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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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