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Courage Miller Partners, LLC - Portfolio Stock Holdings

Courage Miller Partners, LLC disclosed 92 stock positions in a recent SEC 13F filing. $379,014,368 of stock holdings were filed, with the largest holdings including SCHX, SCHF, and ISTB. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $480,651,813 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

92

Est. Stock Holding Value:

$379,014,368

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Courage Miller Partners, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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