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Latest Courage Miller Partners, LLC Stock Portfolio

$378Million | No. of Holdings #94

Courage Miller Partners, LLC Performance

2026 Q3-1.32%
YTD+6.31%
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 2026-10-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Courage Miller Partners, LLC reported an equity portfolio of $378.9 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Courage Miller Partners, LLC are FNDA, FNDA, IBCE. The fund has invested 13.5% of it's portfolio in SCHWAB STRATEGIC TR and 8.9% of portfolio in SCHWAB STRATEGIC TR. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM) and VANGUARD INDEX FDS (VB) stocks. They significantly reduced their stock positions in ISHARES TR (AOA), VANGUARD INDEX FDS (VB) and INVESCO QQQ TR (QQQ). Courage Miller Partners, LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP, SPDR GOLD TR (GLD) and VANECK ETF TRUST (AFK). The fund showed a lot of confidence in some stocks as they added substantially to BERKSHIRE HATHAWAY INC DEL, VANGUARD INDEX FDS (VB) and INVESCO EXCHANGE TRADED FD T (CSD).
Courage Miller Partners, LLC Equity Portfolio Value
Last Reported on: 21 Oct, 2026
$378Million
  as of Oct 21, 2026

Courage Miller Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Courage Miller Partners, LLC made a return of -1.32% in the last quarter. In trailing 12 months, it's portfolio return was 7.56%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp1,674,860
spdr gold tr1,219,070
vaneck etf trust917,510
nvidia corporation227,269
chevron corporation226,673
vanguard tax-managed fds210,347
abbvie inc206,656
ishares tr205,764
New stocks bought by Courage Miller Partners, LLC

Additions

Ticker% Inc.
berkshire hathaway inc del76.62
vanguard index fds30.8
invesco exchange traded fd t3.03
vanguard bd index fds2.59
ishares tr2.56
ishares tr2.18
ishares tr2.00
schwab strategic tr2.00
Additions to existing portfolio by Courage Miller Partners, LLC

Reductions

Ticker% Reduced
ishares tr-37.11
vanguard index fds-29.82
invesco qqq tr-29.7
ishares tr-17.33
vanguard star fds-15.86
ishares tr-5.16
ishares tr-3.54
invesco exchange traded fd t-3.09
Courage Miller Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-1,433,500
vanguard index fds-321,635
Courage Miller Partners, LLC got rid off the above stocks

Sector Distribution

Courage Miller Partners, LLC has about 96.8% of it's holdings in Others sector.

  • Others
Sector%
Others96.8

Market Cap. Distribution

Courage Miller Partners, LLC has about 2.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED96.8
MEGA-CAP2.7

Stocks belong to which Index?

About 3.2% of the stocks held by Courage Miller Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others96.8
S&P 5003.2
Top 5 Winners (%)%
MSFT
microsoft corp
37.4 %
AAPL
apple inc
15.1 %
IJR
ishares tr
9.6 %
CSD
invesco exchange traded fd t
9.6 %
TRV
travelers companies inc
8.0 %
Top 5 Winners ($)$
FNDA
schwab strategic tr
1.0 M
FNDA
schwab strategic tr
0.6 M
FNDA
schwab strategic tr
0.4 M
AAPL
apple inc
0.4 M
IJR
ishares tr
0.3 M
Top 5 Losers (%)%
ge vernova inc
-19.1 %
GE
ge aerospace
-16.4 %
MCD
mcdonalds corp
-14.6 %
BIL
spdr series trust
-10.2 %
FNDA
schwab strategic tr
-9.7 %
Top 5 Losers ($)$
FNDA
schwab strategic tr
-1.3 M
FNDA
schwab strategic tr
-1.3 M
BIV
vanguard bd index fds
-0.9 M
FNDA
schwab strategic tr
-0.9 M
IBCE
ishares tr
-0.6 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 94 stocks in it's portfolio. About 61.6% of the portfolio is in top 10 stocks. FNDA proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for Courage Miller Partners, LLC last quarter.

$378.88MTotal Value
96.00Positions
21 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Courage Miller Partners, LLC, last reported on 21 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Courage Miller Partners, LLC's holding in Ishares Tr over time
6.46%477,755
$24.48M
6.46%
increased 2.56 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Courage Miller Partners, LLC's holding in Ishares Tr over time
0.69%51,690
$2.60M
0.69%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Courage Miller Partners, LLC's holding in Ishares Tr over time
0.5%20,004
$1.88M
0.5%
decreased 2.33 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Courage Miller Partners, LLC's holding in Ishares Tr over time
0.41%17,103
$1.57M
0.41%
decreased 2.07 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Courage Miller Partners, LLC's holding in Ishares Tr over time
0.37%12,857
$1.42M
0.37%
increased 1.12 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Courage Miller Partners, LLC's holding in Ishares Tr over time
0.2%4,750
$754.1K
0.2%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Courage Miller Partners, LLC's holding in Ishares Tr over time
0.15%6,739
$568.9K
0.15%
increased 2 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Courage Miller Partners, LLC's holding in Ishares Tr over time
0.15%6,300
$556.5K
0.15%
increased 0.17 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Courage Miller Partners, LLC's holding in Ishares Tr over time
0.14%8,447
$516.8K
0.14%
decreased 3.54 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Courage Miller Partners, LLC's holding in Ishares Tr over time
0.13%6,727
$503.2K
0.13%
decreased 2.46 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Courage Miller Partners, LLC's holding in Ishares Tr over time
0.09%3,048
$321.1K
0.09%
decreased 5.16 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Courage Miller Partners, LLC's holding in Ishares Tr over time
0.05%2,600
$205.8K
0.05%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
Courage Miller Partners, LLC's holding in Ishares Tr over time
0.18%16,774
$691.9K
0.18%
increased 0.01 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Courage Miller Partners, LLC's holding in Ishares Tr over time
0.1%7,348
$370.3K
0.1%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Courage Miller Partners, LLC's holding in Vaneck Etf Trust over time
0.24%10,450
$917.5K
0.24%
new position
AOA
Ishares Tr

Ishares Tr

AOA
Courage Miller Partners, LLC's holding in Ishares Tr over time
0.1%4,007
$389.8K
0.1%
decreased 37.11 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Courage Miller Partners, LLC's holding in Spdr Series Trust over time
0.84%30,303
$3.17M
0.84%
decreased 0.08 percentreduced