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Latest Courage Miller Partners, LLC Stock Portfolio

Courage Miller Partners, LLC Performance:
2025 Q4: 1.17%YTD: 11.21%2024: -28.53%
Performance for 2025 Q4 is 1.17%, and YTD is 11.21%, and 2024 is -28.53%.

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 $332.1 Millions as of 31 Dec, 2025.

The top stock holdings of Courage Miller Partners, LLC are FNDA, FNDA, IBCE. The fund has invested 14.1% of it's portfolio in SCHWAB STRATEGIC TR and 9.1% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off SCHWAB STRATEGIC TR (FNDA) stocks. They significantly reduced their stock positions in S&P GLOBAL INC (SPGI), VISA INC (V) and AMAZON COM INC (AMZN). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), VANGUARD CHARLOTTE FDS (BNDX) 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 1.17% in the last quarter. In trailing 12 months, it's portfolio return was 11.21%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by Courage Miller Partners, LLC

Additions

Ticker% Inc.
vanguard index fds42.16
vanguard charlotte fds12.01
tidal trust i5.41
ishares tr4.78
ishares tr2.43
ishares tr2.4
listed fds tr2.31
vanguard whitehall fds2.3
Additions to existing portfolio by Courage Miller Partners, LLC

Reductions

Ticker% Reduced
s&p global inc-23.03
visa inc-22.33
amazon com inc-20.57
alphabet inc-19.23
ishares tr-11.81
ishares inc-10.98
ishares tr-9.87
apple inc-8.62
Courage Miller Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
schwab strategic tr-207,605
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.

Sector%
Others96.6

Market Cap. Distribution

Courage Miller Partners, LLC has about 2.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED96.6
MEGA-CAP2.8

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%
Others96.6
S&P 5003.4
Top 5 Winners (%)%
LLY
eli lilly & co
40.9 %
GOOG
alphabet inc
27.9 %
GOOG
alphabet inc
26.1 %
IJR
ishares tr
9.9 %
META
listed fds tr
7.3 %
Top 5 Winners ($)$
FNDA
schwab strategic tr
1.1 M
FNDA
schwab strategic tr
1.0 M
GOOG
alphabet inc
0.4 M
FNDA
schwab strategic tr
0.2 M
FNDA
schwab strategic tr
0.2 M
Top 5 Losers (%)%
COST
costco whsl corp new
-6.8 %
MSFT
microsoft corp
-6.5 %
AAXJ
ishares tr
-3.4 %
IJR
ishares tr
-3.2 %
IJR
ishares tr
-3.2 %
Top 5 Losers ($)$
FNDA
schwab strategic tr
-0.3 M
FNDA
schwab strategic tr
-0.1 M
BIV
vanguard bd index fds
-0.1 M
AAXJ
ishares tr
-0.1 M
AAXJ
ishares tr
-0.1 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 84 stocks in it's portfolio. About 64.5% 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: 26 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions