We are live on ! Find out more
CMP

Courage Miller Partners Portfolio holdings

AUM $379M
1-Year Est. Return 16.36%
This Fund
S&P 500
This Quarter Est. Return
+4.94%
1 Year Est. Return
+16.36%
3 Year Est. Return
+40.33%
5 Year Est. Return
+31.56%
10 Year Est. Return
+110%
AUM
$334M
AUM Growth
+$18.1M
Cap. Flow
+$3.08M
Cap. Flow %
0.92%
Top 10 Hldgs %
64.26%
Holding
87
New
1
Increased
27
Reduced
40
Closed
2

Top Buys

Rank Stock Value
1
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.17M
2
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.96M
3
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.74M
4
BND icon
Vanguard Total Bond Market
BND
+$1.73M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$672K

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.51M
2
SCHF icon
Schwab International Equity ETF
SCHF
+$822K
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$821K
4
GLD icon
SPDR Gold Trust
GLD
+$531K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$504K

Sector Composition

Rank Sector Weight
1 Technology 0.75%
2 Consumer Discretionary 0.6%
3 Communication Services 0.57%
4 Industrials 0.47%
5 Financials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ILCG icon
51
iShares Morningstar Growth ETF
ILCG
$3.08B
$543K 0.16%
5,203
-529
-9% -$53.1K
REZ icon
52
iShares Residential and Multisector Real Estate ETF
REZ
$879M
$542K 0.16%
6,374
-9
-0.1% -$749
IEMG icon
53
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$526K 0.16%
7,980
-1,430
-15% -$89.2K
IJR icon
54
iShares Core S&P Small-Cap ETF
IJR
$110B
$518K 0.16%
4,362
-127
-3% -$14.6K
SCZ icon
55
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.4B
$502K 0.15%
6,539
-60
-0.9% -$4.49K
TIP icon
56
iShares TIPS Bond ETF
TIP
$14.5B
$493K 0.15%
4,429
– –
GOOG icon
57
Alphabet (Google) Class C
GOOG
$4.08T
$436K 0.13%
1,789
– –
V icon
58
Visa
V
$684B
$410K 0.12%
1,200
– –
BNDX icon
59
Vanguard Total International Bond ETF
BNDX
$82.1B
$403K 0.12%
8,150
– –
DVY icon
60
iShares Select Dividend ETF
DVY
$23.6B
$397K 0.12%
2,796
+1
+0% +$138
SCHZ icon
61
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$388K 0.12%
16,518
+52
+0.3% +$1.21K
VEU icon
62
Vanguard FTSE All-World ex-US ETF
VEU
$66.8B
$381K 0.11%
5,344
-1,680
-24% -$116K
SPUS icon
63
SP Funds S&P 500 Sharia ETF
SPUS
$2.86B
$381K 0.11%
7,706
+554
+8% +$25.9K
VV icon
64
Vanguard Morningstar Large-Cap ETF
VV
$52.1B
$375K 0.11%
1,219
-68
-5% -$20.1K
ICSH icon
65
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.07B
$373K 0.11%
7,348
– –
VB icon
66
Vanguard Morningstar Small-Cap ETF
VB
$79.6B
$355K 0.11%
1,395
-17
-1% -$4.22K
GEV icon
67
GE Vernova
GEV
$262B
$335K 0.1%
544
– –
EEM icon
68
iShares MSCI Emerging Markets ETF
EEM
$28.6B
$334K 0.1%
6,251
-1,846
-23% -$92.7K
IVE icon
69
iShares S&P 500 Value ETF
IVE
$49.1B
$319K 0.1%
1,547
-7
-0.5% -$1.41K
MSFT icon
70
Microsoft
MSFT
$3.35T
$302K 0.09%
583
+1
+0.2% +$510
VO icon
71
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$293K 0.09%
3,992
-12
-0.3% -$862
ILCV icon
72
iShares Morningstar Value ETF
ILCV
$1.32B
$290K 0.09%
3,226
-380
-11% -$32.9K
SPGI icon
73
S&P Global
SPGI
$122B
$290K 0.09%
595
– –
AGG icon
74
iShares Core US Aggregate Bond ETF
AGG
$138B
$281K 0.08%
2,806
+1
+0% +$99
ICF icon
75
iShares Select U.S. REIT ETF
ICF
$2.1B
$274K 0.08%
4,439
-1
-0% -$61
1 2
3
4

Similar funds

CFG
Carr Financial Group Worcester, Massachusetts $379M AUM 21.34% 1-Year Est. Return
KFS
Kurt F. Somerville $379M AUM 19.42% 1-Year Est. Return
NICM
Neo Ivy Capital Management New York $379M AUM 28.34% 1-Year Est. Return
PIM
Progressive Investment Management Lake Oswego, Oregon $379M AUM 24.17% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
AC
Attestor Capital Grand Cayman, Cayman Islands $380M AUM
MC
Muhlenkamp & Co Wexford, Pennsylvania $380M AUM 43.74% 1-Year Est. Return
ACA
Anchorage Capital Advisors New York $378M AUM 13.47% 1-Year Est. Return

Courage Miller Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Courage Miller Partners held 87 positions worth $334M, up 5.8% from $315M the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 3.4%. Courage Miller Partners opened 1 new position and exited 2, leaving the 87-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 0.75% of assets, up from 0.65% a quarter earlier, followed by Consumer Discretionary and Communication Services.

  • Courage Miller Partners's largest Q3 2025 buy was Schwab US Broad Market ETF: 8,075 shares worth $208K.
  • Courage Miller Partners added most to iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2025, an estimated $2.17M increase.
  • Courage Miller Partners's biggest Q3 2025 reduction was Schwab US Large- Cap ETF, cutting an estimated $1.51M.
  • Courage Miller Partners fully exited SPDR Gold Trust in Q3 2025, selling an estimated $531K.
  • Courage Miller Partners's ten largest holdings make up 64% of its $334M portfolio in Q3 2025.
  • Courage Miller Partners opened 1 new position and closed 2 in Q3 2025.
  • Courage Miller Partners's portfolio value rose 5.8% quarter-over-quarter to $334M.

Based on Courage Miller Partners's 13F filing for Q3 2025, filed 22 Oct 2025.