Courage Miller Partners, LLC

CIK 0001482106 • 7 13F filings • Apr 29, 2025 – Oct 21, 2026

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Filer information

Filed by: Courage Miller Partners, LLC, Managing Member and Chief Compliance Officer
Address: 101 WEST MAIN ST, SUITE 720, NORFOLK, VA, 23510
Phone: 757-390-3100
AUM: $332.1M

AUM over time

$378.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsEnergyOther

Holdings by filing

Portfolio value: $332.1M81 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$1.8M	0.5%Prev: 0.5%	5,745 SH	Decreased
ALPHABET INC	CAP STK CL C	$453K	0.1%Prev: 0.1%	1,445 SH	Decreased
AMAZON COM INC	COM	$1.4M	0.4%Prev: 0.4%	6,251 SH	Decreased
APPLE INC	COM	$2.2M	0.6%Prev: 0.7%	7,922 SH	Decreased-258 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$581K	0.2%Prev: 0.3%	1,155 SH	Decreased-885 SH
COSTCO WHSL CORP NEW	COM	$785K	0.2%	910 SH	New
ELI LILLY & CO	COM	$349K	0.1%Prev: 0.1%	325 SH	Decreased
EXXON MOBIL CORP	COM	$1.3M	0.4%	10,522 SH	New
GE VERNOVA INC	COM	$356K	0.1%Prev: 0.1%	544 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P MIDCAP 400	$238K	0.1%Prev: 0.1%	1,983 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$11.4M	3.4%Prev: 3.5%	59,572 SH	Decreased-4,378 SH
ISHARES INC	CORE MSCI EMKT	$478K	0.1%Prev: 0.2%	7,104 SH	Decreased+42 SH
ISHARES TR	0-5YR HI YL CP	$703K	0.2%Prev: 0.2%	16,394 SH	Increased-380 SH
ISHARES TR	CORE 1 5 YR USD	$26.9M	8.1%Prev: 7.6%	552,050 SH	Decreased-55,183 SH
ISHARES TR	CORE 80/20 AGGRE	$683K	0.2%	7,629 SH	New
ISHARES TR	CORE MSCI EAFE	$1.8M	0.6%Prev: 0.5%	20,542 SH	Decreased-506 SH
ISHARES TR	CORE MSCI TOTAL	$1.2M	0.4%Prev: 0.2%	14,517 SH	Increased+5,743 SH
ISHARES TR	CORE S&P MCP ETF	$903K	0.3%Prev: 0.3%	13,688 SH	Decreased-281 SH
ISHARES TR	CORE S&P SCP ETF	$521K	0.2%Prev: 0.2%	4,335 SH	Decreased+42 SH
ISHARES TR	CORE S&P500 ETF	$3.0M	0.9%Prev: 0.9%	4,431 SH	Decreased+83 SH
ISHARES TR	CORE US AGGBD ET	$280K	0.1%Prev: 0.1%	2,805 SH	Increased
ISHARES TR	EAFE SML CP ETF	$507K	0.2%Prev: 0.2%	6,540 SH	Decreased-199 SH
ISHARES TR	GLOB HLTHCRE ETF	$244K	0.1%Prev: 0.1%	2,510 SH	Decreased
ISHARES TR	ISHS 1-5YR INVS	$23.0M	6.9%Prev: 6.5%	435,873 SH	Decreased-41,882 SH
ISHARES TR	ISHS 5-10YR INVT	$2.7M	0.8%Prev: 0.7%	50,773 SH	Increased-917 SH
ISHARES TR	MORNINGSTAR GRWT	$539K	0.2%Prev: 0.2%	5,180 SH	Decreased+115 SH
ISHARES TR	MORNINGSTAR VALU	$303K	0.1%Prev: 0.1%	3,214 SH	Decreased+166 SH
ISHARES TR	MRGSTR MD CP GRW	$1.8M	0.5%Prev: 0.5%	22,245 SH	Decreased+2,241 SH
ISHARES TR	MRGSTR MD CP VAL	$1.5M	0.5%Prev: 0.4%	18,761 SH	Decreased+1,658 SH
ISHARES TR	MRGSTR SM CP GR	$541K	0.2%Prev: 0.1%	9,759 SH	Increased+1,312 SH
ISHARES TR	MRNING SM CP ETF	$536K	0.2%Prev: 0.1%	7,830 SH	Increased+1,103 SH
ISHARES TR	MSCI ACWI ETF	$672K	0.2%Prev: 0.2%	4,750 SH	Decreased
ISHARES TR	MSCI EMG MKT ETF	$341K	0.1%Prev: 0.1%	6,238 SH	Decreased+1,081 SH
ISHARES TR	NORTH AMERN NAT	$2.8M	0.8%Prev: 0.9%	55,494 SH	Decreased-977 SH
ISHARES TR	RESIDENTIAL MULT	$523K	0.2%Prev: 0.1%	6,328 SH	Decreased+28 SH
ISHARES TR	RUS MID CAP ETF	$227K	0.1%Prev: 0.1%	2,354 SH	Decreased
ISHARES TR	S&P 500 GRWT ETF	$637K	0.2%Prev: 0.2%	5,166 SH	Decreased+51 SH
ISHARES TR	S&P 500 VAL ETF	$328K	0.1%Prev: 0.1%	1,547 SH	Decreased+6 SH
ISHARES TR	SELECT DIVID ETF	$395K	0.1%Prev: 0.1%	2,802 SH	Decreased+11 SH
ISHARES TR	SELECT US REIT	$265K	0.1%Prev: 0.1%	4,437 SH	Decreased+16 SH
ISHARES TR	TIPS BD ETF	$459K	0.1%Prev: 0.1%	4,177 SH	Increased
ISHARES TR	TRUST ISHARE 0-1	$1.0M	0.3%Prev: 0.4%	9,183 SH	Decreased-3,674 SH
ISHARES TR	U.S. REAL ES ETF	$705K	0.2%Prev: 0.2%	7,512 SH	Decreased-373 SH
ISHARES TR	ULTRA SHORT DUR	$372K	0.1%Prev: 0.1%	7,348 SH	Increased
LISTED FDS TR	WAHED DOW JONES	$287K	0.1%	9,687 SH	New
