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: $333.5M85 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$1.5M	0.4%Prev: 0.5%	6,090 SH	Decreased+345 SH
ALPHABET INC	CAP STK CL C	$436K	0.1%Prev: 0.1%	1,789 SH	Decreased+344 SH
AMAZON COM INC	COM	$1.7M	0.5%Prev: 0.4%	7,870 SH	Increased+1,619 SH
APPLE INC	COM	$2.2M	0.7%Prev: 0.6%	8,669 SH	Decreased+490 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$581K	0.2%Prev: 0.2%	1,155 SH	Increased
COSTCO WHSL CORP NEW	COM	$840K	0.3%	907 SH	New
ELI LILLY & CO	COM	$248K	0.1%Prev: 0.1%	325 SH	Decreased
EXXON MOBIL CORP	COM	$1.2M	0.4%Prev: 0.4%	10,513 SH	Decreased+28 SH
GE VERNOVA INC	COM	$335K	0.1%Prev: 0.2%	544 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P MIDCAP 400	$239K	0.1%Prev: 0.1%	1,983 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$11.3M	3.4%Prev: 3.5%	59,421 SH	Decreased-2,646 SH
ISHARES INC	CORE MSCI EMKT	$526K	0.2%Prev: 0.2%	7,980 SH	Decreased+919 SH
ISHARES TR	0-5YR HI YL CP	$696K	0.2%Prev: 0.2%	16,074 SH	Decreased-699 SH
ISHARES TR	CORE 1 5 YR USD	$26.9M	8.1%Prev: 7.6%	550,008 SH	Decreased-44,276 SH
ISHARES TR	CORE 80/20 AGGRE	$675K	0.2%	7,661 SH	New
ISHARES TR	CORE MSCI EAFE	$1.8M	0.5%Prev: 0.5%	20,520 SH	Decreased-256 SH
ISHARES TR	CORE MSCI TOTAL	$1.2M	0.4%Prev: 0.2%	15,063 SH	Increased+6,278 SH
ISHARES TR	CORE S&P MCP ETF	$884K	0.3%Prev: 0.3%	13,538 SH	Decreased-229 SH
ISHARES TR	CORE S&P SCP ETF	$518K	0.2%Prev: 0.2%	4,362 SH	Decreased+53 SH
ISHARES TR	CORE S&P500 ETF	$3.0M	0.9%Prev: 0.9%	4,458 SH	Decreased+107 SH
ISHARES TR	CORE US AGGBD ET	$281K	0.1%Prev: 0.1%	2,806 SH	Increased+1 SH
ISHARES TR	EAFE SML CP ETF	$502K	0.2%Prev: 0.1%	6,539 SH	Decreased-68 SH
ISHARES TR	GLOB HLTHCRE ETF	$222K	0.1%Prev: 0.1%	2,510 SH	Decreased
ISHARES TR	ISHS 1-5YR INVS	$22.9M	6.9%Prev: 6.4%	432,801 SH	Decreased-33,017 SH
ISHARES TR	ISHS 5-10YR INVT	$2.7M	0.8%Prev: 0.7%	49,828 SH	Decreased-1,862 SH
ISHARES TR	MORNINGSTAR GRWT	$543K	0.2%Prev: 0.2%	5,203 SH	Decreased+23 SH
ISHARES TR	MORNINGSTAR VALU	$290K	0.1%Prev: 0.1%	3,226 SH	Decreased+12 SH
ISHARES TR	MRGSTR MD CP GRW	$1.9M	0.6%Prev: 0.5%	23,115 SH	Decreased+2,634 SH
ISHARES TR	MRGSTR MD CP VAL	$1.6M	0.5%Prev: 0.4%	19,753 SH	Decreased+2,289 SH
ISHARES TR	MRGSTR SM CP GR	$600K	0.2%Prev: 0.2%	11,066 SH	Increased+2,309 SH
ISHARES TR	MRNING SM CP ETF	$578K	0.2%Prev: 0.1%	8,687 SH	Increased+1,790 SH
ISHARES TR	MSCI ACWI ETF	$657K	0.2%Prev: 0.2%	4,750 SH	Decreased
ISHARES TR	MSCI EMG MKT ETF	$334K	0.1%Prev: 0.1%	6,251 SH	Decreased+13 SH
ISHARES TR	NORTH AMERN NAT	$2.7M	0.8%Prev: 0.8%	54,194 SH	Decreased-1,386 SH
ISHARES TR	RESIDENTIAL MULT	$542K	0.2%Prev: 0.2%	6,374 SH	Decreased+85 SH
ISHARES TR	RUS MID CAP ETF	$227K	0.1%Prev: 0.1%	2,354 SH	Decreased
ISHARES TR	S&P 500 GRWT ETF	$634K	0.2%Prev: 0.2%	5,249 SH	Decreased+131 SH
ISHARES TR	S&P 500 VAL ETF	$319K	0.1%Prev: 0.1%	1,547 SH	Decreased+6 SH
ISHARES TR	SELECT DIVID ETF	$397K	0.1%Prev: 0.1%	2,796 SH	Decreased
ISHARES TR	SELECT US REIT	$274K	0.1%Prev: 0.1%	4,439 SH	Decreased+18 SH
ISHARES TR	SHORT TREAS BD	$991K	0.3%	8,965 SH	New
ISHARES TR	TIPS BD ETF	$493K	0.1%Prev: 0.1%	4,429 SH	Increased+252 SH
ISHARES TR	U.S. REAL ES ETF	$696K	0.2%Prev: 0.2%	7,169 SH	Decreased-641 SH
ISHARES TR	ULTRA SHORT DUR	$373K	0.1%Prev: 0.1%	7,348 SH	Increased
LISTED FDS TR	WAHED DOW JONES	$261K	0.1%	9,468 SH	New
MCDONALDS CORP	COM	$268K	0.1%Prev: 0.1%	883 SH	Increased+6 SH
MICROSOFT CORP	COM	$302K	0.1%Prev: 0.1%	583 SH	Increased-2 SH
PHILIP MORRIS INTL INC	COM	$243K	0.1%Prev: 0.1%	1,500 SH	Decreased
