Courage Miller Partners, LLC Portfolio Holdings

Courage Miller Partners, LLC

  • $333 Million
  • Q3 2025

Courage Miller Partners, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $333 Million distributed in 85 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 $47.5M, Schwab Strategic Tr Intl Eqty with a value of $30M, Ihares Core 1 5 Years Usd Bond with a value of $26.9M, Ishares Trust Ishares 1 5 Year with a value of $23M, and Schwab Short Term Us Treasury with a value of $19.5M.

Examining the 13F form we can see an increase of $18.3M in the current position value, from $314M to 333M.

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

Portfolio value $333 Million
ETFs: $321 Million
Technology: $2.51 Million
Consumer Cyclical: $2 Million
Communication Services: $1.92 Million
Financial Services: $1.49 Million
Industrials: $1.23 Million
Energy: $1.19 Million
Consumer Defensive: $1.08 Million
Other: $247,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$2.21 Million 0.66% of portfolio
8,669
Q3 2025 Added 1.7%
$2.39T
$1.73 Million 0.52% of portfolio
7,870
Q3 2025 Reduced 0.38%
$1.65T
$1.48 Million 0.45% of portfolio
6,090
Q3 2023 Reduced 0.86%
$490B
$1.19 Million 0.36% of portfolio
10,513
Q3 2025 Reduced 0.09%
$404B
$839,000 0.25% of portfolio
907
Q3 2025 Reduced 0.33%
$662B
$580,000 0.17% of portfolio
1,155
Q3 2025 Reduced 59.47%
$1.74T
$435,000 0.13% of portfolio
1,789
Q1 2024 Added 1.65%
$533B
$409,000 0.12% of portfolio
1,200
Q3 2021 Reduced 6.25%
$3.78T
$301,000 0.09% of portfolio
583
Q3 2025 Added 0.17%
$224B
$268,000 0.08% of portfolio
883
Q4 2024 Reduced 2.43%
$971B
$247,000 0.07% of portfolio
325
Q1 2025 Reduced 0.61%
$237B
$243,000 0.07% of portfolio
1,500
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $333 Million
  • Prior Value $314 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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