Latest Courage Miller Partners, LLC Stock Portfolio

Courage Miller Partners, LLC Performance:

2025 Q2: 0.35%YTD: 0.13%2024: 0.99%

Performance for 2025 Q2 is 0.35%, and YTD is 0.13%, and 2024 is 0.99%.

About Courage Miller Partners, LLC and 13F Hedge Fund Stock Holdings

Courage Miller Partners, LLC is a hedge fund based in NORFOLK, VA. On 26-Apr-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $360.2 Millions. In it's latest 13F Holdings report, Courage Miller Partners, LLC reported an equity portfolio of $315.4 Millions as of 30 Jun, 2025.

The top stock holdings of Courage Miller Partners, LLC are FNDA, FNDA, IBCE. The fund has invested 14.4% of it's portfolio in SCHWAB STRATEGIC TR and 9.3% of portfolio in SCHWAB STRATEGIC TR.

They significantly reduced their stock positions in MICROSOFT CORP (MSFT), ISHARES TR (IJR) and ISHARES TR (AAXJ). Courage Miller Partners, LLC opened new stock positions in GE VERNOVA INC, VANGUARD INDEX FDS (VB) and TRAVELERS COMPANIES INC (TRV). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), VANGUARD INDEX FDS (VB) and TIDAL TRUST I (ACSI).

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

Our best estimate is that Courage Miller Partners, LLC made a return of 0.35% in the last quarter. In trailing 12 months, it's portfolio return was 0.47%.

New Buys

Ticker	$ Bought
ge vernova inc	287,858
vanguard index fds	280,110
vanguard index fds	202,219
travelers companies inc	201,993

New stocks bought by Courage Miller Partners, LLC

Additions

Ticker	% Inc.
ishares tr	28.56
vanguard index fds	25.85
ishares tr	22.79
tidal trust i	20.53
spdr series trust	10.95
spdr series trust	9.21
schwab strategic tr	8.96
ishares tr	8.81

Additions to existing portfolio by Courage Miller Partners, LLC

Reductions

Ticker	% Reduced
microsoft corp	-55.78
ishares tr	-33.65
ishares tr	-22.48
vanguard index fds	-19.36
ishares tr	-15.00
vanguard intl equity index f	-14.04
ishares tr	-8.33
apple inc	-4.55

Courage Miller Partners, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Courage Miller Partners, LLC

Sector Distribution

Courage Miller Partners, LLC has about 96.6% of it's holdings in Others sector.

Sector	%
Others	96.6

Market Cap. Distribution

Courage Miller Partners, LLC has about 2.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	96.6
MEGA-CAP	2.6

Stocks belong to which Index?

About 3.4% of the stocks held by Courage Miller Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	96.6
S&P 500	3.4

Top 5 Winners (%)		%
MSFT	microsoft corp	25.5 %
IJR	ishares tr	19.1 %
IJR	ishares tr	18.6 %
AMZN	amazon com inc	15.3 %
PM	philip morris intl inc	14.7 %

Top 5 Winners ($)		$
IJR	ishares tr	0.3 M
AMZN	amazon com inc	0.2 M
GOOG	alphabet inc	0.1 M
SPY	spdr s&p 500 etf tr	0.1 M
MSFT	microsoft corp	0.1 M

Top 5 Losers (%)		%
XOM	exxon mobil corp	-9.4 %
AAPL	apple inc	-7.7 %
MCD	mcdonalds corp	-6.5 %
LLY	eli lilly & co	-5.6 %
IJR	ishares tr	-5.6 %

Top 5 Losers ($)		$
AAPL	apple inc	-0.2 M
XOM	exxon mobil corp	-0.1 M
UNP	union pac corp	0.0 M
IJR	ishares tr	0.0 M
MCD	mcdonalds corp	0.0 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 86 stocks in it's portfolio. About 63.5% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Courage Miller Partners, LLC last quarter.

Last Reported on: 25 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	FNDA	schwab strategic tr	14.45	1,864,750	45,574,600	added	3.11
Historical Trend of SCHWAB STRATEGIC TR Position Held By Courage Miller Partners, LLC What % of Portfolio is FNDA?: Number of FNDA shares held: Change in No. of Shares Held:
	FNDA	schwab strategic tr	9.28	1,324,220	29,265,200	reduced	-0.35

	IBCE	ishares tr	7.86	509,792	24,801,400	reduced	-2.00

	AAXJ	ishares tr	6.55	391,742	20,668,300	reduced	-2.09

	FNDA	schwab strategic tr	5.61	726,303	17,707,300	reduced	-4.07

	BIV	vanguard bd index fds	5.32	227,800	16,772,900	reduced	-2.83

	FNDA	schwab strategic tr	4.11	462,320	12,968,100	added	6.81

	FNDA	schwab strategic tr	3.75	446,482	11,831,800	added	4.18

	CSD	invesco exchange traded fd t	3.35	58,208	10,578,700	added	3.22

	FNDA	schwab strategic tr	3.24	483,252	10,225,600	added	6.1

	FNDA	schwab strategic tr	3.03	378,178	9,567,890	added	8.96

	FNDA	schwab strategic tr	2.82	304,022	8,880,470	added	5.00

	VEU	vanguard intl equity index f	2.54	162,295	8,027,110	added	1.23

	FNDA	schwab strategic tr	2.50	184,848	7,872,690	added	0.03

	FNDA	schwab strategic tr	2.40	274,001	7,581,600	added	2.13

	FNDA	schwab strategic tr	2.17	227,292	6,850,580	added	2.25

	CWI	spdr index shs fds	2.08	200,366	6,543,960	added	1.61

	BIV	vanguard bd index fds	1.35	54,085	4,256,490	reduced	-0.01

	IJR	ishares tr	0.92	4,653	2,889,330	added	3.06

	BIL	spdr series trust	0.88	31,796	2,762,140	added	6.65