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: $378.9M94 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$207K	0.1%	790 SH	New
ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$8.6M	2.3%	46,080 SH	New
ALPHABET INC	CAP STK CL A	$2.0M	0.5%Prev: 0.4%	5,745 SH	Increased-345 SH
ALPHABET INC	CAP STK CL C	$492K	0.1%Prev: 0.1%	1,445 SH	Increased-344 SH
AMAZON COM INC	COM	$1.6M	0.4%Prev: 0.5%	6,251 SH	Decreased-1,619 SH
APPLE INC	COM	$2.7M	0.7%Prev: 0.7%	8,180 SH	Increased-489 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.0M	0.3%Prev: 0.2%	2,040 SH	Increased+885 SH
CHEVRON CORPORATION	COM	$227K	0.1%	1,110 SH	New
COSTCO WHOLESALE CORPORATION	COM	$829K	0.2%	910 SH	New
ELI LILLY & CO	COM	$376K	0.1%Prev: 0.1%	325 SH	Increased
EXXONMOBIL HOLDINGS CORP	COM SHS	$1.7M	0.4%	10,291 SH	New
GE AEROSPACE	COM NEW	$680K	0.2%	2,176 SH	New
GE VERNOVA INC	COM	$517K	0.1%Prev: 0.1%	544 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P MIDCAP 400	$269K	0.1%Prev: 0.1%	1,983 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL ENR	$2.1M	0.6%	19,840 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL MAT	$1.8M	0.5%	48,859 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$13.3M	3.5%Prev: 3.4%	63,950 SH	Increased+4,529 SH
INVESCO QQQ TR	UNIT SER 1	$525K	0.1%	710 SH	New
ISHARES INC	CORE MSCI EMKT	$573K	0.2%Prev: 0.2%	7,062 SH	Increased-918 SH
ISHARES TR	0-5YR HI YL CP	$692K	0.2%Prev: 0.2%	16,774 SH	Decreased+700 SH
ISHARES TR	CORE 1 5 YR USD	$28.7M	7.6%Prev: 8.1%	607,233 SH	Increased+57,225 SH
ISHARES TR	CORE 80 20 ETF	$390K	0.1%	4,007 SH	New
ISHARES TR	CORE MSCI EAFE	$2.0M	0.5%Prev: 0.5%	21,048 SH	Increased+528 SH
ISHARES TR	CORE MSCI TOTAL	$833K	0.2%Prev: 0.4%	8,774 SH	Decreased-6,289 SH
ISHARES TR	CORE S&P MCP ETF	$1.0M	0.3%Prev: 0.3%	13,969 SH	Increased+431 SH
ISHARES TR	CORE S&P SCP ETF	$584K	0.2%Prev: 0.2%	4,293 SH	Increased-69 SH
ISHARES TR	CORE S&P500 ETF	$3.3M	0.9%Prev: 0.9%	4,348 SH	Increased-110 SH
ISHARES TR	CORE US AGGBD ET	$265K	0.1%Prev: 0.1%	2,805 SH	Decreased-1 SH
ISHARES TR	EAFE SML CP ETF	$569K	0.2%Prev: 0.2%	6,739 SH	Increased+200 SH
ISHARES TR	EAFE VALUE ETF	$206K	0.1%	2,600 SH	New
ISHARES TR	GLOB HLTHCRE ETF	$256K	0.1%Prev: 0.1%	2,510 SH	Increased
ISHARES TR	ISHS 1-5YR INVS	$24.5M	6.5%Prev: 6.9%	477,755 SH	Increased+44,954 SH
ISHARES TR	ISHS 5-10YR INVT	$2.6M	0.7%Prev: 0.8%	51,690 SH	Decreased+1,862 SH
ISHARES TR	MORNINGSTAR GRWT	$592K	0.2%Prev: 0.2%	5,065 SH	Increased-138 SH
ISHARES TR	MORNINGSTAR VALU	$321K	0.1%Prev: 0.1%	3,048 SH	Increased-178 SH
ISHARES TR	MRGSTR MD CP GRW	$1.9M	0.5%Prev: 0.6%	20,004 SH	Decreased-3,111 SH
ISHARES TR	MRGSTR MD CP VAL	$1.6M	0.4%Prev: 0.5%	17,103 SH	Decreased-2,650 SH
ISHARES TR	MRGSTR SM CP GR	$517K	0.1%Prev: 0.2%	8,447 SH	Decreased-2,619 SH
ISHARES TR	MRNING SM CP ETF	$503K	0.1%Prev: 0.2%	6,727 SH	Decreased-1,960 SH
ISHARES TR	MSCI ACWI ETF	$754K	0.2%Prev: 0.2%	4,750 SH	Increased
ISHARES TR	MSCI EMG MKT ETF	$344K	0.1%Prev: 0.1%	5,157 SH	Increased-1,094 SH
ISHARES TR	NORTH AMERN NAT	$3.5M	0.9%Prev: 0.8%	56,471 SH	Increased+2,277 SH
ISHARES TR	RESIDENTIAL MULT	$557K	0.1%Prev: 0.2%	6,300 SH	Increased-74 SH
ISHARES TR	RUS MID CAP ETF	$251K	0.1%Prev: 0.1%	2,354 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$728K	0.2%Prev: 0.2%	5,115 SH	Increased-134 SH
ISHARES TR	S&P 500 VAL ETF	$352K	0.1%Prev: 0.1%	1,541 SH	Increased-6 SH
ISHARES TR	SELECT DIVID ETF	$424K	0.1%Prev: 0.1%	2,791 SH	Increased-5 SH
ISHARES TR	SELECT US REIT	$278K	0.1%Prev: 0.1%	4,421 SH	Increased-18 SH
ISHARES TR	TIPS BD ETF	$435K	0.1%Prev: 0.1%	4,177 SH	Decreased-252 SH
ISHARES TR	TRUST ISHARE 0-1	$1.4M	0.4%	12,857 SH	New
ISHARES TR	U.S. REAL ES ETF	$749K	0.2%Prev: 0.2%	7,885 SH	Increased+716 SH
ISHARES TR	ULTRA SHORT DUR	$370K	0.1%Prev: 0.1%	7,348 SH	Decreased
MCDONALDS CORP	COM	$203K	0.1%Prev: 0.1%	877 SH	Decreased-6 SH
