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: $354.2M89 positionsView on SEC.gov

			% of Portfolio
ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$9.9M	2.8%	45,133 SH	New
ALPHABET INC	CAP STK CL A	$1.7M	0.5%Prev: 0.3%	5,745 SH	Increased-345 SH
ALPHABET INC	CAP STK CL C	$415K	0.1%Prev: 0.1%	1,445 SH	Increased-344 SH
AMAZON COM INC	COM	$1.3M	0.4%Prev: 0.5%	6,251 SH	Decreased-1,649 SH
APPLE INC	COM	$2.1M	0.6%Prev: 0.7%	8,177 SH	Increased-753 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	0.4%Prev: 0.5%	2,740 SH	Decreased-110 SH
CHEVRON CORPORATION	COM	$230K	0.1%	1,110 SH	New
COSTCO WHOLESALE CORPORATION	COM	$907K	0.3%	910 SH	New
ELI LILLY & CO	COM	$299K	0.1%Prev: 0.1%	325 SH	Increased
EXXON MOBIL CORP	COM	$1.8M	0.5%Prev: 0.4%	10,522 SH	Increased
GE AEROSPACE	COM NEW	$618K	0.2%	2,176 SH	New
GE VERNOVA INC	COM	$475K	0.1%	544 SH	New
INVESCO EXCHANGE TRADED FD T	S&P MIDCAP 400	$234K	0.1%Prev: 0.1%	1,983 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL ENR	$2.3M	0.7%	21,053 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL MAT	$2.0M	0.6%	51,346 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$11.7M	3.3%Prev: 3.3%	61,174 SH	Increased+4,782 SH
INVESCO QQQ TR	UNIT SER 1	$583K	0.2%	1,010 SH	New
ISHARES INC	CORE MSCI EMKT	$495K	0.1%Prev: 0.2%	7,095 SH	Decreased-2,484 SH
ISHARES TR	0-5YR HI YL CP	$707K	0.2%Prev: 0.2%	16,709 SH	Increased+4,003 SH
ISHARES TR	CORE 1 5 YR USD	$27.6M	7.8%Prev: 8.5%	569,876 SH	Increased+49,681 SH
ISHARES TR	CORE 80/20 AGGRE	$668K	0.2%Prev: 0.2%	7,547 SH	Increased-880 SH
ISHARES TR	CORE MSCI EAFE	$1.9M	0.5%Prev: 0.5%	20,667 SH	Increased-105 SH
ISHARES TR	CORE MSCI TOTAL	$762K	0.2%Prev: 0.4%	8,793 SH	Decreased-6,991 SH
ISHARES TR	CORE S&P MCP ETF	$930K	0.3%Prev: 0.2%	13,772 SH	Increased+1,181 SH
ISHARES TR	CORE S&P SCP ETF	$538K	0.2%Prev: 0.2%	4,331 SH	Increased-158 SH
ISHARES TR	CORE S&P500 ETF	$2.9M	0.8%Prev: 0.9%	4,432 SH	Increased-83 SH
ISHARES TR	CORE US AGGBD ET	$278K	0.1%Prev: 0.1%	2,805 SH	Increased
ISHARES TR	EAFE SML CP ETF	$516K	0.1%Prev: 0.1%	6,584 SH	Increased+130 SH
ISHARES TR	GLOB HLTHCRE ETF	$235K	0.1%Prev: 0.1%	2,510 SH	Increased
ISHARES TR	ISHS 1-5YR INVS	$23.5M	6.6%Prev: 7.1%	447,305 SH	Increased+47,204 SH
ISHARES TR	ISHS 5-10YR INVT	$2.7M	0.8%Prev: 0.8%	51,354 SH	Increased+5,650 SH
ISHARES TR	MORNINGSTAR GRWT	$495K	0.1%Prev: 0.2%	5,180 SH	Increased-725 SH
ISHARES TR	MORNINGSTAR VALU	$299K	0.1%Prev: 0.1%	3,214 SH	Decreased-1,438 SH
ISHARES TR	MRGSTR MD CP GRW	$1.7M	0.5%Prev: 0.6%	22,107 SH	Decreased-3,977 SH
ISHARES TR	MRGSTR MD CP VAL	$1.6M	0.4%Prev: 0.5%	18,515 SH	Increased-2,060 SH
ISHARES TR	MRGSTR SM CP GR	$532K	0.2%Prev: 0.2%	9,712 SH	Decreased-4,503 SH
ISHARES TR	MRNING SM CP ETF	$540K	0.2%Prev: 0.2%	7,774 SH	Decreased-2,455 SH
ISHARES TR	MSCI ACWI ETF	$657K	0.2%Prev: 0.2%	4,750 SH	Increased
ISHARES TR	MSCI EMG MKT ETF	$354K	0.1%Prev: 0.1%	6,238 SH	Decreased-2,029 SH
ISHARES TR	NORTH AMERN NAT	$3.5M	1.0%Prev: 0.7%	55,023 SH	Increased+12,776 SH
ISHARES TR	RESIDENTIAL MULT	$525K	0.1%Prev: 0.2%	6,308 SH	Decreased-75 SH
ISHARES TR	RUS MID CAP ETF	$229K	0.1%Prev: 0.1%	2,354 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$581K	0.2%Prev: 0.2%	5,140 SH	Increased-483 SH
ISHARES TR	S&P 500 VAL ETF	$327K	0.1%Prev: 0.1%	1,547 SH	Increased-7 SH
ISHARES TR	SELECT DIVID ETF	$424K	0.1%Prev: 0.1%	2,797 SH	Increased+623 SH
ISHARES TR	SELECT US REIT	$275K	0.1%	4,437 SH	New
ISHARES TR	TIPS BD ETF	$461K	0.1%Prev: 0.3%	4,177 SH	Decreased-2,498 SH
ISHARES TR	TRUST ISHARE 0-1	$1.4M	0.4%	12,575 SH	New
ISHARES TR	U.S. REAL ES ETF	$722K	0.2%Prev: 0.2%	7,638 SH	Increased+1,139 SH
ISHARES TR	ULTRA SHORT DUR	$372K	0.1%	7,348 SH	New