MCDONALDS CORP	COM	$270K	0.1%Prev: 0.1%	883 SH	Increased+6 SH
MICROSOFT CORP	COM	$282K	0.1%Prev: 0.1%	583 SH	Decreased-3 SH
PHILIP MORRIS INTL INC	COM	$241K	0.1%Prev: 0.1%	1,500 SH	Decreased
PIMCO ETF TR	1-5 US TIP IDX	$541K	0.2%Prev: 0.1%	10,084 SH	Increased
S&P GLOBAL INC	COM	$239K	0.1%	458 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$6.8M	2.1%Prev: 2.0%	208,440 SH	Decreased-792 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$30.1M	9.0%Prev: 8.9%	1,250,097 SH	Decreased+24,482 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$7.7M	2.3%Prev: 2.2%	169,285 SH	Decreased+209 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$19.4M	5.8%Prev: 5.5%	794,567 SH	Decreased-73,337 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$385K	0.1%Prev: 0.1%	16,460 SH	Increased
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$13.1M	4.0%Prev: 4.0%	478,290 SH	Decreased+11,408 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$8.9M	2.7%Prev: 2.6%	273,958 SH	Decreased+924 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$8.1M	2.4%Prev: 2.4%	271,995 SH	Decreased+2,646 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$47.0M	14.1%Prev: 13.5%	1,745,021 SH	Decreased+39,680 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$13.8M	4.2%Prev: 4.1%	458,977 SH	Decreased+1,933 SH
SCHWAB STRATEGIC TR	US REIT ETF	$10.9M	3.3%Prev: 3.0%	521,872 SH	Decreased+1,422 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$10.4M	3.1%Prev: 3.1%	363,985 SH	Decreased+5,250 SH
SPDR INDEX SHS FDS	MSCI ACWI EXUS	$6.8M	2.0%	188,971 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.4M	0.4%	2,099 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$8.6M	2.6%	95,343 SH	New
TIDAL TRUST I	SP FDS S&P 500	$415K	0.1%	8,123 SH	New
TRAVELERS COMPANIES INC	COM	$219K	0.1%Prev: 0.1%	755 SH	Decreased
UNION PAC CORP	COM	$1.2M	0.4%Prev: 0.4%	5,188 SH	Decreased
VANGUARD BD INDEX FDS	INTERMED TERM	$953K	0.3%Prev: 0.2%	12,235 SH	Increased+40 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$4.3M	1.3%Prev: 1.1%	54,865 SH	Increased-1,596 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$18.5M	5.6%Prev: 5.0%	249,376 SH	Decreased-19,519 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$441K	0.1%Prev: 0.1%	9,129 SH	Increased
VANGUARD INDEX FDS	LARGE CAP ETF	$384K	0.1%	1,219 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$290K	0.1%	998 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$330K	0.1%Prev: 0.1%	526 SH	Decreased-196 SH
VANGUARD INDEX FDS	SMALL CP ETF	$360K	0.1%	1,395 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$1.7M	0.5%	5,157 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$388K	0.1%Prev: 0.1%	5,278 SH	Decreased+135 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$8.2M	2.5%Prev: 2.4%	153,066 SH	Decreased-1,494 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.0M	0.3%Prev: 0.3%	7,200 SH	Decreased+63 SH
VISA INC	COM CL A	$327K	0.1%Prev: 0.1%	932 SH	Decreased

Sold (vs prior filing)

ABBVIE INC — $207K
ABRDN PRECIOUS METALS BASKET — $8.6M
CHEVRON CORPORATION — $227K
COSTCO WHOLESALE CORPORATION — $829K
EXXONMOBIL HOLDINGS CORP — $1.7M
GE AEROSPACE — $680K
INVESCO EXCHANGE TRADED FD T — $2.1M
INVESCO EXCHANGE TRADED FD T — $1.8M
INVESCO QQQ TR — $525K
ISHARES TR — $390K
ISHARES TR — $206K
NVIDIA CORPORATION — $227K
SPDR GOLD TR — $1.2M
SPDR INDEX SHS FDS — $7.5M
SPDR SERIES TRUST — $3.2M
SPDR SERIES TRUST — $2.7M
SPDR SERIES TRUST — $1.7M
SPDR SERIES TRUST — $1.8M
STATE STR SPDR S&P 500 ETF T — $1.6M
VANECK ETF TRUST — $918K
… and 6 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 26, 2026	Q4 2025	13F-HR	0001482106-26-000001	$332.1M	View
Oct 21, 2026	Q3 2026	13F-HR	0001482106-26-000006	$378.9M	View
Oct 22, 2025	Q3 2025