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: $315.4M86 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$1.1M	0.3%Prev: 0.5%	6,090 SH	Decreased+345 SH
ALPHABET INC	CAP STK CL C	$317K	0.1%Prev: 0.1%	1,789 SH	Decreased+344 SH
AMAZON COM INC	COM	$1.7M	0.5%Prev: 0.4%	7,900 SH	Increased+1,649 SH
APPLE INC	COM	$1.7M	0.6%Prev: 0.6%	8,524 SH	Decreased+347 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	0.4%Prev: 0.4%	2,850 SH	Increased+110 SH
COSTCO WHSL CORP NEW	COM	$901K	0.3%	910 SH	New
ELI LILLY & CO	COM	$253K	0.1%Prev: 0.1%	325 SH	Decreased
EXXON MOBIL CORP	COM	$1.1M	0.4%Prev: 0.5%	10,522 SH	Decreased
GE VERNOVA INC	COM	$288K	0.1%Prev: 0.1%	544 SH	Decreased
INTUITIVE SURGICAL INC	COM NEW	$238K	0.1%	438 SH	New
INVESCO EXCHANGE TRADED FD T	S&P MIDCAP 400	$217K	0.1%Prev: 0.1%	1,983 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$10.6M	3.4%Prev: 3.3%	58,208 SH	Decreased-2,966 SH
ISHARES INC	CORE MSCI EMKT	$565K	0.2%Prev: 0.1%	9,410 SH	Increased+2,315 SH
ISHARES TR	0-5YR HI YL CP	$548K	0.2%Prev: 0.2%	12,706 SH	Decreased-4,003 SH
ISHARES TR	CORE 1 5 YR USD	$24.8M	7.9%Prev: 7.8%	509,792 SH	Decreased-60,084 SH
ISHARES TR	CORE 80/20 AGGRE	$692K	0.2%Prev: 0.2%	8,301 SH	Increased+754 SH
ISHARES TR	CORE MSCI EAFE	$1.7M	0.5%Prev: 0.5%	20,742 SH	Decreased+75 SH
ISHARES TR	CORE MSCI TOTAL	$1.2M	0.4%Prev: 0.2%	15,857 SH	Increased+7,064 SH
ISHARES TR	CORE S&P MCP ETF	$850K	0.3%Prev: 0.3%	13,700 SH	Decreased-72 SH
ISHARES TR	CORE S&P SCP ETF	$491K	0.2%Prev: 0.2%	4,489 SH	Decreased+158 SH
ISHARES TR	CORE S&P500 ETF	$2.9M	0.9%Prev: 0.8%	4,653 SH	Decreased+221 SH
ISHARES TR	CORE US AGGBD ET	$278K	0.1%Prev: 0.1%	2,805 SH	Decreased
ISHARES TR	EAFE SML CP ETF	$480K	0.2%Prev: 0.1%	6,599 SH	Decreased+15 SH
ISHARES TR	GLOB HLTHCRE ETF	$216K	0.1%Prev: 0.1%	2,510 SH	Decreased
ISHARES TR	ISHS 1-5YR INVS	$20.7M	6.6%Prev: 6.6%	391,742 SH	Decreased-55,563 SH
ISHARES TR	ISHS 5-10YR INVT	$2.4M	0.8%Prev: 0.8%	45,704 SH	Decreased-5,650 SH
ISHARES TR	MORNINGSTAR GRWT	$555K	0.2%Prev: 0.1%	5,732 SH	Increased+552 SH
ISHARES TR	MORNINGSTAR VALU	$301K	0.1%Prev: 0.1%	3,606 SH	Increased+392 SH
ISHARES TR	MRGSTR MD CP GRW	$2.0M	0.6%Prev: 0.5%	25,509 SH	Increased+3,402 SH
ISHARES TR	MRGSTR MD CP VAL	$1.5M	0.5%Prev: 0.4%	20,296 SH	Decreased+1,781 SH
ISHARES TR	MRGSTR SM CP GR	$684K	0.2%Prev: 0.2%	13,746 SH	Increased+4,034 SH
ISHARES TR	MRNING SM CP ETF	$608K	0.2%Prev: 0.2%	9,904 SH	Increased+2,130 SH
ISHARES TR	MSCI ACWI ETF	$611K	0.2%Prev: 0.2%	4,750 SH	Decreased
ISHARES TR	MSCI EMG MKT ETF	$391K	0.1%Prev: 0.1%	8,097 SH	Increased+1,859 SH
ISHARES TR	NORTH AMERN NAT	$2.3M	0.7%Prev: 1.0%	51,874 SH	Decreased-3,149 SH
ISHARES TR	RESIDENTIAL MULT	$526K	0.2%Prev: 0.1%	6,383 SH	Increased+75 SH
ISHARES TR	RUS MID CAP ETF	$216K	0.1%Prev: 0.1%	2,354 SH	Decreased
ISHARES TR	S&P 500 GRWT ETF	$619K	0.2%Prev: 0.2%	5,623 SH	Increased+483 SH
ISHARES TR	S&P 500 VAL ETF	$304K	0.1%Prev: 0.1%	1,554 SH	Decreased+7 SH
ISHARES TR	SELECT DIVID ETF	$371K	0.1%Prev: 0.1%	2,795 SH	Decreased-2 SH
ISHARES TR	SELECT US REIT	$272K	0.1%Prev: 0.1%	4,440 SH	Decreased+3 SH
ISHARES TR	SHORT TREAS BD	$903K	0.3%	8,180 SH	New
ISHARES TR	TIPS BD ETF	$487K	0.2%Prev: 0.1%	4,429 SH	Increased+252 SH
ISHARES TR	U.S. REAL ES ETF	$651K	0.2%Prev: 0.2%	6,872 SH	Decreased-766 SH
ISHARES TR	ULTRA SHORT DUR	$373K	0.1%Prev: 0.1%	7,348 SH	Increased
LISTED FDS TR	WAHED DOW JONES	$247K	0.1%Prev: 0.1%	9,256 SH	Decreased-431 SH
MCDONALDS CORP	COM	$258K	0.1%Prev: 0.1%	883 SH	Decreased
MICROSOFT CORP	COM	$290K	0.1%Prev: 0.1%	582 SH	Increased-2 SH
PHILIP MORRIS INTL INC	COM	$273K	0.1%Prev: 0.1%	1,500 SH	Increased