LISTED FDS TR	WAHED DOW JONES	$297K	0.1%	9,687 SH	New
MCDONALDS CORP	COM	$274K	0.1%Prev: 0.1%	883 SH	Decreased
MICROSOFT CORP	COM	$216K	0.1%Prev: 0.2%	584 SH	Decreased-732 SH
PHILIP MORRIS INTL INC	COM	$248K	0.1%Prev: 0.1%	1,500 SH	Increased
PIMCO ETF TR	1-5 US TIP IDX	$546K	0.2%Prev: 0.2%	10,084 SH	Increased
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$6.9M	1.9%Prev: 2.1%	208,604 SH	Increased-13,689 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$30.7M	8.7%Prev: 8.9%	1,241,459 SH	Increased-87,395 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$7.9M	2.2%Prev: 2.2%	169,227 SH	Increased-15,564 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$19.9M	5.6%Prev: 6.2%	820,033 SH	Increased+62,895 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$382K	0.1%Prev: 0.1%	16,460 SH	Increased-6 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$14.4M	4.1%Prev: 4.1%	469,433 SH	Increased+40,885 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$8.0M	2.3%Prev: 2.5%	275,524 SH	Increased-14,026 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$8.3M	2.3%Prev: 2.4%	271,349 SH	Increased+3,075 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$44.5M	12.6%Prev: 13.5%	1,735,166 SH	Increased-73,333 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$14.2M	4.0%Prev: 3.8%	460,109 SH	Increased+27,268 SH
SCHWAB STRATEGIC TR	US REIT ETF	$11.2M	3.2%Prev: 3.3%	522,062 SH	Increased+66,606 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$10.6M	3.0%Prev: 2.8%	364,250 SH	Increased+17,170 SH
SPDR GOLD TR	GOLD SHS	$1.4M	0.4%Prev: 0.2%	3,201 SH	Increased+1,426 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$6.9M	1.9%	188,650 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$8.8M	2.5%	95,267 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.4M	0.4%	2,099 SH	New
TIDAL TRUST I	SP FDS S&P 500	$391K	0.1%	8,123 SH	New
TRAVELERS COMPANIES INC	COM	$220K	0.1%	755 SH	New
UNION PAC CORP	COM	$1.3M	0.4%Prev: 0.4%	5,188 SH	Increased
VANECK ETF TRUST	GOLD MINERS ETF	$959K	0.3%	10,450 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$943K	0.3%Prev: 0.3%	12,219 SH	Increased-94 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$4.3M	1.2%Prev: 1.4%	55,128 SH	Increased+1,040 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$18.6M	5.3%Prev: 5.8%	252,934 SH	Increased+18,503 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$439K	0.1%Prev: 0.1%	9,129 SH	Increased+979 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$364K	0.1%Prev: 0.1%	1,219 SH	Decreased-377 SH
VANGUARD INDEX FDS	MID CAP ETF	$287K	0.1%	998 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$382K	0.1%	639 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$365K	0.1%Prev: 0.1%	1,395 SH	Increased+273 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.7M	0.5%Prev: 0.5%	5,155 SH	Increased-32 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$390K	0.1%Prev: 0.2%	5,190 SH	Decreased-2,981 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$8.3M	2.3%Prev: 2.5%	153,450 SH	Increased-6,876 SH
VANGUARD STAR FDS	VG TL INTL STK F	$431K	0.1%	5,588 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.1M	0.3%Prev: 0.3%	7,200 SH	Increased+119 SH
VISA INC	COM CL A	$282K	0.1%Prev: 0.1%	932 SH	Decreased-268 SH

Sold (vs prior filing)

COSTCO WHSL CORP NEW — $861K
INTUITIVE SURGICAL INC — $217K
ISHARES TR — $273K
ISHARES TR — $986K
ISHARES TR — $438K
LISTED FD TR — $211K
S&P GLOBAL INC — $302K
SPDR INDEX SHS FDS — $5.8M
SPDR S&P 500 ETF TR — $1.2M
SPDR SER TR — $2.4M
SPDR SER TR — $2.3M
SPDR SER TR — $1.2M
SPDR SER TR — $1.3M
TIDAL ETF TR — $231K

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