Courage Miller Partners, LLC Portfolio Holdings

Courage Miller Partners, LLC

  • $314 Million
  • Q2 2025

Courage Miller Partners, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $314 Million distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $45.6M, Schwab Strategic Tr Intl Eqty with a value of $29.3M, Ihares Core 1 5 Years Usd Bond with a value of $24.8M, Ishares Trust Ishares 1 5 Year with a value of $20.7M, and Schwab Short Term Us Treasury with a value of $17.7M.

Examining the 13F form we can see an increase of $19.8M in the current position value, from $294M to 314M.

Below you can find more details about Courage Miller Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $314 Million
ETFs: $303 Million
Financial Services: $2.32 Million
Technology: $2.04 Million
Consumer Cyclical: $1.99 Million
Communication Services: $1.39 Million
Industrials: $1.19 Million
Consumer Defensive: $1.17 Million
Energy: $1.13 Million
Other: $491,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$45.6 Million 14.5% of portfolio
1,864,754
Q2 2025 Added 3.11%
$0
$29.3 Million 9.31% of portfolio
1,324,219
Q2 2025 Reduced 0.35%
$0
$24.8 Million 7.89% of portfolio
509,792
Q2 2025 Reduced 2.0%
$0
$20.7 Million 6.58% of portfolio
391,742
Q2 2025 Reduced 2.09%
$0
$17.7 Million 5.63% of portfolio
726,303
Q2 2025 Reduced 4.07%
$0
$16.8 Million 5.34% of portfolio
227,800
Q2 2025 Reduced 2.83%
$0
$13 Million 4.13% of portfolio
462,320
Q2 2025 Added 6.81%
$0
$11.8 Million 3.76% of portfolio
446,482
Q2 2025 Added 4.18%
$0
$10.6 Million 3.37% of portfolio
58,208
Q2 2025 Added 3.22%
$0
$10.2 Million 3.25% of portfolio
483,252
Q2 2025 Added 6.1%
$0
$9.57 Million 3.04% of portfolio
378,178
Q2 2025 Added 8.96%
$0
$8.88 Million 2.83% of portfolio
304,022
Q2 2025 Added 5.0%
$0
$8.03 Million 2.55% of portfolio
162,295
Q2 2025 Added 1.23%
$0
$7.87 Million 2.5% of portfolio
184,848
Q2 2025 Added 0.03%
$0
$7.58 Million 2.41% of portfolio
274,001
Q2 2025 Added 2.13%
$0
$6.85 Million 2.18% of portfolio
227,292
Q2 2025 Added 2.25%
$0
$4.26 Million 1.35% of portfolio
54,085
Q2 2025 Reduced 0.01%
$0
$2.89 Million 0.92% of portfolio
4,653
Q2 2025 Added 3.06%
$0
$2.76 Million 0.88% of portfolio
31,796
Q2 2025 Added 6.65%
$0
$2.47 Million 0.79% of portfolio
31,088
Q2 2025 Added 4.65%
$0
$2.44 Million 0.77% of portfolio
45,704
Q4 2024 Reduced -0.0%
$0
$2.3 Million 0.73% of portfolio
51,874
Q2 2025 Added 22.79%
$0
$2.05 Million 0.65% of portfolio
25,509
Q2 2025 Reduced 2.2%
$3.69T
$1.75 Million 0.56% of portfolio
8,524
Q2 2025 Reduced 4.55%
$2.26T
$1.73 Million 0.55% of portfolio
7,900
Q1 2025 Added 0.06%
$0
$1.73 Million 0.55% of portfolio
20,742
Q2 2025 Reduced 0.14%
$0
$1.58 Million 0.5% of portfolio
5,185
Q2 2025 Reduced 0.04%
$0
$1.54 Million 0.49% of portfolio
20,296
Q2 2025 Reduced 1.36%
$0
$1.46 Million 0.46% of portfolio
18,267
Q2 2025 Added 10.95%
$0
$1.46 Million 0.46% of portfolio
16,430
Q2 2025 Added 9.21%
$621B
$1.38 Million 0.44% of portfolio
2,850
Q2 2024 Reduced 1.04%
$0
$1.39 Million 0.44% of portfolio
2,243
Q2 2025 Added 7.94%
$0
$1.23 Million 0.39% of portfolio
15,857
Q2 2025 Added 0.46%
$135B
$1.19 Million 0.38% of portfolio
5,188
Q3 2023 Reduced 19.79%
$442B
$1.13 Million 0.36% of portfolio
10,522
Q3 2024 Reduced 0.63%
$1.21T
$1.07 Million 0.34% of portfolio
6,090
Q3 2023 Reduced 0.86%
$0
$947,000 0.3% of portfolio
7,108
Q2 2025 Added 0.38%
$0
$943,000 0.3% of portfolio
12,202
Q2 2025 Reduced 0.9%
$439B
$900,000 0.29% of portfolio
910
Q1 2024 Added 0.33%
$0
$903,000 0.29% of portfolio
8,180
Q2 2025 Reduced 8.33%
$0
$849,000 0.27% of portfolio
13,700
Q2 2025 Added 8.81%
$0
$692,000 0.22% of portfolio
8,301
Q2 2025 Reduced 1.5%
$0
$684,000 0.22% of portfolio
13,746
Q2 2025 Reduced 3.3%
$0
$651,000 0.21% of portfolio
6,872
Q2 2025 Added 5.74%
$0
$619,000 0.2% of portfolio
5,623
Q1 2025 Reduced 0.07%
$0
$608,000 0.19% of portfolio
9,904
Q2 2025 Reduced 3.18%
$0
$610,000 0.19% of portfolio
4,750
Q4 2022 Reduced 33.1%
$0
$542,000 0.17% of portfolio
10,084
Q4 2024 Reduced 0.03%
$106B
$531,000 0.17% of portfolio
1,742
Q2 2025 Reduced 1.86%

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $314 Million
  • Prior Value $294 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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