Courage Miller Partners, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 82Value: $295.2MLatest: 2025Q1

Courage Miller Partners, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 82 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "GOOGL",
  "SCHH",
  null,
  null,
  null,
  null,
  null,
  "MCD",
  "UNP",
  "ISRG",
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  "ICF",
  null,
  "MSFT",
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  "IJR",
  null,
  "EEM",
  null,
  "IEMG",
  null,
  "IVV",
  null,
  "IYR",
  "AAPL",
  "SPY",
  null,
  "IEFA",
  "SPGI",
  "SCHX",
  null,
  "GLD",
  "BIV",
  "VV",
  "VWO",
  "VYM",
  "IWR",
  null,
  null,
  "AMZN",
  null,
  "IVE",
  null,
  null,
  "VEU",
  "BNDX",
  "BND",
  "BSV",
  "VB",
  "V",
  null,
  "SCHD",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  null,
  null,
  null,
  "IXUS",
  "BRK-B",
  "COST",
  "RSP",
  null,
  "GOOG",
  "XOM",
  "LLY",
  "PM",
  null,
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 82
Total Value: 295154882
Accession Number: 0001085146-25-002407
Form Type: 13F-HR
CIK: courage-miller-partners
Manager Name: Courage-Miller-Partners

Data Enrichment

57% identified

47 identified35 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

82 positions • $295.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 5

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808524201

SCHX|808524201

Shares:1.8M

Value:$39.9M

% of Portfolio:13.5% ($39.9M/$295.2M)

808524805

SCHF|808524805

Shares:1.3M

Value:$26.3M

% of Portfolio:8.9% ($26.3M/$295.2M)

46432F859

Shares:520.2K

Value:$25.2M

% of Portfolio:8.5% ($25.2M/$295.2M)

464288646

Shares:400.1K

Value:$21.0M

% of Portfolio:7.1% ($21.0M/$295.2M)

808524862

Shares:757.1K

Value:$18.4M

% of Portfolio:6.2% ($18.4M/$295.2M)

921937835

BND|921937835

Shares:234.4K

Value:$17.2M

% of Portfolio:5.8% ($17.2M/$295.2M)

808524797

SCHD|808524797

Shares:428.5K

Value:$12.0M

% of Portfolio:4.1% ($12.0M/$295.2M)

808524508

Shares:432.8K

Value:$11.3M

% of Portfolio:3.8% ($11.3M/$295.2M)

808524847

SCHH|808524847

Shares:455.5K

Value:$9.8M

% of Portfolio:3.3% ($9.8M/$295.2M)

46137V357

RSP|46137V357

Shares:56.4K

Value:$9.8M

% of Portfolio:3.3% ($9.8M/$295.2M)

808524607

SCHA|808524607

Shares:347.1K

Value:$8.1M

% of Portfolio:2.8% ($8.1M/$295.2M)

922042858

VWO|922042858

Shares:160.3K

Value:$7.3M

% of Portfolio:2.5% ($7.3M/$295.2M)

808524300

SCHG|808524300

Shares:289.6K

Value:$7.3M

% of Portfolio:2.5% ($7.3M/$295.2M)

808524409

Shares:268.3K

Value:$7.1M

% of Portfolio:2.4% ($7.1M/$295.2M)

808524888

Shares:184.8K

Value:$6.6M

% of Portfolio:2.2% ($6.6M/$295.2M)

808524706

Shares:222.3K

Value:$6.1M

% of Portfolio:2.1% ($6.1M/$295.2M)

78463X848

Shares:197.2K

Value:$5.8M

% of Portfolio:2.0% ($5.8M/$295.2M)

921937827

BSV|921937827

Shares:54.1K

Value:$4.2M

% of Portfolio:1.4% ($4.2M/$295.2M)

464287200

IVV|464287200

Shares:4.5K

Value:$2.5M

% of Portfolio:0.9% ($2.5M/$295.2M)

