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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$47.5 Million 14.3% of portfolio
1,805,197
Q3 2025 Reduced 3.19%
$0
$30 Million 9.01% of portfolio
1,287,809
Q3 2025 Reduced 2.75%
$0
$26.9 Million 8.08% of portfolio
550,008
Q3 2025 Added 7.89%
$0
$23 Million 6.9% of portfolio
432,801
Q3 2025 Added 10.48%
$0
$19.5 Million 5.85% of portfolio
797,617
Q3 2025 Added 9.82%
$0
$18.7 Million 5.62% of portfolio
251,353
Q3 2025 Added 10.34%
$0
$13.7 Million 4.13% of portfolio
463,145
Q3 2025 Added 0.18%
$0
$12.9 Million 3.87% of portfolio
471,123
Q3 2025 Added 5.52%
$0
$11.3 Million 3.39% of portfolio
59,421
Q3 2025 Added 2.08%
$0
$11.1 Million 3.34% of portfolio
514,416
Q3 2025 Added 6.45%
$0
$10.5 Million 3.15% of portfolio
375,336
Q3 2025 Reduced 0.75%
$0
$9.17 Million 2.76% of portfolio
287,471
Q3 2025 Reduced 5.44%
$0
$8.59 Million 2.58% of portfolio
158,484
Q3 2025 Reduced 2.35%
$0
$8.01 Million 2.41% of portfolio
275,194
Q3 2025 Added 0.44%
$0
$7.92 Million 2.38% of portfolio
174,090
Q3 2025 Reduced 5.82%
$0
$7.25 Million 2.18% of portfolio
217,233
Q3 2025 Reduced 4.43%
$0
$4.28 Million 1.29% of portfolio
54,282
Q3 2025 Added 0.36%
$0
$2.98 Million 0.9% of portfolio
4,458
Q3 2025 Reduced 4.19%
$0
$2.84 Million 0.86% of portfolio
31,072
Q3 2025 Reduced 2.28%
$0
$2.7 Million 0.81% of portfolio
49,828
Q3 2025 Added 9.02%
$0
$2.66 Million 0.8% of portfolio
54,194
Q3 2025 Added 4.47%
$0
$2.6 Million 0.78% of portfolio
31,159
Q3 2025 Added 0.23%
$4.3T
$2.21 Million 0.66% of portfolio
8,669
Q3 2025 Added 1.7%
$0
$1.91 Million 0.57% of portfolio
23,115
Q3 2025 Reduced 9.38%
$0
$1.79 Million 0.54% of portfolio
20,520
Q3 2025 Reduced 1.07%
$2.39T
$1.73 Million 0.52% of portfolio
7,870
Q3 2025 Reduced 0.38%
$0
$1.69 Million 0.51% of portfolio
5,160
Q3 2025 Reduced 0.48%
$0
$1.63 Million 0.49% of portfolio
18,335
Q3 2025 Added 0.37%
$0
$1.59 Million 0.48% of portfolio
19,753
Q3 2025 Reduced 2.68%
$0
$1.54 Million 0.46% of portfolio
16,377
Q3 2025 Reduced 0.32%
$1.65T
$1.48 Million 0.45% of portfolio
6,090
Q3 2023 Reduced 0.86%
$0
$1.43 Million 0.43% of portfolio
2,144
Q3 2025 Reduced 4.41%
$136B
$1.23 Million 0.37% of portfolio
5,188
Q3 2023 Reduced 19.79%
$0
$1.24 Million 0.37% of portfolio
15,063
Q3 2025 Reduced 5.01%
$490B
$1.19 Million 0.36% of portfolio
10,513
Q3 2025 Reduced 0.09%
$0
$992,000 0.3% of portfolio
7,038
Q3 2025 Reduced 0.98%
$0
$990,000 0.3% of portfolio
8,965
Q3 2025 Added 9.6%
$0
$957,000 0.29% of portfolio
12,256
Q3 2025 Added 0.44%
$0
$883,000 0.27% of portfolio
13,538
Q3 2025 Reduced 1.18%
$404B
$839,000 0.25% of portfolio
907
Q3 2025 Reduced 0.33%
$0
$696,000 0.21% of portfolio
16,074
Q3 2025 Added 26.51%
$0
$695,000 0.21% of portfolio
7,169
Q3 2025 Added 4.32%
$0
$675,000 0.2% of portfolio
7,661
Q3 2025 Reduced 7.71%
$0
$656,000 0.2% of portfolio
4,750
Q4 2022 Reduced 33.1%
$0
$633,000 0.19% of portfolio
5,249
Q3 2025 Reduced 6.65%
$0
$600,000 0.18% of portfolio
11,066
Q3 2025 Reduced 19.5%
$0
$578,000 0.17% of portfolio
8,687
Q3 2025 Reduced 12.29%
$662B
$580,000 0.17% of portfolio
1,155
Q3 2025 Reduced 59.47%
$0
$518,000 0.16% of portfolio
4,362
Q3 2025 Reduced 2.83%

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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