Latest Courage Miller Partners, LLC Stock Portfolio
$379Million | No. of Holdings #87
Courage Miller Partners, LLC Performance
2026 Q2+7.37%
YTD+7.74%
2025+11.21%
About Courage Miller Partners, LLC and 13F Hedge Fund Stock Holdings
Courage Miller Partners, LLC is a hedge fund based in Norfolk, VA. On 2026-07-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Courage Miller Partners, LLC reported an equity portfolio of $379 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Courage Miller Partners, LLC are FNDA, FNDA, IBCE. The fund has invested 13.4% of it's portfolio in SCHWAB STRATEGIC TR and 9% of portfolio in SCHWAB STRATEGIC TR. <br><br> The fund managers got completely rid off SPDR GOLD TR (GLD), VANECK ETF TRUST (AFK) and TIDAL TRUST I (ACSI) stocks. They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL, ISHARES TR (AOA) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (IBCE) and ISHARES TR (AAXJ).
Courage Miller Partners, LLC Equity Portfolio Value
Last Reported on: 23 Jul, 2026
$379Million
as of Jul 23, 2026Courage Miller Partners, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Courage Miller Partners, LLC made a return of 7.37% in the last quarter. In trailing 12 months, it's portfolio return was 14.05%.
- Performance
- S&P 500
New Buys
No new stocks were added by Courage Miller Partners, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 300 |
| ishares tr | 4.28 |
| ishares tr | 4.14 |
| schwab strategic tr | 3.76 |
| vanguard bd index fds | 3.63 |
| ishares tr | 2.25 |
| invesco exchange traded fd t | 1.46 |
| abrdn precious metals basket | 1.46 |
Additions to existing portfolio by Courage Miller Partners, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| berkshire hathaway inc del | -57.85 |
| ishares tr | -15.58 |
| vanguard index fds | -13.62 |
| ishares tr | -11.28 |
| ishares tr | -9.83 |
| ishares tr | -7.36 |
| ishares tr | -5.68 |
| invesco exchange traded fd t | -2.76 |
Courage Miller Partners, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vaneck etf trust | -958,997 |
| listed fds tr | -296,945 |
| tidal trust i | -391,204 |
| spdr gold tr | -1,377,360 |
| chevron corporation | -229,659 |
Courage Miller Partners, LLC got rid off the above stocks
Sector Distribution
Courage Miller Partners, LLC has about 96.7% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 96.7 |
Market Cap. Distribution
Courage Miller Partners, LLC has about 2.9% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 96.7 |
| MEGA-CAP | 2.9 |
Stocks belong to which Index?
About 3.3% of the stocks held by Courage Miller Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 96.7 |
| S&P 500 | 3.3 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| FNDA | schwab strategic tr | 6.6 M |
| FNDA | schwab strategic tr | 3.6 M |
| FNDA | schwab strategic tr | 2.7 M |
| FNDA | schwab strategic tr | 2.5 M |
| FNDA | schwab strategic tr | 1.3 M |
| Top 5 Losers ($) | $ | |
|---|---|---|
| GLTR | abrdn precious metals basket | -1.7 M |
| VB | vanguard index fds | -0.5 M |
| IJR | ishares tr | -0.4 M |
| XOM | exxon mobil corp | -0.3 M |
| CSD | invesco exchange traded fd t | -0.2 M |
Courage Miller Partners, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Courage Miller Partners, LLC
Courage Miller Partners, LLC has 87 stocks in it's portfolio. About 62.2% of the portfolio is in top 10 stocks. GLTR proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for Courage Miller Partners, LLC last quarter.
$379.01MTotal Value
92.00Positions
23 Jul, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 0.62% | 8,179 | $2.37M 0.62% | 0.02%increased 0.02 percentadded | ||
 AAXJ Ishares TrIshares TrAAXJ | 6.44% | 465,818 | $24.41M 6.44% | 4.14%increased 4.14 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.72% | 51,690 | $2.75M 0.72% | 0.65%increased 0.65 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.53% | 20,481 | $2.01M 0.53% | 7.36%decreased 7.36 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.42% | 17,464 | $1.60M 0.42% | 5.68%decreased 5.68 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.37% | 12,715 | $1.40M 0.37% | 1.11%increased 1.11 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.2% | 4,750 | $745.6K 0.2% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0.16% | 6,289 | $595.5K 0.16% | 0.3%decreased 0.3 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.15% | 8,757 | $573.9K 0.15% | 9.83%decreased 9.83 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.14% | 6,607 | $543.6K 0.14% | 0.35%increased 0.35 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.14% | 6,897 | $540.2K 0.14% | 11.28%decreased 11.28 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.09% | 3,214 | $325.4K 0.09% | 0%unchanged 0 percentunchanged | |
 ACSI Tidal Trust ITidal Trust IACSI | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 ACWF Ishares TrIshares TrACWF | 0.19% | 16,773 | $711.3K 0.19% | 0.38%increased 0.38 percentadded | |
ACWF Ishares TrIshares TrACWF | 0.1% | 7,348 | $371.7K 0.1% | 0%unchanged 0 percentunchanged | |
 AFK Vaneck Etf TrustVaneck Etf TrustAFK | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Amazon Com Inc Amazon Com IncAMZN Courage Miller Partners, LLC's holding in Amazon Com Inc over time | 0.39% | 6,251 | $1.49M 0.39% | 0%unchanged 0 percentunchanged | |
 AOA Ishares TrIshares TrAOA | 0.16% | 6,371 | $621.8K 0.16% | 15.58%decreased 15.58 percentreduced | |
 BIL Spdr Series TrustSpdr Series TrustBIL | 0.9% | 30,326 | $3.40M 0.9% | 1.37%decreased 1.37 percentreduced | |
BIL Spdr Series TrustSpdr Series TrustBIL | 0.77% | 30,840 | $2.93M 0.77% | 0.29%decreased 0.29 percentreduced | |
