Courage Miller Partners, LLC
CIK: 0001482106Latest portfolio: $332.1M · Q4 2025
Holdings
84
Total Value
$332.1M
New Positions
83
Closed Positions
0
Top Holdings
View All 84 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SCHXSCHWAB STRATEGIC TR | 1,745,021 | $47.0M | 14.14% | NEW | |
| 2 | SCHFSCHWAB STRATEGIC TR | 1,250,097 | $30.1M | 9.05% | NEW | |
| 3 | ISTBISHARES TR | 552,050 | $26.9M | 8.10% | NEW | |
| 4 | IGSBISHARES TR | 435,873 | $23.0M | 6.94% | NEW | |
| 5 | SCHOSCHWAB STRATEGIC TR | 794,567 | $19.4M | 5.83% | NEW | |
| 6 | BNDVANGUARD BD INDEX FDS | 249,376 | $18.5M | 5.56% | NEW | |
| 7 | SCHMSCHWAB STRATEGIC TR | 458,977 | $13.8M | 4.16% | NEW | |
| 8 | SCHDSCHWAB STRATEGIC TR | 478,290 | $13.1M | 3.95% | NEW | |
| 9 | RSPINVESCO EXCHANGE TRADED FD T | 59,572 | $11.4M | 3.44% | NEW | |
| 10 | SCHHSCHWAB STRATEGIC TR | 521,872 | $10.9M | 3.28% | NEW | |
| 11 | SCHASCHWAB STRATEGIC TR | 363,985 | $10.4M | 3.12% | NEW | |
| 12 | SCHGSCHWAB STRATEGIC TR | 273,958 | $8.9M | 2.69% | NEW | |
| 13 | VWOVANGUARD INTL EQUITY INDEX F | 153,066 | $8.2M | 2.48% | NEW | |
| 14 | SCHVSCHWAB STRATEGIC TR | 271,995 | $8.1M | 2.43% | NEW | |
| 15 | SCHCSCHWAB STRATEGIC TR | 169,285 | $7.7M | 2.32% | NEW | |
| 16 | SCHESCHWAB STRATEGIC TR | 208,440 | $6.8M | 2.06% | NEW | |
| 17 | CWISPDR INDEX SHS FDS | 188,971 | $6.8M | 2.04% | NEW | |
| 18 | BSVVANGUARD BD INDEX FDS | 54,865 | $4.3M | 1.30% | NEW | |
| 19 | IVVISHARES TR | 4,431 | $3.0M | 0.91% | NEW | |
| 20 | MDYGSPDR SERIES TRUST | 30,785 | $2.8M | 0.86% | NEW | |
| 21 | IGEISHARES TR | 55,494 | $2.8M | 0.84% | NEW | |
| 22 | IGIBISHARES TR | 50,773 | $2.7M | 0.82% | NEW | |
| 23 | MDYVSPDR SERIES TRUST | 30,879 | $2.6M | 0.79% | NEW | |
| 24 | AAPLAPPLE INC | 7,922 | $2.2M | 0.65% | NEW | |
| 25 | AQLTISHARES TR | 20,542 | $1.8M | 0.55% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($4.695830052269123e+240T)
Unknown0.0% ($1837.6T)
Technology0.0% ($2.2B)
Communication Services0.0% ($1.8B)
Consumer Cyclical0.0% ($1.4B)
Energy0.0% ($1.3M)
Industrials0.0% ($1.2M)
Consumer Defensive0.0% ($784K)
Utilities0.0% ($355K)
Healthcare0.0% ($349K)
Filing History
Fund Information
Courage Miller Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $332.1M across 84 holdings. The largest position is SCHWAB STRATEGIC TR (SCHX), representing 14.1% of the portfolio. Compared to the previous quarter, the fund opened 84 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.