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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 $333.55 million in total holdings as of September 30, 2025.
  • Courage Miller Partners, LLC owns shares of 85 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 3.05% of the portfolio was purchased this quarter.
  • About 2.18% of the portfolio was sold this quarter.
  • This quarter, Courage Miller Partners, LLC has purchased 86 new stocks and bought additional shares in 27 stocks.
  • Courage Miller Partners, LLC sold shares of 40 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

808524102 - Schwab US Broad Market ETF
$207,605 Holding

Largest Purchases this Quarter

iShares Core 1-5 Year USD Bond ETF
40,216 shares (about $1.96M)
Vanguard Total Bond Market ETF
23,553 shares (about $1.75M)
Schwab Short-Term U.S. Treasury ETF
71,314 shares (about $1.74M)
Schwab US Dividend Equity ETF
24,641 shares (about $672.41K)

Largest Sales this Quarter

Schwab US Large-Cap ETF
59,557 shares (about $1.57M)
Berkshire Hathaway
1,695 shares (about $852.14K)
Schwab International Equity ETF
36,410 shares (about $846.85K)
Schwab U.S. Large-Cap Growth ETF
16,551 shares (about $527.18K)
Schwab International Small-Cap Equity ETF
10,758 shares (about $489.02K)

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
$47,488,805$1,566,749 -3.2%1,805,19714.2%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$29,952,942$846,854 -2.7%1,287,8099.0%ETF
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$26,860,633$1,964,021 7.9%550,0088.1%Manufacturing
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$22,949,808$2,177,204 10.5%432,8016.9%Manufacturing
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$19,461,603$1,740,039 9.8%797,6175.8%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$18,690,806$1,751,420 10.3%251,3535.6%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$13,714,328$24,429 0.2%463,1454.1%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$12,856,191$672,413 5.5%471,1233.9%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$11,266,521$229,991 2.1%59,4213.4%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$11,092,391$671,992 6.4%514,4163.3%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$10,454,662$79,161 -0.8%375,3363.1%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$9,156,543$527,183 -5.4%287,4712.7%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$8,573,459$206,162 -2.3%158,4842.6%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$8,004,241$34,699 0.4%275,1942.4%ETF
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$7,913,458$489,017 -5.8%174,0902.4%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$7,236,414$335,083 -4.4%217,2332.2%ETF
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$6,805,047$184,608 -2.6%195,0742.0%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$4,283,393$15,545 0.4%54,2821.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,984,044$130,527 -4.2%4,4580.9%ETF
SPDR S&P 400 Mid Cap Growth ETF stock logo
MDYG
SPDR S&P 400 Mid Cap Growth ETF
$2,842,347$66,229 -2.3%31,0720.9%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$2,695,197$223,067 9.0%49,8280.8%Manufacturing
iShares North American Natural Resources ETF stock logo
IGE
iShares North American Natural Resources ETF
$2,654,665$113,644 4.5%54,1940.8%ETF
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$2,596,608$5,917 0.2%31,1590.8%ETF
Apple Inc. stock logo
AAPL
Apple
$2,207,452$36,922 1.7%8,6690.7%Computer and Technology
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$1,911,299$197,952 -9.4%23,1150.6%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$1,791,644$19,383 -1.1%20,5200.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,728,016$6,587 -0.4%7,8700.5%Retail/Wholesale
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,693,461$8,205 -0.5%5,1600.5%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$1,622,160$6,016 0.4%18,3350.5%ETF
iShares Morningstar Mid-Cap Value ETF stock logo
IMCV
iShares Morningstar Mid-Cap Value ETF
$1,585,210$43,577 -2.7%19,7530.5%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$1,542,689$4,993 -0.3%16,3770.5%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,480,5930.0%6,0900.4%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,428,290$65,952 -4.4%2,1440.4%Finance
Union Pacific Corporation stock logo
UNP
Union Pacific
$1,226,2880.0%5,1880.4%Transportation
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$1,192,940$62,882 -5.0%15,0630.4%Manufacturing
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$1,185,341$1,015 -0.1%10,5130.4%Energy