PIMCO ETF TR	1-5 US TIP IDX	$546K	0.2%Prev: 0.1%	10,087 SH	Increased+3 SH
S&P GLOBAL INC	COM	$290K	0.1%	595 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$7.2M	2.2%Prev: 2.0%	217,233 SH	Decreased+8,856 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$30.0M	9.0%Prev: 9.0%	1,287,809 SH	Decreased+59,452 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$7.9M	2.4%Prev: 2.1%	174,090 SH	Decreased+5,652 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$19.5M	5.8%Prev: 5.4%	797,617 SH	Decreased-53,241 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$388K	0.1%Prev: 0.1%	16,518 SH	Increased+58 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$208K	0.1%	8,075 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$12.9M	3.9%Prev: 3.9%	471,123 SH	Decreased+2,827 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$9.2M	2.7%Prev: 2.5%	287,471 SH	Decreased+11,327 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$8.0M	2.4%Prev: 2.5%	275,194 SH	Decreased+6,850 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$47.5M	14.2%Prev: 13.4%	1,805,197 SH	Decreased+74,014 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$13.7M	4.1%Prev: 4.4%	463,145 SH	Decreased+7,879 SH
SCHWAB STRATEGIC TR	US REIT ETF	$11.1M	3.3%Prev: 3.2%	514,416 SH	Decreased-4,311 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$10.5M	3.1%Prev: 3.4%	375,336 SH	Decreased+16,794 SH
SPDR INDEX SHS FDS	MSCI ACWI EXUS	$6.8M	2.0%	195,074 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.4M	0.4%	2,144 SH	New
SPDR SERIES TRUST	S&P 400 MDCP GRW	$2.8M	0.9%	31,072 SH	New
SPDR SERIES TRUST	S&P 400 MDCP VAL	$2.6M	0.8%	31,159 SH	New
SPDR SERIES TRUST	S&P 600 SMCP GRW	$1.5M	0.5%	16,377 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$1.6M	0.5%	18,335 SH	New
TIDAL TRUST I	SP FDS S&P 500	$381K	0.1%	7,706 SH	New
TRAVELERS COMPANIES INC	COM	$211K	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	$957K	0.3%Prev: 0.2%	12,256 SH	Increased-30 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$4.3M	1.3%Prev: 1.1%	54,282 SH	Decreased-1,556 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$18.7M	5.6%Prev: 5.1%	251,353 SH	Decreased-10,762 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$403K	0.1%Prev: 0.1%	8,150 SH	Decreased-979 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$375K	0.1%Prev: 0.1%	1,219 SH	Decreased
VANGUARD INDEX FDS	MID CAP ETF	$293K	0.1%Prev: 0.1%	998 SH	Decreased-2,994 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$227K	0.1%Prev: 0.1%	370 SH	Decreased-182 SH
VANGUARD INDEX FDS	SMALL CP ETF	$355K	0.1%Prev: 0.1%	1,395 SH	Decreased
VANGUARD INDEX FDS	TOTAL STK MKT	$1.7M	0.5%Prev: 0.5%	5,160 SH	Decreased+4 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$381K	0.1%Prev: 0.1%	5,344 SH	Decreased+187 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$8.6M	2.6%Prev: 2.4%	158,484 SH	Decreased+5,627 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$992K	0.3%Prev: 0.3%	7,038 SH	Decreased-162 SH
VISA INC	COM CL A	$410K	0.1%Prev: 0.1%	1,200 SH	Increased+268 SH

Sold (vs prior filing)

ABRDN PRECIOUS METALS BASKET — $8.3M
COSTCO WHOLESALE CORPORATION — $851K
GE AEROSPACE — $813K
INVESCO EXCHANGE TRADED FD T — $2.0M
INVESCO EXCHANGE TRADED FD T — $1.9M
INVESCO QQQ TR — $744K
ISHARES TR — $622K
ISHARES TR — $1.4M
SPDR INDEX SHS FDS — $7.6M
SPDR SERIES TRUST — $3.4M
SPDR SERIES TRUST — $2.9M
SPDR SERIES TRUST — $1.9M
SPDR SERIES TRUST — $1.9M
STATE STR SPDR S&P 500 ETF T — $1.6M
VANGUARD STAR FDS — $478K

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