Courage Miller Partners, LLC Portfolio Holdings

Courage Miller Partners, LLC

  • $328 Million
  • Q4 2025

Courage Miller Partners, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $328 Million distributed in 84 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 $46.3M, Schwab Strategic Tr Intl Eqty with a value of $29.9M, 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 $19.3M.

Examining the 13F form we can see an decrease of $4.48M in the current position value, from $333M to 328M.

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

Portfolio value $328 Million
ETFs: $317 Million
Technology: $2.41 Million
Communication Services: $2 Million
Consumer Cyclical: $1.74 Million
Financial Services: $1.33 Million
Energy: $1.24 Million
Industrials: $1.15 Million
Consumer Defensive: $1.06 Million
Other: $332,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$46.3 Million 14.12% of portfolio
1,745,021
Q4 2025 Reduced 3.33%
$0
$29.9 Million 9.12% of portfolio
1,250,097
Q4 2025 Reduced 2.93%
$0
$26.9 Million 8.2% of portfolio
552,050
Q4 2025 Added 0.37%
$0
$23 Million 7.02% of portfolio
435,873
Q4 2025 Added 0.71%
$0
$19.3 Million 5.9% of portfolio
794,567
Q4 2025 Reduced 0.38%
$0
$18.5 Million 5.64% of portfolio
249,376
Q4 2025 Reduced 0.79%
$0
$13.4 Million 4.08% of portfolio
458,977
Q4 2025 Reduced 0.9%
$0
$13 Million 3.97% of portfolio
478,290
Q4 2025 Added 1.52%
$0
$11.2 Million 3.4% of portfolio
59,572
Q4 2025 Added 0.25%
$0
$11.1 Million 3.37% of portfolio
521,872
Q4 2025 Added 1.45%
$0
$9.98 Million 3.04% of portfolio
363,985
Q4 2025 Reduced 3.02%
$0
$8.84 Million 2.69% of portfolio
273,958
Q4 2025 Reduced 4.7%
$0
$8.4 Million 2.56% of portfolio
153,066
Q4 2025 Reduced 3.42%
$0
$7.89 Million 2.4% of portfolio
271,995
Q4 2025 Reduced 1.16%
$0
$7.62 Million 2.32% of portfolio
169,285
Q4 2025 Reduced 2.76%
$0
$7.05 Million 2.15% of portfolio
208,440
Q4 2025 Reduced 4.05%
$0
$4.32 Million 1.32% of portfolio
54,865
Q4 2025 Added 1.07%
$0
$2.99 Million 0.91% of portfolio
4,431
Q4 2025 Reduced 0.61%
$0
$2.77 Million 0.84% of portfolio
30,785
Q4 2025 Reduced 0.92%
$0
$2.74 Million 0.84% of portfolio
55,494
Q4 2025 Added 2.4%
$0
$2.73 Million 0.83% of portfolio
50,773
Q4 2025 Added 1.9%
$0
$2.53 Million 0.77% of portfolio
30,879
Q4 2025 Reduced 0.9%
$0
$1.82 Million 0.56% of portfolio
20,542
Q4 2025 Added 0.11%
$0
$1.78 Million 0.54% of portfolio
22,245
Q4 2025 Reduced 3.76%
$0
$1.7 Million 0.52% of portfolio
5,157
Q4 2025 Reduced 0.06%
$0
$1.56 Million 0.48% of portfolio
17,714
Q4 2025 Reduced 3.39%
$0
$1.5 Million 0.46% of portfolio
18,761
Q4 2025 Reduced 5.02%
$0
$1.46 Million 0.45% of portfolio
15,965
Q4 2025 Reduced 2.52%
$0
$1.4 Million 0.43% of portfolio
2,099
Q4 2025 Reduced 2.1%
$0
$1.22 Million 0.37% of portfolio
14,517
Q4 2025 Reduced 3.62%
$0
$1.02 Million 0.31% of portfolio
7,200
Q4 2025 Added 2.3%
$0
$1.01 Million 0.31% of portfolio
9,183
Q4 2025 Added 2.43%
$0
$953,000 0.29% of portfolio
12,235
Q4 2025 Reduced 0.17%
$0
$878,000 0.27% of portfolio
13,688
Q4 2025 Added 1.11%
$0
$712,000 0.22% of portfolio
7,512
Q4 2025 Added 4.78%
$0
$700,000 0.21% of portfolio
16,394
Q4 2025 Added 1.99%
$0
$677,000 0.21% of portfolio
7,629
Q4 2025 Reduced 0.42%
$0
$665,000 0.2% of portfolio
4,750
Q4 2022 Reduced 33.1%
$0
$625,000 0.19% of portfolio
5,166
Q4 2025 Reduced 1.58%
$0
$543,000 0.17% of portfolio
10,084
Q4 2025 Reduced 0.03%
$0
$533,000 0.16% of portfolio
6,328
Q4 2025 Reduced 0.72%
$0
$516,000 0.16% of portfolio
7,830
Q4 2025 Reduced 9.87%
$0
$520,000 0.16% of portfolio
9,759
Q4 2025 Reduced 11.81%
$0
$506,000 0.15% of portfolio
4,335
Q4 2025 Reduced 0.62%
$0
$499,000 0.15% of portfolio
6,540
Q4 2025 Added 0.02%
$0
$462,000 0.14% of portfolio
4,177
Q4 2025 Reduced 5.69%
$0
$451,000 0.14% of portfolio
9,129
Q4 2025 Added 12.01%
$0
$411,000 0.13% of portfolio
8,123
Q4 2025 Added 5.41%
$0
$385,000 0.12% of portfolio
5,278
Q4 2025 Reduced 1.24%

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $328 Million
  • Prior Value $333 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
Track This Portfolio

Track Courage Miller Partners, LLC Portfolio

Follow Courage Miller Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Courage Miller Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Courage Miller Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email