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Courage Miller Partners, LLC Top Holdings and 13F Report (2025)

About Courage Miller Partners, LLC

Investment Activity

  • Courage Miller Partners, LLC has $315.41 million in total holdings as of June 30, 2025.
  • Courage Miller Partners, LLC owns shares of 86 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 2.47% of the portfolio was purchased this quarter.
  • About 1.13% of the portfolio was sold this quarter.
  • This quarter, Courage Miller Partners, LLC has purchased 82 new stocks and bought additional shares in 28 stocks.
  • Courage Miller Partners, LLC sold shares of 26 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

36828A101 - GE VERNOVA INC
$287,858 Holding
922908629 - Vanguard Mid-Cap ETF
$280,110 Holding
922908363 - Vanguard S&P 500 ETF
$202,219 Holding
89417E109 - Travelers Companies
$201,993 Holding

Largest Purchases this Quarter

Schwab US Large-Cap ETF
56,255 shares (about $1.37M)
Schwab U.S. Mid-Cap ETF
29,479 shares (about $826.89K)
Schwab US Small-Cap ETF
31,098 shares (about $786.78K)
Schwab U.S. REIT ETF
27,796 shares (about $588.16K)
Schwab US Dividend Equity ETF
17,934 shares (about $475.25K)

Largest Sales this Quarter

Schwab Short-Term U.S. Treasury ETF
30,835 shares (about $751.76K)
iShares Core 1-5 Year USD Bond ETF
10,403 shares (about $506.11K)
Vanguard Total Bond Market ETF
6,631 shares (about $488.24K)
Microsoft
734 shares (about $365.13K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCourage Miller Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$45,574,596$1,374,872 3.1%1,864,75414.4%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$29,265,239$102,433 -0.3%1,324,2199.3%ETF
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$24,801,368$506,106 -2.0%509,7927.9%Manufacturing
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$20,668,315$441,021 -2.1%391,7426.6%Manufacturing
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$17,707,274$751,758 -4.1%726,3035.6%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$16,772,927$488,241 -2.8%227,8005.3%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$12,968,084$826,886 6.8%462,3204.1%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$11,831,764$475,251 4.2%446,4823.8%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$10,578,670$330,038 3.2%58,2083.4%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$10,225,618$588,164 6.1%483,2523.2%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$9,567,891$786,778 9.0%378,1783.0%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$8,880,473$422,727 5.0%304,0222.8%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$8,027,113$97,387 1.2%162,2952.5%ETF
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$7,872,694$2,428 0.0%184,8482.5%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$7,581,597$158,466 2.1%274,0012.4%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$6,850,583$150,670 2.2%227,2922.2%ETF
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$6,543,965$103,794 1.6%200,3662.1%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$4,256,490$236 0.0%54,0851.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,889,330$85,693 3.1%4,6530.9%ETF
SPDR S&P 400 Mid Cap Growth ETF stock logo
MDYG
SPDR S&P 400 Mid Cap Growth ETF
$2,762,143$172,265 6.7%31,7960.9%ETF
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$2,469,327$109,773 4.7%31,0880.8%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$2,435,5660.0%45,7040.8%Manufacturing
iShares North American Natural Resources ETF stock logo
IGE
iShares North American Natural Resources ETF
$2,295,439$425,997 22.8%51,8740.7%ETF
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$2,046,587$46,132 -2.2%25,5090.6%ETF
Apple Inc. stock logo
AAPL
Apple
$1,748,835$83,297 -4.5%8,5240.6%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,733,1810.0%7,9000.5%Retail/Wholesale
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$1,731,583$2,504 -0.1%20,7420.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,575,863$608 0.0%5,1850.5%ETF
iShares Morningstar Mid-Cap Value ETF stock logo
IMCV
iShares Morningstar Mid-Cap Value ETF
$1,542,090$21,198 -1.4%20,2960.5%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$1,458,177$123,009 9.2%16,4300.5%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$1,456,959$143,806 11.0%18,2670.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,385,838$101,945 7.9%2,2430.4%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,384,4450.0%2,8500.4%Finance
Union Pacific Corporation stock logo
UNP
Union Pacific
$1,193,6550.0%5,1880.4%Transportation
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$1,179,971$5,432 0.5%15,8570.4%Manufacturing