MICROSOFT CORP	COM	$300K	0.1%Prev: 0.1%	586 SH	Decreased+3 SH
NVIDIA CORPORATION	COM	$227K	0.1%	995 SH	New
PHILIP MORRIS INTL INC	COM	$286K	0.1%Prev: 0.1%	1,500 SH	Increased
PIMCO ETF TR	1-5 US TIP IDX	$523K	0.1%Prev: 0.2%	10,084 SH	Decreased-3 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$7.6M	2.0%Prev: 2.2%	209,232 SH	Increased-8,001 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$33.7M	8.9%Prev: 9.0%	1,225,615 SH	Increased-62,194 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$8.4M	2.2%Prev: 2.4%	169,076 SH	Increased-5,014 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$20.7M	5.5%Prev: 5.8%	867,904 SH	Increased+70,287 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$364K	0.1%Prev: 0.1%	16,460 SH	Decreased-58 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$15.2M	4.0%Prev: 3.9%	466,882 SH	Increased-4,241 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$9.8M	2.6%Prev: 2.7%	273,034 SH	Increased-14,437 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$9.0M	2.4%Prev: 2.4%	269,349 SH	Increased-5,845 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$51.2M	13.5%Prev: 14.2%	1,705,341 SH	Increased-99,856 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$15.5M	4.1%Prev: 4.1%	457,044 SH	Increased-6,101 SH
SCHWAB STRATEGIC TR	US REIT ETF	$11.5M	3.0%Prev: 3.3%	520,450 SH	Increased+6,034 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$11.7M	3.1%Prev: 3.1%	358,735 SH	Increased-16,601 SH
SPDR GOLD TR	GOLD SHS	$1.2M	0.3%	3,201 SH	New
SPDR INDEX SHS FDS	ST STR ACWI ETF	$7.5M	2.0%	186,611 SH	New
SPDR SERIES TRUST	ST STR SP400GRW	$3.2M	0.8%	30,303 SH	New
SPDR SERIES TRUST	ST STR SP400VAL	$2.7M	0.7%	30,830 SH	New
SPDR SERIES TRUST	ST STR SP600GRWO	$1.7M	0.4%	15,643 SH	New
SPDR SERIES TRUST	ST STR SP600SM C	$1.8M	0.5%	17,297 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.6M	0.4%	2,099 SH	New
TRAVELERS COMPANIES INC	COM	$269K	0.1%Prev: 0.1%	755 SH	Increased
UNION PAC CORP	COM	$1.4M	0.4%Prev: 0.4%	5,188 SH	Increased
VANECK ETF TRUST	GOLD MINERS ETF	$918K	0.2%	10,450 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$889K	0.2%Prev: 0.3%	12,195 SH	Decreased-61 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$4.3M	1.1%Prev: 1.3%	56,461 SH	Increased+2,179 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$18.9M	5.0%Prev: 5.6%	268,895 SH	Increased+17,542 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$428K	0.1%Prev: 0.1%	9,129 SH	Increased+979 SH
VANGUARD INDEX FDS	MRNGSTR LRG CAP	$418K	0.1%	1,187 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CAP	$279K	0.1%	979 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$1.9M	0.5%	5,156 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$506K	0.1%Prev: 0.1%	722 SH	Increased+352 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$427K	0.1%Prev: 0.1%	5,143 SH	Increased-201 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$9.2M	2.4%Prev: 2.6%	154,560 SH	Increased-3,924 SH
VANGUARD STAR FDS	VG TL INTL STK F	$399K	0.1%	4,702 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$210K	0.1%	2,979 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.1M	0.3%Prev: 0.3%	7,137 SH	Increased+99 SH
VANGUARD WORLD FD	INF TECH ETF	$201K	0.1%	1,600 SH	New
VISA INC	COM CL A	$335K	0.1%Prev: 0.1%	932 SH	Decreased-268 SH

Sold (vs prior filing)

COSTCO WHSL CORP NEW — $840K
EXXON MOBIL CORP — $1.2M
ISHARES TR — $675K
ISHARES TR — $991K
LISTED FDS TR — $261K
S&P GLOBAL INC — $290K
SCHWAB STRATEGIC TR — $208K
SPDR INDEX SHS FDS — $6.8M
SPDR S&P 500 ETF TR — $1.4M
SPDR SERIES TRUST — $2.8M
SPDR SERIES TRUST — $2.6M
SPDR SERIES TRUST — $1.5M
SPDR SERIES TRUST — $1.6M
TIDAL TRUST I — $381K
VANGUARD INDEX FDS — $375K
VANGUARD INDEX FDS — $293K
VANGUARD INDEX FDS — $355K
VANGUARD INDEX FDS — $1.7M

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