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: $379.0M87 positionsView on SEC.gov

			% of Portfolio
ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$8.3M	2.2%	45,792 SH	New
ALPHABET INC	CAP STK CL A	$2.1M	0.5%Prev: 0.3%	5,745 SH	Increased-345 SH
ALPHABET INC	CAP STK CL C	$511K	0.1%Prev: 0.1%	1,445 SH	Increased-344 SH
AMAZON COM INC	COM	$1.5M	0.4%Prev: 0.5%	6,251 SH	Decreased-1,649 SH
APPLE INC	COM	$2.4M	0.6%Prev: 0.6%	8,179 SH	Increased-345 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$578K	0.2%Prev: 0.4%	1,155 SH	Decreased-1,695 SH
COSTCO WHOLESALE CORPORATION	COM	$851K	0.2%	910 SH	New
ELI LILLY & CO	COM	$390K	0.1%Prev: 0.1%	325 SH	Increased
EXXON MOBIL CORP	COM	$1.4M	0.4%Prev: 0.4%	10,485 SH	Increased-37 SH
GE AEROSPACE	COM NEW	$813K	0.2%	2,176 SH	New
GE VERNOVA INC	COM	$639K	0.2%Prev: 0.1%	544 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P MIDCAP 400	$258K	0.1%Prev: 0.1%	1,983 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL ENR	$2.0M	0.5%	20,472 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL MAT	$1.9M	0.5%	50,140 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$13.2M	3.5%Prev: 3.4%	62,067 SH	Increased+3,859 SH
INVESCO QQQ TR	UNIT SER 1	$744K	0.2%	1,010 SH	New
ISHARES INC	CORE MSCI EMKT	$585K	0.2%Prev: 0.2%	7,061 SH	Increased-2,349 SH
ISHARES TR	0-5YR HI YL CP	$711K	0.2%Prev: 0.2%	16,773 SH	Increased+4,067 SH
ISHARES TR	CORE 1 5 YR USD	$28.7M	7.6%Prev: 7.9%	594,284 SH	Increased+84,492 SH
ISHARES TR	CORE 80 20 ETF	$622K	0.2%	6,371 SH	New
ISHARES TR	CORE MSCI EAFE	$2.0M	0.5%Prev: 0.5%	20,776 SH	Increased+34 SH
ISHARES TR	CORE MSCI TOTAL	$838K	0.2%Prev: 0.4%	8,785 SH	Decreased-7,072 SH
ISHARES TR	CORE S&P MCP ETF	$1.1M	0.3%Prev: 0.3%	13,767 SH	Increased+67 SH
ISHARES TR	CORE S&P SCP ETF	$639K	0.2%Prev: 0.2%	4,309 SH	Increased-180 SH
ISHARES TR	CORE S&P500 ETF	$3.3M	0.9%Prev: 0.9%	4,351 SH	Increased-302 SH
ISHARES TR	CORE US AGGBD ET	$278K	0.1%Prev: 0.1%	2,805 SH	Decreased
ISHARES TR	EAFE SML CP ETF	$544K	0.1%Prev: 0.2%	6,607 SH	Increased+8 SH
ISHARES TR	GLOB HLTHCRE ETF	$247K	0.1%Prev: 0.1%	2,510 SH	Increased
ISHARES TR	ISHS 1-5YR INVS	$24.4M	6.4%Prev: 6.6%	465,818 SH	Increased+74,076 SH
ISHARES TR	ISHS 5-10YR INVT	$2.7M	0.7%Prev: 0.8%	51,690 SH	Increased+5,986 SH
ISHARES TR	MORNINGSTAR GRWT	$606K	0.2%Prev: 0.2%	5,180 SH	Increased-552 SH
ISHARES TR	MORNINGSTAR VALU	$325K	0.1%Prev: 0.1%	3,214 SH	Increased-392 SH
ISHARES TR	MRGSTR MD CP GRW	$2.0M	0.5%Prev: 0.6%	20,481 SH	Decreased-5,028 SH
ISHARES TR	MRGSTR MD CP VAL	$1.6M	0.4%Prev: 0.5%	17,464 SH	Increased-2,832 SH
ISHARES TR	MRGSTR SM CP GR	$574K	0.2%Prev: 0.2%	8,757 SH	Decreased-4,989 SH
ISHARES TR	MRNING SM CP ETF	$540K	0.1%Prev: 0.2%	6,897 SH	Decreased-3,007 SH
ISHARES TR	MSCI ACWI ETF	$746K	0.2%Prev: 0.2%	4,750 SH	Increased
ISHARES TR	MSCI EMG MKT ETF	$427K	0.1%Prev: 0.1%	6,238 SH	Increased-1,859 SH
ISHARES TR	NORTH AMERN NAT	$3.1M	0.8%Prev: 0.7%	55,580 SH	Increased+3,706 SH
ISHARES TR	RESIDENTIAL MULT	$595K	0.2%Prev: 0.2%	6,289 SH	Increased-94 SH
ISHARES TR	RUS MID CAP ETF	$260K	0.1%Prev: 0.1%	2,354 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$704K	0.2%Prev: 0.2%	5,118 SH	Increased-505 SH
ISHARES TR	S&P 500 VAL ETF	$350K	0.1%Prev: 0.1%	1,541 SH	Increased-13 SH
ISHARES TR	SELECT DIVID ETF	$437K	0.1%Prev: 0.1%	2,796 SH	Increased+1 SH
ISHARES TR	SELECT US REIT	$299K	0.1%Prev: 0.1%	4,421 SH	Increased-19 SH
ISHARES TR	TIPS BD ETF	$457K	0.1%Prev: 0.2%	4,177 SH	Decreased-252 SH
ISHARES TR	TRUST ISHARE 0-1	$1.4M	0.4%	12,715 SH	New
ISHARES TR	U.S. REAL ES ETF	$799K	0.2%Prev: 0.2%	7,810 SH	Increased+938 SH
ISHARES TR	ULTRA SHORT DUR	$372K	0.1%Prev: 0.1%	7,348 SH	Decreased