464288638

Shares:45.7K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$295.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHXcusip808524201)	1.8M	QoQ -0.11% (-2.0K) YoY +183.69% (+1.2M)	All Managers (Combined)	$39.9M	13.5% ($39.9M/$295.2M)	QoQ -4.85% (-$2.0M) YoY +0.93% (+$369.9K)
(SCHFcusip808524805)	1.3M	QoQ +4.54% (+57.8K) YoY +111.60% (+700.9K)	All Managers (Combined)	$26.3M	8.9% ($26.3M/$295.2M)	QoQ +11.78% (+$2.8M) YoY +7.26% (+$1.8M)
(cusip46432F859)✕	520.2K	QoQ +0.29% (+1.5K) YoY +7.83% (+37.8K)	All Managers (Combined)	$25.2M	8.5% ($25.2M/$295.2M)	QoQ +1.51% (+$375.2K) YoY +9.90% (+$2.3M)
(cusip464288646)✕	400.1K	QoQ +0.76% (+3.0K) YoY +14.58% (+50.9K)	All Managers (Combined)	$21.0M	7.1% ($21.0M/$295.2M)	QoQ +2.07% (+$425.5K) YoY +17.01% (+$3.0M)
(cusip808524862)✕	757.1K	QoQ +0.46% (+3.5K) YoY +117.62% (+409.2K)	All Managers (Combined)	$18.4M	6.2% ($18.4M/$295.2M)	QoQ +1.63% (+$296.7K) YoY +9.87% (+$1.7M)
(BNDcusip921937835)	234.4K	QoQ +0.83% (+1.9K) YoY +10.24% (+21.8K)	All Managers (Combined)	$17.2M	5.8% ($17.2M/$295.2M)	QoQ +2.99% (+$500.2K) YoY +11.49% (+$1.8M)
(SCHDcusip808524797)	428.5K	QoQ +2.02% (+8.5K) YoY +204.86% (+288.0K)	All Managers (Combined)	$12.0M	4.1% ($12.0M/$295.2M)	QoQ +4.41% (+$507.1K) YoY +5.71% (+$648.2K)
(cusip808524508)✕	432.8K	QoQ +3.62% (-15.1K) YoY +214.74% (+295.3K)	All Managers (Combined)	$11.3M	3.8% ($11.3M/$295.2M)	QoQ -2.02% (-$234.1K) YoY +1.26% (+$142.0K)
(SCHHcusip808524847)	455.5K	QoQ +2.77% (+12.3K) YoY +0.50% (+2.3K)	All Managers (Combined)	$9.8M	3.3% ($9.8M/$295.2M)	QoQ +4.96% (+$463.8K) YoY +6.49% (+$597.2K)
(RSPcusip46137V357)	56.4K	QoQ +11.55% (+5.8K) YoY +20.95% (+9.8K)	All Managers (Combined)	$9.8M	3.3% ($9.8M/$295.2M)	QoQ +10.27% (+$910.6K) YoY +23.70% (+$1.9M)
(SCHAcusip808524607)	347.1K	QoQ +4.10% (-13.7K) YoY +109.30% (-181.3K)	All Managers (Combined)	$8.1M	2.8% ($8.1M/$295.2M)	QoQ -5.67% (-$489.7K) YoY -0.40% (-$33.0K)
(VWOcusip922042858)	160.3K	QoQ +1.99% (+3.1K) YoY +3.20% (+5.0K)	All Managers (Combined)	$7.3M	2.5% ($7.3M/$295.2M)	QoQ +4.82% (+$334.0K) YoY +11.82% (+$767.2K)
(SCHGcusip808524300)	289.6K	QoQ +1.52% (-4.3K) YoY +276.16% (+212.6K)	All Managers (Combined)	$7.3M	2.5% ($7.3M/$295.2M)	QoQ -8.78% (-$698.3K) YoY +1.58% (+$113.2K)
(cusip808524409)✕	268.3K	QoQ +2.76% (+7.2K) YoY +201.50% (+179.3K)	All Managers (Combined)	$7.1M	2.4% ($7.1M/$295.2M)	QoQ +4.77% (+$324.8K) YoY +5.47% (+$370.3K)
(cusip808524888)✕	184.8K	QoQ +2.74% (+4.9K) YoY +3.29% (+5.9K)	All Managers (Combined)	$6.6M	2.2% ($6.6M/$295.2M)	QoQ +7.38% (+$456.0K) YoY +3.52% (+$225.7K)
(cusip808524706)✕	222.3K	QoQ +1.62% (+3.6K) YoY +0.54% (+1.2K)	All Managers (Combined)	$6.1M	2.1% ($6.1M/$295.2M)	QoQ +5.21% (+$303.8K) YoY +9.78% (+$546.1K)
(cusip78463X848)✕	197.2K	QoQ +2.14% (+4.1K) YoY +2.39% (+4.6K)	All Managers (Combined)	$5.8M	2.0% ($5.8M/$295.2M)	QoQ +8.13% (+$438.9K) YoY +6.64% (+$363.4K)
(BSVcusip921937827)	54.1K	QoQ +0.30% (+163) YoY +2.23% (+1.2K)	All Managers (Combined)	$4.2M	1.4% ($4.2M/$295.2M)	QoQ +1.61% (+$67.2K) YoY +4.38% (+$177.8K)
(IVVcusip464287200)	4.5K	QoQ -0.33% (-15) YoY -4.56% (-216)	All Managers (Combined)	$2.5M	0.9% ($2.5M/$295.2M)	QoQ -4.86% (-$129.8K) YoY +2.00% (-$49.8K)
(cusip464288638)✕	45.7K	QoQ 0.00% (+0) YoY -0.15% (-70)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$295.2M)	QoQ +1.96% (+$46.2K) YoY +1.62% (-$38.4K)