Latest Courage Miller Partners, LLC Stock Portfolio
Courage Miller Partners, LLC Performance:
2026 Q1: 0.34%YTD: 0.34%2025: 11.21%
Performance for 2026 Q1 is 0.34%, and YTD is 0.34%, and 2025 is 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 2026-04-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, Courage Miller Partners, LLC reported an equity portfolio of $354.2 Millions as of 31 Mar, 2026.
The top stock holdings of Courage Miller Partners, LLC are FNDA, FNDA, IBCE. The fund has invested 12.6% of it's portfolio in SCHWAB STRATEGIC TR and 8.7% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off S&P GLOBAL INC (SPGI) stocks. They significantly reduced their stock positions in ISHARES TR (IBCE), SCHWAB STRATEGIC TR (FNDA) and VANGUARD INTL EQUITY INDEX F (VEU). Courage Miller Partners, LLC opened new stock positions in ABRDN PRECIOUS METALS BASKET (GLTR), INVESCO EXCHANGE TRADED FD T (CSD) and SPDR GOLD TR (GLD). The fund showed a lot of confidence in some stocks as they added substantially to BERKSHIRE HATHAWAY INC DEL, ISHARES TR (AAXJ) and VANGUARD INDEX FDS (VB).
The top stock holdings of Courage Miller Partners, LLC are FNDA, FNDA, IBCE. The fund has invested 12.6% of it's portfolio in SCHWAB STRATEGIC TR and 8.7% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off S&P GLOBAL INC (SPGI) stocks. They significantly reduced their stock positions in ISHARES TR (IBCE), SCHWAB STRATEGIC TR (FNDA) and VANGUARD INTL EQUITY INDEX F (VEU). Courage Miller Partners, LLC opened new stock positions in ABRDN PRECIOUS METALS BASKET (GLTR), INVESCO EXCHANGE TRADED FD T (CSD) and SPDR GOLD TR (GLD). The fund showed a lot of confidence in some stocks as they added substantially to BERKSHIRE HATHAWAY INC DEL, ISHARES TR (AAXJ) and VANGUARD INDEX FDS (VB).
Courage Miller Partners, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Courage Miller Partners, LLC made a return of 0.34% in the last quarter. In trailing 12 months, it's portfolio return was 11.89%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| abrdn precious metals basket | 9,871,490 |
| invesco exchange traded fd t | 2,304,670 |
| invesco exchange traded fd t | 1,985,290 |
| spdr gold tr | 1,377,360 |
| vaneck etf trust | 958,997 |
| ge aerospace | 617,578 |
| invesco qqq tr | 582,952 |
| vanguard star fds | 430,891 |
New stocks bought by Courage Miller Partners, LLC
Additions
| Ticker | % Inc. |
|---|---|
| berkshire hathaway inc del | 137 |
| ishares tr | 36.94 |
| vanguard index fds | 21.48 |
| ishares tr | 3.23 |
| apple inc | 3.22 |
| schwab strategic tr | 3.21 |
| invesco exchange traded fd t | 2.69 |
| ishares tr | 2.62 |
Additions to existing portfolio by Courage Miller Partners, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -39.43 |
| schwab strategic tr | -1.85 |
| vanguard intl equity index f | -1.67 |
| ishares tr | -1.31 |
| ishares tr | -1.07 |
| ishares tr | -0.85 |
| ishares tr | -0.72 |
| schwab strategic tr | -0.69 |
Courage Miller Partners, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| s&p global inc | -239,346 |
Courage Miller Partners, LLC got rid off the above stocks
Sector Distribution
Courage Miller Partners, LLC has about 96.6% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 96.6 |
Market Cap. Distribution
Courage Miller Partners, LLC has about 3% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 96.6 |
| MEGA-CAP | 3 |
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.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 96.6 |
| S&P 500 | 3.4 |
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 92 stocks in it's portfolio. About 61.1% 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.
Last Reported on: 27 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.59 | 8,177 | 2,075,300 | added | 3.22 | ||
| AAXJ | ishares tr | 6.64 | 447,305 | 23,510,400 | added | 2.62 | ||
| AAXJ | ishares tr | 0.77 | 51,354 | 2,733,060 | added | 1.14 | ||
| AAXJ | ishares tr | 0.49 | 22,107 | 1,741,370 | reduced | -0.62 | ||
| AAXJ | ishares tr | 0.44 | 18,515 | 1,569,810 | reduced | -1.31 | ||
| AAXJ | ishares tr | 0.39 | 12,575 | 1,388,150 | added | 36.94 | ||
| AAXJ | ishares tr | 0.19 | 4,750 | 657,258 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.15 | 6,584 | 516,274 | added | 0.67 | ||
| AAXJ | ishares tr | 0.15 | 6,308 | 524,889 | reduced | -0.32 | ||
| AAXJ | ishares tr | 0.15 | 9,712 | 532,218 | reduced | -0.48 | ||
| AAXJ | ishares tr | 0.15 | 7,774 | 540,371 | reduced | -0.72 | ||
| AAXJ | ishares tr | 0.09 | 3,214 | 299,352 | unchanged | 0.00 | ||
| ACSI | tidal trust i | 0.11 | 8,123 | 391,204 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.20 | 16,709 | 706,958 | added | 1.92 | ||
| ACWF | ishares tr | 0.10 | 7,348 | 371,956 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.27 | 10,450 | 958,997 | new | |||
| AMZN | amazon com inc | 0.37 | 6,251 | 1,301,900 | unchanged | 0.00 | ||
| AOA | ishares tr | 0.19 | 7,547 | 667,818 | reduced | -1.07 | ||
| BIL | spdr series trust | 0.83 | 30,747 | 2,950,510 | reduced | -0.12 | ||
| BIL | spdr series trust | 0.74 | 30,929 | 2,633,610 | added | 0.16 | ||