PIMCO ETF TR	1-5 US TIP IDX	$543K	0.2%Prev: 0.2%	10,084 SH	Decreased
S&P GLOBAL INC	COM	$314K	0.1%	595 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$6.9M	2.2%Prev: 1.9%	227,292 SH	Decreased+18,688 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$29.3M	9.3%Prev: 8.7%	1,324,219 SH	Decreased+82,760 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$7.9M	2.5%Prev: 2.2%	184,848 SH	Decreased+15,621 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$17.7M	5.6%Prev: 5.6%	726,303 SH	Decreased-93,730 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$383K	0.1%Prev: 0.1%	16,466 SH	Increased+6 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$11.8M	3.8%Prev: 4.1%	446,482 SH	Decreased-22,951 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$8.9M	2.8%Prev: 2.3%	304,022 SH	Increased+28,498 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$7.6M	2.4%Prev: 2.3%	274,001 SH	Decreased+2,652 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$45.6M	14.4%Prev: 12.6%	1,864,754 SH	Increased+129,588 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$13.0M	4.1%Prev: 4.0%	462,320 SH	Decreased+2,211 SH
SCHWAB STRATEGIC TR	US REIT ETF	$10.2M	3.2%Prev: 3.2%	483,252 SH	Decreased-38,810 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$9.6M	3.0%Prev: 3.0%	378,178 SH	Decreased+13,928 SH
SPDR GOLD TR	GOLD SHS	$531K	0.2%Prev: 0.4%	1,742 SH	Decreased-1,459 SH
SPDR INDEX SHS FDS	MSCI ACWI EXUS	$6.5M	2.1%	200,366 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.4M	0.4%	2,243 SH	New
SPDR SERIES TRUST	S&P 400 MDCP GRW	$2.8M	0.9%	31,796 SH	New
SPDR SERIES TRUST	S&P 400 MDCP VAL	$2.5M	0.8%	31,088 SH	New
SPDR SERIES TRUST	S&P 600 SMCP GRW	$1.5M	0.5%	16,430 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$1.5M	0.5%	18,267 SH	New
TIDAL TRUST I	SP FDS S&P 500	$317K	0.1%Prev: 0.1%	7,152 SH	Decreased-971 SH
TRAVELERS COMPANIES INC	COM	$202K	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	$944K	0.3%Prev: 0.3%	12,202 SH	Increased-17 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$4.3M	1.3%Prev: 1.2%	54,085 SH	Decreased-1,043 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$16.8M	5.3%Prev: 5.3%	227,800 SH	Decreased-25,134 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$404K	0.1%Prev: 0.1%	8,150 SH	Decreased-979 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$367K	0.1%Prev: 0.1%	1,287 SH	Increased+68 SH
VANGUARD INDEX FDS	MID CAP ETF	$280K	0.1%Prev: 0.1%	1,001 SH	Decreased+3 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$202K	0.1%Prev: 0.1%	356 SH	Decreased-283 SH
VANGUARD INDEX FDS	SMALL CP ETF	$335K	0.1%Prev: 0.1%	1,412 SH	Decreased+17 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	0.5%Prev: 0.5%	5,185 SH	Decreased+30 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$472K	0.1%Prev: 0.1%	7,024 SH	Increased+1,834 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$8.0M	2.5%Prev: 2.3%	162,295 SH	Decreased+8,845 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$948K	0.3%Prev: 0.3%	7,108 SH	Decreased-92 SH
VISA INC	COM CL A	$426K	0.1%Prev: 0.1%	1,200 SH	Increased+268 SH

Sold (vs prior filing)

ABRDN PRECIOUS METALS BASKET — $9.9M
CHEVRON CORPORATION — $230K
COSTCO WHOLESALE CORPORATION — $907K
GE AEROSPACE — $618K
INVESCO EXCHANGE TRADED FD T — $2.3M
INVESCO EXCHANGE TRADED FD T — $2.0M
INVESCO QQQ TR — $583K
ISHARES TR — $1.4M
SPDR INDEX SHS FDS — $6.9M
SPDR SERIES TRUST — $8.8M
STATE STR SPDR S&P 500 ETF T — $1.4M
VANECK ETF TRUST — $959K
VANGUARD STAR FDS — $431K

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