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$992,006$9,866 -1.0%7,0380.3%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$990,543$86,735 9.6%8,9650.3%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$957,071$4,217 0.4%12,2560.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$883,517$10,572 -1.2%13,5380.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$839,546$2,777 -0.3%9070.3%Retail/Wholesale
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$696,004$145,834 26.5%16,0740.2%ETF
iShares U.S. Real Estate ETF stock logo
IYR
iShares U.S. Real Estate ETF
$695,922$28,831 4.3%7,1690.2%ETF
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$675,228$56,409 -7.7%7,6610.2%ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$656,6400.0%4,7500.2%Manufacturing
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$633,709$45,153 -6.7%5,2490.2%ETF
iShares Morningstar Small-Cap Growth ETF stock logo
ISCG
iShares Morningstar Small-Cap Growth ETF
$599,751$145,250 -19.5%11,0660.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$580,665$852,145 -59.5%1,1550.2%Finance
iShares Morningstar Small-Cap Value ETF stock logo
ISCV
iShares Morningstar Small-Cap Value ETF
$577,882$80,958 -12.3%8,6870.2%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
$546,495$163 0.0%10,0870.2%ETF
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$542,673$55,175 -9.2%5,2030.2%ETF
iShares Residential and Multisector Real Estate ETF stock logo
REZ
iShares Residential and Multisector Real Estate ETF
$541,599$765 -0.1%6,3740.2%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$526,042$94,266 -15.2%7,9800.2%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$518,282$15,090 -2.8%4,3620.2%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$501,694$4,603 -0.9%6,5390.2%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$492,5930.0%4,4290.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$435,7110.0%1,7890.1%Computer and Technology
Visa Inc. stock logo
V
Visa
$409,6560.0%1,2000.1%Business Services
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$403,0990.0%8,1500.1%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$397,371$142 0.0%2,7960.1%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$387,677$1,220 0.3%16,5180.1%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$381,260$119,857 -23.9%5,3440.1%ETF
SP Funds S&P 500 Sharia Industry Exclusions ETF stock logo
SPUS
SP Funds S&P 500 Sharia Industry Exclusions ETF
$380,753$27,373 7.7%7,7060.1%Manufacturing
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$375,281$20,934 -5.3%1,2190.1%ETF
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$372,9110.0%7,3480.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$354,721$4,323 -1.2%1,3950.1%ETF
GE VERNOVA INC
$334,5060.0%5440.1%COM
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$333,778$98,569 -22.8%6,2510.1%Finance
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$319,471$1,446 -0.5%1,5470.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$301,782$518 0.2%5830.1%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$293,153$881 -0.3%9980.1%ETF
iShares Morningstar Value ETF stock logo
ILCV
iShares Morningstar Value ETF
$290,405$34,208 -10.5%3,2260.1%ETF
S&P Global Inc. stock logo
SPGI
S&P Global
$289,5920.0%5950.1%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$281,302$100 0.0%2,8060.1%Finance
iShares Select U.S. REIT ETF stock logo
ICF
iShares Select U.S. REIT ETF
$273,531$62 0.0%4,4390.1%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$268,3350.0%8830.1%Retail/Wholesale
Wahed Dow Jones Islamic World ETF stock logo
UMMA
Wahed Dow Jones Islamic World ETF
$260,938$5,843 2.3%9,4680.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$247,9750.0%3250.1%Medical
Philip Morris International Inc. stock logo
PM
Philip Morris International
$243,3000.0%1,5000.1%Consumer Staples
GRPM
Invesco S&P MidCap 400 GARP ETF
$239,1900.0%1,9830.1%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$227,2790.0%2,3540.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$226,581$8,573 3.9%3700.1%ETF
iShares Global Healthcare ETF stock logo
IXJ
iShares Global Healthcare ETF
$222,4360.0%2,5100.1%ETF
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$210,8110.0%7550.1%Finance
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$207,605$207,605 New Holding8,0750.1%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$0$531,014 -100.0%00.0%Finance
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$0$238,014 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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