M1.7M13.4%02
SCHF
SCHWAB STRATEGIC TR
$34M1.2M9.0%03
ISTB
ISHARES TR
$29M594K7.6%04
IGSB
ISHARES TR
$24M466K6.4%05
SCHO
SCHWAB STRATEGIC TR
$21M851K5.4%06
BND
VANGUARD BD INDEX FDS
$19M262K5.1%07
SCHM
SCHWAB STRATEGIC TR
$17M455K4.4%08
SCHD
SCHWAB STRATEGIC TR
$15M468K3.9%09
RSP
INVESCO EXCHANGE TRADED FD T
$13M62K3.5%10
SCHA
SCHWAB STRATEGIC TR
$13M359K3.4%

Filing history

2026Q2Jun 30
$379M▲ 7.0%
87 positionsView →2026Q1Mar 31
$354M▲ 6.7%
92 positionsView →2025Q4Dec 31
$332M▼ 0.4%
84 positionsView →2025Q3Sep 30
$334M▲ 5.8%
85 positionsView →2025Q2Jun 30
$315M▲ 6.9%
86 positionsLocked2025Q1Mar 31
$295M▲ 1.1%
82 positionsLocked2024Q4Dec 31
$292M▼ 1.8%
80 positionsLocked2024Q3Sep 30
$297M▲ 7.0%
81 positionsLocked2024Q2Jun 30
$278M▼ 3.8%
78 positionsLocked2024Q1Mar 31
$289M▲ 9.4%
85 positionsLocked2023Q4Dec 31
$264M▲ 8.4%
75 positionsLocked2023Q3Sep 30
$244M▲ 1.6%
74 positionsLocked
Showing 12 of 57