MCDONALDS CORP	COM	$237K	0.1%Prev: 0.1%	877 SH	Decreased-6 SH
MICROSOFT CORP	COM	$218K	0.1%Prev: 0.1%	585 SH	Decreased+3 SH
PHILIP MORRIS INTL INC	COM	$271K	0.1%Prev: 0.1%	1,500 SH	Decreased
PIMCO ETF TR	1-5 US TIP IDX	$538K	0.1%Prev: 0.2%	10,084 SH	Decreased
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$7.6M	2.0%Prev: 2.2%	208,377 SH	Increased-18,915 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$34.0M	9.0%Prev: 9.3%	1,228,357 SH	Increased-95,862 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$8.1M	2.1%Prev: 2.5%	168,438 SH	Increased-16,410 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$20.5M	5.4%Prev: 5.6%	850,858 SH	Increased+124,555 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$381K	0.1%Prev: 0.1%	16,460 SH	Decreased-6 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$14.8M	3.9%Prev: 3.8%	468,296 SH	Increased+21,814 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$9.3M	2.5%Prev: 2.8%	276,144 SH	Increased-27,878 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$9.3M	2.5%Prev: 2.4%	268,344 SH	Increased-5,657 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$50.9M	13.4%Prev: 14.4%	1,731,183 SH	Increased-133,571 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$16.8M	4.4%Prev: 4.1%	455,266 SH	Increased-7,054 SH
SCHWAB STRATEGIC TR	US REIT ETF	$12.3M	3.2%Prev: 3.2%	518,727 SH	Increased+35,475 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$13.0M	3.4%Prev: 3.0%	358,542 SH	Increased-19,636 SH
SPDR INDEX SHS FDS	ST STR ACWI ETF	$7.6M	2.0%	186,320 SH	New
SPDR SERIES TRUST	ST STR SP400GRW	$3.4M	0.9%	30,326 SH	New
SPDR SERIES TRUST	ST STR SP400VAL	$2.9M	0.8%	30,840 SH	New
SPDR SERIES TRUST	ST STR SP600GRWO	$1.9M	0.5%	15,701 SH	New
SPDR SERIES TRUST	ST STR SP600SM C	$1.9M	0.5%	17,360 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.6M	0.4%	2,099 SH	New
TRAVELERS COMPANIES INC	COM	$249K	0.1%Prev: 0.1%	755 SH	Increased
UNION PAC CORP	COM	$1.4M	0.4%Prev: 0.4%	5,188 SH	Increased
VANGUARD BD INDEX FDS	INTERMED TERM	$942K	0.2%Prev: 0.3%	12,286 SH	Decreased+84 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$4.4M	1.1%Prev: 1.3%	55,838 SH	Increased+1,753 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$19.2M	5.1%Prev: 5.3%	262,115 SH	Increased+34,315 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$442K	0.1%Prev: 0.1%	9,129 SH	Increased+979 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$419K	0.1%Prev: 0.1%	1,219 SH	Increased-68 SH
VANGUARD INDEX FDS	MID CAP ETF	$322K	0.1%Prev: 0.1%	3,992 SH	Increased+2,991 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$379K	0.1%Prev: 0.1%	552 SH	Increased+196 SH
VANGUARD INDEX FDS	SMALL CP ETF	$423K	0.1%Prev: 0.1%	1,395 SH	Increased-17 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.9M	0.5%Prev: 0.5%	5,156 SH	Increased-29 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$432K	0.1%Prev: 0.1%	5,157 SH	Decreased-1,867 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$9.1M	2.4%Prev: 2.5%	152,857 SH	Increased-9,438 SH
VANGUARD STAR FDS	VG TL INTL STK F	$478K	0.1%	5,588 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.1M	0.3%Prev: 0.3%	7,200 SH	Increased+92 SH
VISA INC	COM CL A	$320K	0.1%Prev: 0.1%	932 SH	Decreased-268 SH

Sold (vs prior filing)

COSTCO WHSL CORP NEW — $901K
INTUITIVE SURGICAL INC — $238K
ISHARES TR — $692K
ISHARES TR — $903K
LISTED FDS TR — $247K
S&P GLOBAL INC — $314K
SPDR GOLD TR — $531K
SPDR INDEX SHS FDS — $6.5M
SPDR S&P 500 ETF TR — $1.4M
SPDR SERIES TRUST — $2.8M
SPDR SERIES TRUST — $2.5M
SPDR SERIES TRUST — $1.5M
SPDR SERIES TRUST — $1.5M
TIDAL TRUST I — $317K

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