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$1,134,2350.0%10,5220.4%Energy
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,073,3130.0%6,0900.3%Computer and Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$947,567$3,599 0.4%7,1080.3%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$943,703$8,585 -0.9%12,2020.3%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$903,236$82,042 -8.3%8,1800.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$901,0400.0%9100.3%Retail/Wholesale
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$849,700$68,782 8.8%13,7000.3%ETF
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$692,263$10,508 -1.5%8,3010.2%ETF
iShares Morningstar Small-Cap Growth ETF stock logo
ISCG
iShares Morningstar Small-Cap Growth ETF
$684,001$23,337 -3.3%13,7460.2%ETF
iShares U.S. Real Estate ETF stock logo
IYR
iShares U.S. Real Estate ETF
$651,216$35,347 5.7%6,8720.2%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$619,1380.0%5,6230.2%ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$610,8500.0%4,7500.2%Manufacturing
iShares Morningstar Small-Cap Value ETF stock logo
ISCV
iShares Morningstar Small-Cap Value ETF
$608,007$19,952 -3.2%9,9040.2%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$564,882$10,145 -1.8%9,4100.2%ETF
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$555,431$16,764 -2.9%5,7320.2%ETF
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$548,1370.0%12,7060.2%ETF
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund stock logo
STPZ
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
$542,6200.0%10,0840.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$531,014$10,059 -1.9%1,7420.2%Finance
iShares Residential and Multisector Real Estate ETF stock logo
REZ
iShares Residential and Multisector Real Estate ETF
$525,5760.0%6,3830.2%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$490,5520.0%4,4890.2%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$487,367$247,150 -33.6%4,4290.2%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$479,636$10,539 2.2%6,5990.2%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$472,153$77,101 -14.0%7,0240.1%ETF
Visa Inc. stock logo
V
Visa
$426,0600.0%1,2000.1%Business Services
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$403,5070.0%8,1500.1%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$390,622$8,201 -2.1%8,0970.1%Finance
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$382,6700.0%16,4660.1%ETF
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$372,617$65,771 -15.0%7,3480.1%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$371,191$82,472 28.6%2,7950.1%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$367,181$88,158 -19.4%1,2870.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$334,616$68,724 25.8%1,4120.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$317,3510.0%1,7890.1%Computer and Technology
SP Funds S&P 500 Sharia Industry Exclusions ETF stock logo
SPUS
SP Funds S&P 500 Sharia Industry Exclusions ETF
$317,263$54,031 20.5%7,1520.1%Manufacturing
S&P Global Inc. stock logo
SPGI
S&P Global
$313,7380.0%5950.1%Finance
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$303,6830.0%1,5540.1%ETF
iShares Morningstar Value ETF stock logo
ILCV
iShares Morningstar Value ETF
$300,704$87,226 -22.5%3,6060.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$289,520$365,133 -55.8%5820.1%Computer and Technology
GE VERNOVA INC
$287,858$287,858 New Holding5440.1%COM
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$280,110$280,110 New Holding1,0010.1%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$278,2560.0%2,8050.1%Finance
Philip Morris International Inc. stock logo
PM
Philip Morris International
$273,1950.0%1,5000.1%Consumer Staples
iShares Select U.S. REIT ETF stock logo
ICF
iShares Select U.S. REIT ETF
$271,5500.0%4,4400.1%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$257,9860.0%8830.1%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$253,3470.0%3250.1%Medical
Wahed Dow Jones Islamic World ETF stock logo
UMMA
Wahed Dow Jones Islamic World ETF
$246,580$11,109 4.7%9,2560.1%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$238,0140.0%4380.1%Medical
GRPM
Invesco S&P MidCap 400 GARP ETF
$216,7220.0%1,9830.1%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$216,4970.0%2,3540.1%ETF
iShares Global Healthcare ETF stock logo
IXJ
iShares Global Healthcare ETF
$216,0860.0%2,5100.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$202,219$202,219 New Holding3560.1%ETF
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$201,993$201,993 New Holding7550.1%Finance

Showing largest 100 holdings. View all holdings.
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